General Industrial Machinery and Equipment, Not Elsewhere - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 61
Morgan Stanley 58
Citadel Advisors Llc 56
UBS Group AG 56
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 55
Susquehanna International Group, Llp 55
Citigroup Inc 53
Bank Of America Corp /de/ 53
Jpmorgan Chase & Co 51
Royal Bank Of Canada 51
Geode Capital Management, Llc 50
Millennium Management Llc 50
Goldman Sachs Group Inc 50
Wells Fargo & Company/mn 49
Barclays Plc 49
Tower Research Capital LLC (TRC) 48
Jane Street Group, Llc 48
Vanguard Group Inc 46
Deutsche Bank Ag\ 46
Advisor Group Holdings, Inc. 45
Marshall Wace, Llp 45
BlackRock, Inc. 45
Northern Trust Corp 45
Renaissance Technologies Llc 44
State Street Corp 43
Charles Schwab Investment Management Inc 43
Virtu Financial LLC 43
Fmr Llc 42
Bank of New York Mellon Corp 42
Credit Suisse Ag/ 41
Invesco Ltd. 41
Bank Of Montreal /can/ 40
Two Sigma Investments, Lp 40
Manufacturers Life Insurance Company, The 40
Pnc Financial Services Group, Inc. 39
IFP Advisors, Inc 39
Dimensional Fund Advisors Lp 39
Ameriprise Financial Inc 39
Price T Rowe Associates Inc /md/ 38
Bnp Paribas Arbitrage, Sa 37
Prelude Capital Management, Llc 37
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 37
Hrt Financial Lp 37
Simplex Trading, Llc 37
California State Teachers Retirement System 37
Alliancebernstein L.p. 36
Squarepoint Ops LLC 36
Boothbay Fund Management, Llc 36
Two Sigma Advisers, Lp 36
New York State Common Retirement Fund 36
American International Group, Inc. 36
California Public Employees Retirement System 36
Legal & General Group Plc 36
D. E. Shaw & Co., Inc. 36
Balyasny Asset Management Llc 35
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 35
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 35
Wolverine Asset Management Llc 35
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 35
Group One Trading, L.p. 35
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 35
GWM Advisors LLC 35
Victory Capital Management Inc 35
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 34
Northwestern Mutual Wealth Management Co 34
Rhumbline Advisers 34
Us Bancorp \de\ 34
Voya Investment Management Llc 34
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 34
Qube Research & Technologies Ltd 34
Raymond James Financial Inc 34
Federated Hermes, Inc. 33
First Trust Advisors Lp 33
Russell Investments Group, Ltd. 33
Verition Fund Management LLC 33
Ancora Advisors, LLC 33
Walleye Capital LLC 33
Macquarie Group Ltd 33
Cwm, Llc 32
Two Sigma Securities, Llc 32
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 32
Gabelli Funds Llc 32
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 32
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 32
SG Americas Securities, LLC 32
Creative Planning 32
Strs Ohio 32
Panagora Asset Management Inc 32
Walleye Trading LLC 32
Nuveen Asset Management, LLC 32
XTX Topco Ltd 32
LPL Financial LLC 32
Steward Partners Investment Advisory, Llc 32
PEAK6 Investments LLC 32
Arrowstreet Capital, Limited Partnership 32
Amalgamated Bank 31
Captrust Financial Advisors 31
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 31
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 31
Swiss National Bank 31
O'shaughnessy Asset Management, Llc 31
Ubs Asset Management Americas Inc 31
Wolverine Trading, Llc 31
Gsa Capital Partners Llp 31
Paloma Partners Management Co 30
Huntington National Bank 30
MetLife Investment Management, LLC 30
Engineers Gate Manager LP 30
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 30
ExodusPoint Capital Management, LP 30
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 30
Sei Investments Co 30
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 30
Oxford Asset Management Llp 30
Public Employees Retirement System Of Ohio 30
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 30
First Horizon Advisors, Inc. 30
Allworth Financial LP 30
CIBC Private Wealth Group, LLC 30
Metropolitan Life Insurance Co/ny 30
Zurcher Kantonalbank (Zurich Cantonalbank) 30
American Century Companies Inc 30
Cubist Systematic Strategies, LLC 30
Aqr Capital Management Llc 30
Lazard Asset Management Llc 30
Teacher Retirement System Of Texas 29
Hsbc Holdings Plc 29
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 29
Nomura Holdings Inc 29
Principal Financial Group Inc 29
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 29
Federation des caisses Desjardins du Quebec 29
State Board Of Administration Of Florida Retirement System 29
Schonfeld Strategic Advisors LLC 29
Dynamic Technology Lab Private Ltd 29
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 29
ProShare Advisors LLC 29
Quadrant Capital Group Llc 29
Prudential Financial Inc 29
Allianz Asset Management GmbH 29
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 29
Ubs Ag 28
Nisa Investment Advisors, Llc 28
BlackRock Investment Management, LLC 28
Cutler Group LP 28
Magnetar Financial LLC 28
Bessemer Group Inc 28
Natixis Advisors, L.p. 28
Ameritas Investment Partners, Inc. 28
Advisory Services Network, LLC 28
BlackRock Institutional Trust Company, N.A. 28
HighTower Advisors, LLC 28
Trexquant Investment LP 28
Quantbot Technologies LP 28
Thrivent Financial For Lutherans 28
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 28
Janney Montgomery Scott LLC 28
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 28
PDT Partners, LLC 28
Neuberger Berman Group LLC 28
BlackRock Fund Advisors 28
Comerica Bank 28
Wellington Management Group Llp 28
Toronto Dominion Bank 28
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 28
Stifel Financial Corp 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
Royce & Associates Lp 27
Polar Asset Management Partners Inc. 27
Raymond James & Associates 27
Envestnet Asset Management Inc 27
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 27
Gamco Investors, Inc. Et Al 27
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 27
Janus Henderson Group Plc 27
Fifth Third Bancorp 27
Covestor Ltd 27
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 27
Acadian Asset Management Llc 27
Quadrature Capital Ltd 27
Tiaa Cref Investment Management Llc 27
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 27
Mirae Asset Global Investments Co., Ltd. 27
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 27
Gotham Asset Management, LLC 27
Commonwealth Equity Services, Llc 27
Jacobs Levy Equity Management, Inc 27
Parametric Portfolio Associates Llc 27
Nationwide Fund Advisors 27
SBI Securities Co., Ltd. 27
Man Group plc 27
Harbour Investments, Inc. 27
Ladenburg Thalmann Financial Services Inc 27
Jump Financial, LLC 27
Rockefeller Capital Management L.P. 27
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 27
Norges Bank 27
Franklin Resources Inc 27
Parallax Volatility Advisers, L.P. 27
Occudo Quantitative Strategies Lp 27
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 26
State of Wyoming 26
Tudor Investment Corp Et Al 26
Jones Financial Companies Lllp 26
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 26
BlueCrest Capital Management Ltd 26
State Of Wisconsin Investment Board 26
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 26
BlackRock Advisors LLC 26
Signaturefd, Llc 26
IWV - iSHARES TRUST - iShares Russell 3000 ETF 26
Teachers Advisors, Llc 26
Allspring Global Investments Holdings, LLC 26
Dark Forest Capital Management Lp 26
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 26
Mackenzie Financial Corp 26
Marshall Wace North America L.P. 26
EverSource Wealth Advisors, LLC 26
Public Employees Retirement Association Of Colorado 26
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 26
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 26
Private Advisor Group, LLC 26
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 26
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 26
Point72 Asset Management, L.P. 26
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 26
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 26
Sterling Capital Management LLC 26
Parallel Advisors, LLC 26
Arizona State Retirement System 26
Centiva Capital, LP 25
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 25
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 25
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 25
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 25
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 25
Dupont Capital Management Corp 25
MetLife Securities, Inc 25
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 25
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 25
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 25
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 25
Global Retirement Partners, LLC 25
Brown Advisory Inc 25
First Manhattan Co 25
Y-Intercept (Hong Kong) Ltd 25
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 25
Los Angeles Capital Management Llc 25
Kcg Holdings, Inc. 25
Russell Frank Co/ 25
Truist Financial Corp 25
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 24
EAM Investors, LLC 24
Mariner, LLC 24
Vanguard Index Funds 24
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 24
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 24
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 24
Jefferies Group LLC 24
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 24
D.a. Davidson & Co. 24
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 24
Geneos Wealth Management Inc. 24
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 24
Farther Finance Advisors, LLC 24
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 24
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 24
Assetmark, Inc 24
Amundi 24
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 24
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 24
Connor, Clark & Lunn Investment Management Ltd. 24
Ground Swell Capital, LLC 24
LMR Partners LLP 24
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 24
Nuveen, LLC 24
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 24
Algert Global Llc 24
Driehaus Capital Management Llc 24
Cresset Asset Management, LLC 24
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 24
M&t Bank Corp 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 24
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 23
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 23
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 23
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 23
Principal Funds Inc 23
TD Waterhouse Canada Inc. 23
Raymond James Financial Services Advisors, Inc. 23
Nomura Asset Management Co Ltd 23
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 23
Jefferies Financial Group Inc. 23
A.R.T. Advisors, LLC 23
AdvisorNet Financial, Inc 23
MUFG Americas Holdings Corp 23
National Bank Of Canada /fi/ 23
Meeder Asset Management Inc 23
Alberta Investment Management Corp 23
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 23
Alpine Global Management, LLC 23
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 23
Police & Firemen's Retirement System of New Jersey 23
Eagle Asset Management Inc 23
National Asset Management, Inc. 23
GAMMA Investing LLC 23
New York State Teachers Retirement System 23
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 23
PEAK6 Investments, L.P. 23
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 23
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 23
Susquehanna Fundamental Investments, Llc 23
Alyeska Investment Group, L.P. 23
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 23
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 23
Great West Life Assurance Co /can/ 23
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 23
Cambridge Investment Research Advisors, Inc. 22
Sowell Financial Services LLC 22
Highbridge Capital Management Llc 22
Quarry LP 22
Corebridge Financial, Inc. 22
Canada Pension Plan Investment Board 22
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 22
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 22
United Services Automobile Association 22
Parkside Financial Bank & Trust 22
Pacer Advisors, Inc. 22
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 22
Putnam Investments Llc 22
Point72 Hong Kong Ltd 22
SRS Capital Advisors, Inc. 22
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 22
Ergoteles LLC 22
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 22
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 22
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 22
Teachers Retirement System Of The State Of Kentucky 22
State of Tennessee, Treasury Department 22
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 22
Glenmede Trust Co Na 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 22
Handelsbanken Fonder AB 22
Lindbrook Capital, Llc 22
Guggenheim Capital Llc 22
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 22
ClariVest Asset Management LLC 22
Caitong International Asset Management Co., Ltd 22
Larson Financial Group LLC 22
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 22
FNY Investment Advisers, LLC 22
Aperio Group, LLC 22
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 22
BlackRock Group LTD 22
Massmutual Trust Co Fsb/adv 22
TCI Wealth Advisors, Inc. 22
Weiss Asset Management LP 22
Healthcare Of Ontario Pension Plan Trust Fund 22
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 22
CoreCap Advisors, LLC 22
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 22
Brevan Howard Capital Management LP 22
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 22
Moore Capital Management, Lp 22
Versant Capital Management, Inc 22
True Wealth Design, LLC 22
Coldstream Capital Management Inc 22
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 21
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 21
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 21
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 21
KBC Group NV 21
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 21
Ronald Blue Trust, Inc. 21
Spot Trading L.L.C 21
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 21
Loomis Sayles & Co L P 21
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 21
Winton Capital Group Ltd 21
Lord, Abbett & Co. Llc 21
Essex Investment Management Co Llc 21
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 21
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 21
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 21
Mutual Of America Capital Management Llc 21
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 21
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 21
Glassman Wealth Services 21
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 21
Private Trust Co Na 21
Schroder Investment Management Group 21
Natixis 21
Advisor Group, Inc. 21
Spire Wealth Management 21
Virginia Retirement Systems Et Al 21
Kestra Advisory Services, LLC 21
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 21
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 21
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 21
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 21
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 21
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 21
FORA Capital, LLC 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 21
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 21
Campbell & CO Investment Adviser LLC 21
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 21
College Retirement Equities Fund 21
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 21
Baird Financial Group, Inc. 21
JustInvest LLC 21
Kennedy Capital Management, Inc. 21
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 21
Belpointe Asset Management LLC 21
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 21
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 21
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 21
Orion Portfolio Solutions, LLC 21
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 21
Laurion Capital Management LP 21
Hudson Bay Capital Management LP 21
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 21
Hartland & Co., LLC 21
BNP Paribas Asset Management Holding S.A. 21
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 21
RidgeWorth Capital Management LLC 20
EntryPoint Capital, LLC 20
CIBC Asset Management Inc 20
Weiss Strategic Interval Fund 20
Quantamental Technologies LLC 20
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 20
Cetera Advisor Networks LLC 20
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 20
Twin Tree Management, LP 20
Adage Capital Partners Gp, L.l.c. 20
CI Private Wealth, LLC 20
VDAFX - VALIC Co I - Dynamic Allocation Fund 20
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 20
Fieldpoint Private Securities, LLC 20
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 20
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 20
Capital Fund Management S.a. 20
Seven Eight Capital, Lp 20
Skopos Labs, Inc. 20
Piedmont Investment Advisors Llc 20
Penserra Capital Management LLC 20
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 20
Acrospire Investment Management LLC 20
PineBridge Investments, L.P. 20
Quent Capital, LLC 20
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 20
Capstone Investment Advisors, Llc 20
Graham Capital Management, L.P. 20
Twinbeech Capital Lp 20
Stratos Wealth Partners, LTD. 20
Eaton Vance Management 20
Bridgeway Capital Management Inc 20
Axa S.a. 20
Amalgamated Financial Corp. 20
Ensign Peak Advisors, Inc 20
Benjamin F. Edwards & Company, Inc. 20
Managed Account Advisors Llc 20
Xponance, Inc. 20
Ellevest, Inc. 20
Oppenheimer & Co Inc 20
Voloridge Investment Management, Llc 20
Rothschild Investment Llc 20
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 20
Bell Investment Advisors, Inc 20
Manchester Capital Management LLC 20
Mml Investors Services, Llc 20
Brandywine Global Investment Management, LLC 20
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 20
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 20
State of New Jersey Common Pension Fund D 20
Ci Investments Inc. 20
King Luther Capital Management Corp 20
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 20
Van Eck Associates Corp 20
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 20
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 20
Amundi Pioneer Asset Management Inc 20
1832 Asset Management L.P. 20
Aster Capital Management (DIFC) Ltd 20
Tfs Capital Llc 20
Capital Performance Advisors Llp 20
Whittier Trust Co 20
Bayesian Capital Management, LP 20
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 20
MAI Capital Management 19
Holocene Advisors, LP 19
Hantz Financial Services, Inc. 19
Trust Co Of Vermont 19
Klp Kapitalforvaltning As 19
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 19
Plante Moran Financial Advisors, LLC 19
Aquatic Capital Management LLC 19
Atria Investments Llc 19
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 19
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 19
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 19
Summit Trail Advisors, Llc 19
CWM Advisors, LLC 19
Intech Investment Management Llc 19
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 19
Assenagon Asset Management S.A. 19
Zacks Investment Management 19
Scopus Asset Management, L.p. 19
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 19
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 19
Pictet Asset Management Holding SA 19
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 19
Fox Run Management, L.l.c. 19
Financial Architects, Inc 19
Universal- Beteiligungs- und Servicegesellschaft mbH 19
Segall Bryant & Hamill, Llc 19
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 19
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 19
Oppenheimer Funds Inc 19
Weiss Multi-Strategy Advisers LLC 19
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 19
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 19
Massachusetts Financial Services Co /ma/ 19
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 19
Venturi Wealth Management, LLC 19
Td Asset Management Inc 19
Toroso Investments, LLC 19
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 19
Quest Partners LLC 19
Clearbridge Investments, LLC 19
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 19
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 19
Principal Securities, Inc. 19
OMERS ADMINISTRATION Corp 19
Suntrust Banks Inc 19
Steward Financial Group LLC 19
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 19
Mercer Global Advisors Inc /adv 19
International Assets Investment Management, Llc 19
Pictet Asset Management Sa 19
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 19
Calamos Advisors LLC 19
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 19
Exchange Traded Concepts, Llc 19
Blair William & Co/il 19
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 19
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 19
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 19
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 18
NOSGX - Northern Funds - Northern Small Cap Value Fund 18
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 18
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 18
Jade Capital Advisors, LLC 18
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 18
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 18
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 18
Ellington Management Group Llc 18
Thompson Davis & Co., Inc. 18
Quantinno Capital Management LP 18
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 18
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 18
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 18
Humankind Benefit Corp - Humankind US Stock ETF 18
Synovus Financial Corp 18
Pathstone Holdings, LLC 18
Diametric Capital, LP 18
Crossmark Global Holdings, Inc. 18
Wexford Capital Lp 18
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 18
Guardian Wealth Advisors, LLC 18
Hexagon Capital Partners LLC 18
Mount Yale Investment Advisors, LLC 18
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 18
Great Lakes Advisors, Llc 18
Daiwa Securities Group Inc. 18
Headlands Technologies LLC 18
Bogart Wealth, LLC 18
Public Sector Pension Investment Board 18
Sanctuary Advisors, LLC 18
Interval Partners, LP 18
Quantitative Systematic Strategies LLC 18
Umb Bank N A/mo 18
Lighthouse Investment Partners, LLC 18
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 18
Credit Agricole S A 18
Fortitude Family Office, LLC 18
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 18
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 18
Shell Asset Management Co 18
Brookfield Asset Management Inc. 18
Boston Private Wealth Llc 18
Brinker Capital Investments, LLC 18
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 18
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 18
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 18
Employees Retirement System of Texas 18
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 18
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 18
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 18
NEXT Financial Group, Inc 18
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 18
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 18
Private Capital Group, LLC 18
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 18
Bank Of Nova Scotia 18
Advisors Asset Management, Inc. 18
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
Brown Brothers Harriman & Co 18
Clear Street Markets Llc 18
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 18
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 18
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 18
EBI - RBB Fund Trust - Longview Advantage ETF 18
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 18
Petrus Trust Company, LTA 18
Tcwp Llc 18
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 18
Aigen Investment Management, Lp 18
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 18
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 18
Jennison Associates Llc 18
Berman Capital Advisors, LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 18
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 18
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 18
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 18
Texas Permanent School Fund 18
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 18
Hillsdale Investment Management Inc. 18
Jfs Wealth Advisors, Llc 18
Profund Advisors Llc 18
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 18
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 18
Picton Mahoney Asset Management 18
Chicago Equity Partners Llc 18
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 18
Municipal Employees' Retirement System of Michigan 18
State of Alaska, Department of Revenue 18
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 18
Oppenheimer Asset Management Inc. 18
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 18
Howe & Rusling Inc 18
Bridgefront Capital, LLC 18
Wealth Enhancement Advisory Services, Llc 18
Hemington Wealth Management 18
Vontobel Holding Ltd. 18
Pearl River Capital, LLC 17
Vestcor Inc 17
Retirement Systems of Alabama 17
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 17
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 17
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 17
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 17
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 17
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 17
Irish Life Investment Managers Ltd. 17
SJS Investment Consulting Inc. 17
Css Llc/il 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 17
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 17
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 17
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 17
Pinnacle Wealth Planning Services, Inc. 17
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 17
Diversified Trust Co 17
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 17
MQS Management LLC 17
QS Investors, LLC 17
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 17
SOUTH STATE Corp 17
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 17
Hm Payson & Co 17
Jane Street Holding, LLC 17
Bryn Mawr Capital Management Inc 17
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 17
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 17
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 17
Global Financial Private Client, LLC 17
HAP Trading, LLC 17
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 17
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 17
Rise Advisors, LLC 17
FIL Ltd 17
Point72 (DIFC) Ltd 17
Nebula Research & Development LLC 17
Barings Llc 17
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 17
Money Concepts Capital Corp 17
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 17
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 17
Avion Wealth 17
Blueshift Asset Management, LLC 17
Profunds - Profund Vp Industrials 17
Versor Investments LP 17
Kepos Capital LP 17
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 17
Prestige Wealth Management Group LLC 17
Stevens Capital Management Lp 17
Itau Unibanco Holding S.A. 17
Alps Advisors Inc 17
Empowered Funds, LLC 17
Lombard Odier Asset Management (USA) Corp 17
Hutchin Hill Capital, LP 17
Smartleaf Asset Management LLC 17
FineMark National Bank & Trust 17
Commerce Bank 17
Bailard, Inc. 17
CIBC World Markets Inc. 17
Nordea Investment Management Ab 17
Shelton Capital Management 17
Crestline Management, LP 17
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 17
Disciplined Investments, LLC 17
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 17
Wipfli Financial Advisors Llc, 17
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 17
Capital Advisors, Ltd. LLC 17
CENTRAL TRUST Co 17
Utah Retirement Systems 17
Inceptionr Llc 17
Hbk Investments L P 17
Alphacrest Capital Management Llc 17
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 17
Regions Financial Corp 17
Ubs Oconnor Llc 17
Schubert & Co 17
Stone Ridge Asset Management LLC 17
Oregon Public Employees Retirement Fund 17
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 17
Cibc World Markets Corp 17
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 17
Creative Financial Designs Inc /adv 17
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 17
Globeflex Capital L P 17
UXI - PROSHARES TRUST - ProShares Ultra Industrials 17
Yousif Capital Management, Llc 17
Farmers & Merchants Investments Inc 17
First Mercantile Trust Co 17
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 17
Emerald Acquisition Ltd. 17
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 17
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 17
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 17
Earnest Partners Llc 17
American Portfolios Advisors 17
HFM Investment Advisors, LLC 17
Cullen/frost Bankers, Inc. 17
DekaBank Deutsche Girozentrale 17
Mitsubishi UFJ Trust & Banking Corp 17
Chicago Partners Investment Group LLC 17
Mirabella Financial Services Llp 17
Wealthspire Advisors, L.P. 17
Activest Wealth Management 17
Cetera Investment Advisers 17
Rialto Wealth Management, LLC 17
Sciencast Management LP 17
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 17
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 17
Cordant, Inc. 17
FDx Advisors, Inc. 17
VTL Associates, LLC 17
APG Asset Management N.V. 17
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 17
Tiaa-cref Funds 16
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 16
CVA Family Office, LLC 16
Cinctive Capital Management LP 16
Advisory Research Inc 16
Lenox Wealth Advisors, LLC 16
Bay Harbor Wealth Management, LLC 16
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 16
Keebeck Alpha, LP 16
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 16
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 16
Banque Cantonale Vaudoise 16
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 16
Illinois Municipal Retirement Fund 16
Baker Avenue Asset Management, LP 16
Sawtooth Solutions, LLC 16
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 16
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 16
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 16
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 16
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 16
ETRADE Capital Management LLC 16
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 16
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 16
Parkworth Wealth Management, Inc. 16
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 16
Point72 Asia (Singapore) Pte. Ltd. 16
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 16
First Hawaiian Bank 16
Element Capital Management Llc 16
Cerity Partners LLC 16
Evoke Wealth, Llc 16
Vanguard World Fund 16
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 16
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 16
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 16
Kayne Anderson Rudnick Investment Management Llc 16
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 16
Xact Kapitalforvaltning AB 16
Invictus RG 16
Avantax Planning Partners, Inc. 16
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 16
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 16
Standard Life Aberdeen plc 16
Treasurer of the State of North Carolina 16
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 16
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 16
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 16
Entropy Technologies, LP 16
Castleark Management Llc 16
DiNuzzo Private Wealth, Inc. 16
Optimum Investment Advisors 16
Bokf, Na 16
Twin Peaks Wealth Advisors, LLC 16
Grantham, Mayo, Van Otterloo & Co. LLC 16
Menta Capital Llc 16
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 16
Old Mission Capital Llc 16
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 16
Spring Creek Capital Llc 16
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 16
STXG - EA Series Trust - Strive 1000 Growth ETF 16
Riverview Trust Co 16
GAM Holding AG 16
Johnson Financial Group, Inc. 16
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 16
Point72 Middle East FZE 16
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 16
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 16
Sherbrooke Park Advisers Llc 16
Cornerstone Planning Group LLC 16
NumerixS Investment Technologies Inc 16
Innealta Capital, Llc 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 16
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 16
Assured Investment Management LLC 16
Rehmann Capital Advisory Group 16
T. Rowe Price Investment Management, Inc. 16
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 16
Tfs Capital Investment Trust 16
Advanced Series Trust - Ast Small-cap Growth Portfolio 16
Fuller & Thaler Asset Management, Inc. 16
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 16
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 16
Pictet Asset Management Ltd 16
Proficio Capital Partners LLC 16
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 16
Asset Management One Co., Ltd. 16
SECOR Capital Advisors, LP 16
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 16
Oak Thistle LLC 16
Oppenheimer Etf Trust 16
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 16
CSat Investment Advisory, L.P. 16
USA Financial Portformulas Corp 16
PENN SERIES FUNDS INC - International Equity Fund 16
Sofos Investments, Inc. 16
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 16
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 16
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 16
GHP Investment Advisors, Inc. 16
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 16
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 16
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 16
Ashton Thomas Private Wealth, LLC 16
Louisiana State Employees Retirement System 16
Peak6 Llc 16
Tortoise Investment Management, LLC 16
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 16
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 16
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 16
Skandinaviska Enskilda Banken AB (publ) 16
NewSquare Capital LLC 16
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 16
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 16
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 16
Wolff Wiese Magana Llc 16
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 16
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 16
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 16
Keybank National Association/oh 16
Wiley Bros.-aintree Capital, Llc 16
Cnh Partners Llc 16
Mason Street Advisors, Llc 16
Raymond James Trust N.a. 16
Weld Capital Management Llc 16
Pathstone Family Office, Llc 16
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 16
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 16
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 16
IWB - iSHARES TRUST - iShares Russell 1000 ETF 16
Mather Group, Llc. 16
Maverick Capital Ltd 16
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 16
State Of Michigan Retirement System 16
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 16
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 16
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 16
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 16
Nine Chapters Capital Management LLC 16
First Quadrant L P/ca 16
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 16
Waddell & Reed Financial Inc 16
Stephens Inc /ar/ 16
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 16
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 15
Karp Capital Management Corp 15
Hughes Financial Services, LLC 15
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 15
Axq Capital, Lp 15
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 15
Seacrest Wealth Management, Llc 15
Mackay Shields Llc 15
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 15
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 15
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 15
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 15
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 15
Perigon Wealth Management, LLC 15
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 15
Private Wealth Management Group, LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 15
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 15
MML Series Investment Fund II - MML Equity Rotation Fund Class II 15
Sculptor Capital LP 15
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 15
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 15
WFG Advisors, LP 15
Cromwell Holdings LLC 15
Fisher Asset Management, LLC 15
Ritholtz Wealth Management 15
STXV - EA Series Trust - Strive 1000 Value ETF 15
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15
Duality Advisers, Lp 15
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 15
Townsquare Capital Llc 15
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 15
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 15
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 15
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 15
Martingale Asset Management L P 15
Rafferty Asset Management, LLC 15
Coppell Advisory Solutions LLC 15
Chartwell Investment Partners, Llc 15
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 15
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 15
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 15
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 15
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 15
DAACX - Adviser Managed Trust - Diversified Equity Fund 15
JJJ Advisors Inc. 15
Claris Advisors, Llc / Mo / 15
Airain ltd 15
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 15
Rydex Etf Trust 15
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 15
Caxton Associates Lp 15
Moneta Group Investment Advisors Llc 15
Golden State Wealth Management, LLC 15
Ameritas Investment Corp 15
Carroll Financial Associates, Inc. 15
Harbor Investment Advisory, Llc 15
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 15
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 15
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 15
New York Life Investment Management Llc 15
Boston Partners 15
Teza Capital Management LLC 15
Bartlett & Co. Wealth Management Llc 15
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 15
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 15
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 15
Freestone Capital Holdings, LLC 15
Vantagepoint Funds 15
Securian Asset Management, Inc 15
Valeo Financial Advisors, LLC 15
Crewe Advisors LLC 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 15
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 15
Catalyst Capital Advisors LLC 15
Zions Bancorporation, N.A. 15
New Age Alpha Advisors, LLC 15
AHL Partners LLP 15
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 15
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 15
Cipher Capital LP 15
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 15
Carolinas Wealth Consulting Llc 15
Davidson Kempner Capital Management Lp 15
Ethic Inc. 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
Vigilant Capital Management, LLC 15
Spark Investment Management LLC 15
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 15
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 15
Paradigm Asset Management Co Llc 15
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 15
Central Pacific Bank - Trust Division 15
Maryland State Retirement & Pension System 15
United Capital Financial Advisers, Llc 15
FourThought Financial, LLC 15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 15
Profunds - Profund Vp Oil & Gas 15
DnB Asset Management AS 15
Moody National Bank Trust Division 15
New Mexico Educational Retirement Board 15
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 15
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 15
Six Circles Trust - Six Circles Global Bond Fund 15
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 15
BFOR - ALPS ETF Trust - Barron's 400 ETF 15
Quest Capital Management Inc /adv 15
Snowden Capital Advisors LLC 15
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 15
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 15
Calvert Investment Management, Inc. 15
Stephens Consulting, LLC 15
BRYN MAWR TRUST Co 15
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 15
Annis Gardner Whiting Capital Advisors, LLC 15
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 15
Avantax Advisory Services, Inc. 15
Vident Advisory, LLC 15
First Republic Investment Management, Inc. 15
Rational Advisors Llc 15
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 15
Cadence Capital Management Llc 15
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 15
Colonial Trust Co / SC 15
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 15
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 15
Bare Financial Services, Inc 15
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 15
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 15
nVerses Capital, LLC 15
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 15
Silvercrest Asset Management Group Llc 15
Quantitative Investment Management, LLC 15
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 15
GW&K Investment Management, LLC 15
Robeco Institutional Asset Management B.V. 15
Northwestern Mutual Investment Management Company, Llc 15
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 15
Kore Private Wealth LLC 15
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 15
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 15
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 15
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 15
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 15
Gradient Investments LLC 15
Machina Capital S.a.s. 15
Eagle Bay Advisors LLC 15
J. Goldman & Co LP 15
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 15
ORG Partners LLC 15
Fred Alger Management, Llc 15
Tompkins Financial Corp 14
Riverhead Capital Management Llc 14
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 14
Hancock Whitney Corp 14
Bridgewater Associates, LP 14
Phoenix Holdings Ltd. 14
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 14
SAC Capital Advisors LP 14
Profunds - Profund Vp Ultrasmall-cap 14
Capital Asset Advisory Services LLC 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 14
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 14
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 14
Gabelli Equity Trust Inc 14
Vident Investment Advisory, LLC 14
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 14
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 14
Johnson Investment Counsel Inc 14
TFC Financial Management 14
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 14
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 14
Aviva Plc 14
Financial Management Professionals, Inc. 14
Impax Asset Management Group plc 14
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 14
Smithfield Trust Co 14
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 14
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 14
Cornerstone Capital Management Holdings Llc. 14
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 14
Ashton Thomas Securities, Llc 14
Liberty Mutual Group Asset Management Inc. 14
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 14
BlackRock Japan Co. Ltd 14
Associated Banc-corp 14
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 14
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 14
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 14
Janney Capital Management LLC 14
Eaton Vance Ltd Duration Income Fund 14
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 14
Ing Groep Nv 14
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 14
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 14
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 14
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 14
Chevy Chase Trust Holdings, Inc. 14
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 14
We Are One Seven, LLC 14
Visium Asset Management, LP 14
Independent Portfolio Consultants, Inc. 14
Commonwealth Equity Services, Inc 14
CX Institutional 14
Janus Capital Management Llc 14
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
People's United Financial, Inc. 14
Cetera Advisors LLC 14
Commonwealth Bank Of Australia 14
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 14
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 14
Delpha Capital Management, Llc 14
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 14
Tocqueville Asset Management L.p. 14
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 14
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 14
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 14
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 14
Resources Investment Advisors, LLC. 14
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 14
Landscape Capital Management, L.l.c. 14
Allstate Corp 14
Gideon Capital Advisors, Inc. 14
Numeric Investors Llc 14
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 14
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 14
IWM - iSHARES TRUST - iShares Russell 2000 ETF 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 14
Bartlett & Co. LLC 14
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 14
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 14
Savant Capital, LLC 14
Old Mutual Customised Solutions (proprietary) Ltd 14
Raleigh Capital Management Inc. 14
Nicholas Investment Partners, LP 14
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 14
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 14
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 14
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 14
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 14
Investors Research Corp 14
Washington Trust Advisors, Inc. 14
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 14
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 14
WPG Advisers, LLC 14
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 14
Cigna Investments Inc /new 14
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 14
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 14
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 14
Caisse De Depot Et Placement Du Quebec 14
Northern Trust Co Of Connecticut 14
Lee Financial Co 14
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 14
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 14
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 14
Atlantic Trust, LLC 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
Clinton Group Inc 14
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 14
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 14
Neo Ivy Capital Management 14
Gemmer Asset Management LLC 14
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 14
Everence Capital Management Inc 14
Ramsey Quantitative Systems 14
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 14
Capstone Asset Management Co 14
VCGAX - VALIC Co I - Growth & Income Fund 14
NSIDX - Northern Funds - Northern Small Cap Index Fund 14
Fort, L.p. 14
Harvest Fund Management Co., Ltd 14
Whittier Trust Co Of Nevada Inc 14
Sequoia Financial Advisors, LLC 14
Symmetry Partners, LLC 14
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 14
Csenge Advisory Group 14
Principia Wealth Advisory, LLC 14
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14
Convergence Investment Partners, LLC 14
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 14
Centaurus Financial, Inc. 14
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 14
C M Bidwell & Associates Ltd 14
Checchi Capital Advisers, LLC 14
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 14
Profunds - Profund Vp Small-cap 14
Td Private Client Wealth Llc 14
RBF Capital, LLC 14
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 14
Elkfork Partners LLC 14
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 14
First Citizens Bank & Trust Co 14
GABELLI & Co INVESTMENT ADVISERS, INC. 14
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 14
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 14
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 14
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 14
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 14
Edgestream Partners, L.P. 14
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 14
Sunbelt Securities, Inc. 14
Bb&t Securities, Llc 14
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 14
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 14
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 14
Parametrica Management Ltd 14
Atom Investors LP 14
DAVENPORT & Co LLC 14
GPS Wealth Strategies Group, LLC 14
PENN SERIES FUNDS INC - Small Cap Index Fund 14
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 14
CenterStar Fund, LLC 14
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 14
Baystate Wealth Management LLC 14
Erste Asset Management GmbH 14
Thompson Siegel & Walmsley Llc 14
Envestnet Portfolio Solutions, Inc. 14
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 14
Princeton Alpha Management LP 13
Patriot Financial Group Insurance Agency, LLC 13
Invesco Senior Income Trust 13
IndexIQ Advisors LLC 13
Motco 13
Institutional & Family Asset Management, Llc 13
Concentric Capital Strategies, LP 13
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 13
Heartland Advisors Inc 13
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 13
V-Square Quantitative Management LLC 13
Fifth Third Wealth Advisors LLC 13
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 13
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 13
Park Avenue Securities Llc 13
Legato Capital Management LLC 13
GV Financial Advisors 13
Prospera Financial Services Inc 13
Forum Financial Management, LP 13
AMP Capital Investors Ltd 13
Sit Investment Associates Inc 13
National Planning Corp 13
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 13
Invesco Senior Loan Fund 13
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13
Evercore Wealth Management, LLC 13
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 13
South Dakota Investment Council 13
William Blair Investment Management, Llc 13
Brinker Capital Inc 13
Ameritas Advisory Services, LLC 13
Deere & Co 13
Ontario Teachers Pension Plan Board 13
Veritable, L.P. 13
Caption Management, LLC 13
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 13
Guggenheim Active Allocation Fund 13
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 13
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 13
Advanced Series Trust - Ast Advanced Strategies Portfolio 13
Cambridge Trust Co 13
City Holding Co 13
General Motors Investment Management Corp 13
Nbc Securities, Inc. 13
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 13
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 13
Sutton Wealth Advisors Inc. 13
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 13
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 13
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 13
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 13
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 13
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 13
Meadow Creek Investment Management LLC 13
North Star Investment Management Corp. 13
FNY Managed Accounts LLC 13
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 13
Bruce G. Allen Investments, LLC 13
Tfo-tdc, Llc 13
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 13
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 13
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 13
Mckinley Capital Management Llc /delaware 13
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 13
Citizens Financial Group Inc/ri 13
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 13
Sachetta, LLC 13
Wilbanks Smith & Thomas Asset Management Llc 13
Scientech Research LLC 13
Champlain Investment Partners, LLC 13
Covington Capital Management 13
QCVAX - Clearwater Investment Trust - Clearwater International Fund 13
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 13
UMA Financial Services, Inc. 13
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 13
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 13
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 13
Woodline Partners LP 13
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 13
Kapitalo Investimentos Ltda 13
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 13
B. Metzler seel. Sohn & Co. Holding AG 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
American Capital Advisory, LLC 13
World Asset Management Inc 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 13
Winslow, Evans & Crocker, Inc. 13
Interchange Capital Partners, LLC 13
Concord Wealth Partners 13
Yorktown Management & Research Co Inc 13
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 13
Vantage Consulting Group Inc 13
Cornerstone Advisors, Inc. 13
Fiera Capital Corp 13
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 13
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 13
Tcw Group Inc 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
GeoWealth Management, LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 13
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 13
Invictus RG Pte. Ltd. 13
Cary Street Partner Investment Advisory Llc 13
Etf Managers Group, Llc 13
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 13
HighPoint Advisor Group LLC 13
Arkadios Wealth Advisors 13
Paces Ferry Wealth Advisors, Llc 13
Catalyst Funds Management Pty Ltd 13
Maven Securities LTD 13
Shepherd Kaplan Krochuk, Llc 13
Sei Trust Co 13
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 13
Blackrock Corporate High Yield Fund, Inc. 13
IWC - iSHARES TRUST - iShares Micro-Cap ETF 13
Ossiam 13
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 13
Legacy Financial Advisors, Inc. 13
Blackrock Ltd Duration Income Trust 13
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 13
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 13
Keeley-Teton Advisors, LLC 13
MUFG Securities EMEA plc 13
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 13
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 13
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 13
Candriam Luxembourg S.C.A. 13
Lido Advisors, LLC 13
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 13
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 13
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 13
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 13
Nachman Norwood & Parrott, Inc 13
Moors & Cabot, Inc. 13
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 13
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 13
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 13
Stephenson National Bank & Trust 13
Balentine LLC 13
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 13
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 13
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 13
Old National Bancorp /in/ 13
Ieq Capital, Llc 13
Quaker Wealth Management, LLC 13
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 13
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 13
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 13
Brewin Dolphin Ltd 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
Sandy Spring Bank 13
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 13
Granite Investment Partners, LLC 13
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 13
Qsemble Capital Management, LP 13
First Personal Financial Services 13
Whitebox Advisors Llc 13
SYSTM Wealth Solutions LLC 13
Robeco Schweiz AG 13
Global X Management CO LLC 13
ISAM Funds (UK) Ltd 13
Wedbush Securities Inc 12
Bleakley Financial Group, LLC 12
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 12
CAPROCK Group, Inc. 12
Winton Diversified Opportunities Fund 12
Mason Street Advisors, Llc 12
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 12
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 12
Meridian Wealth Partners, LLC 12
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 12
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 12
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 12
Alera Investment Advisors, LLC 12
Wbi Investments, Inc. 12
Cornercap Investment Counsel Inc 12
Claraphi Advisory Network, LLC 12
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 12
NN Investment Partners Holdings N.V. 12
Pitcairn Co 12
Financial Advocates Investment Management 12
Arlington Trust Co LLC 12
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 12
Levin Capital Strategies, L.p. 12
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 12
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 12
Ardsley Advisory Partners Lp 12
RHJ International SA 12
TimesSquare Capital Management, LLC 12
Nuveen Core Equity Alpha Fund 12
Mv Capital Management, Inc. 12
Park Place Capital Corp 12
Procyon Private Wealth Partners, LLC 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
Cookson Peirce & Co Inc 12
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 12
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 12
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 12
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 12
BNP Paribas Investment Partners S.A. 12
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 12
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 12
Wealthfront Inc 12
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 12
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 12
State Farm Variable Product Trust 12
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 12
Beacon Pointe Advisors, LLC 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
Apollon Wealth Management, LLC 12
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 12
Ceredex Value Advisors LLC 12
Beacon Capital Management, LLC 12
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 12
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 12
Logan Capital Management Inc 12
VCSLX - VALIC Co I - Small Cap Index Fund 12
Westchester Capital Management, LLC 12
Centerpoint Advisors, LLC 12
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 12
Altshuler Shaham Ltd 12
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 12
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 12
Salem Investment Counselors Inc 12
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 12
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 12
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 12
Coastal Investment Advisors, Inc. 12
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 12
Kestra Investment Management, LLC 12
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12
Washington Trust Bank 12
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 12
Hartford Mutual Funds Inc/ct 12
Deprince Race & Zollo Inc 12
LS Investment Advisors, LLC 12
Thurston, Springer, Miller, Herd & Titak, Inc. 12
Foundry Partners, LLC 12
Gyon Technologies Capital Management, LP 12
NatWest Group plc 12
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 12
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 12
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 12
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 12
Luminus Management Llc 12
State Farm Mutual Fund Trust 12
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 12
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 12
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 12
Westpac Banking Corp 12
AGF Investments LLC 12
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 12
RMB Capital Management, LLC 12
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 12
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 12
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 12
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 12
Cassady Schiller Wealth Management, LLC 12
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 12
AE Wealth Management LLC 12
Koch Industries Inc 12
Venture Visionary Partners LLC 12
Sumitomo Mitsui Trust Holdings, Inc. 12
Pine River Capital Management L.P. 12
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 12
Wedge Capital Management L L P/nc 12
WR Wealth Planners, LLC 12
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 12
Tsfg, Llc 12
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 12
Integrated Wealth Concepts LLC 12
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 12
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 12
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 12
Cerebellum GP, LLC 12
Bank Julius Baer & Co. Ltd, Zurich 12
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 12
Financial Network Wealth Advisors LLC 12
Montag A & Associates Inc 12
Enterprise Financial Services Corp 12
Tlp Group Llc 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
Absolute Return Capital, LLC 12
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 12
Stux Capital Management, LLC 12
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 12
Symphony Asset Management Llc 12
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 12
Colony Group, LLC 12
Column Capital Advisors, LLC 12
LGT Financial Advisors LLC 12
First Horizon Corp 12
Placemark Investments, Inc. 12
Front Row Advisors LLC 12
Baird Robert W & Co Inc /wi/ 12
Winton Capital Management Ltd 12
Ropes Wealth Advisors Llc 12
MCF Advisors LLC 12
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 12
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 12
IHT Wealth Management, LLC 12
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 12
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 12
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 12
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 12
VCSMX - VALIC Co I - Small Cap Fund 12
James Investment Research Inc 12
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 12
Agf Investments Inc. 12
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12
LRI Investments, LLC 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 12
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 12
IBM Retirement Fund 12
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 12
Avestar Capital, LLC 12
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 12
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 12
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 12
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 12
Royce Value Trust Inc 12
Atria Wealth Solutions, Inc. 12
Boston Private Bank & Trust Co 12
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 12
B. Metzler seel. Sohn & Co. AG 12
Hartford Investment Management Co 12
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 12
Catapult Capital Management Llc 12
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 12
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 12
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 12
Arlington Partners LLC 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 12
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 12
Dorsey Wright & Associates 12
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 12
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 12
Rsm Us Wealth Management Llc 12
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 12
WealthTrak Capital Management LLC 12
Glen Eagle Advisors, LLC 12
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 12
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 12
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 12
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
Commerzbank Aktiengesellschaft /fi 12
Freestone Grove Partners LP 12
R Squared Ltd 12
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 12
CCMG - EA Series Trust - CCM Global Equity ETF 12
Corton Capital Inc. 12
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 12
Regentatlantic Capital Llc 12
Meiji Yasuda Asset Management Co Ltd. 12
Wealthfront Advisers Llc 12
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 12
Oakbrook Investments Llc 12
Eqis Capital Management, Inc. 12
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 12
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 12
Kilter Group LLC 11
YHB Investment Advisors, Inc. 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 11
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 11
BDO Wealth Advisors, LLC 11
Truewealth Llc 11
Anchor Investment Management, LLC 11
Advisor Resource Council 11
Advisors Preferred, LLC 11
Kornitzer Capital Management Inc /ks 11
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 11
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 11
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 11
Alpha Paradigm Partners, LLC 11
West Paces Advisors Inc. 11
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 11
Timber Hill LLC 11
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 11
Opal Wealth Advisors, LLC 11
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 11
Perritt Capital Management Inc 11
Pendal Group Ltd 11
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 11
Norden Group Llc 11
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 11
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 11
Transce3nd, LLC 11
Tiverton Asset Management Llc 11
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 11
Millburn Ridgefield Corp 11
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
Prudential Plc 11
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 11
FinTrust Capital Advisors, LLC 11
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 11
Artisan Partners Limited Partnership 11
Mascoma Wealth Management LLC 11
West Branch Capital LLC 11
Comerica Securities,inc. 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
Wealthcare Capital Management Llc 11
Simon Quick Advisors, Llc 11
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 11
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 11
STFBX - Advisers Investment Trust - State Farm Balanced Fund 11
Brasada Capital Management, Lp 11
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 11
Aristides Capital LLC 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 11
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 11
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 11
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 11
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 11
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 11
Signet Financial Management, Llc 11
Regent Peak Wealth Advisors LLC 11
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 11
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 11
Trustcore Financial Services, Llc 11
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 11
I.g. Investment Management, Ltd. 11
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 11
Bb&t Investment Services, Inc. 11
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 11
Colonial Trust Advisors 11
Penn Capital Management Co Inc 11
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 11
FLDFX - Meeder Funds - BALANCED FUND Retail Class 11
Dynamic Capital Management Ltd 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
Wealthcare Advisory Partners LLC 11
Longfellow Investment Management Co Llc 11
Systematic Financial Management Lp 11
Enlightenment Research, LLC 11
Societe Generale 11
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Blackrock Debt Strategies Fund, Inc. 11
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 11
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 11
Vestmark Advisory Solutions, Inc. 11
Man Investments Ltd 11
Dakota Wealth Management 11
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 11
Empirical Finance, LLC 11
111 Capital 11
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 11
Harbor Capital Advisors, Inc. 11
Ostrum Asset Management 11
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 11
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 11
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 11
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 11
Varma Mutual Pension Insurance Co 11
Capital Guardian Trust Co 11
Vanguard Explorer Fund 11
Reilly Financial Advisors, Llc 11
Stanley-Laman Group, Ltd. 11
Gabelli Equity Series Funds Inc 11
Cowen And Company, Llc 11
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 11
Knight Capital Group, Inc. 11
Twin Capital Management Inc 11
Balter Liquid Alternatives, LLC 11
Private Wealth Asset Management, LLC 11
Numerai GP LLC 11
Claymore Exchange-traded Fund Trust 11
Harvest Group Wealth Management, Llc 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 11
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 11
Philadelphia Trust Co 11
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 11
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 11
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 11
Zweig-DiMenna Associates LLC 11
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 11
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 11
HB Wealth Management, LLC 11
Asset Dedication, LLC 11
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 11
Horizon Investments, LLC 11
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 11
Intrust Bank Na 11
Forum Funds 11
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 11
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 11
Old Mutual Global Investors (UK) Ltd. 11
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 11
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 11
Soros Fund Management Llc 11
Focused Wealth Management, Inc 11
Oarsman Capital, Inc. 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
Dubuque Bank & Trust Co 11
JNBA Financial Advisors 11
BBT Capital Management, LLC 11
Oliver Lagore Vanvalin Investment Group 11
Glenmede Investment Management, LP 11
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 11
Van Hulzen Asset Management, LLC 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 11
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 11
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 11
Sound Income Strategies, LLC 11
Eastern Bank 11
Sigma Planning Corp 11
Grove Bank & Trust 11
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 11
Atlas Capital Advisors Llc 11
Tyers Asset Management LLC 11
Barrow Hanley Mewhinney & Strauss Llc 11
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 11
Sheets Smith Wealth Management 11
Baader Bank INC 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 11
Beaird Harris Wealth Management, LLC 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 11
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 11
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 11
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 11
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 11
Santa Fe Partners LLC 11
West Tower Group, LLC 11
My Personal CFO, LLC 11
Whipplewood Advisors, LLC 11
Shapiro Robert N 11
Glazer Capital, Llc 11
Archer Investment Corp 11
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 11
Toth Financial Advisory Corp 11
Valley National Advisers Inc 11
Ballentine Partners, LLC 11
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 11
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 11
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
Pallas Capital Advisors LLC 11
Jaffetilchin Investment Partners, LLC 11
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 11
Continuum Advisory, LLC 11
Jain Global LLC 11
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 11
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 11
Yakira Capital Management, Inc. 11
Shay Capital LLC 11
Lsv Asset Management 11
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 11
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 11
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 11
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 11
Childress Capital Advisors, Llc 11
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
SkyView Investment Advisors, LLC 11
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 11
Azzad Asset Management Inc /adv 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 11
Dean Investment Associates, Llc 11
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 11
Claro Advisors LLC 11
Alpha DNA Investment Management LLC 11
Caas Capital Management Lp 11
Bbva Usa 11
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 11
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
Mosaic Family Wealth, LLC 10
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 10
HHM Wealth Advisors, LLC 10
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
Pinnacle Bancorp, Inc. 10
Magnus Financial Group LLC 10
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 10
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 10
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 10
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 10
Benjamin Edwards Inc 10
Cantab Capital Partners LLP 10
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 10
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 10
Intrinsic Edge Capital Management LLC 10
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 10
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 10
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 10
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 10
Glen Harbor Capital Management LLC 10
Independent Advisor Alliance 10
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 10
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 10
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 10
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
Capital Investment Advisory Services, LLC 10
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 10
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 10
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 10
Peregrine Capital Management Llc 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
Stone House Investment Management, LLC 10
IMC-Chicago, LLC 10
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 10
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 10
VisionPoint Advisory Group, LLC 10
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 10
Compagnie Lombard Odier SCmA 10
Royal London Asset Management Ltd 10
Pinnacle Associates Ltd 10
Albion Financial Group /ut 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 10
WASHINGTON TRUST Co 10
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 10
Ajo, Lp 10
Baldwin Brothers Inc/ma 10
Lecap Asset Management Ltd 10
Rivernorth Capital Management, Llc 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 10
Scotia Capital Inc. 10
Qrg Capital Management, Inc. 10
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 10
Amerivest Investment Management LLC 10
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10
K2 Principal Fund, L.p. 10
Nvwm, Llc 10
UniSuper Management Pty Ltd 10
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 10
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 10
Gts Securities Llc 10
Palisade Capital Management Llc/nj 10
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 10
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 10
First Eagle Investment Management, LLC 10
Blackrock Multi-sector Income Trust 10
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 10
Callan Family Office, LLC 10
SageView Advisory Group, LLC 10
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 10
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 10
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 10
Smith Asset Management Group Lp 10
Fidelis Capital Partners, LLC 10
Romano Brothers And Company 10
Fiduciary Trust Co 10
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 10
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 10
EULAV Asset Management 10
Fortitude Advisory Group L.L.C. 10
Mountain Pacific Investment Advisers Inc/id 10
Select Equity Group, L.P. 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 10
Epoch Investment Partners, Inc. 10
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 10
STXM - EA Series Trust - Strive Mid-Cap ETF 10
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 10
Greenleaf Trust 10
Wasatch Advisors Inc 10
Simplicity Wealth,LLC 10
Edmond De Rothschild Holding S.a. 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 10
Congress Wealth Management LLC / DE / 10
Krane Funds Advisors LLC 10
Financial Gravity Companies, Inc. 10
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 10
Parisi Gray Wealth Management 10
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 10
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 10
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 10
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 10
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 10
PharVision Advisers, LLC 10
Newbridge Financial Services Group, Inc. 10
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 10
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 10
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 10
Perpetual Ltd 10
Greenline Partners, LLC 10
Hennion & Walsh Asset Management, Inc. 10
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 10
Marquette Asset Management, LLC 10
Nicholas Company, Inc. 10
Gateway Investment Advisers Llc 10
Inspire Advisors, LLC 10
Farringdon Capital, Ltd. 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Aaron Wealth Advisors LLC 10
L & S Advisors Inc 10
River & Mercantile Asset Management Llp 10
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 10
Zurich Insurance Group Ltd/FI 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
Hilltop Holdings Inc. 10
Linden Advisors Lp 10
Truvestments Capital Llc 10
First Pacific Financial 10
Agf Management Ltd 10
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 10
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 10
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 10
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 10
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 10
Atlas Private Wealth Advisors 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
Camarda Financial Advisors, LLC 10
Hudock, Inc. 10
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 10
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 10
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 10
Hanseatic Management Services Inc 10
Tokio Marine Asset Management Co Ltd 10
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 10
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 10
Squar Milner Financial Services Llc 10
Symphony Financial, Ltd. Co. 10
Gabelli Dividend & Income Trust 10
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 10
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 10
Sageworth Trust Co 10
Capital International Investors 10
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 10
BI Asset Management Fondsmaeglerselskab A/S 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 10
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 10
Webster Bank, N. A. 10
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
Thb Asset Management 10
Contravisory Investment Management, Inc. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
Wunderlich Securities, Inc. 10
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 10
Key FInancial Inc 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 10
Fulton Bank, N.a. 10
Spdr S&p Midcap 400 Etf Trust 10
CenterStar Asset Management, LLC 10
Voya Financial Advisors, Inc. 10
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 10
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 10
EP Wealth Advisors, Inc. 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
Basso Capital Management, L.p. 10
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 10
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 10
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 10
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 10
Argent Trust Co 10
Capital World Investors 10
PENN SERIES FUNDS INC - Small Cap Value Fund 10
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 10
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 10
Ledyard National Bank 10
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 10
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 10
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 10
Skylands Capital, LLC 10
Koshinski Asset Management, Inc. 10
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 10
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 10
Weaver C. Barksdale & Associates, Inc. 10
Provenance Wealth Advisors, LLC 10
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
Cowen Group, Inc. 10
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 10
Navellier & Associates Inc 10
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10
Ab Pooling Portfolios 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 10
Echo Street Capital Management LLC 10
Highland Capital Management, Llc 10
Abound Wealth Management 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
Zebra Capital Management LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 10
Capital Analysts, Inc. 10
Lmcg Investments, Llc 10
Harel Insurance Investments & Financial Services Ltd. 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
Foresters Investment Management Company, Inc. 10
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 10
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 10
Voya Prime Rate Trust 10
WealthPLAN Partners, LLC 10
TRUE Private Wealth Advisors 10
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 10
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
Invesco Dynamic Credit Opportunities Fund 10
Gerber Kawasaki Wealth & Investment Management 10
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 10
New England Securities Corp /MA/ 10
MASTER BOND LLC - Master Total Return Portfolio 10
Archford Capital Strategies, LLC 10
UMPIX - Profunds - Ultramid-cap Profund Investor Class 10
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 10
MDPIX - Profunds - Mid-cap Profund Investor Class 10
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 10
Dana Investment Advisors, Inc. 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
ACK Asset Management LLC 10
Campbell Multi-strategy Trust 10
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 10
Arden Investment Series Trust 10
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 10
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 10
Profunds - Profund Vp Mid-cap Growth 10
Profunds - Profund Vp Ultramid-cap 10
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 9
Accurate Wealth Management, LLC 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
Athanor Capital, Lp 9
Lincoln National Corp 9
Stonebridge Capital Advisors LLC 9
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 9
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 9
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 9
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 9
Westside Investment Management, Inc. 9
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 9
Jackson Square Capital, Llc 9
Beck Mack & Oliver Llc 9
Kanaly Trust Co 9
PENN SERIES FUNDS INC - Small Cap Growth Fund 9
SpiderRock Trading LLC 9
PENN SERIES FUNDS INC - Smid Cap Growth Fund 9
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 9
Kula Investments, LLC 9
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 9
Duncker Streett & Co Inc 9
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 9
Stoneridge Investment Partners Llc 9
Advance Capital I Inc 9
Meeder Advisory Services, Inc. 9
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 9
Rockefeller Financial Services Inc 9
Livforsakringsbolaget Skandia, Omsesidigt 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 9
Tibra Equities Europe Ltd 9
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 9
Milestone Investment Advisors LLC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 9
Advantage Investment Management, Llc 9
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 9
BOK Financial Private Wealth, Inc. 9
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 9
Invesco Bond Fund 9
Mark Sheptoff Financial Planning, Llc 9
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 9
Wetherby Asset Management Inc 9
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 9
Seizert Capital Partners, Llc 9
Independence Bank of Kentucky 9
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 9
Gen-Wealth Partners Inc 9
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 9
Nissay Asset Management Corp /japan/ /adv 9
Dynamic Technology Lab Pte Ltd 9
Teton Advisors, Inc. 9
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 9
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 9
High Note Wealth, LLC 9
Addison Advisors LLC 9
Sapience Investments, LLC 9
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 9
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 9
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 9
Advanced Series Trust - Ast Small-cap Value Portfolio 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
Fiduciary Management Inc /wi/ 9
PRW Wealth Management LLC 9
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 9
Vanguard Whitehall Funds 9
Impact Partnership Wealth, LLC 9
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 9
Prescott Group Capital Management, L.l.c. 9
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 9
Water Island Capital Llc 9
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 9
San Francisco Sentry Investment Group (ca) 9
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 9
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 9
Eaton Vance Floating-rate Income Plus Fund 9
SummitTX Capital, L.P. 9
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 9
Confluence Wealth Services, Inc. 9
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 9
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 9
Syon Capital Llc 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 9
Eaton Vance Floating-rate Income Trust 9
BBVA USA Bancshares, Inc. 9
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 9
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Veriti Management LLC 9
CenterBook Partners LP 9
Next Capital Management LLC 9
Dogwood Wealth Management LLC 9
Bamco Inc /ny/ 9
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 9
Wcm Investment Management, Llc 9
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 9
MMCAP International Inc. SPC 9
Mycio Wealth Partners, Llc 9
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 9
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 9
Zeke Capital Advisors, Llc 9
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 9
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 9
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 9
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 9
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 9
Arcadia Investment Management Corp/mi 9
E. Ohman J:or Asset Management AB 9
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 9
St Germain D J Co Inc 9
Jupiter Asset Management Ltd 9
Everpar Advisors Llc 9
Keeley Asset Management Corp 9
Tradition Wealth Management, LLC 9
Flagship Harbor Advisors, Llc 9
Capital Bank & Trust Co 9
Olstein Capital Management, L.P. 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 9
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 9
Chilton Capital Management Llc 9
Abich Financial Wealth Management LLC 9
Deerfield Management Company, L.p. (series C) 9
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 9
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 9
J.w. Cole Advisors, Inc. 9
Blackrock Core Bond Trust 9
Kovitz Investment Group Partners, LLC 9
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 9
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 9
Standard Family Office LLC 9
Colony Group Llc 9
Prime Capital Investment Advisors, LLC 9
Dorsey & Whitney Trust CO LLC 9
Clean Yield Group 9
Gyl Financial Synergies, Llc 9
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 9
Wealthbridge Capital Management, Llc 9
Executive Wealth Management, LLC 9
Nuveen Credit Strategies Income Fund 9
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 9
Merit Financial Group, LLC 9
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 9
Lombard Odier Asset Management (Switzerland) SA 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 9
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 9
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 9
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Kiwi Wealth Investments Limited Partnership 9
IMA Wealth, Inc. 9
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 9
Next Financial Holdings 9
First Bank & Trust 9
Lombard Odier Asset Management (Europe) Ltd 9
Bogle Investment Management L P /de/ 9
StoneX Group Inc. 9
Winch Advisory Services, LLC 9
Shaolin Capital Management LLC 9
Jacobi Capital Management LLC 9
Welch Group, LLC 9
American Funds Insurance Series 9
Ibex Wealth Advisors 9
Shine Investment Advisory Services Inc 9
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 9
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 9
NOBOX - Northern Funds - Northern Bond Index Fund 9
Westfield Capital Management Co Lp 9
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 9
Westwood Holdings Group Inc 9
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 9
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 9
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 9
Oakworth Capital, Inc. 9
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 9
Cambria Investment Management, L.P. 9
SG Capital Management LLC 9
Eaton Vance Senior Floating Rate Trust 9
AIA Group Ltd 9
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 9
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 9
Virtus Alternative Investment Advisers, Inc. 9
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 9
BlueCrest Capital Management LLP 9
BerganKDV Wealth Management, LLC 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 9
Sheaff Brock Investment Advisors, LLC 9
Gupta Wealth Management LLC 9
Tarbox Family Office, Inc. 9
Index Management Solutions, LLC 9
Richard Bernstein Advisors LLC 9
Hcim Trust 9
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 9
Kingsview Wealth Management, LLC 9
Pinnacle Financial Partners Inc 9
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 9
Founders Financial Alliance, LLC 9
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 9
Tredje AP-fonden 9
Banque Transatlantique SA 9
Psagot Investment House Ltd. 9
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
Winfield Associates, Inc. 9
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 9
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 9
Natixis Investment Managers International 9
Virtus Investment Advisers, Inc. 9
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 9
Marshall & Sterling Wealth Advisors Inc. 9
Tobam 9
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 9
Krilogy Financial LLC 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 9
ICA Group Wealth Management, LLC 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 9
Summit Global Investments 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 9
Sonora Investment Management, LLC 9
J. Safra Sarasin Holding AG 9
Savior LLC 9
New England Research & Management, Inc. 9
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 9
Advisor Partners Ii, Llc 9
VVMCX - VALIC Co I - Mid Cap Value Fund 9
Center for Financial Planning, Inc. 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
Ionic Capital Management LLC 9
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 9
Perkins Coie Trust Co 9
Great Lakes Retirement, Inc. 9
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 9
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 9
tru Independence LLC 9
Six Circles Trust - Six Circles Credit Opportunities Fund 9
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 9
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 9
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 9
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 9
ArrowMark Colorado Holdings LLC 9
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 9
Fiduciary Alliance LLC 9
Delta Asset Management Llc/tn 9
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 9
Ibex Investors LLC 9
Burney Co/ 9
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
Mizuho Securities Usa Llc 9
Arden Trust Co 9
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 9
Eaton Vance Senior Income Trust 9
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 8
Rothschild Asset Management Inc 8
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 8
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 8
Dean Capital Management 8
Impax Asset Management LTD 8
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 8
NEOS Investment Management LLC 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
Achmea Investment Management B.V. 8
MLPIX - Profunds - Mid-cap Value Profund Investor Class 8
Hartford Series Fund Inc 8
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 8
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 8
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 8
Advanced Series Trust - Ast Mid-cap Growth Portfolio 8
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 8
Rakuten Securities, Inc. 8
SG3 Management, LLC 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 8
Robertson Stephens Wealth Management, LLC 8
Dreman Value Management, L L C 8
Peapack Gladstone Financial Corp 8
Frazier Financial Advisors, LLC 8
Granahan Investment Management Inc/ma 8
Wagner Wealth Management, Llc 8
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 8
Perbak Capital Partners LLP 8
Pineridge Advisors LLC 8
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 8
Hall Laurie J Trustee 8
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 8
Swedbank AB 8
Cribstone Capital Management, LLC 8
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 8
Liberty Wealth Management Llc 8
Wealthspire Advisors, LLC 8
Pensionmark Financial Group, Llc 8
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 8
Integrated Investment Consultants, LLC 8
Pinkerton Retirement Specialists, LLC 8
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 8
Chiron Investment Management, LLC 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
Personal Cfo Solutions, Llc 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
McAdam, LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 8
Elite Wealth Management, Inc. 8
First Capital Advisors Group, LLC. 8
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 8
Bellwether Investment Group, LLC 8
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 8
Periscope Capital Inc. 8
Highline Wealth Partners Llc 8
O'Shares Investment Advisers, LLC 8
Donoghue Forlines LLC 8
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 8
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 8
Munder Capital Management 8
Total Investment Management Inc 8
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 8
Kingdon Capital Management, L.l.c. 8
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 8
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 8
Zions Bancorporation 8
Oberweis Asset Management Inc/ 8
Dai-Ichi Life Insurance Company, Ltd 8
One Wealth Advisors, LLC 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 8
Artemis Investment Management LLP 8
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 8
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 8
Bedel Financial Consulting, Inc. 8
URTH - iShares, Inc. - iShares MSCI World ETF 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 8
Gulf International Bank (UK) Ltd 8
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 8
Integrated Advisors Network LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 8
Pinz Capital Management, LP 8
Lloyd Advisory Services, LLC. 8
Wealth Alliance 8
Providence Capital Advisors, LLC 8
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 8
Advantage Alpha Capital Partners LP 8
Hilltop National Bank 8
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 8
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 8
Eaton Vance Floating-rate 2022 Target Term Trust 8
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 8
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 8
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 8
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 8
Alpha Windward Llc 8
Nuveen S&p 500 Dynamic Overwrite Fund 8
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 8
Gabelli Utility Trust 8
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 8
American National Bank 8
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 8
Leavell Investment Management, Inc. 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 8
Nkcfo Llc 8
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 8
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
CenturyLink Investment Management Co 8
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 8
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
Evolution Wealth Advisors, LLC 8
Triangle Securities Wealth Management 8
Macroview Investment Management Llc 8
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 8
Lucus Advisors Llc 8
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 8
Hexavest Inc. 8
M&g Investment Management Ltd 8
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 8
Rice Hall James & Associates, Llc 8
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 8
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 8
DT Investment Partners, LLC 8
Isthmus Partners, Llc 8
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 8
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 8
Korea Investment CORP 8
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 8
AlphaMark Advisors, LLC 8
National Pension Service 8
Hussman Strategic Advisors, Inc. 8
Bluefin Trading, LLC 8
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 8
361 Capital Llc 8
Integrated Wealth Management 8
First Interstate Bank 8
Denver Investment Advisors Llc 8
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 8
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 8
Bank Of Hawaii 8
Alambic Investment Management, L.P. 8
Davy Global Fund Management Ltd 8
APBAX - Cavanal Hill Funds - Active Core Fund Investor 8
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 8
IFM Investors Pty Ltd 8
TIG Advisors, LLC 8
Usca Ria Llc 8
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 8
Glg Llc 8
Fenimore Asset Management Inc 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
NSGRX - Northern Funds - Northern Small Cap Core Fund 8
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
Kestra Private Wealth Services, Llc 8
Congress Asset Management Co /ma 8
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 8
GLG Partners LP 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Worldquant Millennium Advisors Llc 8
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 8
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 8
Rotella Capital Management, Inc. 8
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 8
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 8
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 8
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 8
Credential Qtrade Securities Inc. 8
GoalVest Advisory LLC 8
Bellwether Advisors, LLC 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 8
Nuance Investments, Llc 8
Regents Gate Capital LLP 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 8
Golden State Equity Partners 8
CBOE Vest Financial, LLC 8
Sumitomo Mitsui DS Asset Management Company, Ltd 8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 8
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 8
Exos Asset Management LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 8
Investment Management Corp of Ontario 8
Personal Wealth Partners 8
Transamerica Partners Funds Group Ii 8
Endurance Wealth Management, Inc. 8
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 8
Uncommon Cents Investing LLC 8
Transamerica Partners Funds Group 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 8
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 8
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 8
Tiedemann Advisors, Llc 8
Athena Capital Advisors Llc 8
NewEdge Wealth, LLC 8
Redwood Investment Management, Llc 8
Fieldview Capital Management, LLC 8
Gitterman Wealth Management, LLC 8
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 8
Sargent Bickham Lagudis LLC 8
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 8
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 8
Redmond Asset Management, LLC 8
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 8
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 8
Your Advocates Ltd., LLP 8
Waratah Capital Advisors Ltd. 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
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 8
Nelson Capital Management, LLC 8
Northwest Investment Counselors, Llc 8
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 8
SpiderRock Advisors, LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 8
Bluestein R H & Co 8
U.S. Capital Wealth Advisors, LLC 8
Monarch Partners Asset Management LLC 8
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 8
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 8
Hennessy Advisors Inc 8
Qci Asset Management Inc/ny 8
Connable Office Inc 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 8
Fjarde Ap-fonden /fourth Swedish National Pension Fund 8
Vantage Investment Advisors, LLC 8
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 8
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 8
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 8
Desjardins Global Asset Management Inc. 8
Equitec Proprietary Markets, Llc 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 8
Reliance Trust Co Of Delaware 8
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 8
Buckingham Strategic Partners 8
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 8
Kings Point Capital Management 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 8
Metis Global Partners, LLC 8
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 8
Trustmark National Bank Trust Department 8
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 8
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
Psagot Value Holdings Ltd. / (Israel) 8
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 8
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 8
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
Strengthening Families & Communities, LLC 8
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 8
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 8
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 8
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 8
First National Bank Of Omaha 8
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 8
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 8
HBK Sorce Advisory LLC 8
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 8
Brant Point Investment Management Llc 8
Meiji Yasuda Life Insurance Co 8
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 8
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 8
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 8
Boston Trust Walden Corp 8
Handelsinvest Investeringsforvaltning 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 8
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 8
Eaton Vance Short Duration Diversified Income Fund 8
Lansforsakringar Fondforvaltning AB (publ) 8
Castleview Partners, Llc 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
Sentry Investment Management Llc 8
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 8
Northwest & Ethical Investments L.P. 8
Axxcess Wealth Management, Llc 8
Private Ocean, LLC 8
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 8
Moisand Fitzgerald Tamayo, LLC 8
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 8
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 8
Community Bank, N.A. 8
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 8
Tributary Capital Management, LLC 8
Schechter Investment Advisors, LLC 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 8
Carnegie Capital Asset Management, LLC 8
Confluence Investment Management Llc 8
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 8
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 8
Mn Services Vermogensbeheer B.V. 8
Horan Securities, Inc. 8
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 8
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
RFP Financial Group LLC 8
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 8
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 8
Andra AP-fonden 8
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 8
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 8
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 8
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 8
Mfs Multimarket Income Trust 8
Greenland Capital Management LP 8
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 8
Sandbar Asset Management LLP 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 8
MARSHALL WACE ASIA Ltd 8
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 8
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 8
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 8
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 8
Rosenberg Matthew Hamilton 8
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 8
Mill Creek Capital Advisors, LLC 8
Anson Funds Management LP 8
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 8
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 8
Profunds - Profund Vp Mid-cap Value 8
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 8
Blackrock Credit Allocation Income Trust 8
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 8
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8
Tucker Asset Management Llc 8
Sun Life Financial Inc 8
Avalon Trust Co 8
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 8
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 8
La Banque Postale Asset Management SA 8
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 8
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 8
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 8
Channing Capital Management, LLC 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
CLARET ASSET MANAGEMENT Corp 8
Nemes Rush Group LLC 8
Portside Wealth Group, LLC 8
McIlrath & Eck, LLC 8
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 7
Premia Global Advisors, Llc 7
Pfs Investments Inc. 7
PACIFIC SELECT FUND - Equity Index Portfolio Class I 7
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 7
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 7
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 7
Strategic Wealth Partners, Ltd. 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 7
Elo Mutual Pension Insurance Co 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
Cvi Holdings, Llc 7
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 7
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 7
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 7
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
NOSIX - Northern Funds - Northern Stock Index Fund 7
Selective Wealth Management, Inc. 7
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
Ellis Investment Partners, LLC 7
Amica Mutual Insurance Co 7
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 7
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 7
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 7
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 7
Islet Management, LP 7
First National Corp /ma/ /adv 7
Seeyond 7
Actinver Wealth Management, Inc. 7
Roubaix Capital, LLC 7
Quilter Plc 7
Surevest, LLC 7
Voleon Capital Management Lp 7
Kentucky Retirement Systems Insurance Trust Fund 7
Ada Investment Management, LP 7
Migdal Insurance & Financial Holdings Ltd. 7
Bowen Hanes & Co Inc 7
Degroof Petercam Asset Management 7
Sandler Capital Management 7
Mairs & Power Inc 7
Semanteon Capital Management, LP 7
M&r Capital Management Inc 7
Icon Advisers Inc/co 7
Canandaigua National Bank & Trust Co 7
Turtle Creek Wealth Advisors, LLC 7
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 7
Broadview Advisors Llc 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 7
Hanson & Doremus Investment Management 7
Flow Traders U.s. Llc 7
Girard Partners Ltd. 7
Fort Washington Investment Advisors Inc /oh/ 7
Cape Investment Advisory, Inc. 7
Courier Capital Llc 7
Pittenger & Anderson Inc 7
Cove Street Capital, LLC 7
Cooke & Bieler Lp 7
Dunhill Financial, LLC 7
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 7
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 7
iA Global Asset Management Inc. 7
Atomi Financial Group, Inc. 7
Vanguard Horizon Funds 7
Carlson Capital L P 7
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 7
Rakuten Investment Management, Inc. 7
Lloyds Banking Group plc 7
Barrett & Company, Inc. 7
STXK - EA Series Trust - Strive Small-Cap ETF 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
AMG National Trust Bank 7
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Bradley Foster & Sargent Inc/ct 7
Zions Bancorporation, National Association /ut/ 7
ASR Vermogensbeheer N.V. 7
Freedom Wealth Alliance, Llc 7
Formidable Asset Management, LLC 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
STRV - EA Series Trust - Strive 500 ETF 7
Kentucky Retirement Systems 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
Wood Tarver Financial Group, LLC 7
D'Orazio & Associates, Inc. 7
Perkins Investment Management, LLC 7
Vise Technologies, Inc. 7
Saudi Central Bank 7
Advisors Capital Management, LLC 7
Householder Group Estate & Retirement Specialist, LLC 7
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 7
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 7
Mbb Public Markets I Llc 7
Operose Advisors LLC 7
Gluskin Sheff & Assoc Inc 7
NorthCrest Asset Manangement, LLC 7
Heritage Wealth Advisors 7
Carmel Capital Partners, LLC 7
Riverwater Partners LLC 7
Rathbone Brothers plc 7
Amplius Wealth Advisors, LLC 7
Clear Street Llc 7
Wedmont Private Capital 7
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 7
Capital A Wealth Management, LLC 7
Riggs Asset Managment Co. Inc. 7
Westport Resources Management Inc 7
Washington Capital Management Inc 7
Baker Ellis Asset Management LLC 7
Delos Wealth Advisors, LLC 7
Tradewinds Capital Management, LLC 7
Heritage Wealth Management, Llc 7
Siemens Fonds Invest GmbH 7
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Trust Co Of Toledo Na /oh/ 7
Kb Financial Partners, Llc 7
Pinnacle Summer Investments, Inc. 7
Bayforest Capital Ltd 7
Kempen Capital Management N.v. 7
Optiver Holding B.V. 7
Hl Financial Services Llc 7
BLI - Banque de Luxembourg Investments 7
Transamerica Financial Advisors, Inc. 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
Advisor Partners Llc 7
Joel Isaacson & Co., LLC 7
Curi Wealth Management, LLC 7
Maple Securities Usa Inc 7
SOA Wealth Advisors, LLC. 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
Ikos Cif Ltd 7
Ghisallo Capital Management LLC 7
Regal Investment Advisors LLC 7
Mcdonald Partners Llc 7
Charter Oak Capital Management, LLC 7
Rossby Financial, LCC 7
Canada Post Corp Registered Pension Plan 7
Meritage Portfolio Management 7
683 Capital Management, LLC 7
Prentiss Smith & Co Inc 7
WealthTrust-Arizona, LLC 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
Visionary Asset Management, Inc. 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
QCM Cayman, Ltd. 7
Ten Capital Wealth Advisors, LLC 7
Quantum Capital Management 7
Jackson Creek Investment Advisors LLC 7
TradeLink Global Equity LLC 7
Lafitte Capital Management LP 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
HighVista Strategies LLC 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
Clark Capital Management Group, Inc. 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
Resona Asset Management Co.,Ltd. 7
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 7
CI Global Investments Inc. 7
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 7
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 7
Gofen & Glossberg Llc /il/ 7
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 7
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 7
First Midwest Bank Trust Division 7
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 7
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 7
Cordasco Financial Network 7
Ogorek Anthony Joseph /ny/ /adv 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 7
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 7
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 7
1st Global Advisors, Inc. 7
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 7
FundVantage Trust - Verplanck Balanced Fund 7
Consolidated Planning Corp 7
Generali Asset Management SPA SGR 7
Brookstone Capital Management 7
Total Clarity Wealth Management, Inc. 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
Knowledge Leaders Capital, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 7
Denali Advisors Llc 7
Impact Capital Partners LLC 7
Spdr S&p 500 Etf Trust 7
Park National Corp /oh/ 7
Pacifica Partners Inc. 7
Monashee Investment Management LLC 7
Atticus Wealth Management, Llc 7
Verdence Capital Advisors LLC 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 7
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 7
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 7
Norinchukin Bank, The 7
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 7
Bowling Portfolio Management LLC 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 7
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 7
GIMFX - GMO TRUST - GMO Implementation Fund 7
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 7
Nbt Bank N A /ny 7
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 7
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 7
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 7
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 7
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 7
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 7
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 7
Amica Retiree Medical Trust 7
Frontier Capital Management Co Llc 7
Capital One, National Association 7
Capital Research Global Investors 7
Belvedere Trading LLC 7
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 7
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 7
Morgan Dempsey Capital Management Llc 7
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 7
SSO - PROSHARES TRUST - ProShares Ultra S&P500 7
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 7
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 7
VSTIX - VALIC Co I - Stock Index Fund 7
VCBCX - VALIC Co I - Blue Chip Growth Fund 7
VCULX - VALIC Co I - Growth Fund 7
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 7
AlphaOne Investment Services, LLC 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
Cohen & Steers, Inc. 7
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 7
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 7
Aureus Asset Management, LLC 7
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 7
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 7
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 7
Piermont Capital Management LLC 7
First Pacific Advisors, LP 7
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 7
Spectrum Management Group, LLC 7
Blume Capital Management, Inc. 7
Fernwood Investment Management, LLC 7
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 7
Thomas J. Herzfeld Advisors, Inc. 7
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 7
Kleinwort Benson Investors Dublin Ltd 7
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 7
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 7
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 7
Kalos Management, Inc. 7
Mint Tower Capital Management B.V. 7
Fiduciary Management Associates Llc 7
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 7
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 7
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
Forsta Ap-fonden 7
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 7
BLPIX - Profunds - Bull Profund Investor Class 7
Turner Investments, L.p. 7
ULPIX - Profunds - Ultrabull Profund Investor Class 7
LVPIX - Profunds - Large-cap Value Profund Investor Class 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
Bahl & Gaynor Inc 7
Graticule Asia Macro Advisors LLC 7
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 7
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 7
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 7
Coe Capital Management, LLC 7
First Allied Advisory Services, Inc. 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 7
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 7
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 7
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 7
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
TCTC Holdings, LLC 7
Silicon Valley Capital Partners 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 7
Ruggie Capital Group 7
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 7
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 7
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 7
Winnow Wealth Llc 7
Stifel Nicolaus & Co Inc \mo\ 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
Capula Management Ltd 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
Cleararc Capital Inc 7
EverPoint Asset Management, LLC 7
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 7
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 7
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 7
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 7
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 7
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 7
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 7
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 7
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 7
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Moody Aldrich Partners Llc 7
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
Qs Batterymarch Financial Management, Inc 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
SevenBridge Financial Group, LLC 7
Cable Hill Partners, LLC 7
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 7
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 7
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 7
ORG Wealth Partners, LLC 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
Norway Savings Bank 7
Teton Westwood Funds 7
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 7
Benson Investment Management Company, Inc. 7
RSSL - Global X Funds - Global X Russell 2000 ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 7
Glenview Trust Co 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 7
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 7
Flinton Capital Management LLC 7
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 7
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 7
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 7
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 7
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 7
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 7
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 7
Level Four Advisory Services, Llc 7
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 7
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 7
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 7
YorkBridge Wealth Partners, LLC 7
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 7
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 7
Profunds - Profund Vp Ultrabull 7
Profunds - Profund Vp Bull 7
Profunds - Profund Vp Large-cap Growth 7
Spot Trading L.l.c. 7
Profunds - Profund Vp Large-cap Value 7
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 7
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 7
Mesirow Financial Investment Management, Inc. 7
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 7
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 7
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 7
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 7
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 7
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 7
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 7
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 7
Voya Senior Income Fund 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 7
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 7
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 7
Nuveen Senior Income Fund 7
Nuveen Floating Rate Income Fund 7
Nuveen Floating Rate Income Opportunity Fund 7
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 7
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 7
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 7
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 7
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 7
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 7
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 7
FAINX - MSS Series Trust - Fallen Angels Income Fund 7
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 7
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 7
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 7
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 7
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 7
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 7
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 7
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
AHIVX - American Century Investment Trust - High Income Fund Investor Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 7
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 7
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 7
Oppenheimer Variable Account Funds 7
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 7
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 7
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 7
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 7
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 7
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 7
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 7
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 7
Kelly Financial Services LLC 7
FEDERATED CORE TRUST - High Yield Bond Portfolio 7
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 7
Transamerica Partners Portfolios 7
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 7
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 7
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 7
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 7
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 7
Brown, Lisle/cummings, Inc. 7
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 7
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 7
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
PENN SERIES FUNDS INC - Index 500 Fund 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
Liberty All Star Growth Fund Inc. 7
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 7
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 7
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 7
Credit Suisse Asset Management Income Fund Inc 7
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 7
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 7
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 7
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 7
Securian Funds Trust - SFT Index 500 Fund Class 1 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 7
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 7
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 7
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 7
Mfs Charter Income Trust 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 7
MML Series Investment Fund II - MML Equity Fund Initial Class 7
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 7
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 7
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 7
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 7
John Hancock Income Securities Trust 7
Oppenheimer Quest For Value Funds 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
Eaton Vance Tax-managed Global Diversified Equity Income Fund 7
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 7
Eaton Vance Tax Advantaged Global Dividend Income Fund 7
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 7
Amplify ETF Trust - Amplify AI Powered Equity ETF 7
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 7
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 7
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 7
Cramer Rosenthal Mcglynn Llc 7
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 7
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 7
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 7
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 7
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 7
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 7
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 7
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 7
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 7
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 7
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
Alliancebernstein Global High Income Fund Inc 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 7
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
Underlying Funds Trust 7
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 7
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 7
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 7
Gryphon Financial Partners LLC 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 7
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 7
Kaizen Advisory, Llc 7
Icon Wealth Partners, LLC 7
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
180 Wealth Advisors, Llc 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 7
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 7
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 7
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 7
Qtron Investments LLC 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
Acorn Wealth Advisors, LLC 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 6
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 6
Covenant Partners, LLC 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 6
Arete Wealth Advisors, LLC 6
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 6
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 6
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 6
Guggenheim Strategic Opportunities Fund 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 6
Columbia Wanger Asset Management Llc 6
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 6
Calton & Associates, Inc. 6
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 6
Graves-Light Private Wealth Management, Inc. 6
Dfpg Investments, Llc 6
SeaBridge Investment Advisors LLC 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
Albar Capital Ltd 6
Equitec Specialists, Llc 6
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 6
Barrett Asset Management, LLC 6
Ziegler Capital Management, LLC 6
PPM Funds - PPM Floating Rate Income Fund (Inst) 6
Smallcap World Fund Inc 6
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 6
Covea Finance 6
LMR Master Fund Ltd 6
HYLD - Exchange Listed Funds Trust - High Yield ETF 6
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 6
Intact Investment Management Inc. 6
Glg Inc. 6
Eudaimonia Partners, LLC 6
Hoxton Financial, Inc. 6
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 6
Industrial Alliance Investment Management Inc. 6
Blue Bell Private Wealth Management, Llc 6
Pnc Funds 6
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 6
Red Tortoise LLC 6
VMCVX - VALIC Co II - Mid Cap Value Fund 6
Nuveen Short Duration Credit Opportunities Fund 6
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 6
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 6
Carmichael Hill & Associates, Inc. 6
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 6
First Command Advisory Services, Inc. 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 6
Voya Infrastructure, Industrials & Materials Fund 6
Global X Funds 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
Bbr Partners, Llc 6
USS Investment Management Ltd 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 6
Bremer Trust National Association 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 6
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 6
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 6
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 6
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 6
Fulcrum Equity Management 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Kiker Wealth Management, LLC 6
Millstone Evans Group, LLC 6
MYDA Advisors LLC 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 6
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 6
Vaughan Nelson Investment Management, L.p. 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 6
Concurrent Investment Advisors, LLC 6
Redhawk Wealth Advisors, Inc. 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 6
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 6
Analytic Investors, LLC 6
Ausdal Financial Partners, Inc. 6
Taconic Capital Advisors LP 6
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 6
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 6
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 6
Resources Management Corp /ct/ /adv 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 6
FSC Wealth Advisors, LLC 6
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 6
Wakefield Asset Management LLLP 6
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 6
Strategic Global Advisors, LLC 6
Independence Capital Asset Partners, LLC 6
Shellback Capital, LP 6
Global Income Builder Portfolio - Global Income Builder Portfolio 6
Knightsbridge Asset Management, Llc 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
Partnervest Advisory Services LLC 6
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 6
LGT Group Foundation 6
Empirical Asset Management, LLC 6
Signition Lp 6
Guardian Capital Lp 6
WealthTrust Fairport, LLC 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Axiom International Investors Llc /de 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 6
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 6
Virtue Capital Management, LLC 6
Change Path, LLC 6
SRB Corp 6
Heck Capital Advisors, LLC 6
Munder Series Trust 6
Alphagen Securities Llc 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
Chartwell Investment Partners/pa 6
Blackstone Group Inc 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Destination Wealth Management 6
Stone Toro Investment Advisers, LP 6
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 6
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 6
Canton Hathaway, LLC 6
Neuberger Berman High Yield Strategies Fund Inc. 6
Li Winifred I 6
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 6
Farmer Steven Patrick 6
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 6
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 6
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 6
Heritage Financial Services, LLC 6
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 6
Security National Trust Co 6
Newfound Research LLC 6
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 6
Gates Capital Management, Inc. 6
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 6
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 6
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 6
Iberiabank Corp 6
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
TRFM - ETF Series Solutions - AAM Transformers ETF 6
Caldwell Trust Co 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
Czech National Bank 6
Segantii Capital Management Ltd 6
British Airways Pensions Investment Management Ltd 6
Citizens Business Bank 6
Banque Pictet & Cie Sa 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
Advisor OS, LLC 6
Armstrong Advisory Group, Inc 6
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 6
ProVise Management Group, LLC 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 6
VitalStone Financial, LLC 6
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 6
Redwood Wealth Management Group, LLC 6
Findlay Park Partners LLP 6
Glass Jacobson Investment Advisors llc 6
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 6
Cushing Asset Management, Lp 6
Allianz Se 6
Arrow Financial Corp 6
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 6
Polymer Capital Management (US) LLC 6
Ardevora Asset Management LLP 6
Oversea-Chinese Banking CORP Ltd 6
Exencial Wealth Advisors, Llc 6
Parkwood LLC 6
Advisory Alpha, LLC 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
Laffer Investments 6
Bluefin Capital Management, Llc 6
Price Wealth Management, Inc. 6
Context Capital Management, LLC 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 6
Bnc Wealth Management, Llc 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 6
Register Financial Advisors LLC 6
De Burlo Group Inc 6
Pflug Koory, LLC 6
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 6
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 6
EXI - iSHARES TRUST - iShares Global Industrials ETF 6
Ironwood Financial, llc 6
Redpoint Investment Management Pty Ltd 6
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 6
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
Outlook Wealth Advisors, LLC 6
Fairway Wealth LLC 6
Coppell Advisory Solutions Corp. 6
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 6
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 6
Marietta Investment Partners Llc 6
Blackrock Floating Rate Income Trust 6
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 6
Brown Advisory Securities, LLC 6
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 6
Williams Jones Wealth Management, LLC. 6
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 6
Estabrook Capital Management 6
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 6
Opus Capital Group, LLC 6
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 6
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
Price Capital Management, Inc. 6
IronBridge Capital Management LP 6
Unigestion Holding SA 6
Virginia Retirement System 6
Aptus Capital Advisors, LLC 6
RFG Advisory, LLC 6
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 6
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 6
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 6
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 6
TD Capital Management LLC 6
LVW Advisors, LLC 6
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 6
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
Frank, Rimerman Advisors LLC 6
Oak Ridge Investments Llc 6
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 6
Arabesque Asset Management Ltd 6
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 6
Herndon Capital Management Llc 6
Binnacle Investments Inc 6
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 6
Wells Fargo Multi-sector Income Fund 6
Exane Derivatives 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 6
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 6
Minichmacgregor Wealth Management, Llc 6
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 6
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 6
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 6
Bragg Financial Advisors, Inc 6
EAM Global Investors LLC 6
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 6
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 6
Diamond Hill Capital Management Inc 6
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 6
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 6
Credit Suisse High Yield Bond Fund 6
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
Santori & Peters, Inc. 6
Halpern Financial, Inc. 6
DecisionPoint Financial, LLC 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
Sugarloaf Wealth Management, LLC 6
P Schoenfeld Asset Management Lp 6
Mowery & Schoenfeld Wealth Management, LLC 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
Parsons Capital Management Inc/ri 6
W.G. Shaheen & Associates DBA Whitney & Co 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Carillon Tower Advisers, Inc. 6
Walthausen & Co., LLC 6
RobecoSam USA, Inc. 6
Sagespring Wealth Partners, Llc 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 6
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 6
Financiere des Professionnels - Fonds d,investissement inc. 6
Ramirez Asset Management, Inc. 6
Delta Lloyd Nv 6
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 6
Bank Of Nova Scotia Trust Co 6
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 6
Port Capital LLC 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
Kcm Investment Advisors Llc 6
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 6
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 6
Caxton Associates Llp 6
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 6
Quest 10 Wealth Builders, Inc. 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
Df Dent & Co Inc 6
Bruderman Asset Management, LLC 6
IAG Wealth Partners, LLC 6
Farmers & Merchants Trust Co of Chambersburg PA 6
Angelo Gordon & Co., L.p. 6
Aspire Private Capital, LLC 6
Albert D Mason Inc 6
Distillate Capital Partners LLC 6
Gabelli Convertible & Income Securities Fund Inc 6
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 6
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 6
Boston Advisors Llc 6
Corient Capital Partners, LLC 6
Broadview Funds Trust 6
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 6
Clear Harbor Asset Management, LLC 6
TrimTabs Asset Management, LLC 6
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
Somerset Trust Co 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 6
Guardian Life Insurance Co Of America 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 6
Safeguard Investment Advisory Group, LLC 6
Kowal Investment Group, LLC 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
Orion Capital Management LLC 6
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 6
Cascade Investment Advisors, Inc. 6
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 6
GFG Capital, LLC 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
ESL Trust Services, LLC 6
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 6
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
Meridian Wealth Management, LLC 6
Monetary Management Group Inc 6
Encompass Wealth Advisors, Llc 6
Kistler-Tiffany Companies, LLC 6
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 6
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 6
CBIZ Investment Advisory Services, LLC 6
Impax Asset Management (AIFM) Ltd 6
NuWave Investment Management, LLC 6
Hollencrest Capital Management 6
Capital International Inc /ca/ 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 6
Douglas Lane & Associates, LLC 6
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 6
Lynx Investment Advisory 6
Howard Hughes Medical Institute 6
Legg Mason Investment Counsel & Trust Co., N.A. 6
Blackrock Floating Rate Income Strategies Fund, Inc. 6
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 6
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 6
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 6
Connectus Wealth, LLC 6
Aurora Investment Counsel 6
Inscription Capital, LLC 6
Caldwell Securities, Inc 6
Alaethes Wealth LLC 6
High Point Bank & Trust Co 6
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 6
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 6
CHICAGO TRUST Co NA 6
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
Capitolis Advisors LLC 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
Jag Capital Management, Llc 6
PGGM Investments 6
Railway Pension Investments Ltd 6
Mufg Securities Americas Inc. 6
Foster Dykema Cabot & Co Inc/ma 6
Trust Co 6
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 6
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 6
Curian Capital Llc 6
Friess Associates Llc 6
Evergreen Capital Management Llc 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
Sumit Capital, Llc 6
Neuburgh Advisers LLC 6
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 6
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 6
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 6
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 6
Intellectus Partners, LLC 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 6
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 6
Onefund, Llc 6
Nfj Investment Group, Llc 6
Wetzel Investment Advisors, Inc. 6
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 6
Edge Wealth Management LLC 6
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 6
Lebenthal Asset Management, LLC 6
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 6
Clearline Capital LP 6
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 6
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 6
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund 6
DRW Securities, LLC 6
CPSIX - Unified Series Trust - Fci Bond Fund 6
Trillium Asset Management, Llc 6
Calvert Impact Fund Inc 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Arrowgrass Capital Partners (us) Lp 6
Semmax Financial Advisors Inc. 6
Cantor Fitzgerald, L. P. 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 6
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 6
Patton Fund Management, Inc. 6
Gabelli Global Small & Mid Cap Value Trust 6
Mizuho Securities Usa Llc 6
Mitchell Sinkler & Starr/pa 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Gilliland Jeter Wealth Management LLC 6
Sierra Ocean, Llc 6
Owl Creek Asset Management, L.P. 6
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 6
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 6
CrestPoint Capital Management, LLC 6
Omnia Family Wealth, LLC 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 6
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 6
Bp Plc 6
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 6
Ridgewood Investments LLC 6
Capital International Ltd /ca/ 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 6
Capital International Sarl 6
Gallo Partners, LP 6
PNC Managed Account Solutions, Inc. 6
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 6
Osterweis Capital Management Inc 6
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 6
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 6
Knights of Columbus Asset Advisors LLC 6
Northwest Financial Advisors 6
Rampart Investment Management Company, LLC 6
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 6
Global Financial Private Capital, LLC 6
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 6
Cna Financial Corp 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
Telemus Capital, Llc 6
Central Bank & Trust Co 6
First New York Securities Llc /ny 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
Summit Financial, LLC 6
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 6
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 6
Palisade Asset Management, LLC 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 6
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 6
Bfsg, Llc 6
Mpwm Advisory Solutions, Llc 6
University Of Texas/texas Am Investment Managment Co 6
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
Scout Investments, Inc. 6
Corsair Capital Management, L.p. 6
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 6
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 6
NorthRock Partners, LLC 6
Bronson Point Management LLC 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 6
Banco Bilbao Vizcaya Argentaria, S.a. 6
Guyasuta Investment Advisors Inc 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 6
Plato Investment Management Ltd 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 6
Ridgeworth Funds 6
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 6
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 6
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 6
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 6
Studio Investment Management Llc 6
HGC Investment Management Inc. 6
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 6
K.J. Harrison & Partners Inc 6
First Financial Corp /in/ 6
Vollero Beach Capital Partners LLC 6
Deltec Asset Management Llc 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 6
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 6
Verus Capital Partners, Llc 6
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 6
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 6
Rs Investment Management Co Llc 6
Gables Capital Management Inc. 6
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
Solstein Capital, LLC 6
Williams Jones & Associates LLC 6
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 6
RMR Wealth Builders 6
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 6
Marathon Capital Management 6
Susquehanna Portfolio Strategies, LLC 6
Lee Danner & Bass Inc 6
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 6
John G Ullman & Associates Inc 6
Landaas & Co /wi /adv 6
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 6
Allred Capital Management, LLC 6
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 6
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 6
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 6
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 6
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 6
Wesbanco Bank Inc 6
TFG Advisers LLC 6
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 6
Capstone Series Fund Inc 6
Quotient Investors, LLC 6
RK Capital Management, LLC 6
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 5
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 5
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 5
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 5
Banco Santander, S.A. 5
Premier Fund Managers Ltd 5
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 5
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 5
Re Advisers Corp 5
Point72 Europe (London) LLP 5
Sapient Capital Llc 5
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 5
Tortoise Index Solutions, LLC 5
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 5
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 5
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 5
Pacific Global Investment Management Co 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
Gca Investment Management, Llc 5
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
Otter Creek Advisors, LLC 5
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 5
Greenhouse Funds LLLP 5
CPI - IndexIQ ETF Trust - IQ Real Return ETF 5
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class 5
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 5
Almanack Investment Partners, LLC. 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
Cetera Trust Company, N.A 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
Unique Wealth Strategies, LLC 5
Doyle Wealth Management 5
Nations Financial Group Inc, /ia/ /adv 5
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 5
Dai-ichi Life Holdings, Inc. 5
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 5
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 5
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 5
Founders Capital Management 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 5
Sterling Investment Advisors, Ltd. 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 5
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 5
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 5
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 5
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 5
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 5
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 5
Zimmer Partners, LP 5
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 5
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 5
Aua Capital Management, Llc 5
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 5
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 5
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 5
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 5
Atlanta Capital Management Co L L C 5
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5
Geneva Partners, LLC 5
Crescent Grove Advisors, LLC 5
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 5
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 5
ZPR Investment Management 5
AlphaStar Capital Management, LLC 5
Avidian Wealth Solutions, LLC 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Ahrens Investment Partners LLC 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
Ferris Capital, Llc 5
Virtus ETF Advisers LLC 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 5
Kodai Capital Management LP 5
Jabre Capital Partners S.A. 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 5
Martin & Co Inc /tn/ 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 5
Cornerstone Wealth Management, LLC 5
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 5
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
LM Advisors LLC 5
Turtle Creek Asset Management Inc. 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
Institute for Wealth Management, LLC. 5
Aspect Partners, LLC 5
CWA Asset Management Group, LLC 5
Marathon Trading Investment Management LLC 5
Financial Counselors Inc 5
Karpus Management, Inc. 5
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 5
Verity Asset Management, Inc. 5
Crawford Investment Counsel Inc 5
U S Global Investors Inc 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
Stone Run Capital, Llc 5
Kovack Advisors, Inc. 5
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 5
Groupama Asset Managment 5
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 5
Vanguard Morgan Growth Fund 5
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 5
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 5
Creekmur Asset Management LLC 5
J.Safra Asset Management Corp 5
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 5
Aristeia Capital Llc 5
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 5
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 5
Stuart Chaussee & Associates, Inc. 5
Old Second National Bank Of Aurora 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 5
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 5
Renaissance Group Llc 5
Armbruster Capital Management, Inc. 5
Lakeview Capital Partners, LLC 5
Mizuho Trust & Banking Co., Ltd. 5
AdvisorShares Investments LLC 5
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 5
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 5
Oliver Luxxe Assets LLC 5
Braun-Bostich & Associates Inc. 5
SWS Partners 5
Laurel Wealth Advisors, Inc. 5
Atlantic Union Bankshares Corp 5
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 5
WESPAC Advisors SoCal, LLC 5
WealthCollab, LLC 5
Franklin Ltd Duration Income Trust 5
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
AlphaCore Capital LLC 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 5
State Farm Mutual Automobile Insurance Co 5
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
M Holdings Securities, Inc. 5
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 5
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 5
Avanza Fonder AB 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
Harvey Investment Co Llc 5
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 5
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 5
Nair Vinay 5
Warren Averett Asset Management, LLC 5
Apriem Advisors 5
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 5
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
Crestwood Advisors Group LLC 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 5
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 5
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 5
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 5
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 5
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 5
Stonebridge Financial Group, LLC 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
Beese Fulmer Investment Management, Inc. 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
VBCVX - VALIC Co I - Systematic Value Fund 5
Kessler Investment Group, LLC 5
VSSGX - VALIC Co I - Small-Mid Growth Fund 5
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 5
Lake Street Advisors Group, Llc 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 5
BankPlus Trust Department 5
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 5
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 5
Manchester Financial Inc 5
Guinness Asset Management LTD 5
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
Princeton Global Asset Management LLC 5
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 5
River Wealth Advisors LLC 5
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 5
Silvant Capital Management LLC 5
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 5
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 5
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 5
S&co Inc 5
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 5
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 5
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 5
Opseu Pension Plan Trust Fund 5
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 5
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 5
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 5
Lingohr & Partner Asset Management GmbH 5
Ninety One UK Ltd 5
Hnp Capital Llc 5
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 5
Ferguson Wellman Capital Management, Inc 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 5
Strategic Blueprint, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 5
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 5
Aegon Asset Management Uk Plc 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
Origin Asset Management LLP 5
Nalls Sherbakoff Group, Llc 5
Foster & Motley Inc 5
Emerald Investment Partners, Llc 5
Alphasimplex Group, Llc 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
One Capital Management, LLC 5
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 5
Meridian Wealth Advisors, LLC 5
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5
Polaris Wealth Advisory Group, LLC 5
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 5
ACG Wealth 5
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 5
Bremer Bank National Association 5
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 5
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 5
Mirova 5
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 5
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 5
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 5
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 5
XML Financial, LLC 5
Steel Peak Wealth Management LLC 5
CT Financial Advisors LLC 5
Stock Yards Bank & Trust Co 5
Camden Capital, LLC 5
Marks Group Wealth Management, Inc 5
Pensionfund DSM Netherlands 5
Okabena Investment Services Inc 5
West Oak Capital, LLC 5
Trust Department Mb Financial Bank N A 5
WealthStone, Inc. 5
NWK Group, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 5
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 5
Ovata Capital Management Ltd 5
Bellevue Asset Management, Llc 5
Montrusco Bolton Investments Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 5
Pacific Capital Wealth Advisors, Inc 5
Resonant Capital Advisors, LLC 5
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
FSA Wealth Management LLC 5
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 5
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Davis R M Inc 5
Asahi Life Asset Management Co., Ltd. 5
Ironbridge Funds, Inc. 5
HighMark Wealth Management LLC 5
Conestoga Capital Advisors, LLC 5
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 5
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 5
Nuveen S&p 500 Buywrite Income Fund 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 5
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 5
Dynamic Advisor Solutions LLC 5
Royal Fund Management, LLC 5
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 5
Waddell & Reed Advisors Funds 5
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 5
OneAscent Financial Services LLC 5
Integral Derivatives, LLC 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 5
Catawba Capital Management /va 5
MidWestOne Financial Group, Inc. 5
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 5
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 5
FormulaFolio Investments, LLC 5
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 5
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
Core Alternative Capital 5
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 5
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 5
Rs Variable Products Trust 5
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 5
World Equity Group, Inc. 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
Fort Pitt Capital Group, Llc 5
Intersect Capital LLC 5
Bray Capital Advisors 5
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 5
VEGN - ETF Series Solutions - US Vegan Climate ETF 5
Canandaigua National Corp 5
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 5
TIMOTHY PLAN - Timothy Strategic Variable 5
Annex Advisory Services, LLC 5
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 5
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 5
Conning Inc. 5
Harfst & Associates, Inc. 5
Buckingham Strategic Wealth, Llc 5
Fenimore Asset Management Trust 5
NorthCoast Asset Management LLC 5
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 5
Olstein Funds 5
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 5
Empyrean Capital Partners, LP 5
Sepio Capital, LP 5
Brighton Jones Llc 5
Tri-continental Corp 5
Eidelman Virant Capital 5
Radcliffe Capital Management, L.P. 5
Fortis Group Advisors, LLC 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 5
Brookside Capital Management Llc 5
Eagle Global Advisors Llc 5
WUSAX - WANGER ADVISORS TRUST - Wanger USA 5
Ambassador Advisors, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 5
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
Samlyn Capital, Llc 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 5
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 5
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 5
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 5
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 5
Clearview Wealth Advisors LLC 5
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 5
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 5
York Capital Management Global Advisors, LLC 5
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 5
Sage Mountain Advisors LLC 5
Charter Trust Co 5
MTM Investment Management, LLC 5
Accel Wealth Management 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
Community Capital Management, Inc. 5
Harris Associates L P 5
McClarren Financial Advisors, Inc. 5
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 5
Marshall Financial Group LLC 5
Black Swift Group, LLC 5
DB Wealth Management Group, LLC 5
E Fund Management Co., Ltd. 5
Putnam Fl Investment Management Co 5
Baker Tilly Financial, Llc 5
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 5
Gw Henssler & Associates Ltd 5
Symmetry Investments LP 5
Douglas C. Lane & Associates, Inc. 5
CFS Investment Advisory Services, LLC 5
Allegheny Financial Group LTD 5
Lebenthal Global Advisors, LLC 5
CHURCHILL MANAGEMENT Corp 5
Norris Perne & French Llp/mi 5
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 5
Curated Wealth Partners LLC 5
Resolute Advisors LLC 5
Sittner & Nelson, Llc 5
First Merchants Corp 5
F/M Investments LLC 5
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 5
Community Financial Services Group, LLC 5
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 5
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 5
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 5
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 5
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 5
Raiffeisen Bank International AG 5
Montecito Bank & Trust 5
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 5
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 5
Thompson Investment Management, Inc. 5
Legacy Wealth Asset Management, LLC 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
Alta Advisers Ltd 5
Americafirst Capital Management, Llc 5
Mondrian Investment Partners LTD 5
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5
Better Money Decisions, LLC 5
Rutabaga Capital Management Llc/ma 5
Cary Street Partners Financial Llc 5
Gries Financial Llc 5
Tiaa Cref Trust Co Fsb/mo 5
Emerald Advisers, Llc 5
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 5
CastleArk Alternatives, LLC 5
Sierra Capital LLC 5
Eads & Heald Wealth Management 5
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 5
Shufro Rose & Co Llc 5
Bank of New Hampshire 5
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 5
Counterpoint Mutual Funds LLC 5
Global X Japan Co., Ltd. 5
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
CNB Bank 5
Laurel Wealth Advisors LLC 5
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 5
Ameriflex Group, Inc. 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
Royce Micro-cap Trust, Inc /md/ 5
Value Holdings Lp 5
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 5
Smith Group Asset Management, LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 5
Goelzer Investment Management, Inc. 5
Essex Savings Bank 5
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 5
Seeds Investor Llc 5
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 5
GGBFX - GuideStone Funds - Global Bond Fund Investor 5
Griffin Asset Management, Inc. 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 5
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 5
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 5
Diversify Advisory Services, LLC 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Kolinsky Wealth Management, LLC 5
Reuter James Wealth Management, Llc 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 5
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 5
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 5
Absolute Capital Management, LLC 5
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 5
Stevens First Principles Investment Advisors 5
Columbus Circle Investors 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Cooper Financial Group 5
Rs Investment Trust 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
NJ State Employees Deferred Compensation Plan 5
Cca Investments Trust 5
Baillie Gifford & Co 5
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 5
PrairieView Partners, LLC 5
Bangor Savings Bank 5
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 5
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 5
Boston Financial Mangement Llc 5
Elequin Capital Lp 5
Tyler-Stone Wealth Management 5
Park Square Financial Group, LLC 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
City State Bank 5
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 5
American Trust 5
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 5
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5
MML Series Investment Fund II - MML Blend Fund Initial Class 5
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 5
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 5
Highland Capital Management Lp 5
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 5
Cullen Capital Management, LLC 5
Vectors Research Management, LLC 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
Aris Wealth Services, Inc. 5
Kavar Capital Partners, LLC 5
Castle Creek Arbitrage, LLC 5
LGT Fund Management Co Ltd. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 5
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 5
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 5
Calamos Wealth Management LLC 5
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 5
First City Capital Management, Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 5
Us Financial Advisors, Llc 5
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
Chilton Investment Co Llc 5
Seelaus Asset Management LLC 5
Equitable Holdings, Inc. 5
Castle Wealth Management Llc 5
Azimuth Capital Investment Management LLC 5
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 5
Leisure Capital Management 5
LBA Wealth Management, LLC 5
Miracle Mile Advisors, LLC 5
Grimes & Company, Inc. 5
ASB Consultores, LLC 5
Jpmorgan Trust Iii 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
Mfs Special Value Trust 5
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 5
Mendota Financial Group, LLC 5
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 5
Investment Partners, Ltd. 5
Nippon Life Global Investors Americas, Inc. 5
Schwartz Investment Counsel Inc 5
Argonautica Private Wealth Management, Inc 5
Thematics Asset Management 5
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 5
Eventide Asset Management, Llc 5
Copeland Capital Management, LLC 5
WESPAC Advisors, LLC 5
Keel Point, LLC 5
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 5
Geneva Advisors, LLC 5
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 5
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 5
Tdam Usa Inc. 5
Caisse Des Depots Et Consignations 5
Cobblestone Capital Advisors Llc /ny/ 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
Beutel, Goodman & Co Ltd. 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
Compass Wealth Management LLC 5
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 5
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 5
RVRB - ADVISORS SERIES TRUST - Reverb ETF 5
Hirtle Callaghan & Co LLC 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
Rivernorth Opportunities Fund, Inc. 5
Buffington Mohr McNeal 5
Douglass Winthrop Advisors, LLC 5
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 5
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 5
Cm Wealth Advisors Llc 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
PFG Investments, LLC 5
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 5
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 5
Satuit Capital Management Trust 5
Quintet Private Bank (Europe) S.A. 5
Corient IA LLC 5
Columbia Partners L L C Investment Management 5
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 5
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 5
Imprint Wealth LLC 5
Chesley Taft & Associates LLC 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
Aberdeen Asset Management Plc/uk 5
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 5
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 5
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 5
Punch & Associates Investment Management, Inc. 5
Nova Wealth Management, Inc. 5
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
American Capital Management Inc 5
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 5
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 5
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
Brandes Investment Partners, Lp 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 5
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 5
Tiaa Trust, National Association 5
Grace Capital 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
Forward Management, LLC 5
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 5
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 5
Valued Wealth Advisors LLC 5
Trust Point Inc. 5
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
Genesee Valley Trust Co 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 5
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 5
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 5
First Command Financial Services, Inc. 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
First Command Bank 5
RGT Wealth Advisors, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 5
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 5
Harvest Management Llc 5
White Pine Capital Llc 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 5
Wilmington Funds Management Corp 5
Polianta Ltd 5
Wilmington Trust, National Association 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 5
Financial Advisors Network, Inc. 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 5
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 5
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 5
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 5
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5
Harwood Advisory Group, LLC 5
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 5
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 5
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 5
Legg Mason Investment Counsel, LLC 5
Certified Advisory Corp 4
Fir Tree Capital Management Lp 4
Eminence Capital, Lp 4
Atlantic Investment Management Inc 4
Third Point LLC 4
Armistice Capital, Llc 4
Loews Corp 4
Relational Investors Llc 4
Prospector Partners Llc 4
Vulcan Value Partners, LLC 4
Cortina Asset Management, LLC 4
G2 Investment Partners Management LLC 4
Goldentree Asset Management Lp 4
Harvey Partners, LLC 4
Standard Life Investments LTD 4
TENOR CAPITAL MANAGEMENT Co., L.P. 4
WHV Investments, Inc. 4
Manatuck Hill Partners, LLC 4
Impala Asset Management LLC 4
Southernsun Asset Management, Llc 4
Hotchkis & Wiley Capital Management Llc 4
AMF Pensionsforsakring AB 4
Thornburg Investment Management Inc 4
Paradigm Capital Management Inc/ny 4
West Family Investments, Inc. 4
Gilder Gagnon Howe & Co Llc 4
American Century Investment Management Inc 4
Eagle Boston Investment Management Inc 4
Meyer Handelman Co 4
New England Asset Management Inc 4
Dixon Hubard Feinour & Brown Inc/va 4
Quest Investment Management Llc 4
Snyder Capital Management L P 4
Marco Investment Management Llc 4
Argent Capital Management Llc 4
Carderock Capital Management Inc 4
Pergamon Offshore Advisors, L.P. 4
Ruffer LLP 4
Roundview Capital LLC 4
Wilmington Trust Co 4
First Niagara Bank 4
Alpine Woods Capital Investors, Llc 4
Century Capital Management, LLC 4
Vanguard Specialized Funds 4
Edge Asset Management, Inc 4
Howland Capital Management Llc 4
Ingalls & Snyder Llc 4
Vanguard Windsor Funds 4
Madison Investment Holdings Inc 4
Summitry Llc 4
Mastrapasqua Asset Management Inc 4
Adirondack Trust Co 4
Geller Advisors LLC 4
Northwest Bancshares, Inc. 4
Evermay Wealth Management Llc 4
Boston Family Office Llc 4
Grace & White Inc /ny 4
Mawer Investment Management Ltd. 4
Financial Engines Advisors L.L.C. 4
Busey Wealth Management 4
Main Street Research LLC 4
Bollard Group LLC 4
Whitnell & Co. 4
Roble, Belko & Company, Inc 4
Paragon Capital Management LLC 4
Penobscot Investment Management Company, Inc. 4
Hood River Capital Management LLC 4
Emancipation Management LLC 4
Manning & Napier Advisors Llc 4
Sanctuary Wealth Advisors, LLC 4
Patten Group, Inc. 4
Horizon Investment Services, LLC 4
Ipswich Investment Management Co., Inc. 4
Braun Stacey Associates Inc 4
Jump Trading, LLC 4
First Foundation Advisors 4
Thomas White International Ltd 4
Pax World Management Llc 4
Ascend Capital, Llc 4
Dearborn Partners Llc 4
Saturna Capital CORP 4
Azimuth Capital Management LLC 4
Choate Investment Advisors 4
Woodmont Investment Counsel Llc 4
Reynolds Capital Management Llc 4
Trellus Management Company, LLC 4
Pier Capital, LLC 4
Phocas Financial Corp. 4
Welch & Forbes Llc 4
Mcdaniel Terry & Co 4
Headinvest, Llc 4
Mizuho Asset Management Co.,Ltd. 4
IPG Investment Advisors LLC 4
First Commonwealth Financial Corp /pa/ 4
Ifrah Financial Services, Inc. 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
Ashfield Capital Partners, LLC 4
Family Firm, Inc. 4
Investment Counselors Of Maryland Llc 4
Strategy Asset Managers Llc 4
Garde Capital, Inc. 4
Investors Asset Management Of Georgia Inc /ga/ /adv 4
Springbank Value Partners Lp 4
First United Bank Trust/ 4
Atwood & Palmer Inc 4
Minerva Advisors LLC 4
Lourd Capital, LLC 4
Friedenthal Financial 4
Lgt Capital Partners Ltd. 4
Hallmark Capital Management Inc 4
Weatherly Asset Management L. P. 4
Hermes Investment Management Ltd 4
Wright Investors Service Inc 4
Kanawha Capital Management Llc 4
Essex Financial Services, Inc. 4
TD Securities (USA) LLC 4
Emerald Mutual Fund Advisers Trust 4
Palladium Partners Llc 4
Osborn Rohs Williams & Donohoe Ltd 4
WestEnd Advisors, LLC 4
Lisanti Capital Growth, LLC 4
Murphy Capital Management Inc 4
Woodley Farra Manion Portfolio Management Inc 4
Cubic Asset Management, LLC 4
Rothschild Investment Corp /il 4
Coastline Trust Co 4
Wellington Shields Capital Management, LLC 4
Thomasville National Bank 4
Spectrum Asset Management, Inc. (NB/CA) 4
Chase Investment Counsel Corp 4
Capital Management Associates /ny/ 4
Murphy Pohlad Asset Management LLC 4
North American Management Corp 4
Wbh Advisory Inc 4
Breton Hill Capital Ltd. 4
Markel Corp 4
Redwood Investments, LLC 4
Cim Investment Mangement Inc 4
Carret Asset Management, Llc 4
Anchor Capital Advisors Llc 4
Papp L Roy & Associates 4
Nippon Life Insurance Co 4
Flossbach Von Storch Ag 4
RiverPark Advisors, LLC 4
Highstreet Asset Management Inc. 4
Hartford Financial Management Inc. 4
HITE Hedge Asset Management LLC 4
Strategic Advisors LLC 4
Paragon Capital Management Ltd 4
Appleton Partners Inc/ma 4
Stancorp Investment Advisers Inc 4
Shinko Asset Management Co., Ltd. 4
Fruth Investment Management 4
Franklin Street Advisors Inc /nc 4
Barnett & Company, Inc. 4
ID Management A/S 4
Cullinan Associates Inc 4
Country Trust Bank 4
Exxonmobil Investment Management Inc /tx 4
Pegasus Partners Ltd. 4
Livingston Group Asset Management CO (operating as Southport Capital Management) 4
Copper Rock Capital Partners, LLC 4
Pensionfund Sabic 4
Crow Point Partners, LLC 4
Nwam Llc 4
Autus Asset Management, LLC 4
Sterling Global Strategies LLC 4
Lehman Financial Resources, Inc. 4
Alexandria Capital, LLC 4
American National Insurance Co /tx/ 4
Ssi Investment Management Llc 4
Gladius Capital Management LP 4
Gratus Capital LLC 4
Stratton Management Co 4
Verity & Verity, LLC 4
Kingfisher Capital LLC 4
Horan Capital Advisors, LLC. 4
AllSquare Wealth Management LLC 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
Duff & Phelps Investment Management Co 4
Amica Pension Fund Board Of Trustees 4
Signature Financial Management, Inc. 4
Mission Wealth Management, Lp 4
Peoples Financial Services Corp. 4
QUANTRES ASSET MANAGEMENT Ltd 4
Pennsylvania Trust Co 4
Clarkston Capital Partners, LLC 4
Boyd Watterson Asset Management Llc/oh 4
Cornerstone Investment Partners, LLC 4
PCJ Investment Counsel Ltd. 4
Somerville Kurt F 4
Broderick Brian C 4
Hemenway Trust Co LLC 4
Sentinel Asset Management, Inc. 4
Berkley W R Corp 4
Sandhill Capital Partners LLC 4
East Coast Asset Management, LLC. 4
Hunter Associates Investment Management Llc 4
Kepos Capital LP 4
Mraz, Amerine & Associates, Inc. 4
PartnerRe Asset Management CORP 4
HWG Holdings LP 4
Concert Wealth Management Inc. 4
Aristotle Capital Management, LLC 4
Sanders Morris Harris Llc 4
Cornerstone Advisory, LLC 4
Ecofin Advisors Ltd 4
V Wealth Advisors LLC 4
RiverPoint Capital Management, LLC 4
Paradigm Financial Advisors, LLC 4
Raab & Moskowitz Asset Management LLC 4
Godsey & Gibb Associates 4
Syntal Capital Partners, LLC 4
Vivaldi Asset Management, LLC 4
Geneva Capital Management Llc 4
Tradeworx Inc. 4
Wrapmanager Inc 4
Clarius Group, LLC 4
Fma Advisory Inc 4
Warberg Asset Management LLC 4
Simmons Bank 4
Lodge Hill Capital, LLC 4
Insight Capital Research & Management Inc 4
Donaldson Capital Management, Llc 4
Cognios Capital, LLC 4
Anchor Bolt Capital, LP 4
Coastal Bridge Advisors, LLC 4
Northwestern Mutual Investment Services Llc 4
Rodgers Brothers Inc. 4
Symmetry Peak Management Llc 4
Stelac Advisory Services LLC 4
Park Avenue Institutional Advisers LLC 4
Euclid Advisors LLC 4
JS Capital Management LLC 4
Connors Investor Services Inc 4
Gardner Lewis Asset Management L P 4
Highlander Capital Management, LLC 4
CapWealth Advisors, LLC 4
aeris Capital Holding GmbH 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Birch Hill Investment Advisors LLC 4
Allegis Investment Advisors, LLC 4
Schonfeld Group Holdings LLC 4
Spears Abacus Advisors LLC 4
Newland Capital Management, Llc 4
Green Arrow Capital Management Llc 4
Guardian Investor Services Llc 4
Alpine Partners USVI, LLC 4
McAdams Wright Ragen, Inc. 4
Cai Capital Management, Inc. 4
Telluride Asset Management LLC 4
Jackson, Grant Investment Advisers, Inc. 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
Formula Growth Ltd 4
Wintrust Investments Llc 4
Harbour Capital Advisors, LLC 4
Connecticut Wealth Management, LLC 4
Harbor Advisors LLC 4
Kohmann Bosshard Financial Services, LLC 4
Radnor Capital Management, LLC 4
Adviser Investments LLC 4
Hartree Partners, LP 4
Moloney Securities Asset Management, LLC 4
R&F Capital Advisors LP 4
Pacific Center for Financial Services 4
GSB Wealth Management, LLC 4
Israel Discount Bank Of New York /gfn 4
Israel Discount Bank of New York 4
Blue Sky Asset Management, LLC 4
Intercontinental Wealth Advisors, LLC 4
Tiaa, Fsb 4
Garner Asset Management Corp 4
Mountain Capital Investment Advisors, Inc 4
MPS Loria Financial Planners, LLC 4
Harrington Investments, INC 4
Edge Advisors, Llc 4
Legacy Advisors, LLC 4
Affiance Financial, LLC 4
PFG Advisors 4
Voya Global Advantage & Premium Opportunity Fund 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
Amcap Fund 4
Allianzgi Convertible & Income 2024 Target Term Fund 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
Allianzgi Diversified Income & Convertible Fund 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 4
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 4
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 4
Gabelli Global Utility & Income Trust 4
SRTTX - SMA RELATIONSHIP TRUST - Series T 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
Core Bond Portfolio - Core Bond Portfolio 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 4
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 4
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 4
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 4
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 4
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 4
Trust For Advisor Solutions 4
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 4
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 4
Ssga Master Trust 4
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 4
MBOVX - M FUND INC - M Large Cap Value Fund 4
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 4
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 4
New America High Income Fund Inc 4
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
Mfs Intermediate High Income Fund 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 4
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 4
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 4
Aberdeen Global Income Fund Inc 4
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 4
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 4
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
Wells Fargo Global Dividend Opportunity Fund 4
Horizons Etf Trust I 4
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 4
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 4
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 4
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 4
REDWX - Aspiration Funds - Aspiration Redwood Fund 4
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 4
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 4
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 4
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
Dreyfus High Yield Strategies Fund 4
Henderson Global Funds 4
Monument Capital Management 4
Clarus Wealth Advisors 4
Taylor Hoffman Wealth Management 4
Mutual Advisors, LLC 4
Centenus Global Management, Lp 4
DiMeo Schneider & Associates, L.L.C. 4
Beryl Capital Management LLC 4
Weil Company, Inc. 4
Banco de Sabadell, S.A 4
Pin Oak Investment Advisors Inc 4
Marino, Stram & Associates Llc 4
Burleson & Company, LLC 4
Ashler Capital Llc 4
J. L. Bainbridge & Co., Inc. 4
Equitable Trust Co 4
AIA Investment Management Private Ltd 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
Landsberg, Bennett, & Dubbaneh LLC 4
Lavaca Capital Llc 4
Cordatus Wealth Management LLC 4
Roman Butler Fullerton & Co 4
Angeles Investment Advisors, LLC 4
Old North State Trust, LLC 4
Dougherty Wealth Advisers LLC 4
Stratos Wealth Advisors, LLC 4
Gladstone Institutional Advisory LLC 4
SlateStone Wealth, LLC 4
Thoroughbred Financial Services, Llc 4
Kinneret Advisory, LLC 4
Harvest Investment Services, LLC 4
Brandywine Oak Private Wealth Llc 4
Mid Atlantic Financial Management Inc/adv 4
Cypress Capital, LLC 4
Garrett Wealth Advisory Group, LLC 4
Easterly Investment Partners Llc 4
Great Valley Advisor Group, Inc. 4
Principal Street Partners, LLC 4
Westhampton Capital, LLC 4
Leap Investments Lp 4
Stonehage Fleming (uk) Ltd 4
Ilmarinen Mutual Pension Insurance Co 4
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 4
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 4
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 4
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 4
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 4
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 4
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 4
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 4
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 4
NOCBX - Northern Funds - Northern Core Bond Fund 4
NOFIX - Northern Funds - Northern Fixed Income Fund 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 4
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 4
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 4
PACIFIC SELECT FUND - Core Income Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 4
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 4
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 4
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 4
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 4
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 4
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 4
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 4
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 4
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 4
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 4
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 4
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 4
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 4
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 4
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 4
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 4
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 4
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 4
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 4
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 4
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 4
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
PENN SERIES FUNDS INC - Mid Cap Growth Fund 4
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 4
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 4
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 4
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 4
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 4
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 4
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 4
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 4
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 4
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 4
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 4
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 4
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 4
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 4
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
PKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Core Fund Class A 4
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A 4
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 4
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 4
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 4
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 4
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 4
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 4
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 4
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 4
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 4
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 4
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 4
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 4
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 4
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 4
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 4
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 4
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 4
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 4
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 4
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 4
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 4
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 4
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 4
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 4
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 4
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 4
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 4
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 4
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 4
55i, Llc 4
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 4
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 4
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 4
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 4
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
Compass Ion Advisors, LLC 4
PFG Private Wealth Management, LLC 4
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 4
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 4
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 4
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 4
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 4
VGLSX - VALIC Co I - Global Strategy Fund 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 4
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 4
VAMGX - VALIC Co II - Mid Cap Growth Fund 4
EWG Elevate Inc. 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 4
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 4
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 4
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 4
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 4
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 4
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 4
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 4
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 4
Red Door Wealth Management, LLC 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
S.A. Mason LLC 4
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 4
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 4
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 4
Cfm Wealth Partners Llc 4
ICW Investment Advisors LLC 4
Madison Wealth Management 4
Atlas Private Wealth Management 4
Menard Financial Group LLC 4
Durable Capital Partners LP 4
Americana Partners, LLC 4
CWS Financial Advisors, LLC 4
Invenomic Capital Management LP 4
Visionary Wealth Advisors 4
Capital Advisory Group Advisory Services, LLC 4
Ballast Advisors Llc 4
Optas, LLC 4
Mission Creek Capital Partners, Inc. 4
Wealth Quarterback LLC 4
Running Oak Capital LLC 4
Filbrandt Wealth Management, LLC 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
F&C Asset Management plc 4
Connor Clark & Lunn Investment Management Ltd 4
Daiwa Capital Markets America Inc. 4
Madison Scottsdale, LC 4
Optimal Asset Management, Inc. 4
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 4
MBEQX - M FUND INC - M International Equity Fund 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 4
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 4
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 4
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 4
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 4
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 4
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 4
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 4
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 4
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 4
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 4
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 4
Hunter Perkins Capital Management, LLC 4
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
Bel Air Investment Advisors Llc 4
Penseco Financial Services Corp 4
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
XXEC, Inc. 4
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
BlackRock Capital Allocation Trust 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Mjp Associates Inc /adv 4
Ellsworth Advisors, LLC 4
Cowa, Llc 4
RWM Asset Management, LLC 4
Cannon Global Investment Management, LLC 4
Altus Wealth Group LLC 4
Synergy Financial Management, LLC 4
True Link Financial Advisors, LLC 4
New York Life Investments Alternatives 4
Heron Bay Capital Management 4
NinePointTwo Capital 4
Urban Wealth Management, LLC 4
Retirement Group, LLC 4
Kozak & Associates, Inc. 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
Tru Independence Asset Management 2, Llc 4
Baron Silver Stevens Financial Advisors, Llc 4
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 4
Systematic Alpha Investments, LLC 4
Syntax Advisors, Llc 4
Innovative Portfolios 4
CSM Advisors, LLC 4
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 4
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
Sageworth Trust Co of South Dakota 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
VCBDX - VALIC Co I - Core Bond Fund 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I 4
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
VKSGX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Value Fund Class R6 4
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 4
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
JB Capital LLC 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 4
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 4
Leeward Financial Partners, LLC 4
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 4
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 4
Astrantus Ltd 4
Sandy Cove Advisors, LLC 4
Cross Staff Investments Inc 4
Fractal Investments LLC 4
Sonen Capital LLC 4
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 4
Boulder Hill Capital Management Lp 4
Pinnbrook Capital Management Lp 4
Krs Capital Management, Llc 4
Financial Connections Group, Inc. 4
Thrive Wealth Management, LLC 4
Wahed Invest LLC 4
Tilia Fiduciary Partners, Inc. 4
Hiddenite Capital Partners LP 4
Sendero Wealth Management, LLC 4
Byrne Asset Management LLC 4
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 4
AlphaCentric Advisors LLC 4
Values First Advisors, Inc. 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 4
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 4
Artemis Wealth Advisors, LLC 4
High Net Worth Advisory Group LLC 4
Leeward Investments, LLC - MA 4
Fund Management at Engine No. 1 LLC 4
Resurgent Financial Advisors LLC 4
EHP Funds Inc. 4
1620 Investment Advisors, Inc. 4
Quantum Private Wealth, LLC 4
IPDP - Listed Funds Trust - Dividend Performers ETF 4
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 4
Transatlantique Private Wealth Llc 4
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 4
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 4
WealthPlan Investment Management, LLC 4
Mesirow Institutional Investment Management, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 4
General Partner, Inc. 4
Trifecta Capital Advisors, LLC 4
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 4
Trium Capital LLP 4
New England Capital Financial Advisors LLC 4
Insigneo Advisory Services, Llc 4
Moran Wealth Management, LLC 4
Garda Capital Partners Lp 4
Allstate Investment Management Co 4
Capital Group Investment Management Pte. Ltd. 4
Linden Thomas Advisory Services, LLC 4
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 4
Acrisure Capital Management, LLC 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 4
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 4
Canoe Financial LP 4
Nilsine Partners, LLC 4
Vinva Investment Management Ltd 4
Ofi Invest Asset Management 4
National Wealth Management Group, LLC 4
Advanced Portfolio Management, LLC 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
Cherry Tree Wealth Management, LLC 4
Kingswood Wealth Advisors, Llc 4
Genus Capital Management Inc. 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 4
WFA Asset Management Corp 4
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF 4
United Community Bank 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 4
PFS Partners, LLC 4
Financial Perspectives, Inc 4
Naples Money Management LLC 4
Criterion Capital Advisors, Llc 4
Andina Capital Management, LLC 4
MeadowBrook Investment Advisors LLC 4
Atlantic Edge Private Wealth Management, LLC 4
New Century Financial Group, LLC 4
Chesapeake Capital Corp /il/ 4
Catalytic Wealth RIA, LLC 4
Maren Capital LLC 4
Williamson Legacy Group, LLC 4
Modern Wealth Management, LLC 4
Caitlin John, LLC 4
Planning Capital Management Corp 4
Hobbs Group Advisors, LLC 4
Voisard Asset Management Group, Inc. 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 4
Triad Wealth Partners, LLC 4
Focus Financial Network, Inc. 4
Mediolanum International Funds Ltd 4
Mason Capital Fund Trust - Fundamentals First ETF 4
New Covenant Trust Company, N.A. 4
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 4
Institutional Investment Strategy Fund 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Fullcircle Wealth Llc 4
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 4
Diversify Wealth Management, Llc 4
Fairscale Capital, LLC 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
Net Worth Advisory Group 4
Alpine Bank Wealth Management 4
Legacy Wealth Managment, LLC/ID 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
Oddo Bhf Asset Management Sas 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
Kera Capital Partners, Inc. 4
Crews Bank & Trust 4
Atala Financial Inc 4
Flagship Wealth Advisors, Llc 4
Murphy & Mullick Capital Management Corp 4
Sig Brokerage, Lp 4
Groupe la Francaise 4
Parvin Asset Management, LLC 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
Vega Investment Solutions 4
REAP Financial Group, LLC 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
EUSM - Strategy Shares - Eventide US Market ETF 4
Stance Capital Llc 4
TAX - EA Series Trust - Cambria Tax Aware ETF 4
S-Bank Fund Management Ltd 4
VestGen Advisors, LLC 4
Ransom Advisory, Ltd 4
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 4
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 4
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 4
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 4
Holos Integrated Wealth LLC 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
MASTERINVEST Kapitalanlage GmbH 4
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 4
ARS Investment Partners, LLC 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3
Acuity Investment Management Inc 3
Waldron Private Wealth LLC 3
CXI Advisors 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
Roof Eidam & Maycock/adv 3
Field & Main Bank 3
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
State of New Jersey Common Pension Fund A 3
Hgk Asset Management Inc 3
Copia Wealth Management 3
Belmont Global Advisors, Inc. 3
Ohio National Investments, Inc. 3
Van Berkom & Associates Inc. 3
Corbenic Partners LLC 3
Annapolis Financial Services, LLC 3
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 3
MPUSX - Gallery Trust - MONDRIAN U.S. SMALL CAP EQUITY FUND Mondrian U.S. Small Cap Equity Fund 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 3
Barometer Capital Management Inc. 3
Wealthsource Partners, Llc 3
Investors Capital Advisory Services 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
1492 Capital Management LLC 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
Zevin Asset Management Llc 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
Andrew Hill Investment Advisors, Inc. 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
Espalier Global Management LLC 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
North Capital, Inc. 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF 3
Peregrine Asset Advisers, Inc. 3
Tortoise Capital Advisors, L.l.c. 3
Deutsche Value Series, Inc 3
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 3
Clear Investment Research, Llc 3
Cypress Capital Management LLC (WY) 3
Oak Family Advisors, Llc 3
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 3
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
Privium Fund Management (UK) Ltd 3
10-15 Associates, Inc. 3
Holderness Investments Co 3
Cranbrook Wealth Management, LLC 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A 3
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 3
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 3
Sentinel Trust Co Lba 3
Northstar Investment Advisors Llc 3
Humankind Investments LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
Gilman Hill Asset Management, LLC 3
Wayfinding Financial, LLC 3
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A 3
Auxier Asset Management 3
Constellation Wealth Advisors, LLC 3
Loeb Offshore Management LP 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
Mach-1 Financial Group, Inc. 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
Adams Diversified Equity Fund, Inc. 3
J. W. Coons Advisors, LLC 3
Spearhead Capital Advisors, Llc 3
TCG Advisory Services, LLC 3
Icc Capital Management Inc/ 3
Motley Fool Wealth Management, LLC 3
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 3
Financial Network Wealth Management LLC 3
Linscomb & Williams, Inc. 3
CR Intrinsic Investors, LLC 3
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Ntv Asset Management Llc 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Longboard Asset Management, LP 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Vaughan David Investments Inc/il 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
Spinnaker Trust 3
Baldwin Investment Management, LLC 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
Evexia Wealth Llc 3
SWAN Capital LLC 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 3
EJF Capital LLC 3
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 3
Ag2r La Mondiale Gestion D'actifs 3
Dowling & Yahnke Llc 3
Cartenna Capital, LP 3
Fusion Family Wealth LLC 3
Keystone Financial Services 3
Mangrove Partners 3
Connacht Asset Management LP 3
Carmignac Gestion 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 3
Brave Asset Management Inc 3
Empower Advisory Group, LLC 3
Missouri Trust & Investment Co 3
Sumitomo Life Insurance Co 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
Pier 88 Investment Partners Llc 3
Saya Management Lp 3
Perfromance Wealth Partners, LLC 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 3
Polar Capital Holdings Plc 3
Clifford Swan Investment Counsel Llc 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 3
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 3
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 3
Fairfield, Bush & Co. 3
Atalaya Capital Management LP 3
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class 3
Solaris Asset Management Llc 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
New Amsterdam Partners Llc/ny 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
Pentwater Capital Management LP 3
Cahill Financial Advisors Inc 3
Edmp, Inc. 3
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 3
Schmidt P J Investment Management Inc 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
OTA Financial Group L.P. 3
GraniteShares Advisors LLC 3
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 3
Cowen Prime Services LLC 3
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 3
Elkhorn Partners Limited Partnership 3
Family Management Corp 3
EDENTREE ASSET MANAGEMENT Ltd 3
Retirement Planning Co of New England, Inc. 3
Notis-McConarty Edward 3
PFW Advisors LLC 3
Close Asset Management Ltd 3
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 3
Woodward Diversified Capital, Llc 3
Hodges Capital Management Inc. 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
IBOT - VanEck ETF Trust - VanEck Robotics ETF 3
American Financial Network Advisory Services Llc 3
American National Bank & Trust Co /va/ 3
Sarasin & Partners LLP 3
Suffolk Capital Management Llc 3
Quantum Capital Management, LLC / NJ 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
Union Savings Bank 3
Cannell Capital Llc 3
CoreFirst Bank & Trust 3
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 3
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 3
Wealthspring Capital LLC 3
Loeb Partners Corp 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
Aster Investment Management Co Inc 3
2Xideas AG 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
Green Square Capital Advisors Llc 3
EVR Research LP 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
Shore Point Advisors, LLC 3
Veracity Capital LLC 3
Mascagni Wealth Management, Inc. 3
InterOcean Capital Group, LLC 3
Greenwood Capital Associates Llc 3
CarsonAllaria Wealth Management, Ltd. 3
Hoese & Co LLP 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
Investors Financial Group, LLC 3
Engine No. 1 Llc 3
Strategic Financial Concepts, LLC 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
Fairpointe Capital LLC 3
Portolan Capital Management, LLC 3
Condor Capital Management 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
Signature Estate & Investment Advisors Llc 3
America First Investment Advisors, LLC 3
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
Camelot Portfolios, LLC 3
Spectrum Advisory Services Inc 3
Montanaro Asset Management Ltd 3
S&t Bank/pa 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 3
Henrickson Nauta Wealth Advisors, Inc. 3
Crowley Wealth Management, Inc. 3
Searle & Co. 3
Stonegate Investment Group, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
Seldon Capital Lp 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
Caldwell Investment Management Ltd. 3
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 3
Ruane, Cunniff & Goldfarb Inc 3
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
BUNRX - BULLFINCH FUND INC - Unrestricted Series 3
Atalanta Sosnoff Capital, Llc 3
Buck Wealth Strategies, LLC 3
Bright Rock Capital Management, Llc 3
Arjuna Capital 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
CQS Cayman LP 3
AT Bancorp 3
Delta Lloyd Asset Management N.v. 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
Taika Capital, LP 3
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
Covalis Capital Llp 3
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
Putnam Master Intermediate Income Trust 3
Cape Cod Five Cents Savings Bank 3
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 3
Kalmar Investments Inc /de/ 3
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 3
Aviance Capital Management, Llc 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Torch Wealth Management LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
KPP Advisory Services LLC 3
Blackrock Master Llc 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
Revisor Wealth Management LLC 3
Harding Loevner Lp 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
Biltmore Wealth Management, LLC 3
Freemont Management S.A. 3
Eisler Capital Management Ltd. 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
Oppenheimer Discovery Mid Cap Growth Fund 3
Davidson Kempner Capital Management LLC 3
New Millennium Group LLC 3
Cambiar Investors Llc 3
Gdl Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
Wafra Inc. 3
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
Fagan Associates, Inc. 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
Burns Matteson Capital Management, LLC 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 3
Lindenwold Advisors 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 3
Journey Strategic Wealth Llc 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 3
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 3
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 3
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 3
Sandia Investment Management LP 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
Mid Continent Capital Llc/il 3
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 3
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
Hound Partners, LLC 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Miles Capital, Inc. 3
Maseco Llp 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
Jarislowsky, Fraser Ltd 3
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
Putnam High Income Securities Fund 3
Shamrock Asset Management LLC 3
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 3
Highmount Capital, LLC 3
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
Millrace Asset Group, Inc. 3
Trueblood Wealth Management, LLC 3
Private Wealth Partners, LLC 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
Ronald Blue & Co Llc 3
EMC Capital Management 3
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 3
Highwater Wealth Management, LLC 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
KLCM Advisors, Inc. 3
ELCO Management Co., LLC 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
EdgePoint Investment Group Inc. 3
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 3
VCCAX - VALIC Co II - Capital Appreciation Fund 3
Bear Mountain Capital, Inc. 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 3
CCLA Investment Management Ltd 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
VACVX - VALIC Co II - Large Cap Value Fund 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 3
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 3
Zullo Investment Group, Inc. 3
Fdp Series, Inc. 3
Tennessee Valley Asset Management Partners 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
Ulland Investment Advisors, LLC 3
Mcmillion Capital Management Inc 3
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 3
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 3
Nikko Asset Management Americas, Inc. 3
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 3
MU Investments Co., Ltd. 3
Bainco International Investors 3
Thames Capital Management Llc 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
Signature Resources Capital Management, LLC 3
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
Ckw Financial Group 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
Orinda Asset Management LLC 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 3
Patron Partners Advisors, Llc 3
Perella Weinberg Partners Capital Management LP 3
Axiom Investment Management LLC 3
Source Capital Inc /de/ 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 3
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
Mystic Asset Management, Inc. 3
Kiely Wealth Advisory Group, Inc. 3
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 3
Options Solutions, Llc 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
Front Street Capital Management, Inc. 3
Winthrop Capital Management, LLC 3
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 3
Polen Capital Management Llc 3
Halsey Associates Inc/ct 3
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 3
Valmark Advisers, Inc. 3
Grandeur Peak Global Advisors, LLC 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Focus Financial Network Inc /adv 3
AMCPX - AMCAP FUND - AMCAP FUND Class A 3
Cardinal Capital Management, Inc. 3
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 3
Matarin Capital Management, LLC 3
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 3
Ninety One North America, Inc. 3
Valley Brook Capital Group, Inc. 3
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
Signal Advisors Wealth, LLC 3
RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A 3
Crabel Capital Management, LLC 3
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 3
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
Jacobson & Schmitt Advisors, Llc 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
Madden Advisory Services, Inc. 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
Indices-Pac Research Corp. 3
Covington Investment Advisors Inc. 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 3
Clear Perspective Advisors, LLC 3
Neville Rodie & Shaw Inc 3
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 3
Delta Global Management LP 3
Ativo Capital Management LLC 3
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 3
South Street Advisors LLC 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
Advent Capital Management /de/ 3
Montag & Caldwell, Llc 3
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 3
FDO Partners, LLC 3
Union Bancaire Privee, UBP SA 3
Northeast Financial Consultants Inc 3
Keeler THomas Management LLC 3
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 3
United Asset Strategies, Inc. 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
Aston Asset Management, LLC 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
Systematic Portfolios LLC 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
First Financial Bankshares Inc 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Foster Dykema Cabot & Partners, Llc 3
Lummis Asset Management, LP 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
Centricity Wealth Management, LLC 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 3
Maple Capital Management, Inc. 3
FJ Investments, LLC 3
Galaxy Capital Trading Ltd 3
Malaga Cove Capital, LLC 3
BNE - ETF Series Solutions - Blue Horizon BNE ETF 3
Clarity Asset Management, Inc. 3
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 3
Ascent Group, LLC 3
Excalibur Management Corp 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
Viking Global Investors Lp 3
Long Island Wealth Management, Inc. 3
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
Secured Retirement Advisors, Llc 3
Inverness Investment Group, LLC 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
YANKCOM Partnership 3
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 3
LKBAX - LKCM Funds - LKCM Balanced Fund 3
Wall Street Associates 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 3
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 3
National Penn Investors Trust Co /pa 3
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 3
NINE MASTS CAPITAL Ltd 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
Mayflower Financial Advisors, LLC 3
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 3
MANA Advisors LLC 3
FNY Partners Fund LP 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
Hartline Investment Corp/ 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 3
Capital Investment Advisors, LLC 3
Naples Global Advisors, Llc 3
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 3
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 3
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Progressive Investment Management Corp 3
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 3
Rocky Mountain Advisers, Llc 3
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 3
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 3
Bancroft Fund Ltd 3
Portland Global Advisors LLC 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Md Sass Investors Services Inc 3
Willingdon Wealth Management 3
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 3
Heritage Trust Co 3
Water Asset Management LLC 3
Accent Capital Management, LLC 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 3
Avalon Advisors, Llc 3
First Dallas Securities Inc. 3
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 3
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 3
American National Registered Investment Advisor, Inc. 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF 3
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 3
Kms Financial Services, Inc 3
Kimelman & Baird, LLC 3
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 3
North Point Portfolio Managers Corp/oh 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Nuveen Diversified Dividend & Income Fund 3
BSW Wealth Partners 3
Dunvegan Associates, Inc. 3
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 3
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
TradeLink Capital LLC 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
Gargoyle Investment Advisor L.L.C. 3
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 3
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Century Capital Management Trust 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Boussard & Gavaudan Investment Management LLP 3
Ursa Fund Management, LLC 3
Endex Capital Management Llc 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
Abn Amro Investment Solutions 3
Mechanics Bank Trust Department 3
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 3
Causeway Capital Management Llc 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 3
Raging Capital Management, LLC 3
Pekin Hardy Strauss, Inc. 3
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 3
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 3
Clough Global Dividend & Income Fund 3
Saba Capital Management, L.P. 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
O'Neil Global Advisors, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 3
Burgundy Asset Management Ltd. 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
Killen Group Inc 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
De Lisle Partners LLP 3
Permanens Capital L.P. 3
Prio Wealth Limited Partnership 3
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
Western Asset Corporate Loan Fund Inc. 3
Strategic Investment Management, Llc 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 3
MML Series Investment Fund II - MML Asset Momentum Fund Class II 3
Goodnow Investment Group, Llc 3
Highland Capital Management Fund Advisors, L.p. 3
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 3
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 3
Cyrus J. Lawrence, LLC 3
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 3
Sandell Asset Management Corp 3
Elk Creek Partners, LLC 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
Tectonic Advisors Llc 3
Clear Point Advisors Inc. 3
Sugar Maple Asset Management, LLC 3
Fermata Advisors, LLC 3
Ironwood Investment Counsel, LLC 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 3
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 3
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 3
Blackrock Allocation Target Shares - Bats Series A 3
Cobiz Investment Management, Llc 3
Pathway Financial Advisers, LLC 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 3
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 3
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Hazlett, Burt & Watson, Inc. 3
Tower Bridge Advisors 3
Retireful, LLC 3
Alpha Omega Wealth Management LLC 3
TruNorth Capital Management, LLC 3
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 3
Next Century Growth Investors Llc 3
River Road Asset Management, LLC 3
Daruma Capital Management Llc 3
Bernard Wealth Management Corp. 3
Regency Capital Management Inc.\DE 3
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
Torray Llc 3
WEHIX - WEITZ FUNDS - Hickory Fund 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 3
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 3
Mechanics Financial Corp 3
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 3
Nwq Investment Management Company, Llc 3
Fortis Advisors, LLC 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
Stock Portfolio - Stock Portfolio 3
Aristotle Capital Boston, LLC 3
Parnassus Investments /ca 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 3
New South Capital Management Inc 3
Sasco Capital Inc / Ct/ 3
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 3
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 3
Rexford Capital Inc 3
CFICX - CALVERT FUND - Calvert Income Fund Class A 3
Heritage Family Offices, LLP 3
Ariel Investments, Llc 3
Angeles Wealth Management, Llc 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
BlackRock Private Investments Fund 3
Wealthgarden F.s. Llc 3
HighTower Trust Services, LTA 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 3
Fidgeon Timothy F 3
Platform Technology Partners 3
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 3
Gerstein Fisher 3
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 3
Redwood Park Advisors LLC 3
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
Primecap Management Co/ca/ 3
Volterra Technologies LP 3
Aviso Financial Inc. 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 3
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 3
Arthur M. Cohen & Associates, Llc 3
Wunderlich Capital Managemnt 3
Alerus Financial Na 3
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
Heartland Bank & Trust Co 3
Coatue Management Llc 3
Western Wealth Management, LLC 3
Private Advisors, LLC 3
MONECO Advisors, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
Personal Capital Advisors Corp 3
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 3
Sensato Investors LLC 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
Allianzgi Equity & Convertible Income Fund 3
Hanlon Investment Management, Inc. 3
Alpha Quant Advisors, Llc 3
Wealth Advisory Solutions, LLC 3
Full Sail Capital, LLC 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
Gabelli Go Anywhere Trust 3
Cutter & CO Brokerage, Inc. 3
Carl Domino Inc 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Continental Investors Services, Inc. 3
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 3
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 3
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
Haverford Trust Co 3
Honeywell International Inc 3
Boston Common Asset Management, LLC 3
Scoggin Management Lp 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
Dumont & Blake Investment Advisors Llc 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 3
Achievement Holdings L.P. 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 3
MBE Wealth Management, LLC 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 3
Pinnacle Wealth Advisors 3
SIR Capital Management, L.P. 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
Northwest Capital Management Inc 3
Salomon & Ludwin, LLC 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
Iron Horse Wealth Management, LLC 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
C-J Advisory, Inc. 3
Croft-leominster Inc 3
RDA Financial Network 3
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 3
Fiduciary Group LLC 3
TAP Consulting, LLC 3
Fundamentun, Llc 3
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 3
RPG Investment Advisory, LLC 3
Nicolet Advisory Services, Llc 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
Dagco, Inc. 3
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 3
Putnam ETF Trust - Putnam Sustainable Future ETF - 3
Global Wealth Management Investment Advisory, Inc. 3
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 3
Morningstar Investment Management LLC 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 3
Fwl Investment Management, Llc 3
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 3
Genesis Wealth Advisors, LLC 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
Horizon Kinetics Asset Management Llc 3
Financial Strategy Network, LLC 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
Leelyn Smith, LLC 3
Waterloo Capital, L.P. 3
Lighthouse Financial Advisors, Inc. 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
Rokos Capital Management LLP 3
Toews Corp /adv 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
Perimeter Capital Partners, LLC 3
Crescent Capital Consulting, LLC 3
Omni Partners Llp 3
III Capital Management 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
Modera Wealth Management, LLC 3
FirstMerit Bank N A Trustee 3
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 3
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 3
Horizon Kinetics LLC 3
Renaissance Investment Group LLC 3
ICONIQ Capital, LLC 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
Southport Management, L.l.c. 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Great Diamond Partners, LLC 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 3
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 3
Franklin Universal Trust 3
Keudell/Morrison Wealth Management 3
Moody Lynn & Lieberson, Llc 3
Scarborough Advisors, LLC 3
BlackRock Credit Strategies Fund 3
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 3
Principal Diversified Select Real Asset Fund 3
Usa Mutuals Advisors, Inc. 3
Centre Asset Management, LLC 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
Dohj, Llc 3
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 3
Vantage Financial Partners Ltd., Inc. 3
WIREX - PFS FUNDS - Wireless Fund 3
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 3
Kortright Capital Partners LP 3
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
Gary Goldberg Planning Services Inc 3
Moreno Evelyn V 3
Kim, Llc 3
Decker Retirement Planning Inc. 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
BOTT - Themes ETF Trust - Themes Robotics & Automation ETF 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
Outlook Funds Trust 3
Summit Wealth Group, LLC 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
Whitebox Mutual Funds 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
Marex Group plc 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
National Rural Electric Cooperative Association 3
Eisler Capital (UK) Ltd. 3
Horizon Bancorp Inc /in/ 3
Tema Etfs Llc 3
Putney Financial Group LLC 3
Wells Fargo Income Opportunities Fund 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
MBM Wealth Consultants, LLC 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
Pioneer Series Trust I 3
Professional Financial Advisors, LLC 3
Blue Square Asset Management, Llc 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
Skyline Asset Management Lp 3
Becker Capital Management Inc 3
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 3
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
Factory Mutual Insurance Co 3
Cowen Investment Management LLC 3
NSB Advisors LLC 3
Atw Spac Management Llc 3
Petros Family Wealth, LLC 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 3
Anfield Capital Management, LLC 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
Alaska Permanent Fund Corp 3
Murchinson Ltd. 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
Cedar Wealth Management, LLC 3
John Hancock Investors Trust 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
Reston Wealth Management Llc 3
Hilton Capital Management, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 3
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
Coston, McIsaac & Partners 3
Bank of Marin 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares 3
LaSalle Street Capital Management, LLC 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
Acropolis Investment Management, LLC 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
Madison Asset Management, LLC 3
Wells Fargo Utilities & High Income Fund 3
Pillar Pacific Capital Management Llc 3
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 3
Palladiem, Llc 3
Fft Wealth Management Llc 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF 3
Costello Asset Management, INC 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
Bnp Paribas 3
American Research & Management Co. 3
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 3
Compass Capital Management, Inc 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Texas Capital Bank Wealth Management Services Inc 3
Decatur Capital Management, Inc. 3
Sunnymeath Asset Management, Inc. 3
Acima Private Wealth, Llc 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Scopia Capital Management Lp 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
Pacholder High Yield Fund Inc 3
Kohlberg Kravis Roberts & Co. L.P. 3
Seneca Financial Advisors LLC 3
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 3
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 3
Halbert Hargrove Global Advisors, Llc 3
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 3
Apollo Senior Floating Rate Fund Inc. 3
Kathmere Capital Management, LLC 3
Cypress Advisory Group LLC 3
Alecta Pensionsforsakring, Omsesidigt 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 3
Tandem Investment Advisors, Inc. 3
Sii Investments Inc/wi 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 3
Royce Global Value Trust, Inc. 3
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Daiwa SB Investments Ltd. 3
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Apollo Tactical Income Fund Inc. 3
Blackstone / Gso Strategic Credit Fund 3
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 3
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 3
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 3
Archipel Asset Management AB 3
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 3
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
Cannon Financial Strategists, Inc. 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 3
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 3
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 3
Marshwinds Advisory Co 3
EPG Wealth Management LLC 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
Aprio Wealth Management, LLC 3
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
Payden & Rygel 3
Atlas Brown,Inc. 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 3
Eagle Ridge Investment Management 3
BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A 3
Private Asset Management Inc 3
Sustainable Insight Capital Management, LLC 3
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 3
Grandfield & Dodd, Llc 3
Weitz Investment Management, Inc. 3
Fiduciary Planning LLC 3
Xtx Markets Llc 3
Horrell Capital Management, Inc. 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
Meitav Dash Investments Ltd 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
Novem Group 3
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 3
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 3
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 3
Rainier Investment Management Mutual Funds 3
IMG Wealth Management, Inc. 3
Bulldog Investors, LLP 3
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 3
Keebeck Wealth Management, LLC 3
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 3
Eukles Asset Management 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Creative Capital Management Investments LLC 3
Princeton Capital Management Llc 3
Gallacher Capital Management LLC 3
Physicians Financial Services, Inc. 3
Hotaling Investment Management, LLC 3
Farmers Trust Co 3
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 3
Van Den Berg Management I, Inc 3
Catalyst Financial Partners Llc 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
Legacy Investment Solutions, LLC 3
Pictet & Cie (Europe) SA 3
Legacy Wealth Management, LLC / MS 3
Rockbridge Investment Management, LCC 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Berger Financial Group, Inc 3
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 3
Syverson Strege & Co 3
SPX Equities Gestao de Recursos Ltda 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Cheyne Capital Management (UK) LLP 3
Special Opportunities Fund, Inc. 3
Gierl Augustine Investment Management Inc 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
Pure Financial Advisors, Inc. 3
Haafor (Singapore) Pte. Ltd. 3
Meristem Family Wealth, LLC 3
Sawgrass Asset Management Llc 3
Bourgeon Capital Management Llc 3
Argent Advisors, Inc. 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 3
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 3
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 3
Burt Wealth Advisors 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
B & T Capital Management DBA Alpha Capital Management 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Curio Wealth, Llc 3
BTC Capital Management, Inc. 3
Gamble Jones Investment Counsel 3
Legacy Private Trust Co. 3
Davidson Kempner Partners 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 3
NMIEX - Northern Funds - Active M International Equity Fund 3
Transcend Wealth Collective, Llc 3
Cozad Asset Management Inc 3
Aevitas Wealth Management, Inc. 3
Touradji Capital Management, Lp 3
Frontier Wealth Management LLC 3
Northeast Investment Management 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
Boussard & Gavaudan Asset Management LP 3
Avitas Wealth Management LLC 3
Triodos Investment Management BV 3
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 3
Jlb & Associates Inc 3
Investment House Llc 3
KAMES CAPITAL plc 3
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF 3
DeDora Capital, Inc. 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
Capital Group Private Client Services, Inc. 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
Huntleigh Advisors, Inc. 3
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
BBR ALO Fund, LLC 3
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 3
O'Dell Group, LLC 3
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
FourThought Financial Partners, LLC 3
BlackRock ESG Capital Allocation Trust 3
Asset Planning Services, Ltd. 3
MD Financial Management Inc. 3
Telemetry Investments, L.L.C. 3
Team Hewins, LLC 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
Dundas Partners LLP 3
Northstar Asset Management Inc 3
Chesapeake Wealth Management 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
Howard Capital Management Inc. 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
McGlone Suttner Wealth Management, Inc. 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
Bridges Investment Management Inc 3
Klingman & Associates, LLC 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
BRC Investment Management LLC 3
Putnam Premier Income Trust 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
Quad-Cities Investment Group, LLC 3
Oppenheimer Small Cap Value Fund 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
MADDEN SECURITIES Corp 3
Bank of Kentucky, Inc. 3
Jamison Eaton & Wood Inc /nj 3
Leverage Partners Absolute Return Fund SPC 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
Elmwood Wealth Management, Inc. 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
Transform Wealth, LLC 3
Affinity Investment Advisors, Llc 3
Smith, Salley & Associates 3
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 3
Mitsubishi UFJ Securities Holdings Co., Ltd. 3
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
Chicago Capital, LLC 3
Northwest Quadrant Wealth Management, LLC 3
Kiley Juergens Wealth Management, Llc 3
Cidel Asset Management Inc 3
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
DC Investments Management, LLC 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
Smith Shellnut Wilson Llc /adv 3
Viking Fund Management Llc 3
Advanced Series Trust - Ast High Yield Portfolio 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
Tuttle Tactical Management LLC 3
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 3
F3Logic, LLC 3
Rockland Trust Co 3
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
Grey Fox Wealth Advisors, LLC 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
WMS Partners, LLC 3
VanEck Funds 3
Tandem Capital Management Corp /adv 3
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 3
Oppenheimer Global Multi-asset Growth Fund 3
Winthrop Partners - Wny, Llc 3
Parr Mcknight Wealth Management Group, Llc 3
Auto-Owners Insurance Co 3
Wilmington Trust Investment Management, LLC 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
Sturgeon Ventures LLP 3
Bienville Capital Management, LLC 3
BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
Smith Affiliated Capital Corp. 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
Precision Path Capital, Lp 3
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 3
Fortis Capital Advisors, LLC 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 3
Readystate Asset Management Lp 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
Columbia Asset Management 3
Fairfax Financial Holdings Ltd/ Can 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 3
Integrated Core Strategies (us) Llc 3
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
Boys Arnold & Co Inc 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
Magnolia Capital Advisors Llc 3
Fedenia Advisers LLC 3
IFG Advisory, LLC 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
Silverlake Wealth Management Llc 3
Klingenstein Fields & Co Lp 3
Liontrust Investment Partners LLP 3
Natural Investments, Llc 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 3
Sfmg, Llc 3
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 3
First American Bank 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 3