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