| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
110 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
110 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
100 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
98 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
97 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
96 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
90 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
89 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
85 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
83 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
83 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
74 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
71 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
70 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
70 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
69 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
67 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
66 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
64 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
61 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
59 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
58 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
58 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
58 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
57 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
57 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
56 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
55 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
55 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
53 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
53 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
49 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
48 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
47 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
47 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
46 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
45 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
45 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
45 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
44 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
43 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
43 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
41 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
40 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
40 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
39 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
38 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
36 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
36 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
36 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
36 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
35 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
35 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
35 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
34 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
33 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
33 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
33 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
32 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
32 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
31 |
| Morgan Stanley |
31 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
31 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
31 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
30 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
30 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
30 |
| Wells Fargo & Company/mn |
30 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
30 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
30 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
30 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
30 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
30 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
30 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
30 |
| Pnc Financial Services Group, Inc. |
29 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
29 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
29 |
| BlackRock, Inc. |
29 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
29 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
29 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
29 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
29 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
28 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
28 |
| Citadel Advisors Llc |
28 |
| State Street Corp |
28 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
28 |
| Ameriprise Financial Inc |
28 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
28 |
| Royal Bank Of Canada |
28 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
28 |
| Bank Of America Corp /de/ |
28 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
27 |
| Vanguard Group Inc |
27 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
27 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
27 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
27 |
| Susquehanna International Group, Llp |
27 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
27 |
| Rhumbline Advisers |
27 |
| SG Americas Securities, LLC |
27 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
27 |
| Deutsche Bank Ag\ |
27 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
27 |
| Northern Trust Corp |
27 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
27 |
| Jpmorgan Chase & Co |
27 |
| Proequities, Inc. |
26 |
| Tower Research Capital LLC (TRC) |
26 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
26 |
| Dimensional Fund Advisors Lp |
26 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
26 |
| Group One Trading, L.p. |
26 |
| Goldman Sachs Group Inc |
26 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
26 |
| Barclays Plc |
26 |
| Millennium Management Llc |
26 |
| UBS Group AG |
26 |
| Creative Planning |
26 |
| Geode Capital Management, Llc |
26 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
26 |
| Manufacturers Life Insurance Company, The |
26 |
| New York State Common Retirement Fund |
25 |
| Fmr Llc |
25 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
25 |
| Citigroup Inc |
25 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
25 |
| Parametric Portfolio Associates Llc |
25 |
| Bnp Paribas Arbitrage, Sa |
25 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
25 |
| Walleye Trading LLC |
25 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
25 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
25 |
| California Public Employees Retirement System |
25 |
| California State Teachers Retirement System |
25 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
25 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
25 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
25 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
25 |
| Invesco Ltd. |
25 |
| D. E. Shaw & Co., Inc. |
24 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
24 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
24 |
| Teachers Advisors, Llc |
24 |
| Bank Of Montreal /can/ |
24 |
| Bank of New York Mellon Corp |
24 |
| Us Bancorp \de\ |
24 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
24 |
| American International Group, Inc. |
24 |
| Paloma Partners Management Co |
24 |
| Renaissance Technologies Llc |
24 |
| Charles Schwab Investment Management Inc |
24 |
| IFP Advisors, Inc |
24 |
| Invesco Bond Fund |
24 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
24 |
| Two Sigma Investments, Lp |
24 |
| Comerica Bank |
24 |
| Voya Investment Management Llc |
24 |
| Credit Suisse Ag/ |
24 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
24 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
24 |
| Gsa Capital Partners Llp |
24 |
| Signaturefd, Llc |
23 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
23 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
23 |
| Metropolitan Life Insurance Co/ny |
23 |
| Pacer Advisors, Inc. |
23 |
| Legal & General Group Plc |
23 |
| Jane Street Group, Llc |
23 |
| Prelude Capital Management, Llc |
23 |
| Price T Rowe Associates Inc /md/ |
23 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
23 |
| Guggenheim Capital Llc |
23 |
| Jefferies Group LLC |
23 |
| Verition Fund Management LLC |
23 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
23 |
| A.R.T. Advisors, LLC |
23 |
| First Trust Advisors Lp |
23 |
| Bessemer Group Inc |
23 |
| Simplex Trading, Llc |
23 |
| Federated Hermes, Inc. |
23 |
| MASTER BOND LLC - Master Total Return Portfolio |
23 |
| Norges Bank |
23 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
23 |
| Tiaa Cref Investment Management Llc |
23 |
| Northwestern Mutual Wealth Management Co |
23 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
23 |
| Two Sigma Advisers, Lp |
23 |
| Tudor Investment Corp Et Al |
22 |
| Ubs Ag |
22 |
| Advisor Group Holdings, Inc. |
22 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
22 |
| Teacher Retirement System Of Texas |
22 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
22 |
| ProShare Advisors LLC |
22 |
| Quantbot Technologies LP |
22 |
| Los Angeles Capital Management Llc |
22 |
| Balyasny Asset Management Llc |
22 |
| PEAK6 Investments, L.P. |
22 |
| Envestnet Asset Management Inc |
22 |
| Swiss National Bank |
22 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
22 |
| LMR Partners LLP |
22 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
22 |
| Federation des caisses Desjardins du Quebec |
22 |
| PDT Partners, LLC |
22 |
| Alliancebernstein L.p. |
22 |
| KBC Group NV |
22 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
22 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
22 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
22 |
| Parallax Volatility Advisers, L.P. |
22 |
| Prudential Financial Inc |
22 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
22 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
22 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
22 |
| Ubs Asset Management Americas Inc |
22 |
| Fifth Third Bancorp |
22 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
22 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
22 |
| Marshall Wace, Llp |
22 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
22 |
| BlackRock Fund Advisors |
22 |
| Macquarie Group Ltd |
22 |
| Kcg Holdings, Inc. |
22 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
22 |
| Public Employees Retirement Association Of Colorado |
22 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
22 |
| Quadrant Capital Group Llc |
22 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
22 |
| Public Employees Retirement System Of Ohio |
22 |
| Strs Ohio |
22 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
22 |
| Ladenburg Thalmann Financial Services Inc |
22 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
22 |
| Nomura Holdings Inc |
22 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
22 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
22 |
| Profund Advisors Llc |
21 |
| Great West Life Assurance Co /can/ |
21 |
| Huntington National Bank |
21 |
| Highbridge Capital Management Llc |
21 |
| Sonora Investment Management, LLC |
21 |
| State Board Of Administration Of Florida Retirement System |
21 |
| Aqr Capital Management Llc |
21 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
21 |
| Principal Financial Group Inc |
21 |
| Teachers Retirement System Of The State Of Kentucky |
21 |
| Wolverine Trading, Llc |
21 |
| Hsbc Holdings Plc |
21 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
21 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
21 |
| Advisor Group, Inc. |
21 |
| Nuveen Asset Management, LLC |
21 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
21 |
| Panagora Asset Management Inc |
21 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
21 |
| Point72 Asset Management, L.P. |
21 |
| Landscape Capital Management, L.l.c. |
21 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
21 |
| Virtu Financial LLC |
21 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
21 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
21 |
| Nisa Investment Advisors, Llc |
21 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
21 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
21 |
| Sei Investments Co |
21 |
| FundVantage Trust - Verplanck Balanced Fund |
21 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
21 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
21 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
21 |
| Squarepoint Ops LLC |
21 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
21 |
| Nationwide Fund Advisors |
21 |
| Thrivent Financial For Lutherans |
21 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
21 |
| Cutler Group LP |
21 |
| Victory Capital Management Inc |
21 |
| BlackRock Investment Management, LLC |
21 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
21 |
| Cubist Systematic Strategies, LLC |
21 |
| Parallel Advisors, LLC |
21 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
21 |
| Russell Frank Co/ |
21 |
| Connor, Clark & Lunn Investment Management Ltd. |
21 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
21 |
| BlackRock Institutional Trust Company, N.A. |
21 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
21 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
21 |
| Ancora Advisors, LLC |
21 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
21 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
21 |
| BlackRock Advisors LLC |
21 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
21 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
21 |
| Spot Trading L.L.C |
20 |
| Municipal Employees' Retirement System of Michigan |
20 |
| Sterling Capital Management LLC |
20 |
| LPL Financial LLC |
20 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
20 |
| Gotham Asset Management, LLC |
20 |
| PineBridge Investments, L.P. |
20 |
| Ellington Management Group Llc |
20 |
| Nomura Asset Management Co Ltd |
20 |
| Acadian Asset Management Llc |
20 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
20 |
| Aperio Group, LLC |
20 |
| Brown Brothers Harriman & Co |
20 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
20 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
20 |
| Wellington Management Group Llp |
20 |
| QS Investors, LLC |
20 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
20 |
| Franklin Resources Inc |
20 |
| Arrowstreet Capital, Limited Partnership |
20 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
20 |
| Axa S.a. |
20 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
20 |
| Mason Street Advisors, Llc |
20 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
20 |
| Catalyst Capital Advisors LLC |
20 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
20 |
| State of Tennessee, Treasury Department |
20 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
20 |
| Laurion Capital Management LP |
20 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
20 |
| Trexquant Investment LP |
20 |
| Wolverine Asset Management Llc |
20 |
| LS Investment Advisors, LLC |
20 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
20 |
| Ameritas Investment Partners, Inc. |
20 |
| Neuberger Berman Group LLC |
20 |
| RidgeWorth Capital Management LLC |
20 |
| Capstone Investment Advisors, Llc |
20 |
| Bridgeway Capital Management Inc |
20 |
| Stevens Capital Management Lp |
20 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
20 |
| M&t Bank Corp |
20 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
20 |
| Stone Ridge Asset Management LLC |
20 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
20 |
| Advisors Asset Management, Inc. |
20 |
| Magnetar Financial LLC |
20 |
| Allianz Asset Management GmbH |
20 |
| Engineers Gate Manager LP |
20 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
20 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
| BlackRock Group LTD |
20 |
| Credit Agricole S A |
20 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
20 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
20 |
| American Century Companies Inc |
20 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
20 |
| Numeric Investors Llc |
20 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
20 |
| Glenmede Trust Co Na |
20 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
20 |
| Russell Investments Group, Ltd. |
20 |
| Oregon Public Employees Retirement Fund |
20 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
20 |
| O'shaughnessy Asset Management, Llc |
19 |
| Meeder Asset Management Inc |
19 |
| National Bank Of Canada /fi/ |
19 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
19 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
19 |
| College Retirement Equities Fund |
19 |
| Bayesian Capital Management, LP |
19 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
19 |
| State Of Wisconsin Investment Board |
19 |
| Virginia Retirement Systems Et Al |
19 |
| Canada Pension Plan Investment Board |
19 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
19 |
| Boothbay Fund Management, Llc |
19 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
19 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
19 |
| First Horizon Advisors, Inc. |
19 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
19 |
| BlueCrest Capital Management Ltd |
19 |
| Hrt Financial Lp |
19 |
| Stifel Financial Corp |
19 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
19 |
| Lazard Asset Management Llc |
19 |
| Natixis |
19 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
19 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
19 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
19 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
19 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
19 |
| Crossmark Global Holdings, Inc. |
19 |
| MAI Capital Management |
19 |
| Texas Permanent School Fund |
19 |
| Oxford Asset Management Llp |
19 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
19 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
19 |
| Voloridge Investment Management, Llc |
19 |
| HAP Trading, LLC |
19 |
| Principal Funds Inc |
19 |
| National Asset Management, Inc. |
19 |
| D.a. Davidson & Co. |
19 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
19 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
19 |
| FNY Investment Advisers, LLC |
19 |
| Putnam Investments Llc |
19 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
19 |
| Two Sigma Securities, Llc |
19 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
19 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
19 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
19 |
| Cwm, Llc |
19 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
19 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
19 |
| Man Group plc |
19 |
| Visium Asset Management, LP |
19 |
| Alpine Global Management, LLC |
19 |
| Weiss Multi-Strategy Advisers LLC |
19 |
| New York State Teachers Retirement System |
19 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
19 |
| GAM Holding AG |
19 |
| Marshall Wace North America L.P. |
19 |
| Arizona State Retirement System |
19 |
| Dynamic Technology Lab Private Ltd |
19 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
19 |
| Quantitative Investment Management, LLC |
19 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
19 |
| HighTower Advisors, LLC |
19 |
| Capital Fund Management S.a. |
18 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
18 |
| Public Sector Pension Investment Board |
18 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
18 |
| Advisory Services Network, LLC |
18 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
18 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
18 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
18 |
| Oppenheimer & Co Inc |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
18 |
| Captrust Financial Advisors |
18 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
18 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
18 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
18 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
18 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
18 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
18 |
| Orion Portfolio Solutions, LLC |
18 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
18 |
| Suntrust Banks Inc |
18 |
| Steward Partners Investment Advisory, Llc |
18 |
| Aviva Plc |
18 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
18 |
| Point72 Hong Kong Ltd |
18 |
| Raymond James & Associates |
18 |
| United Services Automobile Association |
18 |
| SAC Capital Advisors LP |
18 |
| Smithfield Trust Co |
18 |
| Menta Capital Llc |
18 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
18 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
18 |
| State Farm Mutual Fund Trust |
18 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
18 |
| Janney Montgomery Scott LLC |
18 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
18 |
| Campbell & CO Investment Adviser LLC |
18 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
18 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
18 |
| Davidson Kempner Capital Management Lp |
18 |
| Algert Global Llc |
18 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
18 |
| Schroder Investment Management Group |
18 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
18 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
18 |
| Jump Financial, LLC |
18 |
| Advent Claymore Convertible Securities & Income Fund |
18 |
| Quantitative Systematic Strategies LLC |
18 |
| Airain ltd |
18 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
18 |
| World Asset Management Inc |
18 |
| Securian Asset Management, Inc |
18 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
18 |
| Jacobs Levy Equity Management, Inc |
18 |
| Alberta Investment Management Corp |
18 |
| Private Trust Co Na |
18 |
| DekaBank Deutsche Girozentrale |
18 |
| Hudson Bay Capital Management LP |
18 |
| Larson Financial Group LLC |
18 |
| CENTRAL TRUST Co |
18 |
| Regions Financial Corp |
18 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
18 |
| Louisiana State Employees Retirement System |
18 |
| Allworth Financial LP |
18 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
18 |
| Oppenheimer Funds Inc |
18 |
| Janus Henderson Group Plc |
18 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
18 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
18 |
| State Farm Variable Product Trust |
18 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
18 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
18 |
| Mirae Asset Global Investments Co., Ltd. |
18 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
18 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
18 |
| OMERS ADMINISTRATION Corp |
18 |
| GWM Advisors LLC |
18 |
| Stratos Wealth Partners, LTD. |
18 |
| Eaton Vance Management |
18 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
18 |
| Hbk Investments L P |
18 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
18 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
18 |
| Moore Capital Management, Lp |
17 |
| Schonfeld Strategic Advisors LLC |
17 |
| Ronald Blue Trust, Inc. |
17 |
| Hantz Financial Services, Inc. |
17 |
| Tfs Capital Llc |
17 |
| Piedmont Investment Advisors Llc |
17 |
| Brandywine Global Investment Management, LLC |
17 |
| Clear Street Markets Llc |
17 |
| Mutual Of America Capital Management Llc |
17 |
| Rockefeller Capital Management L.P. |
17 |
| Spark Investment Management LLC |
17 |
| Manchester Capital Management LLC |
17 |
| Cambridge Investment Research Advisors, Inc. |
17 |
| AMP Capital Investors Ltd |
17 |
| Acrospire Investment Management LLC |
17 |
| Versant Capital Management, Inc |
17 |
| Shell Asset Management Co |
17 |
| NumerixS Investment Technologies Inc |
17 |
| FNY Managed Accounts LLC |
17 |
| Lord, Abbett & Co. Llc |
17 |
| FDx Advisors, Inc. |
17 |
| First Hawaiian Bank |
17 |
| AdvisorNet Financial, Inc |
17 |
| We Are One Seven, LLC |
17 |
| Bridgewater Associates, LP |
17 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
17 |
| Scopus Asset Management, L.p. |
17 |
| Centiva Capital, LP |
17 |
| Employees Retirement System of Texas |
17 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
17 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
17 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
17 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
17 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
17 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
17 |
| State of New Jersey Common Pension Fund D |
17 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
17 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
17 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
17 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
17 |
| Lombard Odier Asset Management (USA) Corp |
17 |
| PENN SERIES FUNDS INC - International Equity Fund |
17 |
| Atria Investments Llc |
17 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
17 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
17 |
| GAMMA Investing LLC |
17 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
17 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
17 |
| MUFG Americas Holdings Corp |
17 |
| NEXT Financial Group, Inc |
17 |
| Mercer Global Advisors Inc /adv |
17 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
17 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
17 |
| Whittier Trust Co |
17 |
| Plante Moran Financial Advisors, LLC |
17 |
| Td Asset Management Inc |
17 |
| Ontario Teachers Pension Plan Board |
17 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
17 |
| Amalgamated Bank |
17 |
| Truist Financial Corp |
17 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
17 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
17 |
| Synovus Financial Corp |
17 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
17 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
17 |
| State of Alaska, Department of Revenue |
17 |
| Robeco Institutional Asset Management B.V. |
17 |
| Clinton Group Inc |
17 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
17 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
17 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
17 |
| MetLife Securities, Inc |
17 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
17 |
| Walleye Capital LLC |
17 |
| Assured Investment Management LLC |
17 |
| Alps Advisors Inc |
17 |
| PEAK6 Investments LLC |
17 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
17 |
| James Investment Research Inc |
17 |
| Jfs Wealth Advisors, Llc |
17 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
17 |
| Rehmann Capital Advisory Group |
17 |
| Capstone Asset Management Co |
17 |
| Global Retirement Partners, LLC |
17 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
17 |
| Blair William & Co/il |
17 |
| Quadrature Capital Ltd |
17 |
| Seven Eight Capital, Lp |
17 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
17 |
| Sofos Investments, Inc. |
17 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
17 |
| TCI Wealth Advisors, Inc. |
17 |
| CIBC Asset Management Inc |
17 |
| Asset Management One Co., Ltd. |
17 |
| Qube Research & Technologies Ltd |
17 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
17 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
17 |
| Lindbrook Capital, Llc |
16 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
16 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
16 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
16 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
16 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
16 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
16 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
16 |
| Loomis Sayles & Co L P |
16 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
16 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
16 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
16 |
| Skopos Labs, Inc. |
16 |
| Bell Investment Advisors, Inc |
16 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
16 |
| Absolute Return Capital, LLC |
16 |
| Alyeska Investment Group, L.P. |
16 |
| Commonwealth Equity Services, Llc |
16 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
16 |
| Raymond James Financial Inc |
16 |
| Reilly Financial Advisors, Llc |
16 |
| Toroso Investments, LLC |
16 |
| Northwestern Mutual Investment Management Company, Llc |
16 |
| Cornerstone Capital Management Holdings Llc. |
16 |
| Private Capital Group, LLC |
16 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
16 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
16 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
16 |
| Aigen Investment Management, Lp |
16 |
| Patriot Financial Group Insurance Agency, LLC |
16 |
| Interval Partners, LP |
16 |
| Daiwa Securities Group Inc. |
16 |
| Pathstone Family Office, Llc |
16 |
| Bartlett & Co. LLC |
16 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
16 |
| ExodusPoint Capital Management, LP |
16 |
| Maverick Capital Ltd |
16 |
| Princeton Alpha Management LP |
16 |
| MetLife Investment Management, LLC |
16 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
16 |
| Tiaa-cref Funds |
16 |
| Glassman Wealth Services |
16 |
| Jones Financial Companies Lllp |
16 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
16 |
| Element Capital Management Llc |
16 |
| State Of Michigan Retirement System |
16 |
| Managed Account Advisors Llc |
16 |
| XTX Topco Ltd |
16 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
16 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
16 |
| Parkside Financial Bank & Trust |
16 |
| Old National Bancorp /in/ |
16 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
16 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
16 |
| Hennessy Advisors Inc |
16 |
| Mitsubishi UFJ Trust & Banking Corp |
16 |
| Riverhead Capital Management Llc |
16 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
16 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
16 |
| Baird Financial Group, Inc. |
16 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
16 |
| Y-Intercept (Hong Kong) Ltd |
16 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
16 |
| TD Waterhouse Canada Inc. |
16 |
| CIBC World Markets Inc. |
16 |
| CIBC Private Wealth Group, LLC |
16 |
| Adage Capital Partners Gp, L.l.c. |
16 |
| Private Advisor Group, LLC |
16 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
16 |
| Pictet Asset Management Ltd |
16 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
16 |
| Prudential Plc |
16 |
| Wealthspire Advisors, L.P. |
16 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
16 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
16 |
| Dupont Capital Management Corp |
16 |
| Rational Advisors Llc |
16 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
16 |
| Sawtooth Solutions, LLC |
16 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
16 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
16 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
16 |
| Ground Swell Capital, LLC |
16 |
| Retirement Systems of Alabama |
16 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
16 |
| Winton Capital Group Ltd |
16 |
| Raymond James Financial Services Advisors, Inc. |
16 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
16 |
| Farther Finance Advisors, LLC |
16 |
| Massmutual Trust Co Fsb/adv |
16 |
| EverSource Wealth Advisors, LLC |
16 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
16 |
| Fuller & Thaler Asset Management, Inc. |
16 |
| Utah Retirement Systems |
16 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
16 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
16 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
16 |
| Irish Life Investment Managers Ltd. |
16 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
16 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
16 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
16 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
16 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
16 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
16 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
16 |
| Fox Run Management, L.l.c. |
16 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
16 |
| Caxton Associates Lp |
16 |
| Mackenzie Financial Corp |
16 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
16 |
| Emerald Acquisition Ltd. |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
16 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
16 |
| Picton Mahoney Asset Management |
16 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
15 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
15 |
| Six Circles Trust - Six Circles Global Bond Fund |
15 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
15 |
| Oppenheimer Asset Management Inc. |
15 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
15 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
15 |
| Fortitude Advisory Group L.L.C. |
15 |
| Trust Co Of Vermont |
15 |
| State of Wyoming |
15 |
| C M Bidwell & Associates Ltd |
15 |
| Driehaus Capital Management Llc |
15 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
15 |
| Ubs Oconnor Llc |
15 |
| Zacks Investment Management |
15 |
| Mariner, LLC |
15 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
15 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
15 |
| Compagnie Lombard Odier SCmA |
15 |
| Jennison Associates Llc |
15 |
| Ci Investments Inc. |
15 |
| Focused Wealth Management, Inc |
15 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
15 |
| Vantagepoint Funds |
15 |
| Headlands Technologies LLC |
15 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
15 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
15 |
| IBM Retirement Fund |
15 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
15 |
| WFG Advisors, LP |
15 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
15 |
| Rafferty Asset Management, LLC |
15 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
15 |
| Weld Capital Management Llc |
15 |
| Primecap Management Co/ca/ |
15 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
15 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
15 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
15 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
15 |
| Hutchin Hill Capital, LP |
15 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
15 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
15 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
15 |
| Royal London Asset Management Ltd |
15 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
15 |
| FineMark National Bank & Trust |
15 |
| Massachusetts Financial Services Co /ma/ |
15 |
| Polar Asset Management Partners Inc. |
15 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
15 |
| Cipher Capital LP |
15 |
| Convergence Investment Partners, LLC |
15 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
15 |
| Gradient Investments LLC |
15 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
15 |
| Susquehanna Fundamental Investments, Llc |
15 |
| Quantamental Technologies LLC |
15 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
15 |
| Quantinno Capital Management LP |
15 |
| Gemmer Asset Management LLC |
15 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
15 |
| Northern Trust Co Of Connecticut |
15 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
15 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
15 |
| Vident Investment Advisory, LLC |
15 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
15 |
| Shellback Capital, LP |
15 |
| Ensign Peak Advisors, Inc |
15 |
| Baker Avenue Asset Management, LP |
15 |
| Karp Capital Management Corp |
15 |
| Bokf, Na |
15 |
| APG Asset Management N.V. |
15 |
| Ing Groep Nv |
15 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
15 |
| Diversified Trust Co |
15 |
| Westpac Banking Corp |
15 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
15 |
| Flagship Harbor Advisors, Llc |
15 |
| Coatue Management Llc |
15 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
15 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
15 |
| Integral Derivatives, LLC |
15 |
| Coldstream Capital Management Inc |
15 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
15 |
| VTL Associates, LLC |
15 |
| Proficio Capital Partners LLC |
15 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
15 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
15 |
| BlackRock Japan Co. Ltd |
15 |
| IMC-Chicago, LLC |
15 |
| Eagle Asset Management Inc |
15 |
| Spire Wealth Management |
15 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
15 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
15 |
| Amundi |
15 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
15 |
| Elkfork Partners LLC |
15 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
15 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
15 |
| Snowden Capital Advisors LLC |
15 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
15 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
15 |
| Natixis Advisors, L.p. |
15 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
15 |
| Blueshift Asset Management, LLC |
15 |
| FIL Ltd |
15 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
15 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
15 |
| Summit Trail Advisors, Llc |
15 |
| Symphony Asset Management Llc |
15 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
15 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
15 |
| Nordea Investment Management Ab |
15 |
| Martingale Asset Management L P |
15 |
| Fred Alger Management, Llc |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
15 |
| Ergoteles LLC |
15 |
| Farmers & Merchants Investments Inc |
15 |
| Healthcare Of Ontario Pension Plan Trust Fund |
15 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
15 |
| American Portfolios Advisors |
15 |
| Jane Street Holding, LLC |
15 |
| Petrus Trust Company, LTA |
15 |
| First Mercantile Trust Co |
15 |
| SBI Securities Co., Ltd. |
15 |
| Benjamin F. Edwards & Company, Inc. |
15 |
| Cerity Partners LLC |
15 |
| Meadow Creek Investment Management LLC |
15 |
| BNP Paribas Asset Management Holding S.A. |
15 |
| Geneos Wealth Management Inc. |
15 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
15 |
| Financial Gravity Companies, Inc. |
15 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
15 |
| Caption Management, LLC |
15 |
| Pearl River Capital, LLC |
15 |
| First Citizens Bank & Trust Co |
15 |
| Graham Capital Management, L.P. |
15 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
15 |
| J. Goldman & Co LP |
15 |
| Bartlett & Co. Wealth Management Llc |
15 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
15 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
15 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
15 |
| Financial Architects, Inc |
15 |
| Vanguard Whitehall Funds |
15 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
15 |
| Sculptor Capital LP |
15 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
15 |
| Calamos Advisors LLC |
15 |
| Old Mutual Customised Solutions (proprietary) Ltd |
15 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
14 |
| XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF |
14 |
| Humankind Benefit Corp - Humankind US Stock ETF |
14 |
| Yousif Capital Management, Llc |
14 |
| Skandinaviska Enskilda Banken AB (publ) |
14 |
| Hanseatic Management Services Inc |
14 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
14 |
| Jefferies Financial Group Inc. |
14 |
| Virtus Investment Advisers, Inc. |
14 |
| Wipfli Financial Advisors Llc, |
14 |
| Principal Securities, Inc. |
14 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
14 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
14 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
14 |
| Toronto Dominion Bank |
14 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
14 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
14 |
| RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares |
14 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
14 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
14 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
14 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
14 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
14 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
14 |
| Dark Forest Capital Management Lp |
14 |
| Activest Wealth Management |
14 |
| Fortitude Family Office, LLC |
14 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
14 |
| Carlson Capital L P |
14 |
| NewSquare Capital LLC |
14 |
| Castleark Management Llc |
14 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
14 |
| Venturi Wealth Management, LLC |
14 |
| Schubert & Co |
14 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
14 |
| Cullen/frost Bankers, Inc. |
14 |
| Pictet Asset Management Holding SA |
14 |
| Vident Advisory, LLC |
14 |
| Valley National Advisers Inc |
14 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
14 |
| CoreCap Advisors, LLC |
14 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
14 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
14 |
| First Republic Investment Management, Inc. |
14 |
| Duality Advisers, Lp |
14 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
14 |
| Calamos Global Dynamic Income Fund |
14 |
| Calamos Global Total Return Fund |
14 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
14 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
14 |
| Covestor Ltd |
14 |
| Brown Advisory Inc |
14 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
14 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
14 |
| Bridgefront Capital, LLC |
14 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
14 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
14 |
| SJS Investment Consulting Inc. |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
14 |
| Tyvor Capital LLC |
14 |
| Sciencast Management LP |
14 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
14 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
14 |
| Stephens Inc /ar/ |
14 |
| Tortoise Investment Management, LLC |
14 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
14 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
14 |
| Optimum Investment Advisors |
14 |
| Gts Securities Llc |
14 |
| Alphacrest Capital Management Llc |
14 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
14 |
| FinTrust Capital Advisors, LLC |
14 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
14 |
| Winslow, Evans & Crocker, Inc. |
14 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
14 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
14 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
14 |
| Exchange Traded Concepts, Llc |
14 |
| Janus Capital Management Llc |
14 |
| Jupiter Asset Management Ltd |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
14 |
| Johnson Financial Group, Inc. |
14 |
| Seacrest Wealth Management, Llc |
14 |
| Belpointe Asset Management LLC |
14 |
| Valeo Financial Advisors, LLC |
14 |
| Paradigm Asset Management Co Llc |
14 |
| Bb&t Investment Services, Inc. |
14 |
| Macroview Investment Management Llc |
14 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
14 |
| Boston Partners |
14 |
| Pathstone Holdings, LLC |
14 |
| Guardian Wealth Advisors, LLC |
14 |
| Weiss Asset Management LP |
14 |
| Centaurus Financial, Inc. |
14 |
| Cordant, Inc. |
14 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
14 |
| Hillsdale Investment Management Inc. |
14 |
| Capital One, National Association |
14 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
14 |
| Sowell Financial Services LLC |
14 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
14 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
14 |
| Pinnacle Wealth Planning Services, Inc. |
14 |
| Brinker Capital Investments, LLC |
14 |
| Lenox Wealth Advisors, LLC |
14 |
| Allspring Global Investments Holdings, LLC |
14 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
14 |
| SRS Capital Advisors, Inc. |
14 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
14 |
| Royce & Associates Lp |
14 |
| Holocene Advisors, LP |
14 |
| Occudo Quantitative Strategies Lp |
14 |
| Carroll Financial Associates, Inc. |
14 |
| Harvest Fund Management Co., Ltd |
14 |
| Keybank National Association/oh |
14 |
| Contravisory Investment Management, Inc. |
14 |
| Sandy Spring Bank |
14 |
| Teza Capital Management LLC |
14 |
| Wealth Enhancement Advisory Services, Llc |
14 |
| Everence Capital Management Inc |
14 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
14 |
| Hartland & Co., LLC |
14 |
| Creative Financial Designs Inc /adv |
14 |
| FNY Partners Fund LP |
14 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
14 |
| Versor Investments LP |
14 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
14 |
| Umb Bank N A/mo |
14 |
| Howe & Rusling Inc |
14 |
| Disciplined Investments, LLC |
14 |
| CI Private Wealth, LLC |
14 |
| Cetera Advisor Networks LLC |
14 |
| Tradewinds Capital Management, LLC |
14 |
| Caitong International Asset Management Co., Ltd |
14 |
| Capital Advisors, Ltd. LLC |
14 |
| Navellier & Associates Inc |
14 |
| Bluefin Trading, LLC |
14 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
| Cetera Advisors LLC |
14 |
| Aquatic Capital Management LLC |
14 |
| BRYN MAWR TRUST Co |
14 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
14 |
| Quent Capital, LLC |
14 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
14 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
14 |
| Rotella Capital Management, Inc. |
14 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
14 |
| Commonwealth Bank Of Australia |
14 |
| Thompson Davis & Co., Inc. |
14 |
| Sei Trust Co |
14 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
14 |
| Tradeworx Inc. |
14 |
| Nuveen Multi-Asset Income Fund |
14 |
| Amundi Pioneer Asset Management Inc |
14 |
| First New York Securities Llc /ny |
14 |
| Atom Investors LP |
14 |
| Penserra Capital Management LLC |
14 |
| Brevan Howard Capital Management LP |
14 |
| Index Management Solutions, LLC |
14 |
| Melvin Capital Management LP |
14 |
| BNP Paribas Investment Partners S.A. |
14 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
14 |
| Cresset Asset Management, LLC |
14 |
| Bogle Investment Management L P /de/ |
14 |
| Quarry LP |
14 |
| New York Life Investment Management Llc |
14 |
| SECOR Capital Advisors, LP |
14 |
| Bank Of Nova Scotia |
14 |
| Hancock Whitney Corp |
14 |
| Cetera Investment Advisers |
14 |
| Jaffetilchin Investment Partners, LLC |
14 |
| Amalgamated Financial Corp. |
14 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
14 |
| ClariVest Asset Management LLC |
14 |
| Liberty Mutual Group Asset Management Inc. |
14 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
14 |
| 1832 Asset Management L.P. |
14 |
| Citizens Financial Group Inc/ri |
14 |
| Marathon Trading Investment Management LLC |
14 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
14 |
| Assetmark, Inc |
14 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
14 |
| Parametrica Management Ltd |
14 |
| Twinbeech Capital Lp |
14 |
| Brookfield Asset Management Inc. |
14 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
14 |
| BTG Pactual Global Asset Management Ltd |
14 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
14 |
| Handelsbanken Fonder AB |
14 |
| USA Financial Portformulas Corp |
14 |
| Sumitomo Mitsui Trust Holdings, Inc. |
14 |
| Shelton Capital Management |
14 |
| Congress Asset Management Co /ma |
14 |
| Deere & Co |
14 |
| International Assets Investment Management, Llc |
14 |
| Enterprise Financial Services Corp |
14 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
14 |
| GV Financial Advisors |
14 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
14 |
| New Mexico Educational Retirement Board |
14 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
14 |
| Mml Investors Services, Llc |
14 |
| Wedge Capital Management L L P/nc |
14 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
14 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
14 |
| United Capital Financial Advisers, Llc |
14 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
14 |
| Pictet Asset Management Sa |
14 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
14 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
14 |
| Moors & Cabot, Inc. |
14 |
| Illinois Municipal Retirement Fund |
13 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
13 |
| Nuveen, LLC |
13 |
| Twin Tree Management, LP |
13 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
13 |
| RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity |
13 |
| Wexford Capital Lp |
13 |
| Knight Capital Group, Inc. |
13 |
| American National Bank |
13 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
13 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
13 |
| Quest Partners LLC |
13 |
| Qs Batterymarch Financial Management, Inc |
13 |
| Old Mutual Global Investors (UK) Ltd. |
13 |
| CenterStar Fund, LLC |
13 |
| Tocqueville Asset Management L.p. |
13 |
| Associated Banc-corp |
13 |
| Prospera Financial Services Inc |
13 |
| Anchor Investment Management, LLC |
13 |
| Ameritas Investment Corp |
13 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
13 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
13 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
13 |
| Sunbelt Securities, Inc. |
13 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
13 |
| Weiss Strategic Interval Fund |
13 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
13 |
| Van Eck Associates Corp |
13 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
13 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
13 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
13 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
13 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
13 |
| Nine Chapters Capital Management LLC |
13 |
| Calamos Strategic Total Return Fund |
13 |
| RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class |
13 |
| Timber Hill LLC |
13 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
13 |
| CSat Investment Advisory, L.P. |
13 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
13 |
| Thompson Siegel & Walmsley Llc |
13 |
| Maryland State Retirement & Pension System |
13 |
| Nbc Securities, Inc. |
13 |
| Calvert Investment Management, Inc. |
13 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
13 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
13 |
| Steward Financial Group LLC |
13 |
| Klp Kapitalforvaltning As |
13 |
| South Dakota Investment Council |
13 |
| Hemington Wealth Management |
13 |
| Global X Management CO LLC |
13 |
| Ameritas Advisory Services, LLC |
13 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
13 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
13 |
| Itau Unibanco Holding S.A. |
13 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
13 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
13 |
| Korea Investment CORP |
13 |
| Gateway Investment Advisers Llc |
13 |
| Golden State Wealth Management, LLC |
13 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
13 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13 |
| Avion Wealth |
13 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
13 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
13 |
| Colony Group Llc |
13 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
13 |
| Twin Peaks Wealth Advisors, LLC |
13 |
| Sutton Wealth Advisors Inc. |
13 |
| Hussman Strategic Advisors, Inc. |
13 |
| Azzad Asset Management Inc /adv |
13 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
13 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
13 |
| Boston Private Wealth Llc |
13 |
| Yorktown Management & Research Co Inc |
13 |
| Mirabella Financial Services Llp |
13 |
| Oppenheimer Etf Trust |
13 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
13 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
13 |
| Corebridge Financial, Inc. |
13 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
13 |
| Veritable, L.P. |
13 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
13 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
13 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
13 |
| Cinctive Capital Management LP |
13 |
| SOUTH STATE Corp |
13 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
13 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
13 |
| Whittier Trust Co Of Nevada Inc |
13 |
| ETRADE Capital Management LLC |
13 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
13 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
13 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
13 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
13 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
13 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
13 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
13 |
| Vantage Consulting Group Inc |
13 |
| Arkadios Wealth Advisors |
13 |
| DAVENPORT & Co LLC |
13 |
| First Allied Advisory Services, Inc. |
13 |
| EverPoint Asset Management, LLC |
13 |
| AHL Partners LLP |
13 |
| Caisse De Depot Et Placement Du Quebec |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
13 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
13 |
| Baystate Wealth Management LLC |
13 |
| MANA Advisors LLC |
13 |
| Lee Financial Co |
13 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
13 |
| Globeflex Capital L P |
13 |
| E. Ohman J:or Asset Management AB |
13 |
| Investors Research Corp |
13 |
| Capital World Investors |
13 |
| Candriam Luxembourg S.C.A. |
13 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
13 |
| Advisors Preferred, LLC |
13 |
| Hexagon Capital Partners LLC |
13 |
| Berman Capital Advisors, LLC |
13 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
13 |
| Wedbush Securities Inc |
13 |
| Integrated Wealth Management |
13 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
13 |
| Kingsview Wealth Management, LLC |
13 |
| Mackay Shields Llc |
13 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
13 |
| Empowered Funds, LLC |
13 |
| TFC Financial Management |
13 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
13 |
| Armistice Capital, Llc |
13 |
| Harbour Investments, Inc. |
13 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
13 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
13 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
13 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
13 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
13 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
13 |
| Assenagon Asset Management S.A. |
13 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
13 |
| First Manhattan Co |
13 |
| Amtrust Financial Services, Inc. |
13 |
| San Francisco Sentry Investment Group (ca) |
13 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
13 |
| Brinker Capital Inc |
13 |
| King Luther Capital Management Corp |
13 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
13 |
| Great Lakes Advisors, Llc |
13 |
| Alpha DNA Investment Management LLC |
13 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
13 |
| Motco |
13 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
13 |
| YorkBridge Wealth Partners, LLC |
13 |
| Soros Fund Management Llc |
13 |
| Avantax Planning Partners, Inc. |
13 |
| Invictus RG |
13 |
| Point72 Middle East FZE |
13 |
| Vestcor Inc |
13 |
| Tucker Asset Management Llc |
13 |
| Freestone Capital Holdings, LLC |
13 |
| Commerzbank Aktiengesellschaft /fi |
13 |
| True Wealth Design, LLC |
13 |
| Sequoia Financial Advisors, LLC |
13 |
| Chicago Equity Partners Llc |
13 |
| Police & Firemen's Retirement System of New Jersey |
13 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
13 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
13 |
| Fieldpoint Private Securities, LLC |
13 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
13 |
| Lido Advisors, LLC |
13 |
| JustInvest LLC |
13 |
| Tradition Wealth Management, LLC |
13 |
| Nebula Research & Development LLC |
13 |
| Ellevest, Inc. |
13 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
13 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
13 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
13 |
| Capula Management Ltd |
13 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
13 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
13 |
| People's United Financial, Inc. |
13 |
| Capital Research Global Investors |
13 |
| Financial Management Professionals, Inc. |
13 |
| Xact Kapitalforvaltning AB |
13 |
| CenterStar Asset Management, LLC |
13 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
13 |
| Perigon Wealth Management, LLC |
13 |
| Cornerstone Advisors, Inc. |
13 |
| Claris Advisors, Llc / Mo / |
13 |
| Pitcairn Co |
13 |
| VNJTX - VANGUARD NEW JERSEY TAX-FREE FUNDS - Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares |
13 |
| WealthPLAN Partners, LLC |
13 |
| Rothschild Investment Llc |
13 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
13 |
| Global Financial Private Client, LLC |
13 |
| Sigma Planning Corp |
13 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
13 |
| Td Private Client Wealth Llc |
13 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
13 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
13 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
13 |
| Advent Capital Management /de/ |
13 |
| Wealthcare Advisory Partners LLC |
13 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
13 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
13 |
| Peak6 Llc |
13 |
| Sanctuary Wealth Advisors, LLC |
13 |
| Smartleaf Asset Management LLC |
13 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
13 |
| BDO Wealth Advisors, LLC |
12 |
| Zions Bancorporation, N.A. |
12 |
| Shay Capital LLC |
12 |
| FourThought Financial, LLC |
12 |
| Oakbrook Investments Llc |
12 |
| Optiver Holding B.V. |
12 |
| Rialto Wealth Management, LLC |
12 |
| Pallas Capital Advisors LLC |
12 |
| Money Concepts Capital Corp |
12 |
| First Quadrant L P/ca |
12 |
| Sargent Bickham Lagudis LLC |
12 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
12 |
| Townsquare Capital Llc |
12 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
12 |
| Whipplewood Advisors, LLC |
12 |
| Mather Group, Llc. |
12 |
| Savant Capital, LLC |
12 |
| Denver Investment Advisors Llc |
12 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
12 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
12 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
12 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
12 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
12 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
12 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
12 |
| Ajo, Lp |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
12 |
| CX Institutional |
12 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
12 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
12 |
| Mount Yale Investment Advisors, LLC |
12 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
12 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
12 |
| WASHINGTON TRUST Co |
12 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
12 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
12 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
12 |
| CWM Advisors, LLC |
12 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
12 |
| North Fourth Asset Management, LP |
12 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
12 |
| Susquehanna Portfolio Strategies, LLC |
12 |
| EntryPoint Capital, LLC |
12 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
12 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
12 |
| Trustcore Financial Services, Llc |
12 |
| Ab Pooling Portfolios |
12 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
12 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
12 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
12 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
12 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
12 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
12 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
12 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
12 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
12 |
| Sandler Capital Management |
12 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
12 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
12 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
12 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
12 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
12 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
12 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
12 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
12 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
12 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
12 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
12 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
12 |
| Global X Funds |
12 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
12 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
12 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
12 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
12 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
12 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
12 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
12 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
12 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
12 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
12 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
12 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
12 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
12 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
12 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
12 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
12 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
12 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
12 |
| Hm Payson & Co |
12 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
12 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
12 |
| Folger Hill Asset Management LP |
12 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
12 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
12 |
| Prestige Wealth Management Group LLC |
12 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
12 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
12 |
| Fiera Capital Corp |
12 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
12 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
12 |
| Treasurer of the State of North Carolina |
12 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
12 |
| Cibc World Markets Corp |
12 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
12 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
12 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
12 |
| PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF |
12 |
| HFM Investment Advisors, LLC |
12 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
12 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
12 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
12 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
12 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
12 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
12 |
| Gamco Investors, Inc. Et Al |
12 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
12 |
| Vanguard Index Funds |
12 |
| Harbor Investment Advisory, Llc |
12 |
| Front Row Advisors LLC |
12 |
| SG3 Management, LLC |
12 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
12 |
| Cerebellum GP, LLC |
12 |
| Standard Life Aberdeen plc |
12 |
| Csenge Advisory Group |
12 |
| Bogart Wealth, LLC |
12 |
| Spot Trading L.l.c. |
12 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
12 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
12 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
12 |
| Whitebox Advisors Llc |
12 |
| Parkwood LLC |
12 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
12 |
| Stonebridge Capital Advisors LLC |
12 |
| Chartwell Investment Partners, Llc |
12 |
| AE Wealth Management LLC |
12 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
12 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
12 |
| Cadence Capital Management Llc |
12 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
12 |
| Vanguard World Fund |
12 |
| Mason Street Advisors, Llc |
12 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
12 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
12 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
12 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
12 |
| AGF Investments LLC |
12 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
12 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
12 |
| Point72 (DIFC) Ltd |
12 |
| DiNuzzo Private Wealth, Inc. |
12 |
| Elite Wealth Management, Inc. |
12 |
| VCGAX - VALIC Co I - Growth & Income Fund |
12 |
| Cornerstone Planning Group LLC |
12 |
| Wealthcare Capital Management Llc |
12 |
| Nicholas Investment Partners, LP |
12 |
| BerganKDV Wealth Management, LLC |
12 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
12 |
| Axq Capital, Lp |
12 |
| SYSTM Wealth Solutions LLC |
12 |
| Santa Fe Partners LLC |
12 |
| Analytic Investors, LLC |
12 |
| DRW Securities, LLC |
12 |
| Schonfeld Group Holdings LLC |
12 |
| Levin Capital Strategies, L.p. |
12 |
| First Personal Financial Services |
12 |
| Dubuque Bank & Trust Co |
12 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
12 |
| Waddell & Reed Financial Inc |
12 |
| First National Bank Of Omaha |
12 |
| Horizon Investments, LLC |
12 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
12 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
12 |
| Evercore Wealth Management, LLC |
12 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
12 |
| Intech Investment Management Llc |
12 |
| Edgestream Partners, L.P. |
12 |
| Quinn Opportunity Partners LLC |
12 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
12 |
| 361 Capital Llc |
12 |
| Eqis Capital Management, Inc. |
12 |
| Invictus RG Pte. Ltd. |
12 |
| FORA Capital, LLC |
12 |
| Lsv Asset Management |
12 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
12 |
| Meridian Wealth Partners, LLC |
12 |
| Glen Eagle Advisors, LLC |
12 |
| Cooper Creek Partners Management Llc |
12 |
| CVA Family Office, LLC |
12 |
| BI Asset Management Fondsmaeglerselskab A/S |
12 |
| Washington Trust Bank |
12 |
| Shapiro Robert N |
12 |
| SpiderRock Trading LLC |
12 |
| Andra AP-fonden |
12 |
| Horan Securities, Inc. |
12 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
12 |
| Caas Capital Management Lp |
12 |
| Harel Insurance Investments & Financial Services Ltd. |
12 |
| Pinnacle Summer Investments, Inc. |
12 |
| Mv Capital Management, Inc. |
12 |
| Evergreen Capital Management Llc |
12 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
12 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
12 |
| Barings Llc |
12 |
| Echo Street Capital Management LLC |
12 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
12 |
| HighPoint Advisor Group LLC |
12 |
| Crestline Management, LP |
12 |
| Kessler Investment Group, LLC |
12 |
| Corton Capital Inc. |
12 |
| Cowen Group, Inc. |
12 |
| Xponance, Inc. |
12 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
12 |
| Kestra Advisory Services, LLC |
12 |
| Aster Capital Management (DIFC) Ltd |
12 |
| Chicago Partners Investment Group LLC |
12 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
12 |
| Leuthold Group, Llc |
12 |
| Bb&t Securities, Llc |
12 |
| Tobam |
12 |
| Samlyn Capital, Llc |
12 |
| Inspire Advisors, LLC |
12 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
12 |
| Toth Financial Advisory Corp |
12 |
| West Oak Capital, LLC |
12 |
| Css Llc/il |
12 |
| Brookstone Capital Management |
12 |
| Coppell Advisory Solutions LLC |
12 |
| Avantax Advisory Services, Inc. |
12 |
| Earnest Partners Llc |
12 |
| Chevy Chase Trust Holdings, Inc. |
12 |
| Signet Financial Management, Llc |
11 |
| Columbus Circle Investors |
11 |
| Ieq Capital, Llc |
11 |
| Junto Capital Management LP |
11 |
| Bay Harbor Wealth Management, LLC |
11 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
11 |
| Hoxton Financial, Inc. |
11 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
11 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
11 |
| Integrated Wealth Concepts LLC |
11 |
| PointState Capital LP |
11 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
11 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
11 |
| Allstate Corp |
11 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
11 |
| Point72 Asia (Singapore) Pte. Ltd. |
11 |
| Hl Financial Services Llc |
11 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
11 |
| Northwest & Ethical Investments L.P. |
11 |
| Ropes Wealth Advisors Llc |
11 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
11 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
11 |
| Mosaic Family Wealth, LLC |
11 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
11 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
11 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
11 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
11 |
| Zeke Capital Advisors, Llc |
11 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
11 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
11 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
11 |
| Highlander Capital Management, LLC |
11 |
| Kernodle & Katon Asset Management Group, LLC |
11 |
| Thornburg Investment Management Inc |
11 |
| NatWest Group plc |
11 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
11 |
| Lebenthal Asset Management, LLC |
11 |
| Bleakley Financial Group, LLC |
11 |
| Forum Financial Management, LP |
11 |
| HBK Sorce Advisory LLC |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
11 |
| Independent Portfolio Consultants, Inc. |
11 |
| Cantab Capital Partners LLP |
11 |
| Qsemble Capital Management, LP |
11 |
| Friess Associates Llc |
11 |
| Johnson Investment Counsel Inc |
11 |
| Buckingham Capital Management Inc |
11 |
| Ascend Capital, Llc |
11 |
| Meiji Yasuda Asset Management Co Ltd. |
11 |
| Americafirst Capital Management, Llc |
11 |
| Pine River Capital Management L.P. |
11 |
| Gerstein Fisher |
11 |
| Jump Trading, LLC |
11 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
11 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
11 |
| Placemark Investments, Inc. |
11 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
11 |
| BlueCrest Capital Management LLP |
11 |
| Westwood Holdings Group Inc |
11 |
| Moneta Group Investment Advisors Llc |
11 |
| Neo Ivy Capital Management |
11 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
11 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
11 |
| SevenBridge Financial Group, LLC |
11 |
| First Horizon Corp |
11 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
11 |
| NuWave Investment Management, LLC |
11 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
11 |
| Cable Hill Partners, LLC |
11 |
| Beck Bode, LLC |
11 |
| Gupta Wealth Management LLC |
11 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
11 |
| Jacobi Capital Management LLC |
11 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
11 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
11 |
| Readystate Asset Management Lp |
11 |
| Psagot Investment House Ltd. |
11 |
| Cary Street Partner Investment Advisory Llc |
11 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
11 |
| Checchi Capital Advisers, LLC |
11 |
| Capital Guardian Trust Co |
11 |
| Private Wealth Management Group, LLC |
11 |
| First Interstate Bank |
11 |
| Strategic Blueprint, LLC |
11 |
| Banque Pictet & Cie Sa |
11 |
| Sanctuary Advisors, LLC |
11 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
11 |
| Capital Investment Advisory Services, LLC |
11 |
| Empirical Finance, LLC |
11 |
| Camarda Financial Advisors, LLC |
11 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
11 |
| Livforsakringsbolaget Skandia, Omsesidigt |
11 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
11 |
| Hartford Mutual Funds Inc/ct |
11 |
| Independent Advisor Alliance |
11 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
11 |
| Barrow Hanley Mewhinney & Strauss Llc |
11 |
| IHT Wealth Management, LLC |
11 |
| Delta Asset Management Llc/tn |
11 |
| Ledyard National Bank |
11 |
| Glen Harbor Capital Management LLC |
11 |
| Tyers Asset Management LLC |
11 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
11 |
| Tfo-tdc, Llc |
11 |
| Raymond James Trust N.a. |
11 |
| Crawford Lake Capital Management, LLC |
11 |
| Cigna Investments Inc /new |
11 |
| Whitnell & Co. |
11 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
11 |
| IndexIQ Advisors LLC |
11 |
| SpiderRock Advisors, LLC |
11 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
11 |
| Gabelli Funds Llc |
11 |
| Avalon Advisors, Llc |
11 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
11 |
| TradeLink Global Equity LLC |
11 |
| Regal Investment Advisors LLC |
11 |
| Pendal Group Ltd |
11 |
| Invesco High Income Trust Ii |
11 |
| ORG Partners LLC |
11 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
11 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
11 |
| Systematic Financial Management Lp |
11 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
11 |
| Advisory Research Inc |
11 |
| Partnervest Advisory Services LLC |
11 |
| Burney Co/ |
11 |
| Park Avenue Securities Llc |
11 |
| Evoke Wealth, Llc |
11 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
11 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
11 |
| Erste Asset Management GmbH |
11 |
| Herndon Capital Management Llc |
11 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
11 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
11 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
11 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
11 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
11 |
| Aberdeen Asset Management Plc/uk |
11 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
11 |
| Norden Group Llc |
11 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
11 |
| Palisade Capital Management Llc/nj |
11 |
| Annis Gardner Whiting Capital Advisors, LLC |
11 |
| Hodges Capital Management Inc. |
11 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
11 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
11 |
| Confluence Wealth Services, Inc. |
11 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
11 |
| RBF Capital, LLC |
11 |
| Clearview Wealth Advisors LLC |
11 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
11 |
| Qrg Capital Management, Inc. |
11 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
11 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
11 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
11 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
11 |
| Artemis Investment Management LLP |
11 |
| EAM Investors, LLC |
11 |
| Liberty Wealth Management Llc |
11 |
| Kayne Anderson Rudnick Investment Management Llc |
11 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
11 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
11 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
11 |
| Zweig-DiMenna Associates LLC |
11 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
11 |
| Ashton Thomas Private Wealth, LLC |
11 |
| Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) |
11 |
| Fort Washington Investment Advisors Inc /oh/ |
11 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
11 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
11 |
| Chase Investment Counsel Corp |
11 |
| Comerica Securities,inc. |
11 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
11 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
11 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
11 |
| Price Capital Management, Inc. |
11 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
11 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
11 |
| Next Financial Holdings |
11 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
11 |
| Agf Investments Inc. |
11 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
11 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
11 |
| Chimera Capital Management LLC |
11 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
11 |
| Vestmark Advisory Solutions, Inc. |
11 |
| GPS Wealth Strategies Group, LLC |
11 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
11 |
| Janney Capital Management LLC |
11 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
11 |
| Salem Investment Counselors Inc |
11 |
| Old Mission Capital Llc |
11 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
11 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
11 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
11 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
11 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
11 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
11 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
11 |
| Tarbox Family Office, Inc. |
11 |
| Horrell Capital Management, Inc. |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
11 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
11 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
11 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
11 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
11 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
11 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
11 |
| Rydex Etf Trust |
11 |
| Sageworth Trust Co |
11 |
| Jpmorgan Trust Iii |
11 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
11 |
| VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
11 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
11 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
11 |
| Alpha Paradigm Partners, LLC |
11 |
| Parkworth Wealth Management, Inc. |
11 |
| Tompkins Financial Corp |
11 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
11 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
11 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
11 |
| Glg Llc |
11 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
11 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
11 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
11 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
11 |
| Segall Bryant & Hamill, Llc |
11 |
| Clearbridge Investments, LLC |
11 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
11 |
| Trust Department Mb Financial Bank N A |
11 |
| Kanaly Trust Co |
11 |
| Squar Milner Financial Services Llc |
11 |
| Commerce Bank |
11 |
| Crewe Advisors LLC |
11 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
11 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
11 |
| Icon Wealth Partners, LLC |
11 |
| Centenus Global Management, Lp |
11 |
| Merit Financial Group, LLC |
11 |
| Athanor Capital, Lp |
11 |
| Sound Income Strategies, LLC |
11 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
11 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
11 |
| Financial Advocates Investment Management |
11 |
| Profunds - Profund Vp Consumer Services |
11 |
| Canandaigua National Bank & Trust Co |
11 |
| Grove Bank & Trust |
11 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
11 |
| Eisler Capital Management Ltd. |
11 |
| Asset Dedication, LLC |
11 |
| Renaissance Group Llc |
11 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
11 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
11 |
| Virginia Retirement System |
11 |
| Ashton Thomas Securities, Llc |
11 |
| State of New Jersey Common Pension Fund A |
11 |
| North Star Investment Management Corp. |
11 |
| Gideon Capital Advisors, Inc. |
11 |
| NN Investment Partners Holdings N.V. |
11 |
| National Planning Corp |
11 |
| Alera Investment Advisors, LLC |
11 |
| Tcwp Llc |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
11 |
| Turner Investments, L.p. |
11 |
| Archer Investment Corp |
11 |
| Riggs Asset Managment Co. Inc. |
11 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
11 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
11 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
11 |
| Harvest Group Wealth Management, Llc |
11 |
| Column Capital Advisors, LLC |
11 |
| General Motors Investment Management Corp |
11 |
| Wesbanco Bank Inc |
11 |
| Gyon Technologies Capital Management, LP |
11 |
| Vise Technologies, Inc. |
11 |
| Tcw Group Inc |
11 |
| GeoWealth Management, LLC |
11 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
11 |
| Zions Bancorporation |
11 |
| Banque Cantonale Vaudoise |
11 |
| Institute for Wealth Management, LLC. |
10 |
| Arden Investment Series Trust |
10 |
| Campbell Multi-strategy Trust |
10 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
10 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
10 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
10 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
10 |
| Water Island Capital Llc |
10 |
| Scotia Capital Inc. |
10 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
10 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
10 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
10 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
10 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
10 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
10 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
10 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
10 |
| BBVA USA Bancshares, Inc. |
10 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
10 |
| Bruce G. Allen Investments, LLC |
10 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
10 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
10 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
10 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
10 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
10 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
10 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
10 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
10 |
| Lenox Wealth Management, Inc. |
10 |
| Artisan Partners Limited Partnership |
10 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
10 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
10 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 |
10 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
10 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
10 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
10 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
10 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
10 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
10 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
10 |
| West Paces Advisors Inc. |
10 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
10 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
10 |
| Pittenger & Anderson Inc |
10 |
| William Blair Investment Management, Llc |
10 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
10 |
| Lloyds Banking Group plc |
10 |
| Oak Ridge Investments Llc |
10 |
| UniSuper Management Pty Ltd |
10 |
| Private Wealth Asset Management, LLC |
10 |
| Adirondack Trust Co |
10 |
| Cornercap Investment Counsel Inc |
10 |
| WPG Advisers, LLC |
10 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
10 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
10 |
| Roble, Belko & Company, Inc |
10 |
| Formidable Asset Management, LLC |
10 |
| Smith Asset Management Group Lp |
10 |
| Segantii Capital Management Ltd |
10 |
| Linden Thomas Advisory Services, LLC |
10 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
10 |
| LBA Wealth Management, LLC |
10 |
| Pinnacle Financial Partners Inc |
10 |
| Kentucky Retirement Systems |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| Patten Group, Inc. |
10 |
| Chilton Investment Co Llc |
10 |
| Wealthfront Inc |
10 |
| Intrepid Capital Management Inc |
10 |
| Inceptionr Llc |
10 |
| Eisler Capital (US) LLC |
10 |
| Wasatch Advisors Inc |
10 |
| Greenleaf Trust |
10 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
10 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
10 |
| Regentatlantic Capital Llc |
10 |
| Deltec Asset Management Llc |
10 |
| K.J. Harrison & Partners Inc |
10 |
| Atria Wealth Solutions, Inc. |
10 |
| Westport Resources Management Inc |
10 |
| Waratah Capital Advisors Ltd. |
10 |
| Oliver Lagore Vanvalin Investment Group |
10 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
10 |
| Fortaleza Asset Management Inc/ |
10 |
| Emerald Advisers, Llc |
10 |
| City State Bank |
10 |
| Commonwealth Equity Services, Inc |
10 |
| Transamerica Financial Advisors, Inc. |
10 |
| Rise Advisors, LLC |
10 |
| HB Wealth Management, LLC |
10 |
| Shine Investment Advisory Services Inc |
10 |
| Endurance Wealth Management, Inc. |
10 |
| CenterBook Partners LP |
10 |
| Boston Advisors Llc |
10 |
| Boulder Hill Capital Management Lp |
10 |
| Gw Henssler & Associates Ltd |
10 |
| Capital Performance Advisors Llp |
10 |
| Vigilant Capital Management, LLC |
10 |
| Guggenheim Active Allocation Fund |
10 |
| Oak Thistle LLC |
10 |
| River Road Asset Management, LLC |
10 |
| Zurich Insurance Group Ltd/FI |
10 |
| Cnh Partners Llc |
10 |
| Hilltop Holdings Inc. |
10 |
| GLG Partners LP |
10 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
10 |
| Newbridge Financial Services Group, Inc. |
10 |
| Mycio Wealth Partners, Llc |
10 |
| Accurate Wealth Management, LLC |
10 |
| Bank Of Hawaii |
10 |
| Rockefeller Financial Services Inc |
10 |
| MUFG Securities EMEA plc |
10 |
| AlphaMark Advisors, LLC |
10 |
| Hudock, Inc. |
10 |
| Counterpoint Mutual Funds LLC |
10 |
| First Midwest Bank Trust Division |
10 |
| Tokio Marine Asset Management Co Ltd |
10 |
| Clear Harbor Asset Management, LLC |
10 |
| Shinko Asset Management Co., Ltd. |
10 |
| DnB Asset Management AS |
10 |
| GW&K Investment Management, LLC |
10 |
| Alpha Windward Llc |
10 |
| Quotient Investors, LLC |
10 |
| Fisher Asset Management, LLC |
10 |
| Webster Bank, N. A. |
10 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
10 |
| Kowal Investment Group, LLC |
10 |
| ArrowMark Colorado Holdings LLC |
10 |
| Interchange Capital Partners, LLC |
10 |
| True Link Financial Advisors, LLC |
10 |
| Fulton Bank, N.a. |
10 |
| Vontobel Holding Ltd. |
10 |
| Connacht Asset Management LP |
10 |
| Gulf International Bank (UK) Ltd |
10 |
| Moody National Bank Trust Division |
10 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
10 |
| Veriti Management LLC |
10 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
10 |
| BBT Capital Management, LLC |
10 |
| CAPROCK Group, Inc. |
10 |
| MCF Advisors LLC |
10 |
| Winfield Associates, Inc. |
10 |
| Arrow Financial Corp |
10 |
| Standard Life Investments LTD |
10 |
| Stanley-Laman Group, Ltd. |
10 |
| Catalyst Funds Management Pty Ltd |
10 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
10 |
| Founders Financial Alliance, LLC |
10 |
| Pennsylvania Trust Co |
10 |
| Koshinski Asset Management, Inc. |
10 |
| Usca Ria Llc |
10 |
| I.g. Investment Management, Ltd. |
10 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
10 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) |
10 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
10 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
10 |
| Kiwi Wealth Investments Limited Partnership |
10 |
| Arrowgrass Capital Partners (us) Lp |
10 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
10 |
| Cromwell Holdings LLC |
10 |
| Warren Averett Asset Management, LLC |
10 |
| Kingdon Capital Management, L.l.c. |
10 |
| Boston Private Bank & Trust Co |
10 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
10 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
10 |
| Rsm Us Wealth Management Llc |
10 |
| JNBA Financial Advisors |
10 |
| Ausdal Financial Partners, Inc. |
10 |
| Mizuho Trust & Banking Co., Ltd. |
10 |
| LMR Master Fund Ltd |
10 |
| Tributary Capital Management, LLC |
10 |
| Winton Capital Management Ltd |
10 |
| Calamos Long/Short Equity & Dynamic Income Trust |
10 |
| New England Securities Corp /MA/ |
10 |
| HighMark Wealth Management LLC |
10 |
| Rothschild Asset Management Inc |
10 |
| Howard Hughes Medical Institute |
10 |
| Graticule Asia Macro Advisors LLC |
10 |
| Candlestick Capital Management LP |
10 |
| Regent Peak Wealth Advisors LLC |
10 |
| Ethic Inc. |
10 |
| Woodline Partners LP |
10 |
| Capital Asset Advisory Services LLC |
10 |
| Cornerstone Wealth Management, LLC |
10 |
| Dynamic Capital Management Ltd |
10 |
| Wealth Alliance |
10 |
| Maplelane Capital, Llc |
10 |
| Islay Capital Management, Llc |
10 |
| Bailard, Inc. |
10 |
| Tlp Group Llc |
10 |
| Venture Visionary Partners LLC |
10 |
| Lombard Odier Asset Management (Switzerland) SA |
10 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
10 |
| Thrax Management, LLC |
10 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
10 |
| Euclid Advisors LLC |
10 |
| Lincoln National Corp |
10 |
| CapWealth Advisors, LLC |
10 |
| Institutional & Family Asset Management, Llc |
10 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
10 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
10 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
10 |
| Catapult Capital Management Llc |
10 |
| City National Bank |
10 |
| Baird Robert W & Co Inc /wi/ |
10 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
10 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
10 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
10 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
10 |
| Man Investments Ltd |
10 |
| Societe Generale |
10 |
| Bellwether Investment Group, LLC |
10 |
| Harbour Capital Advisors, LLC |
10 |
| Wilmington Funds Management Corp |
10 |
| Kepos Capital LP |
10 |
| Etf Managers Group, Llc |
10 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
10 |
| Simon Quick Advisors, Llc |
10 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
10 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
10 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
10 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
10 |
| Maven Securities LTD |
10 |
| LRI Investments, LLC |
10 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
10 |
| Advantage Investment Management, Llc |
10 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
10 |
| FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
10 |
| MARSHALL WACE ASIA Ltd |
10 |
| J.w. Cole Advisors, Inc. |
10 |
| Donoghue Forlines LLC |
10 |
| Edge Advisors, Llc |
10 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
10 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
10 |
| Lighthouse Investment Partners, LLC |
10 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
10 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
10 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
10 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
10 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
10 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
10 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
10 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
10 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
10 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
10 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
10 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
10 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
10 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
10 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
10 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
10 |
| Forum Funds |
10 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
10 |
| Profunds - Profund Vp Oil & Gas |
10 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
10 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
10 |
| Allianzgi Diversified Income & Convertible Fund |
10 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
10 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
10 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
10 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
10 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
10 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
10 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
10 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
10 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
10 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
10 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
10 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
10 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
10 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
10 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
10 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
10 |
| John Hancock Hedged Equity & Income Fund |
10 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
10 |
| Hartford Investment Management Co |
10 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
10 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
10 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
10 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
10 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
10 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
10 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
10 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
10 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
10 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
10 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
10 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
10 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
10 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
10 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
10 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
10 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
10 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
10 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
10 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
10 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
10 |
| Kapitalo Investimentos Ltda |
10 |
| John Hancock Income Securities Trust |
10 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
10 |
| Migdal Insurance & Financial Holdings Ltd. |
10 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
10 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
10 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
10 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
10 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
10 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
10 |
| Winton Diversified Opportunities Fund |
10 |
| Wilbanks Smith & Thomas Asset Management Llc |
10 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
10 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
10 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
10 |
| Eaton Vance Ltd Duration Income Fund |
10 |
| nVerses Capital, LLC |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
10 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
10 |
| Entropy Technologies, LP |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
10 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
10 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
10 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
10 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
10 |
| Colony Group, LLC |
10 |
| Independence Bank of Kentucky |
10 |
| Legacy Financial Advisors, Inc. |
10 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
10 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
10 |
| Mutual Advisors, LLC |
10 |
| Truewealth Llc |
10 |
| MYDA Advisors LLC |
10 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
10 |
| Premia Global Advisors, Llc |
10 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
10 |
| First Command Advisory Services, Inc. |
10 |
| Marsico Capital Management Llc |
10 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
10 |
| Avestar Capital, LLC |
10 |
| Diametric Capital, LP |
10 |
| One Wealth Advisors, LLC |
10 |
| Virtue Capital Management, LLC |
10 |
| Centerpoint Advisors, LLC |
10 |
| Atlas Capital Advisors Llc |
10 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
10 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
10 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
10 |
| Bryn Mawr Capital Management Inc |
10 |
| Minichmacgregor Wealth Management, Llc |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
10 |
| Frazier Financial Advisors, LLC |
10 |
| AIA Group Ltd |
10 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
10 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
10 |
| Enlightenment Research, LLC |
10 |
| Wiley Bros.-aintree Capital, Llc |
10 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
10 |
| ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF |
10 |
| Riverview Trust Co |
10 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
10 |
| Next Capital Management LLC |
10 |
| Innealta Capital, Llc |
10 |
| Magnus Financial Group LLC |
10 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
10 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
10 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
10 |
| Wealthspire Advisors, LLC |
10 |
| Wealthfront Advisers Llc |
10 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
10 |
| Quest Capital Management Inc /adv |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
10 |
| Tuscan Ridge Asset Management Llc |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
10 |
| Machina Capital S.a.s. |
10 |
| Great Valley Advisor Group, Inc. |
10 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
10 |
| Coastal Investment Advisors, Inc. |
10 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
10 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
10 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
9 |
| Joel Isaacson & Co., LLC |
9 |
| Reliance Trust Co Of Delaware |
9 |
| T. Rowe Price Investment Management, Inc. |
9 |
| Equitec Proprietary Markets, Llc |
9 |
| Standard Family Office LLC |
9 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
9 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
9 |
| VisionPoint Advisory Group, LLC |
9 |
| Garnet Equity Capital Holdings, Inc. |
9 |
| Kehrs Ridge Capital,LLC |
9 |
| Mark Sheptoff Financial Planning, Llc |
9 |
| Keebeck Alpha, LP |
9 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
9 |
| Cambria Investment Management, L.P. |
9 |
| Jabre Capital Partners S.A. |
9 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
9 |
| Rockbridge Investment Management, LCC |
9 |
| XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
9 |
| MIK Capital, LP |
9 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
9 |
| Integrated Investment Consultants, LLC |
9 |
| Griffin Asset Management, Inc. |
9 |
| Cognios Capital, LLC |
9 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
9 |
| Dana Investment Advisors, Inc. |
9 |
| Sig Brokerage, Lp |
9 |
| Concentric Capital Strategies, LP |
9 |
| Pacitti Group Inc. |
9 |
| Bayforest Capital Ltd |
9 |
| Procyon Private Wealth Partners, LLC |
9 |
| Arete Wealth Advisors, LLC |
9 |
| Advisor Partners Llc |
9 |
| Matarin Capital Management, LLC |
9 |
| Allred Capital Management, LLC |
9 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
9 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
9 |
| WR Wealth Planners, LLC |
9 |
| Ziegler Capital Management, LLC |
9 |
| Glg Inc. |
9 |
| Moisand Fitzgerald Tamayo, LLC |
9 |
| Daiwa Capital Markets America Inc. |
9 |
| Sheaff Brock Investment Advisors, LLC |
9 |
| Abound Wealth Management |
9 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
9 |
| South Texas Money Management Ltd |
9 |
| Bank Julius Baer & Co. Ltd, Zurich |
9 |
| Jackson Square Capital, Llc |
9 |
| tru Independence LLC |
9 |
| MBEQX - M FUND INC - M International Equity Fund |
9 |
| Cornerstone Advisory, LLC |
9 |
| Capital Wealth Planning, LLC |
9 |
| Raleigh Capital Management Inc. |
9 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
9 |
| Transce3nd, LLC |
9 |
| Perpetual Ltd |
9 |
| Alaska Permanent Fund Corp |
9 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
9 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
9 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
9 |
| Wright Investors Service Inc |
9 |
| TD Securities (USA) LLC |
9 |
| Telemetry Investments, L.L.C. |
9 |
| Ballentine Partners, LLC |
9 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
9 |
| Wbi Investments, Inc. |
9 |
| PGGM Investments |
9 |
| Zebra Capital Management LLC |
9 |
| Strategic Global Advisors, LLC |
9 |
| PartnerRe Asset Management CORP |
9 |
| Passport Capital, LLC |
9 |
| Byrne Asset Management LLC |
9 |
| Franklin Street Advisors Inc /nc |
9 |
| Graves-Light Private Wealth Management, Inc. |
9 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
9 |
| Sachetta, LLC |
9 |
| QCM Cayman, Ltd. |
9 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
9 |
| Wakefield Asset Management LLLP |
9 |
| Vectors Research Management, LLC |
9 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
9 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
9 |
| Equitable Holdings, Inc. |
9 |
| qPULA Trading Management LP |
9 |
| Truvestments Capital Llc |
9 |
| Natixis Investment Managers International |
9 |
| Krilogy Financial LLC |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
9 |
| Worldquant Millennium Advisors Llc |
9 |
| Equitable Trust Co |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
9 |
| Leap Investments Lp |
9 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
9 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
9 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
9 |
| Altshuler Shaham Ltd |
9 |
| Castleview Partners, Llc |
9 |
| City Holding Co |
9 |
| Bruderman Asset Management, LLC |
9 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
9 |
| West Branch Capital LLC |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
9 |
| Plato Investment Management Ltd |
9 |
| Certified Advisory Corp |
9 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
9 |
| Balentine LLC |
9 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
9 |
| Foundry Partners, LLC |
9 |
| New Age Alpha Advisors, LLC |
9 |
| Rakuten Securities, Inc. |
9 |
| Banco de Sabadell, S.A |
9 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
9 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
9 |
| Exxonmobil Investment Management Inc /tx |
9 |
| Greenlight Capital Inc |
9 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
9 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
9 |
| JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
9 |
| 6 Meridian |
9 |
| Providence Capital Advisors, LLC |
9 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
9 |
| Stormborn Capital Management, Llc |
9 |
| Financial Network Wealth Advisors LLC |
9 |
| Delpha Capital Management, Llc |
9 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
9 |
| Kaizen Advisory, Llc |
9 |
| Scientech Research LLC |
9 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
9 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
9 |
| Carillon Tower Advisers, Inc. |
9 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
9 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
9 |
| Redwood Investment Management, Llc |
9 |
| Caitlin John, LLC |
9 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
9 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
9 |
| Laffer Investments |
9 |
| Calton & Associates, Inc. |
9 |
| Claraphi Advisory Network, LLC |
9 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
9 |
| NewEdge Wealth, LLC |
9 |
| Chilton Capital Management Llc |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
9 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
9 |
| WealthTrust-Arizona, LLC |
9 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
9 |
| Breton Hill Capital Ltd. |
9 |
| Congress Wealth Management LLC / DE / |
9 |
| Redwood Investments, LLC |
9 |
| Mizuho Securities Usa Llc |
9 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
9 |
| Alliancebernstein Global High Income Fund Inc |
9 |
| DSAM Partners (London) Ltd |
9 |
| Continuum Advisory, LLC |
9 |
| CenturyLink Investment Management Co |
9 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
9 |
| Stonebridge Financial Group, LLC |
9 |
| Oarsman Capital, Inc. |
9 |
| Polaris Wealth Advisory Group, LLC |
9 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
9 |
| Benjamin Edwards Inc |
9 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
9 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
9 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
9 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| Meritage Portfolio Management |
9 |
| FormulaFolio Investments, LLC |
9 |
| Deerfield Management Company, L.p. (series C) |
9 |
| Calamos Dynamic Convertible & Income Fund |
9 |
| Calamos Convertible & High Income Fund |
9 |
| Calamos Convertible Opportunities & Income Fund |
9 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
9 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
9 |
| Hexavest Inc. |
9 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
9 |
| Wedmont Private Capital |
9 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
9 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
9 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
9 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
9 |
| Ogorek Anthony Joseph /ny/ /adv |
9 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
9 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
9 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
9 |
| Visionary Asset Management, Inc. |
9 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
9 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
9 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
9 |
| Wetzel Investment Advisors, Inc. |
9 |
| JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF |
9 |
| Alpha Cubed Investments, LLC |
9 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
9 |
| Tfs Capital Investment Trust |
9 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
9 |
| First Trust High Income Long/short Fund |
9 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
9 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
9 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
9 |
| Islet Management, LP |
9 |
| Ws Management Lllp |
9 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
9 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
9 |
| Isthmus Partners, Llc |
9 |
| Ssi Investment Management Llc |
9 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
9 |
| Bowling Portfolio Management LLC |
9 |
| FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A |
9 |
| Cypress Capital Management LLC (WY) |
9 |
| Wolff Wiese Magana Llc |
9 |
| Barometer Capital Management Inc. |
9 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
9 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
9 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
9 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
9 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
9 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
9 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
9 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
9 |
| Pnc Funds |
9 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
9 |
| Exencial Wealth Advisors, Llc |
9 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
9 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
9 |
| Oppenheimer Global Multi Strategies Fund |
9 |
| Valued Wealth Advisors LLC |
9 |
| First Financial Corp /in/ |
9 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
9 |
| Childress Capital Advisors, Llc |
9 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
9 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
9 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
9 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
9 |
| Ossiam |
9 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
9 |
| Intersect Capital LLC |
9 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
9 |
| Heritage Wealth Management, Llc |
9 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
9 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
9 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
9 |
| HHM Wealth Advisors, LLC |
9 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
9 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
9 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
9 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
9 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
9 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
9 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
9 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
9 |
| American Capital Advisory, LLC |
9 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
9 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
9 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
9 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
9 |
| Kentucky Retirement Systems Insurance Trust Fund |
9 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
9 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
9 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
9 |
| Perella Weinberg Partners Capital Management LP |
9 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
9 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
9 |
| Rothschild Investment Corp /il |
9 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
9 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
9 |
| Cribstone Capital Management, LLC |
9 |
| Triad Wealth Partners, LLC |
9 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
9 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
9 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
9 |
| Nuveen S&p 500 Buywrite Income Fund |
9 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
9 |
| TradeLink Capital LLC |
9 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
9 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
9 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
9 |
| WealthTrak Capital Management LLC |
9 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
9 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
9 |
| Hilton Capital Management, LLC |
9 |
| Eagle Bay Advisors LLC |
9 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
9 |
| Advisor Resource Council |
9 |
| Cambridge Trust Co |
9 |
| Amica Mutual Insurance Co |
9 |
| Genesee Valley Trust Co |
9 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
9 |
| Envestnet Portfolio Solutions, Inc. |
9 |
| B. Metzler seel. Sohn & Co. AG |
9 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
9 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
9 |
| Balasa Dinverno & Foltz Llc |
9 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
9 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
9 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
9 |
| Vanguard Horizon Funds |
9 |
| Twin Capital Management Inc |
9 |
| SummitTX Capital, L.P. |
9 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
9 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
9 |
| Nova Wealth Management, Inc. |
9 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
9 |
| Paces Ferry Wealth Advisors, Llc |
9 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
9 |
| Columbia Partners L L C Investment Management |
9 |
| MQS Management LLC |
9 |
| Intrust Bank Na |
9 |
| Hollencrest Capital Management |
9 |
| Amica Retiree Medical Trust |
9 |
| BCJ Capital Management, LLC |
9 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
9 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
9 |
| Conning Inc. |
9 |
| Fortis Group Advisors, LLC |
9 |
| Anchor Capital Advisors Llc |
9 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
9 |
| Sierra Ocean, Llc |
9 |
| Thoroughbred Financial Services, Llc |
9 |
| Claymore Exchange-traded Fund Trust |
9 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
9 |
| Impact Partnership Wealth, LLC |
9 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
9 |
| Belvedere Trading LLC |
9 |
| Mane Global Capital Management Lp |
9 |
| Icon Advisers Inc/co |
9 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
9 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
9 |
| Hirtle Callaghan & Co LLC |
9 |
| Kistler-Tiffany Companies, LLC |
9 |
| Kestra Private Wealth Services, Llc |
9 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
9 |
| Van Hulzen Asset Management, LLC |
9 |
| Pinnacle Associates Ltd |
9 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
9 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
9 |
| Jackson Creek Investment Advisors LLC |
9 |
| Barnett & Company, Inc. |
9 |
| XR Securities LLC |
9 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
9 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
9 |
| Apollon Wealth Management, LLC |
9 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
9 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
9 |
| Guardian Life Insurance Co Of America |
9 |
| Resources Investment Advisors, LLC. |
9 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
9 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
9 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
9 |
| National Pension Service |
9 |
| Atlantic Trust, LLC |
9 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
9 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
9 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
9 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
9 |
| Geneva Advisors, LLC |
9 |
| FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio |
9 |
| Trust Co |
9 |
| Ridgewood Investments LLC |
9 |
| Pinnacle Bancorp, Inc. |
9 |
| Fifth Third Wealth Advisors LLC |
9 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
9 |
| Almanack Investment Partners, LLC. |
9 |
| Ritholtz Wealth Management |
9 |
| Summit Global Investments |
9 |
| Concord Wealth Partners |
9 |
| Advisory Alpha, LLC |
9 |
| R&F Capital Advisors LP |
9 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
9 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
9 |
| Swedbank AB |
9 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
9 |
| Penn Capital Management Co Inc |
9 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
9 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
9 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
9 |
| Symmetry Partners, LLC |
9 |
| MU Investments Co., Ltd. |
9 |
| JJJ Advisors Inc. |
9 |
| Silvercrest Asset Management Group Llc |
9 |
| Polianta Ltd |
9 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
9 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
9 |
| Glenview Trust Co |
9 |
| British Airways Pensions Investment Management Ltd |
9 |
| Coppell Advisory Solutions Corp. |
9 |
| JT Stratford LLC |
9 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
9 |
| Gilder Gagnon Howe & Co Llc |
9 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
9 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
9 |
| First Bank & Trust |
9 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
9 |
| Kestra Investment Management, LLC |
9 |
| Sheets Smith Wealth Management |
9 |
| Corient Capital Partners, LLC |
9 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
9 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
9 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
9 |
| Kula Investments, LLC |
9 |
| Munder Capital Management |
9 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
9 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
9 |
| LGT Financial Advisors LLC |
9 |
| Human Investing LLC |
9 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
9 |
| Guardian Investor Services Llc |
9 |
| Aspire Private Capital, LLC |
9 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
9 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
9 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
9 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
9 |
| Highland Capital Management Lp |
9 |
| RMB Capital Management, LLC |
9 |
| Dorsey & Whitney Trust CO LLC |
9 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
9 |
| Tiverton Asset Management Llc |
9 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
9 |
| Reynolds Capital Management Llc |
9 |
| Stonehage Fleming Financial Services Holdings Ltd |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
9 |
| Advance Capital I Inc |
9 |
| Cookson Peirce & Co Inc |
9 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
9 |
| Stephens Consulting, LLC |
9 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
9 |
| Dai-ichi Life Holdings, Inc. |
9 |
| Kennedy Capital Management, Inc. |
9 |
| Mizuho Asset Management Co.,Ltd. |
9 |
| Trustmark National Bank Trust Department |
9 |
| Colonial Trust Co / SC |
9 |
| Stifel Nicolaus & Co Inc \mo\ |
9 |
| Edmond De Rothschild Holding S.a. |
9 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
9 |
| Sugarloaf Wealth Management, LLC |
9 |
| Gluskin Sheff & Assoc Inc |
9 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
9 |
| Barrett Asset Management, LLC |
9 |
| Kovitz Investment Group Partners, LLC |
9 |
| Sterling Ridge Capital Management LP |
8 |
| Edge Wealth Management LLC |
8 |
| Cohen & Steers, Inc. |
8 |
| Wunderlich Securities, Inc. |
8 |
| Charter Trust Co |
8 |
| Denali Advisors Llc |
8 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
8 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
8 |
| Stock Yards Bank & Trust Co |
8 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
8 |
| Park National Corp /oh/ |
8 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
8 |
| Modera Wealth Management, LLC |
8 |
| Charter Oak Capital Management, LLC |
8 |
| Mach-1 Financial Group, Inc. |
8 |
| L & S Advisors Inc |
8 |
| Desjardins Global Asset Management Inc. |
8 |
| EP Wealth Advisors, Inc. |
8 |
| Golden State Equity Partners |
8 |
| Lmcg Investments, Llc |
8 |
| ARGI Investment Services, LLC |
8 |
| Seeyond |
8 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
8 |
| Bridges Investment Management Inc |
8 |
| Aaron Wealth Advisors LLC |
8 |
| Baker Tilly Financial, Llc |
8 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
8 |
| ACG Wealth |
8 |
| CTC Alternative Strategies, Ltd. |
8 |
| One Capital Management, LLC |
8 |
| Boussard & Gavaudan Investment Management LLP |
8 |
| Empirical Capital Management, LLC |
8 |
| Foster & Motley Inc |
8 |
| Norinchukin Bank, The |
8 |
| High Note Wealth, LLC |
8 |
| Corbenic Partners LLC |
8 |
| GoalVest Advisory LLC |
8 |
| York Capital Management Global Advisors, LLC |
8 |
| Cassady Schiller Wealth Management, LLC |
8 |
| Argent Trust Co |
8 |
| Buckingham Strategic Partners |
8 |
| Montag A & Associates Inc |
8 |
| Capital Investment Counsel, Inc |
8 |
| Comerica Securities Inc |
8 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
8 |
| St Germain D J Co Inc |
8 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
8 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
8 |
| Metis Global Partners, LLC |
8 |
| Bremer Trust National Association |
8 |
| Lucus Advisors Llc |
8 |
| AT Bancorp |
8 |
| Amica Pension Fund Board Of Trustees |
8 |
| Operose Advisors LLC |
8 |
| Bluefin Capital Management, Llc |
8 |
| Highline Wealth Partners Llc |
8 |
| Principia Wealth Advisory, LLC |
8 |
| Dorsey Wright & Associates |
8 |
| Ikos Cif Ltd |
8 |
| QUANTRES ASSET MANAGEMENT Ltd |
8 |
| Bare Financial Services, Inc |
8 |
| Agf Management Ltd |
8 |
| Cornerstone Investment Partners, LLC |
8 |
| Atalanta Sosnoff Capital, Llc |
8 |
| Discovery Capital Management, Llc / Ct |
8 |
| Piershale Financial Group, Inc. |
8 |
| Oakworth Capital, Inc. |
8 |
| Loeb Partners Corp |
8 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
8 |
| Global Wealth Management Investment Advisory, Inc. |
8 |
| Atlas Private Wealth Advisors |
8 |
| Counsel Portfolio Services Inc. |
8 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
8 |
| Dean Investment Associates, Llc |
8 |
| Highland Capital Management, Llc |
8 |
| Apriem Advisors |
8 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
8 |
| Tuttle Tactical Management LLC |
8 |
| Kornitzer Capital Management Inc /ks |
8 |
| HWG Holdings LP |
8 |
| Capital Analysts, Inc. |
8 |
| Concert Wealth Management Inc. |
8 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
8 |
| Simplicity Wealth,LLC |
8 |
| USS Investment Management Ltd |
8 |
| RHJ International SA |
8 |
| Psagot Value Holdings Ltd. / (Israel) |
8 |
| Dorsal Capital Management, LLC |
8 |
| GHP Investment Advisors, Inc. |
8 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
8 |
| ACSI - ETF Series Solutions - American Customer Satisfaction ETF |
8 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
8 |
| Hallmark Capital Management Inc |
8 |
| Clean Yield Group |
8 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
8 |
| Boston Trust Walden Corp |
8 |
| Bp Plc |
8 |
| Oliver Luxxe Assets LLC |
8 |
| Symphony Financial, Ltd. Co. |
8 |
| Optimal Asset Management, Inc. |
8 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
8 |
| Mn Services Vermogensbeheer B.V. |
8 |
| YHB Investment Advisors, Inc. |
8 |
| Raab & Moskowitz Asset Management LLC |
8 |
| Exane Derivatives |
8 |
| Syntal Capital Partners, LLC |
8 |
| F&C Asset Management plc |
8 |
| Archford Capital Strategies, LLC |
8 |
| Scout Investments, Inc. |
8 |
| Wealth Quarterback LLC |
8 |
| Insight Capital Research & Management Inc |
8 |
| Financial Counselors Inc |
8 |
| Haafor (Singapore) Pte. Ltd. |
8 |
| Fieldview Capital Management, LLC |
8 |
| 1620 Investment Advisors, Inc. |
8 |
| Deseret Mutual Benefit Administrators |
8 |
| Beacon Capital Management, LLC |
8 |
| BRC Investment Management LLC |
8 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
8 |
| Beaird Harris Wealth Management, LLC |
8 |
| Center for Financial Planning, Inc. |
8 |
| Pinkerton Retirement Specialists, LLC |
8 |
| Rs Investment Management Co Llc |
8 |
| NWK Group, Inc. |
8 |
| Rainier Investment Management Llc |
8 |
| Lloyd Advisory Services, LLC. |
8 |
| Pinz Capital Management, LP |
8 |
| Vantage Investment Advisors, LLC |
8 |
| CBIZ Investment Advisory Services, LLC |
8 |
| Colonial Trust Advisors |
8 |
| Key FInancial Inc |
8 |
| GFG Capital, LLC |
8 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
8 |
| Rathbone Brothers plc |
8 |
| Atticus Wealth Management, Llc |
8 |
| Ruggie Capital Group |
8 |
| Heritage Wealth Advisors |
8 |
| Axxcess Wealth Management, Llc |
8 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
8 |
| NJ State Employees Deferred Compensation Plan |
8 |
| Hotchkis & Wiley Capital Management Llc |
8 |
| Bronson Point Management LLC |
8 |
| Kings Point Capital Management |
8 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
8 |
| Freestone Grove Partners LP |
8 |
| Romano Brothers And Company |
8 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
8 |
| Park Avenue Institutional Advisers LLC |
8 |
| Schechter Investment Advisors, LLC |
8 |
| IPG Investment Advisors LLC |
8 |
| Capital International Investors |
8 |
| Advisor Partners Ii, Llc |
8 |
| Bluestein R H & Co |
8 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
8 |
| Legato Capital Management LLC |
8 |
| Claro Advisors LLC |
8 |
| Fiduciary Alliance LLC |
8 |
| Allegis Investment Advisors, LLC |
8 |
| RFP Financial Group LLC |
8 |
| Avalon Global Asset Management LLC |
8 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
8 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
8 |
| Woodmont Investment Counsel Llc |
8 |
| Glass Jacobson Investment Advisors llc |
8 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
8 |
| Epoch Investment Partners, Inc. |
8 |
| Meiji Yasuda Life Insurance Co |
8 |
| Axiom International Investors Llc /de |
8 |
| First Foundation Advisors |
8 |
| Park Place Capital Corp |
8 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
8 |
| Railway Pension Investments Ltd |
8 |
| Wealthbridge Capital Management, Llc |
8 |
| EULAV Asset Management |
8 |
| Mariner Wealth Advisors-NYC, LLC |
8 |
| Braun Stacey Associates Inc |
8 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
8 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
8 |
| Legg Mason Investment Counsel, LLC |
8 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
8 |
| Horizon Investment Services, LLC |
8 |
| Monetary Management Group Inc |
8 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
8 |
| Security National Trust Co |
8 |
| Alerus Financial Na |
8 |
| Delphi Private Advisors LLC |
8 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
8 |
| VGLSX - VALIC Co I - Global Strategy Fund |
8 |
| Qtron Investments LLC |
8 |
| Kilter Group LLC |
8 |
| Moody Lynn & Lieberson, Llc |
8 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
8 |
| Sentry Investment Management Llc |
8 |
| VCULX - VALIC Co I - Growth Fund |
8 |
| Stux Capital Management, LLC |
8 |
| Rock Creek Group, LP |
8 |
| Well Done, LLC |
8 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
8 |
| Iberiabank Corp |
8 |
| Fiduciary Trust Co |
8 |
| Farmers & Merchants Trust Co of Chambersburg PA |
8 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
8 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
8 |
| Turtle Creek Wealth Advisors, LLC |
8 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
8 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
8 |
| Milestone Investment Advisors LLC |
8 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
8 |
| Meridian Wealth Management, LLC |
8 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
8 |
| Sawgrass Asset Management Llc |
8 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
8 |
| Banco Santander, S.A. |
8 |
| Dai-Ichi Life Insurance Company, Ltd |
8 |
| Cidel Asset Management Inc |
8 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
8 |
| Cramer Rosenthal Mcglynn Llc |
8 |
| V-Square Quantitative Management LLC |
8 |
| Fortis Advisors, LLC |
8 |
| IFM Investors Pty Ltd |
8 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
8 |
| GSB Wealth Management, LLC |
8 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| Omnia Family Wealth, LLC |
8 |
| 25 Llc |
8 |
| Executive Wealth Management, LLC |
8 |
| Knights of Columbus Asset Advisors LLC |
8 |
| Westside Investment Management, Inc. |
8 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
8 |
| Stoneridge Investment Partners Llc |
8 |
| Achmea Investment Management B.V. |
8 |
| Hartford Series Fund Inc |
8 |
| Phoenix Holdings Ltd. |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
8 |
| Ahrens Investment Partners LLC |
8 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
8 |
| Ferris Capital, Llc |
8 |
| Capital Bank & Trust Co |
8 |
| MPS Loria Financial Planners, LLC |
8 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
8 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
8 |
| Price Wealth Management, Inc. |
8 |
| Princeton Global Asset Management LLC |
8 |
| Douglass Winthrop Advisors, LLC |
8 |
| Wetherby Asset Management Inc |
8 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
8 |
| First Eagle Investment Management, LLC |
8 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
8 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
8 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
8 |
| Nicholas Company, Inc. |
8 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
8 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
8 |
| Todd Asset Management Llc |
8 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
8 |
| Portside Wealth Group, LLC |
8 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
8 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
8 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
8 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
8 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
8 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
8 |
| Usaa Etf Trust |
8 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
8 |
| Cape Investment Advisory, Inc. |
8 |
| Arlington Trust Co LLC |
8 |
| Harvest Management Llc |
8 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
8 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
8 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
8 |
| PMR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Retail ETF |
8 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
8 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
8 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
8 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
8 |
| Alpine Woods Capital Investors, Llc |
8 |
| Longfellow Investment Management Co Llc |
8 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
8 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
8 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
8 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
8 |
| M&g Investment Management Ltd |
8 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
8 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
8 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
8 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
8 |
| Wilmington Trust Co |
8 |
| BKD Wealth Advisors, LLC |
8 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
8 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
8 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
8 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
8 |
| Oppenheimer Variable Account Funds |
8 |
| Westfield Capital Management Co Lp |
8 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
8 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
8 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
8 |
| Nuveen Core Equity Alpha Fund |
8 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
8 |
| Opseu Pension Plan Trust Fund |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
8 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
8 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
8 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
8 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
8 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
8 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
8 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
8 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
8 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
8 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
8 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
8 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
8 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
8 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
8 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
8 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
8 |
| Bessemer Securities Llc |
8 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
8 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
8 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
8 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
8 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
8 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
8 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
8 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
8 |
| Ada Investment Management, LP |
8 |
| Amerivest Investment Management LLC |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
| Advantage Advisers Xanthus Fund, L.l.c. |
8 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
8 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| Sit Investment Associates Inc |
8 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
8 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
8 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
8 |
| Guggenheim Strategic Opportunities Fund |
8 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
8 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
8 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
8 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
8 |
| Cca Investments Trust |
8 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
8 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
8 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
8 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
8 |
| Bremer Bank National Association |
8 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
8 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
8 |
| Nicolet Advisory Services, Llc |
8 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
8 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
8 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
8 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
8 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
8 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
8 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
8 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
8 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
8 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
8 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
8 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
8 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
8 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
8 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
8 |
| Covington Capital Management |
8 |
| Creekmur Asset Management LLC |
8 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
8 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
8 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
8 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
8 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
8 |
| Whitebox Mutual Funds |
8 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
8 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
8 |
| Wells Fargo Global Dividend Opportunity Fund |
8 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
8 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
8 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
8 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
8 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
8 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
8 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
8 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
8 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
8 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
8 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
8 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
8 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
8 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
8 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
8 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
8 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
8 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
8 |
| Acap Strategic Fund |
8 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
8 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
8 |
| New York Life Trust Co |
8 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
8 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
8 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
8 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
8 |
| Trust Point Inc. |
8 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
8 |
| Dreyfus High Yield Strategies Fund |
8 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
8 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
8 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
8 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
8 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
8 |
| Forward Management, LLC |
8 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
8 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
8 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
8 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
8 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
8 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
8 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
8 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
8 |
| Tibra Equities Europe Ltd |
8 |
| Gryphon Financial Partners LLC |
8 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
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 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
8 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
8 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
| Arden Trust Co |
8 |
| Peapack Gladstone Financial Corp |
8 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
8 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
8 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
8 |
| Nissay Asset Management Corp /japan/ /adv |
8 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
8 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
8 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
8 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
8 |
| SWS Partners |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| Seelaus Asset Management LLC |
8 |
| CNB Bank |
8 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
8 |
| Prescott Group Capital Management, L.l.c. |
8 |
| McIlrath & Eck, LLC |
8 |
| CLARET ASSET MANAGEMENT Corp |
8 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
8 |
| Strategic Wealth Partners, Ltd. |
8 |
| Fs Credit Income Fund |
8 |
| Claybrook Capital, LLC |
8 |
| Silvant Capital Management LLC |
8 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
8 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
8 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
8 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
8 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
8 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
8 |
| Jump Trading, Llc |
8 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
8 |
| Redpoint Investment Management Pty Ltd |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
8 |
| Baldwin Brothers Inc/ma |
8 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
8 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
8 |
| Selective Wealth Management, Inc. |
8 |
| Redhawk Wealth Advisors, Inc. |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
8 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
8 |
| Landsberg, Bennett, & Dubbaneh LLC |
8 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
8 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
8 |
| Evolution Wealth Advisors, LLC |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
8 |
| Beacon Pointe Advisors, LLC |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund |
8 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
8 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
8 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
8 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
8 |
| Partnership Wealth Management, LLC |
8 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
8 |
| Midas Management Corp |
8 |
| Newfound Research LLC |
8 |
| Steadfast Capital Management Lp |
8 |
| Oxbow Advisors, LLC |
8 |
| Bray Capital Advisors |
8 |
| NorthCoast Asset Management LLC |
8 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
8 |
| Cim Investment Mangement Inc |
8 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
8 |
| Highstreet Asset Management Inc. |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
8 |
| TIG Advisors, LLC |
8 |
| Kb Financial Partners, Llc |
8 |
| Clark Capital Management Group, Inc. |
8 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
8 |
| Accuvest Global Advisors |
8 |
| Cumberland Partners Ltd |
8 |
| Allen Investment Management LLC |
8 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
8 |
| Winch Advisory Services, LLC |
8 |
| U.S. Capital Wealth Advisors, LLC |
8 |
| Asahi Life Asset Management Co., Ltd. |
8 |
| Systematic Alpha Investments, LLC |
8 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
8 |
| PRW Wealth Management LLC |
8 |
| Encompass Wealth Advisors, Llc |
8 |
| Ivory Investment Management, Llc |
8 |
| B. Metzler seel. Sohn & Co. Holding AG |
8 |
| First PREMIER Bank |
8 |
| Provenance Wealth Advisors, LLC |
8 |
| Freedman Financial Associates, Inc. |
8 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
7 |
| Eaton Vance Tax-managed Diversified Equity Income Fund |
7 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
7 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
7 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
7 |
| Bellwether Advisors, LLC |
7 |
| IMS Capital Management |
7 |
| VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
7 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
7 |
| Neuberger Berman High Yield Strategies Fund Inc. |
7 |
| Ironwood Financial, llc |
7 |
| Global Trust Asset Management, LLC |
7 |
| Resona Asset Management Co.,Ltd. |
7 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
7 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
7 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
7 |
| Hoey Investments, Inc |
7 |
| Estabrook Capital Management |
7 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
7 |
| Tyler-Stone Wealth Management |
7 |
| Aris Wealth Services, Inc. |
7 |
| McClarren Financial Advisors, Inc. |
7 |
| BOK Financial Private Wealth, Inc. |
7 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
7 |
| Atlantic Edge Private Wealth Management, LLC |
7 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
7 |
| Carolina Wealth Advisors, LLC |
7 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
7 |
| Advisors Capital Management, LLC |
7 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
7 |
| Oppenheimer Quest For Value Funds |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
7 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
7 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
7 |
| Horizon Kinetics LLC |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
7 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
7 |
| Yahoo Inc |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
7 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
7 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
7 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
7 |
| Sierra Capital LLC |
7 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
7 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
7 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
7 |
| RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
7 |
| Unigestion Holding SA |
7 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
7 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
7 |
| TimesSquare Capital Management, LLC |
7 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
7 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
7 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
7 |
| FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
7 |
| Cantor Fitzgerald, L. P. |
7 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
7 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
7 |
| FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
7 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
7 |
| Lynx Investment Advisory |
7 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
7 |
| Maple Securities Usa Inc |
7 |
| Tabor Asset Management, LP |
7 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
7 |
| Mfs Charter Income Trust |
7 |
| Gladstone Institutional Advisory LLC |
7 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
7 |
| Kingswood Wealth Advisors, Llc |
7 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
7 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
7 |
| Lebenthal Global Advisors, LLC |
7 |
| Gladius Capital Management LP |
7 |
| Brant Point Investment Management Llc |
7 |
| Virtus ETF Advisers LLC |
7 |
| L2 Asset Management, LLC |
7 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
7 |
| Guardian Capital Lp |
7 |
| Frontier Capital Management Co Llc |
7 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
7 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
7 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
7 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
7 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
7 |
| TCTC Holdings, LLC |
7 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
7 |
| Baron Silver Stevens Financial Advisors, Llc |
7 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
7 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
7 |
| Chiron Capital Management, Llc |
7 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
7 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
7 |
| Moran Wealth Management, LLC |
7 |
| Greenline Partners, LLC |
7 |
| Leonard Green & Partners, L.P. |
7 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
7 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
7 |
| Wellington Shields Capital Management, LLC |
7 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
7 |
| Joseph P. Lucia & Associates, LLC |
7 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
7 |
| Wolf Group Capital Advisors |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
7 |
| Dunhill Financial, LLC |
7 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
7 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
7 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
7 |
| Golden Green, Inc. |
7 |
| FDO Partners, LLC |
7 |
| Wall Street Associates |
7 |
| USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
7 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
7 |
| Retirement Group, LLC |
7 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
7 |
| ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
7 |
| Texas Capital Bank Wealth Management Services Inc |
7 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
7 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
7 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
7 |
| Pillar Pacific Capital Management Llc |
7 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
7 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
7 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
7 |
| Voya Senior Income Fund |
7 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
7 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
7 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
7 |
| Chesley Taft & Associates LLC |
7 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
7 |
| M&r Capital Management Inc |
7 |
| ISAM Funds (UK) Ltd |
7 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
7 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
7 |
| USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
7 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
7 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
7 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
7 |
| Philadelphia Trust Co |
7 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
7 |
| Altfest L J & Co Inc |
7 |
| Dakota Wealth Management |
7 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
7 |
| Liberty All Star Growth Fund Inc. |
7 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
7 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
7 |
| Chesapeake Wealth Management |
7 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
7 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
7 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
7 |
| WealthCollab, LLC |
7 |
| Intact Investment Management Inc. |
7 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
7 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
7 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
7 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
7 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
7 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
7 |
| CR Intrinsic Investors, LLC |
7 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
7 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
7 |
| UMA Financial Services, Inc. |
7 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
7 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
7 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
7 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
7 |
| Zullo Investment Group, Inc. |
7 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
7 |
| BLPIX - Profunds - Bull Profund Investor Class |
7 |
| PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
7 |
| RPg Family Wealth Advisory, LLC |
7 |
| Dowling & Yahnke Llc |
7 |
| Beck Capital Management, Llc |
7 |
| River & Mercantile Asset Management Llp |
7 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
7 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
7 |
| Garrett Wealth Advisory Group, LLC |
7 |
| Munder Series Trust |
7 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
7 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
7 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
7 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
7 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
7 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
7 |
| Central Bank & Trust Co |
7 |
| Diversify Advisory Services, LLC |
7 |
| Red Tortoise LLC |
7 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
7 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
7 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
7 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
7 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
7 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
7 |
| Camelot Portfolios, LLC |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
7 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
7 |
| Nuveen Floating Rate Income Fund |
7 |
| Nuveen Floating Rate Income Opportunity Fund |
7 |
| CHURCHILL MANAGEMENT Corp |
7 |
| Carolinas Wealth Consulting Llc |
7 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
7 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
7 |
| Bank of Jackson Hole Trust |
7 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
7 |
| Boston Financial Mangement Llc |
7 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
7 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
7 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
7 |
| Nuveen Credit Strategies Income Fund |
7 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
7 |
| Syon Capital Llc |
7 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
7 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
7 |
| Sun Life Financial Inc |
7 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
7 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
7 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
7 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
7 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
7 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
7 |
| Change Path, LLC |
7 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
7 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
7 |
| Financial Sense Advisors, Inc. |
7 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
7 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
7 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
7 |
| Blackstone Group Inc |
7 |
| J.P. Turner & Co Capital Mnagement, LLC |
7 |
| Concurrent Investment Advisors, LLC |
7 |
| Deprince Race & Zollo Inc |
7 |
| TrimTabs Asset Management, LLC |
7 |
| Century Capital Management, LLC |
7 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
7 |
| Elo Mutual Pension Insurance Co |
7 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
7 |
| Voya Financial Advisors, Inc. |
7 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
7 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
7 |
| Df Dent & Co Inc |
7 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
7 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
7 |
| Albion Financial Group /ut |
7 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
7 |
| Silicon Valley Capital Partners |
7 |
| Transamerica Partners Funds Group Ii |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
7 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
7 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
7 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
7 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
7 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
7 |
| Transamerica Partners Portfolios |
7 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
7 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
7 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
7 |
| FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
7 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
7 |
| Iron Horse Wealth Management, LLC |
7 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
7 |
| Allianzgi Equity & Convertible Income Fund |
7 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
7 |
| Green Square Capital Advisors Llc |
7 |
| Peddock Capital Advisors, Llc |
7 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
7 |
| Greenwood Capital Associates Llc |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
7 |
| Apertura Capital, LLC |
7 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
7 |
| HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund |
7 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
7 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
7 |
| Bbva Usa |
7 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
7 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
7 |
| F3Logic, LLC |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
7 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
7 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
7 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
7 |
| Caxton Associates Llp |
7 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
7 |
| Washington Trust Advisors, Inc. |
7 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
7 |
| Portolan Capital Management, LLC |
7 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
7 |
| First City Capital Management, Inc. |
7 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
7 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
7 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
7 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
7 |
| Greenland Capital Management LP |
7 |
| Birinyi Associates Inc |
7 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
7 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
7 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
7 |
| Montag & Caldwell, Llc |
7 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
7 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
7 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
7 |
| Savoir Faire Capital Management, L.P. |
7 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
7 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
7 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
7 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
7 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
7 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
7 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
7 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
7 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
7 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
7 |
| Duncker Streett & Co Inc |
7 |
| M Holdings Securities, Inc. |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
7 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
7 |
| Resources Management Corp /ct/ /adv |
7 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
7 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
7 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
7 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
7 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
7 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
7 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
7 |
| American Funds Insurance Series |
7 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
7 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
7 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
7 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
7 |
| FT Options LLC |
7 |
| Ninety One UK Ltd |
7 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
7 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
7 |
| Waldron Private Wealth LLC |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
7 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
7 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
7 |
| Gary Goldberg Planning Services Inc |
7 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
7 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
7 |
| Aristides Capital LLC |
7 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
7 |
| Nvwm, Llc |
7 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
7 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
7 |
| Quantedge Capital Pte Ltd |
7 |
| Patton Albertson Miller Group, Llc |
7 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
7 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
7 |
| Horan Capital Advisors, LLC. |
7 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
7 |
| Destination Wealth Management |
7 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
7 |
| Achievement Holdings L.P. |
7 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
7 |
| Rocky Mountain Advisers, Llc |
7 |
| Gofen & Glossberg Llc /il/ |
7 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
7 |
| Blackstone / Gso Strategic Credit Fund |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
7 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
7 |
| Aegon Asset Management Uk Plc |
7 |
| Loews Corp |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
7 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
7 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
7 |
| Ostrum Asset Management |
7 |
| Lecap Asset Management Ltd |
7 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
7 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
7 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
7 |
| King Street Capital Management, L.p. |
7 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
7 |
| Eaton Vance Risk-managed Diversified Equity Income Fund |
7 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
7 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
7 |
| Cypress Capital Group |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
7 |
| Nippon Life Insurance Co |
7 |
| Palo Capital, Inc. |
7 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
7 |
| K2 Principal Fund, L.p. |
7 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
7 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
7 |
| Seldon Capital Lp |
7 |
| Prentice Capital Management, LP |
7 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
7 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
7 |
| Gerber Kawasaki Wealth & Investment Management |
7 |
| Nuveen Diversified Dividend & Income Fund |
7 |
| Banyan Partners, LLC |
7 |
| Cadian Capital Management, Lp |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
7 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
7 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
7 |
| Leelyn Smith, LLC |
7 |
| Northwest Investment Counselors, Llc |
7 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
7 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
7 |
| Marino, Stram & Associates Llc |
7 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
7 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
7 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
7 |
| D'Orazio & Associates, Inc. |
7 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
7 |
| Us Financial Advisors, Llc |
7 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
7 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
7 |
| Old Second National Bank Of Aurora |
7 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
7 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
7 |
| Wagner Wealth Management, Llc |
7 |
| Pin Oak Investment Advisors Inc |
7 |
| HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
7 |
| Saiers Capital, LLC |
7 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
7 |
| RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF |
7 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
7 |
| LaSalle Street Capital Management, LLC |
7 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| Prime Capital Investment Advisors, LLC |
7 |
| Profunds - Profund Vp Large-cap Value |
7 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
7 |
| Peconic Partners Llc |
7 |
| Profunds - Profund Vp Mid-cap Value |
7 |
| Alpha Omega Wealth Management LLC |
7 |
| Solstein Capital, LLC |
7 |
| Samalin Investment Counsel, LLC |
7 |
| Country Club Trust Company, n.a. |
7 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
7 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
7 |
| Cascade Investment Advisors, Inc. |
7 |
| Profunds - Profund Vp Ultramid-cap |
7 |
| Nuveen Fund Advisors, LLC |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
7 |
| West Tower Group, LLC |
7 |
| Profunds - Profund Vp Bull |
7 |
| Profunds - Profund Vp Ultrabull |
7 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
7 |
| Weil Company, Inc. |
7 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
7 |
| Mount Lucas Management LP |
7 |
| VSTIX - VALIC Co I - Stock Index Fund |
7 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
7 |
| Personal Cfo Solutions, Llc |
7 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
7 |
| KAMES CAPITAL plc |
7 |
| Citizens Business Bank |
7 |
| Wilmington Trust, National Association |
7 |
| Athena Capital Advisors Llc |
7 |
| Wilmington Trust Investment Management, LLC |
7 |
| Mid Atlantic Financial Management Inc/adv |
7 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
7 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
7 |
| Advocacy Wealth Management Services, LLC |
7 |
| Annapolis Financial Services, LLC |
7 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
7 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
7 |
| Argentus Capital Management, LLC |
7 |
| Monarch Partners Asset Management LLC |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| Measured Wealth Private Client Group, LLC |
7 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
7 |
| Mpwm Advisory Solutions, Llc |
7 |
| Allegheny Financial Group LTD |
7 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
7 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
7 |
| Dynamic Advisor Solutions LLC |
7 |
| Opal Wealth Advisors, LLC |
7 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
7 |
| Rampart Investment Management Company, LLC |
7 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
7 |
| Crawford Investment Counsel Inc |
7 |
| Bahl & Gaynor Inc |
7 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
7 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
7 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
7 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
7 |
| Strengthening Families & Communities, LLC |
7 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
7 |
| Divisadero Street Capital Management, LP |
7 |
| Burt Wealth Advisors |
7 |
| Avidian Wealth Solutions, LLC |
7 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
7 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
7 |
| Brewin Dolphin Ltd |
7 |
| Peregrine Asset Advisers, Inc. |
7 |
| Gyroscope Capital Management Group, Llc |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
7 |
| Royal Fund Management, LLC |
7 |
| V Wealth Advisors LLC |
7 |
| Manning & Napier Advisors Llc |
7 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
7 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
7 |
| Country Trust Bank |
7 |
| Crow Point Partners, LLC |
7 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
7 |
| Koch Industries Inc |
7 |
| Delta Lloyd Nv |
7 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
7 |
| Northern Oak Wealth Management Inc |
7 |
| REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
7 |
| Silverleafe Capital Partners, LLC |
7 |
| Gardner Lewis Asset Management L P |
7 |
| TD Capital Management LLC |
7 |
| Clear Creek Financial Management, LLC |
7 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
7 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
7 |
| Mascoma Wealth Management LLC |
7 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
7 |
| Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
7 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
7 |
| 111 Capital |
7 |
| Chiron Investment Management, LLC |
7 |
| 1060 Capital, LLC |
7 |
| STRV - EA Series Trust - Strive 500 ETF |
7 |
| SeaTown Holdings Pte. Ltd. |
7 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
7 |
| Renasant Bank |
7 |
| Cedar Wealth Management, LLC |
7 |
| Radnor Capital Management, LLC |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
7 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
7 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
7 |
| Register Financial Advisors LLC |
7 |
| Impax Asset Management Group plc |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
7 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
7 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
7 |
| Private Advisory Group LLC |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
7 |
| Freedom Wealth Alliance, Llc |
7 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
7 |
| Quest Investment Management Llc |
7 |
| Mill Creek Capital Advisors, LLC |
7 |
| Community Bank, N.A. |
7 |
| Cfm Wealth Partners Llc |
7 |
| PENN SERIES FUNDS INC - Index 500 Fund |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
7 |
| Poehling Capital Management, LLC |
7 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
7 |
| Cohen Capital Management, Inc. |
7 |
| Next Century Growth Investors Llc |
7 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
7 |
| Rosenberg Matthew Hamilton |
7 |
| Laurel Wealth Advisors, Inc. |
7 |
| TRUE Private Wealth Advisors |
7 |
| Mariner Investment Group Llc |
7 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
7 |
| Wd Rutherford Llc |
7 |
| Ford Financial Group, LLC |
7 |
| Logan Capital Management Inc |
7 |
| McAdam, LLC |
7 |
| Ally Financial Inc. |
7 |
| Tandem Investment Advisors, Inc. |
7 |
| IMA Wealth, Inc. |
7 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
7 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
7 |
| First Capital Advisors Group, LLC. |
7 |
| KXI - iSHARES TRUST - iShares Global Consumer Staples ETF |
7 |
| Manatuck Hill Partners, LLC |
7 |
| Halbert Hargrove Global Advisors, Llc |
7 |
| SRB Corp |
7 |
| Callan Family Office, LLC |
7 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
7 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
7 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
7 |
| Fort, L.p. |
7 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
7 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
7 |
| Armstrong Advisory Group, Inc |
7 |
| Weaver Consulting Group |
7 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
7 |
| Shufro Rose & Co Llc |
7 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
7 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
7 |
| Trifecta Capital Advisors, LLC |
7 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
7 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
7 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
7 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
| Trilogy Capital Inc. |
7 |
| Tourbillon Capital Partners, L.P. |
7 |
| Weaver C. Barksdale & Associates, Inc. |
7 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
7 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
7 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
7 |
| Voleon Capital Management Lp |
7 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
7 |
| Family Firm, Inc. |
7 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
7 |
| Planning Capital Management Corp |
7 |
| First National Trust Co |
7 |
| Princeton Capital Management Llc |
7 |
| Adviser Investments LLC |
7 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
7 |
| Eastern Bank |
7 |
| Carmichael Hill & Associates, Inc. |
7 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
7 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
7 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
7 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
7 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
7 |
| Canton Hathaway, LLC |
7 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
7 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
7 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
7 |
| Strategy Asset Managers Llc |
7 |
| Quantum Capital Management |
7 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
7 |
| Sanders Morris Harris Llc |
7 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
7 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
7 |
| Tsfg, Llc |
7 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
7 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
7 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
7 |
| Scarborough Advisors, LLC |
7 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
7 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
7 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
7 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
7 |
| Nippon Life Global Investors Americas, Inc. |
7 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
7 |
| Foresters Investment Management Company, Inc. |
7 |
| Gierl Augustine Investment Management Inc |
7 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
7 |
| Northwestern Mutual Investment Services Llc |
7 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
7 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
7 |
| Legacy Capital Wealth Partners, LLC |
7 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
7 |
| Leavell Investment Management, Inc. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
7 |
| Meitav Dash Investments Ltd |
7 |
| Orrstown Financial Services Inc |
7 |
| Dixon Hughes Goodman Wealth Advisors LLC |
7 |
| Level Four Advisory Services, Llc |
7 |
| Scholtz & Company, Llc |
7 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
7 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
7 |
| Ardevora Asset Management LLP |
7 |
| Wade G W & Inc |
7 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
7 |
| Neuburgh Advisers LLC |
7 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
7 |
| black-and-white Capital LP |
7 |
| Baron Wealth Management LLC |
7 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
7 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
7 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
7 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| Intrinsic Edge Capital Management LLC |
7 |
| Safeguard Investment Advisory Group, LLC |
7 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
7 |
| Shepherd Kaplan Krochuk, Llc |
7 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
7 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
7 |
| Bollard Group LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
7 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
7 |
| Hanson & Doremus Investment Management |
7 |
| Eaton Vance Enhanced Equity Income Fund |
7 |
| Bridgeworth, LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
7 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
7 |
| Baader Bank INC |
7 |
| Frontier Wealth Management LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
7 |
| Arcadia Investment Management Corp/mi |
7 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
7 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
7 |
| Insight Wealth Strategies, LLC |
7 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
7 |
| Phocas Financial Corp. |
7 |
| Cleararc Capital Inc |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
7 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
7 |
| Smith, Moore & Co. |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
7 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
7 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
7 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
7 |
| Ridgeworth Funds |
7 |
| Israel Discount Bank Of New York /gfn |
7 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
7 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
7 |
| NinePointTwo Capital |
7 |
| Valentine Capital Asset Management, Inc. |
7 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
7 |
| Curian Capital Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
7 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
7 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
7 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
7 |
| Emerald Mutual Fund Advisers Trust |
7 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
7 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
7 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
7 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
7 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
7 |
| Nachman Norwood & Parrott, Inc |
7 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
7 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
7 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
7 |
| Voisard Asset Management Group, Inc. |
7 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
7 |
| Israel Discount Bank of New York |
7 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
7 |
| Global Financial Private Capital, LLC |
7 |
| Stratos Wealth Advisors, LLC |
7 |
| Tdam Usa Inc. |
7 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
7 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
7 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
7 |
| Sterling Investment Advisors, Ltd. |
7 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
7 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
7 |
| O'Neil Global Advisors, Inc. |
7 |
| WealthStone, Inc. |
7 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
7 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
7 |
| Catawba Capital Management /va |
7 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
7 |
| Hitchwood Capital Management LP |
7 |
| Nfj Investment Group, Llc |
7 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
7 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
7 |
| Tredje AP-fonden |
7 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
7 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
7 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
7 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
7 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
7 |
| Woodley Farra Manion Portfolio Management Inc |
7 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
7 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
7 |
| Avalon Trust Co |
7 |
| First Heartland Consultants, Inc. |
7 |
| LFA - Lugano Financial Advisors SA |
7 |
| VitalStone Financial, LLC |
7 |
| AlphaCentric Advisors LLC |
7 |
| Kepos Capital LP |
7 |
| Clearline Capital LP |
7 |
| Gargoyle Investment Advisor L.L.C. |
7 |
| Altus Wealth Group LLC |
7 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
7 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
7 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
7 |
| Hughes Financial Services, LLC |
7 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
7 |
| Blume Capital Management, Inc. |
7 |
| Mitchell Capital Management Co |
7 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
7 |
| Pentwater Capital Management LP |
7 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
7 |
| Frank, Rimerman Advisors LLC |
7 |
| Legacy Capital Partners, Inc. |
7 |
| U S Global Investors Inc |
7 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
7 |
| Guyasuta Investment Advisors Inc |
7 |
| AlphaStar Capital Management, LLC |
7 |
| FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
7 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
7 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
7 |
| Evermay Wealth Management Llc |
7 |
| Aptus Capital Advisors, LLC |
7 |
| Field & Main Bank |
7 |
| Sii Investments Inc/wi |
7 |
| Total Clarity Wealth Management, Inc. |
7 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
7 |
| Spdr S&p 500 Etf Trust |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
7 |
| FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
7 |
| Spectrum Management Group, LLC |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
7 |
| Mountain Capital Investment Advisors, Inc |
7 |
| Zions Bancorporation, National Association /ut/ |
7 |
| Daiwa SB Investments Ltd. |
7 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
7 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
7 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
7 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
7 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
7 |
| Cozad Asset Management Inc |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
7 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
7 |
| Future Financial Wealth Managment LLC |
7 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
7 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
7 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
7 |
| Surevest, LLC |
7 |
| Legacy Advisors, LLC |
7 |
| Lake Point Wealth Management |
7 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
7 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
7 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
7 |
| Verus Capital Partners, Llc |
7 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
7 |
| Westend Capital Management LLC |
7 |
| Taconic Capital Advisors LP |
7 |
| HighVista Strategies LLC |
7 |
| Landaas & Co /wi /adv |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
7 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
7 |
| Spdr S&p Midcap 400 Etf Trust |
7 |
| Private Bank & Trust Co |
7 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
7 |
| Hoplite Capital Management, L.p. |
7 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
7 |
| Ohio National Investments, Inc. |
7 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
7 |
| Perkins Coie Trust Co |
7 |
| Alkeon Capital Management Llc |
7 |
| Lombard Odier Asset Management (Europe) Ltd |
7 |
| Savior LLC |
7 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
7 |
| GFS Advisors, LLC |
7 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
7 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
7 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
7 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
7 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
7 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
7 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
7 |
| Alexandria Capital, LLC |
7 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
7 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
7 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
7 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
7 |
| Morgan Dempsey Capital Management Llc |
7 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
7 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
7 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
7 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
7 |
| Willingdon Wealth Management |
7 |
| Victory Institutional Funds |
7 |
| BancorpSouth Bank |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
6 |
| Cranbrook Wealth Management, LLC |
6 |
| Meristem Family Wealth, LLC |
6 |
| Anfield Capital Management, LLC |
6 |
| Bank OZK |
6 |
| Oberweis Asset Management Inc/ |
6 |
| Moon Capital Management Lp |
6 |
| Professional Financial Advisors, LLC |
6 |
| Gilman Hill Asset Management, LLC |
6 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
6 |
| NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
6 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
6 |
| Clearbridge, Llc |
6 |
| Heritage Financial Services, LLC |
6 |
| Rowland Carmichael Advisors Inc /adv |
6 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
6 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
6 |
| Quaker Wealth Management, LLC |
6 |
| FrontFour Capital Group LLC |
6 |
| Stevens First Principles Investment Advisors |
6 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
6 |
| Great Diamond Partners, LLC |
6 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
6 |
| Steel Peak Wealth Management LLC |
6 |
| Accredited Wealth Management, LLC |
6 |
| Sentinel Asset Management, Inc. |
6 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
6 |
| Hendley & Co Inc |
6 |
| Kemnay Advisory Services Inc. |
6 |
| MBE Wealth Management, LLC |
6 |
| Verdence Capital Advisors LLC |
6 |
| Castle Wealth Management Llc |
6 |
| Euclidean Technologies Management, LLC |
6 |
| Parametric Risk Advisors LLC |
6 |
| Duquesne Family Office LLC |
6 |
| Family Management Corp |
6 |
| First National Advisers, LLC |
6 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
6 |
| MorganRosel Wealth Management, LLC |
6 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
6 |
| Supplemental Annuity Collective Trust of NJ |
6 |
| New Jersey Better Educational Savings Trust |
6 |
| Tru Independence Asset Management 2, Llc |
6 |
| Dfpg Investments, Llc |
6 |
| Lavaca Capital Llc |
6 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
6 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
6 |
| Advisor OS, LLC |
6 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
6 |
| 40 North Management LLC |
6 |
| Provident Wealth Management, LLC |
6 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
6 |
| Orbitronix, LP |
6 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
6 |
| ICA Group Wealth Management, LLC |
6 |
| Legacy Bridge, LLC |
6 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
6 |
| Edmond De Rothschild (suisse) S.a. |
6 |
| Sendero Wealth Management, LLC |
6 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
6 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
6 |
| Sagespring Wealth Partners, Llc |
6 |
| Cynosure Management, Llc |
6 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
6 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
6 |
| Aviance Capital Partners, LLC |
6 |
| Ameriflex Group, Inc. |
6 |
| Ellis Investment Partners, LLC |
6 |
| Reuter James Wealth Management, Llc |
6 |
| SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
6 |
| Suffolk Capital Management Llc |
6 |
| AMF Pensionsforsakring AB |
6 |
| Cahill Financial Advisors Inc |
6 |
| Fund 1 Investments, LLC |
6 |
| Legacy Private Trust Co. |
6 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
6 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
6 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
6 |
| Eidelman Virant Capital |
6 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
6 |
| New Wave Wealth Advisors Llc |
6 |
| Argent Capital Management Llc |
6 |
| Olstein Capital Management, L.P. |
6 |
| Cyndeo Wealth Partners, LLC |
6 |
| Beech Hill Advisors, Inc. |
6 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
6 |
| Pier Capital, LLC |
6 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
6 |
| Cordatus Wealth Management LLC |
6 |
| Mendota Financial Group, LLC |
6 |
| New England Capital Financial Advisors LLC |
6 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
| Alphadyne Asset Management, LLC |
6 |
| Ionic Capital Management LLC |
6 |
| Southeast Asset Advisors Inc. |
6 |
| Abn Amro Investment Solutions |
6 |
| Spears Abacus Advisors LLC |
6 |
| Banco BTG Pactual S.A. |
6 |
| McGlone Suttner Wealth Management, Inc. |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
6 |
| AM Squared Ltd |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
6 |
| Koesten, Hirschmann & Crabtree, INC. |
6 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
6 |
| Viawealth, Llc |
6 |
| Insigneo Advisory Services, Llc |
6 |
| Dogwood Wealth Management LLC |
6 |
| Capital Growth Management Lp |
6 |
| Hook Mill Capital Partners, LP |
6 |
| Garda Capital Partners Lp |
6 |
| CrestPoint Capital Management, LLC |
6 |
| Allstate Investment Management Co |
6 |
| St. Johns Investment Management Company, LLC |
6 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
6 |
| Indices-Pac Research Corp. |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| Green Arrow Capital Management Llc |
6 |
| Andromeda Capital LLC |
6 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
6 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
| Grey Fox Wealth Advisors, LLC |
6 |
| Alphagen Securities Llc |
6 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
6 |
| Re Advisers Corp |
6 |
| Calamos Wealth Management LLC |
6 |
| Moody Aldrich Partners Llc |
6 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
6 |
| Roman Butler Fullerton & Co |
6 |
| Beese Fulmer Investment Management, Inc. |
6 |
| Balter Liquid Alternatives, LLC |
6 |
| Loeb Offshore Management LP |
6 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
6 |
| Perkins Investment Management, LLC |
6 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
6 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
6 |
| Dividend Asset Capital, Llc |
6 |
| Heartland Advisors Inc |
6 |
| Kms Financial Services, Inc |
6 |
| Somerset Trust Co |
6 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
6 |
| Strategic Investment Solutions, Inc. /IL |
6 |
| JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF |
6 |
| Centre Asset Management, LLC |
6 |
| Beacon Capital Management, Inc. |
6 |
| Davidson Kempner Capital Management LLC |
6 |
| Antonetti Capital Management LLC |
6 |
| Premier Asset Management Llc |
6 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
6 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
6 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
6 |
| Jackson, Grant Investment Advisers, Inc. |
6 |
| Harwood Advisory Group, LLC |
6 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
6 |
| Probity Advisors, Inc. |
6 |
| Apollo Management Holdings, L.P. |
6 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
6 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
6 |
| Vista Investment Partners Llc |
6 |
| BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
6 |
| Personal Wealth Partners |
6 |
| VCIEX - VALIC Co I - International Equities Index Fund |
6 |
| Numerai GP LLC |
6 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
6 |
| Nine27 Capital Management, LP |
6 |
| Rikoon Group, LLC |
6 |
| Ibex Wealth Advisors |
6 |
| Wood Tarver Financial Group, LLC |
6 |
| Gen-Wealth Partners Inc |
6 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
| Fortis Capital Advisors, LLC |
6 |
| Western Wealth Management, LLC |
6 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
6 |
| Lisanti Capital Growth, LLC |
6 |
| Pvg Asset Management Corp |
6 |
| Tcg Advisors, Lp |
6 |
| StoneX Group Inc. |
6 |
| Patten & Patten Inc/tn |
6 |
| Manchester Financial Inc |
6 |
| AustralianSuper Pty Ltd |
6 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
6 |
| FS Global Credit Opportunities Fund |
6 |
| Lansforsakringar Fondforvaltning AB (publ) |
6 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
6 |
| Summit Financial, LLC |
6 |
| Norway Savings Bank |
6 |
| First Command Bank |
6 |
| First Command Financial Services, Inc. |
6 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
6 |
| Artha Asset Management LLC |
6 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
6 |
| Clarfeld Financial Advisors, Llc |
6 |
| Laurel Wealth Advisors LLC |
6 |
| Mascagni Wealth Management, Inc. |
6 |
| SkyView Investment Advisors, LLC |
6 |
| Applied Finance Capital Management, LLC |
6 |
| Lowe Wealth Advisors, LLC |
6 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
6 |
| Telos Capital Management, Inc. |
6 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
6 |
| GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
6 |
| Mbb Public Markets I Llc |
6 |
| IFC Holdings Incorporated/FL |
6 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
6 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
6 |
| Financial Advisors Network, Inc. |
6 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
6 |
| Obermeyer Wood Investment Counsel, Lllp |
6 |
| Costello Asset Management, INC |
6 |
| Cpwm, Llc |
6 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
6 |
| Asset Advisors Corp |
6 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
6 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
6 |
| Proffitt & Goodson Inc |
6 |
| Pictet & Cie (Europe) SA |
6 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
6 |
| Bourgeon Capital Management Llc |
6 |
| Jana Partners Llc |
6 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
6 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
6 |
| Point72 Europe (London) LLP |
6 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
6 |
| Hedeker Wealth, LLC |
6 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
6 |
| Castle Hook Partners LP |
6 |
| DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R |
6 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
6 |
| Founders Financial Securities Llc |
6 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
6 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
6 |
| Rs Variable Products Trust |
6 |
| Pacific Center for Financial Services |
6 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
6 |
| First American Trust, Fsb |
6 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
6 |
| Doyle Wealth Management |
6 |
| FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
6 |
| Keel Point, LLC |
6 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
6 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
| Reston Wealth Management Llc |
6 |
| Legacy Capital Group California, Inc. |
6 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
6 |
| Circle Wealth Management, LLC |
6 |
| PFG Investments, LLC |
6 |
| Bfsg, Llc |
6 |
| Gilbert & Cook, Inc. |
6 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
6 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
6 |
| Axiom Investment Management LLC |
6 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
6 |
| Vinva Investment Management Ltd |
6 |
| Ofi Invest Asset Management |
6 |
| AlphaCore Capital LLC |
6 |
| Bell Bank |
6 |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
6 |
| First National Bank Sioux Falls |
6 |
| Cantor Fitzgerald Investment Adviser L.p. |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
6 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
| Anson Funds Management LP |
6 |
| Tiaa, Fsb |
6 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
6 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
6 |
| Bramshill Investments, LLC |
6 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
6 |
| First National Bank of Hutchinson |
6 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
6 |
| SWAN Capital LLC |
6 |
| Cito Capital Group, LLC |
6 |
| Fosun International Ltd |
6 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
6 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
6 |
| Thrive Wealth Management, LLC |
6 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
6 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
6 |
| Brown Advisory Securities, LLC |
6 |
| Arlington Partners LLC |
6 |
| O'Brien Greene & Co. Inc |
6 |
| DC Investments Management, LLC |
6 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
6 |
| Kovack Advisors, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
6 |
| Geller Advisors LLC |
6 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
6 |
| 55i, Llc |
6 |
| Bryce Point Capital, LLC |
6 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
6 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
6 |
| Atomi Financial Group, Inc. |
6 |
| Capricorn Fund Managers Ltd |
6 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
6 |
| Binnacle Investments Inc |
6 |
| SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF |
6 |
| New Millennium Group LLC |
6 |
| Fulcrum Equity Management |
6 |
| Holderness Investments Co |
6 |
| Ten Capital Wealth Advisors, LLC |
6 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
6 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
6 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
6 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
6 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
6 |
| Detwiler Fenton Investment Management LLC |
6 |
| iA Global Asset Management Inc. |
6 |
| 683 Capital Management, LLC |
6 |
| Sepio Capital, LP |
6 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
6 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
6 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
6 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
6 |
| Gateway Advisory, LLC |
6 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
6 |
| Rakuten Investment Management, Inc. |
6 |
| Alethea Capital Management, Llc |
6 |
| Kdi Capital Partners Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
6 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
6 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
6 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
6 |
| Voya Global Advantage & Premium Opportunity Fund |
6 |
| Main Street Financial Solutions, LLC |
6 |
| Madison Investment Holdings Inc |
6 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
6 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
6 |
| Woodward Diversified Capital, Llc |
6 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
6 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
6 |
| Ingalls & Snyder Llc |
6 |
| Brave Asset Management Inc |
6 |
| Delos Wealth Advisors, LLC |
6 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
6 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
6 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
6 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
6 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
6 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
6 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
6 |
| Allianzgi Convertible & Income Fund Ii |
6 |
| Allianzgi Convertible & Income Fund |
6 |
| River Wealth Advisors LLC |
6 |
| Eisler Capital (UK) Ltd. |
6 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
6 |
| Nuveen Senior Income Fund |
6 |
| Clifford Swan Investment Counsel Llc |
6 |
| Ckw Financial Group |
6 |
| Tiaa Trust, National Association |
6 |
| Financiere des Professionnels - Fonds d,investissement inc. |
6 |
| Bragg Financial Advisors, Inc |
6 |
| RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF |
6 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
6 |
| Accredited Investors Inc. |
6 |
| Cutter & CO Brokerage, Inc. |
6 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
6 |
| Baillie Gifford & Co |
6 |
| Tremblant Capital Group |
6 |
| Hourglass Capital, Llc |
6 |
| United Community Bank |
6 |
| Fs Multi-alternative Income Fund |
6 |
| Pensionfund DSM Netherlands |
6 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
6 |
| Cornerstone Advisors Inc |
6 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
6 |
| Knollwood Investment Advisory, LLC |
6 |
| Buckhead Capital Management Llc |
6 |
| Silphium Asset Management Ltd |
6 |
| Condor Capital Management |
6 |
| Cypress Funds Llc |
6 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
6 |
| Focus Financial Network, Inc. |
6 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
6 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
6 |
| First Niagara Bank |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
6 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
6 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
6 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
6 |
| Harris Associates L P |
6 |
| RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
6 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
6 |
| Kore Private Wealth LLC |
6 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
6 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
6 |
| Bks Advisors, Llc |
6 |
| POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
6 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
6 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
6 |
| Easterly Investment Partners Llc |
6 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
6 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
6 |
| Zwj Investment Counsel Inc |
6 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
6 |
| Lowe Brockenbrough & Co Inc |
6 |
| VCBDX - VALIC Co I - Core Bond Fund |
6 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
6 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
6 |
| Eaton Vance Tax-managed Buy-write Income Fund |
6 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
6 |
| Alambic Investment Management, L.P. |
6 |
| Rexford Capital Inc |
6 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
6 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
6 |
| BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
6 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
6 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
6 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
6 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
6 |
| AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
6 |
| Core Bond Portfolio - Core Bond Portfolio |
6 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
6 |
| ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
6 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
6 |
| AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
6 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
6 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
6 |
| TIMOTHY PLAN - Timothy Strategic Variable |
6 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
6 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
6 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
6 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
6 |
| Glenmede Investment Management, LP |
6 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
6 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
6 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
6 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
6 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
6 |
| Annex Advisory Services, LLC |
6 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
6 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
6 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
6 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
6 |
| Norris Perne & French Llp/mi |
6 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
6 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
6 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
6 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
6 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
6 |
| Baltimore-Washington Financial Advisors, Inc. |
6 |
| Sumitomo Life Insurance Co |
6 |
| Shamrock Asset Management LLC |
6 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
6 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
6 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
6 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
6 |
| Ardsley Advisory Partners Lp |
6 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
6 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
6 |
| Girard Partners Ltd. |
6 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
6 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
6 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
6 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
6 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
6 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
6 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
6 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
6 |
| Essex Investment Management Co Llc |
6 |
| Sageworth Trust Co of South Dakota |
6 |
| QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
6 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
6 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
6 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
| CoreFirst Bank & Trust |
6 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
6 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
6 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
6 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
6 |
| Transamerica Partners Funds Group |
6 |
| Riverbridge Partners Llc |
6 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity |
6 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
6 |
| Roundview Capital LLC |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
6 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
6 |
| Siemens Fonds Invest GmbH |
6 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
6 |
| CI Global Investments Inc. |
6 |
| Klingenstein Fields & Co Lp |
6 |
| Y.D. More Investments Ltd |
6 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
6 |
| Ssga Master Trust |
6 |
| Legacy Wealth Managment, LLC/ID |
6 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
6 |
| TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
6 |
| Winslow Capital Management, LLC |
6 |
| WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
6 |
| Stratton Management Co |
6 |
| Solaris Asset Management Llc |
6 |
| ProVise Management Group, LLC |
6 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
6 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
6 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
6 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
6 |
| Gratus Capital LLC |
6 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| Dividend & Income Fund |
6 |
| WealthTrust Fairport, LLC |
6 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
6 |
| CHICAGO TRUST Co NA |
6 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
6 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
6 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
6 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
6 |
| Lorber David A |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
6 |
| Jamison Private Wealth Management, Inc. |
6 |
| DT Investment Partners, LLC |
6 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
6 |
| Cordasco Financial Network |
6 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
6 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
6 |
| Telemus Capital, Llc |
6 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
6 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
6 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
6 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
6 |
| New England Research & Management, Inc. |
6 |
| BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
6 |
| NINE MASTS CAPITAL Ltd |
6 |
| Argent Trust Co |
6 |
| Wellington Shields & Co., LLC |
6 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
6 |
| Rice Hall James & Associates, Llc |
6 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
6 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
6 |
| MTM Investment Management, LLC |
6 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
6 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
6 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
6 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
6 |
| Accel Wealth Management |
6 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
6 |
| Raging Capital Management, LLC |
6 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
6 |
| Thomasville National Bank |
6 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
6 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
6 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
6 |
| Gq Asset Management, Llc |
6 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
6 |
| Decatur Capital Management, Inc. |
6 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
6 |
| John Hancock Investors Trust |
6 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
6 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
6 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
6 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
6 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
6 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
6 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
6 |
| Trust Investment Advisors |
6 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
6 |
| JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
6 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
6 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
6 |
| COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
6 |
| Greenwood Gearhart Inc |
6 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
6 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
6 |
| Paragon Capital Management Ltd |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
6 |
| Richardson Financial Services Inc. |
6 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
6 |
| Mfs Multimarket Income Trust |
6 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
6 |
| Aberdeen Global Income Fund Inc |
6 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
6 |
| Transcendent Capital Group LLC |
6 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
6 |
| Retirement Planning Co of New England, Inc. |
6 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
6 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
6 |
| Pineridge Advisors LLC |
6 |
| TriaGen Wealth Management LLC |
6 |
| Blackrock Multi-sector Income Trust |
6 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
6 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
6 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
6 |
| Indiana Trust & Investment Management CO |
6 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
6 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
6 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
6 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
6 |
| Addison Advisors LLC |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
| Heck Capital Advisors, LLC |
6 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
6 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
6 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
6 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
6 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
6 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
6 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
6 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
6 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
6 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
6 |
| RFG Advisory, LLC |
6 |
| Aviance Capital Management, Llc |
6 |
| Rockland Trust Co |
6 |
| R Squared Ltd |
6 |
| RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H |
6 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
6 |
| Mizuho Markets Americas Llc |
6 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
6 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
6 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
6 |
| Pinnacle Holdings, LLC |
6 |
| Turner Funds |
6 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
6 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
6 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
6 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
6 |
| Smart Portfolios, LLC |
6 |
| Inscription Capital, LLC |
6 |
| Baldrige Asset Management LLC |
6 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
6 |
| McElhenny Sheffield Capital Management, LLC |
6 |
| Horizon Kinetics Asset Management Llc |
6 |
| E Fund Management Co., Ltd. |
6 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
6 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
6 |
| NMIEX - Northern Funds - Active M International Equity Fund |
6 |
| Hobbs Group Advisors, LLC |
6 |
| Principal Street Partners, LLC |
6 |
| Vanguard Morgan Growth Fund |
6 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
6 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
6 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
| RBA Wealth Management, LLC |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
6 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
6 |
| Dumont & Blake Investment Advisors Llc |
6 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
6 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
6 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
6 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
6 |
| Putnam Master Intermediate Income Trust |
6 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
6 |
| Brighton Jones Llc |
6 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
6 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
6 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
6 |
| Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
6 |
| FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| Strategic Asset Management, LLC |
6 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
6 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
6 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
6 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
6 |
| RiverFront Investment Group, LLC |
6 |
| Old Point Trust & Financial Services N A |
6 |
| Blue Bell Private Wealth Management, Llc |
6 |
| Thor Advisors, Llc |
6 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
6 |
| Manning & Napier Group, LLC |
6 |
| Bedel Financial Consulting, Inc. |
6 |
| Waycross Partners, Llc |
6 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
6 |
| PrairieView Partners, LLC |
6 |
| PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
6 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
6 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
6 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
6 |
| Elevation Series Trust - RiverNorth Patriot ETF |
6 |
| Smith Group Asset Management, LLC |
6 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
6 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
6 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
6 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
6 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
6 |
| Degroof Petercam Asset Management |
6 |
| Santori & Peters, Inc. |
6 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
6 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
6 |
| Overbrook Management Corp |
6 |
| Alphasimplex Group, Llc |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
6 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
6 |
| Carmel Capital Partners, LLC |
6 |
| Nwam Llc |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
6 |
| Deer Park Road Corp |
6 |
| Riverwater Partners LLC |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
6 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
6 |
| Dreman Value Management, L L C |
6 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
6 |
| Stonehage Fleming (uk) Ltd |
6 |
| Lake Street Advisors Group, Llc |
6 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
6 |
| Capital Markets Trading UK LLP |
6 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
6 |
| Profunds - Profund Vp Large-cap Growth |
6 |
| Nantahala Capital Management, LLC |
6 |
| Boston Common Asset Management, LLC |
6 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
6 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
6 |
| Swarthmore Group Inc |
6 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
6 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
6 |
| Varma Mutual Pension Insurance Co |
6 |
| Acropolis Investment Management, LLC |
6 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
6 |
| Legend Financial Advisors, Inc. |
6 |
| Emerald Investment Partners, Llc |
6 |
| Rheos Capital Works Inc. |
6 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
6 |
| Breiter Capital Management Inc |
6 |
| Laurel Grove Capital, LLC |
6 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
6 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
6 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
6 |
| Curi Wealth Management, LLC |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
6 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
6 |
| Howard Capital Management Inc. |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
6 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
6 |
| Wayfinding Financial, LLC |
6 |
| Investment Management Corp of Ontario |
6 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
6 |
| Pergamon Offshore Advisors, L.P. |
6 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
6 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
6 |
| O'Dell Group, LLC |
6 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
6 |
| First American Bank |
6 |
| Pflug Koory, LLC |
6 |
| Jain Global LLC |
6 |
| Quadrature Capital LLP |
6 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
6 |
| Mraz, Amerine & Associates, Inc. |
6 |
| W.G. Shaheen & Associates DBA Whitney & Co |
6 |
| Quest 10 Wealth Builders, Inc. |
6 |
| Fortem Financial Group, Llc |
6 |
| Nair Vinay |
6 |
| Richard Bernstein Advisors LLC |
6 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
6 |
| Affinity Investment Advisors, Llc |
6 |
| Aviso Financial Inc. |
6 |
| Highfields Capital Management Lp |
6 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
6 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
6 |
| Bank of Kentucky, Inc. |
6 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
6 |
| Acuity Investment Management Inc |
6 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
6 |
| Farringdon Capital, Ltd. |
6 |
| Parsec Financial Management, Inc. |
6 |
| Platte River Capital LLC |
6 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
6 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
6 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
6 |
| IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
6 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
6 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
6 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
6 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
6 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
6 |
| LVW Advisors, LLC |
6 |
| WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
6 |
| Trust Co Of Toledo Na /oh/ |
6 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
6 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
6 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
6 |
| Atlantic Union Bankshares Corp |
6 |
| Haverford Trust Co |
6 |
| Walled Lake Planning & Wealth Management, Llc |
6 |
| Honeywell International Inc |
6 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
6 |
| Old West Investment Management, LLC |
6 |
| Amplius Wealth Advisors, LLC |
6 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
6 |
| RPG Investment Advisory, LLC |
6 |
| Kalos Management, Inc. |
6 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
6 |
| Eudaimonia Partners, LLC |
6 |
| Private Ocean, LLC |
6 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
6 |
| Mirae Asset Securities (usa) Inc. |
6 |
| Householder Group Estate & Retirement Specialist, LLC |
6 |
| Connor Clark & Lunn Investment Management Ltd |
6 |
| Winnow Wealth Llc |
6 |
| Galaxy Capital Trading Ltd |
6 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
6 |
| Schooner Investment Group, LLC. |
6 |
| Godsey & Gibb Associates |
6 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
6 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
6 |
| Texas Yale Capital Corp. |
6 |
| Li Winifred I |
6 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
6 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
6 |
| Salomon & Ludwin, LLC |
6 |
| Kelly Financial Services LLC |
6 |
| Davidson Capital Management Inc. |
6 |
| Fiduciary Management Inc /wi/ |
6 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
6 |
| Westshore Wealth, LLC |
6 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
6 |
| Forsta Ap-fonden |
6 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
6 |
| My Personal CFO, LLC |
6 |
| American Independence Financial Services LLC |
6 |
| Filbrandt Wealth Management, LLC |
6 |
| RMR Wealth Builders |
6 |
| Spring Creek Capital Llc |
6 |
| Dominick & Dominick LLC |
6 |
| Simmons Bank |
6 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
6 |
| Tiedemann Advisors, Llc |
6 |
| First United Bank Trust/ |
6 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
6 |
| NorthRock Partners, LLC |
6 |
| AIA Investment Management Private Ltd |
6 |
| FSA Wealth Management LLC |
6 |
| Washington Capital Management Inc |
6 |
| Pt Asset Management, Llc |
6 |
| Gratia Capital, Llc |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
6 |
| Meru Capital Group, LP |
6 |
| Lebenthal Holdings,LLC |
6 |
| BTC Capital Management, Inc. |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| Verity Asset Management, Inc. |
6 |
| Goelzer Investment Management, Inc. |
6 |
| CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
6 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
6 |
| Eagle Global Advisors Llc |
6 |
| Frontier Investment Mgmt Co |
6 |
| Six Columns Capital, Lp |
6 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
6 |
| Integrated Wealth Counsel, Llc |
6 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
6 |
| Traub Capital Management LLC |
6 |
| Qci Asset Management Inc/ny |
6 |
| Cfs, Llc |
6 |
| Bellevue Asset Management, Llc |
6 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
6 |
| EPG Wealth Management LLC |
6 |
| Saudi Central Bank |
6 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
6 |
| Invenomic Capital Management LP |
6 |
| Monetta Financial Services Inc |
6 |
| Fulcrum Asset Management LLP |
6 |
| Icc Capital Management Inc/ |
6 |
| Kathmere Capital Management, LLC |
6 |
| SOA Wealth Advisors, LLC. |
6 |
| Menard Financial Group LLC |
6 |
| Hgk Asset Management Inc |
6 |
| Marshall & Sterling Wealth Advisors Inc. |
6 |
| Princeton Portfolio Strategies Group LLC |
6 |
| BlueMar Capital Management, LLC |
6 |
| PSI Advisors, LLC |
6 |
| Sharkey, Howes & Javer |
6 |
| Madison Asset Management, LLC |
6 |
| Pointe Capital Management LLC |
6 |
| Brown, Lisle/cummings, Inc. |
6 |
| Clear Investment Research, Llc |
6 |
| Impala Asset Management LLC |
6 |
| JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
6 |
| SG Capital Management LLC |
6 |
| Scoria Capital Partners LP |
6 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
6 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
6 |
| Ksa Capital Management, Llc |
5 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
5 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
5 |
| MD Financial Management Inc. |
5 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
5 |
| Raiffeisen Bank International AG |
5 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
5 |
| Seminole Management Co., Inc. |
5 |
| Badgley Phelps & Bell Inc |
5 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
5 |
| Lineweaver Wealth Advisors, LLC |
5 |
| Triangle Securities Wealth Management |
5 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
5 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
5 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
5 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
5 |
| Glenview Capital Management, Llc |
5 |
| ORG Wealth Partners, LLC |
5 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
5 |
| General American Investors Co Inc |
5 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
5 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
5 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
5 |
| McCarthy Asset Management, Inc. |
5 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
5 |
| ASB Consultores, LLC |
5 |
| Premier Path Wealth Partners, LLC |
5 |
| Redmond Asset Management, LLC |
5 |
| CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
5 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
5 |
| FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
5 |
| Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
5 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
5 |
| Bardin Hill Management Partners Lp |
5 |
| Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
5 |
| Miller Howard Investments Inc /ny |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
5 |
| JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
5 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
5 |
| IFG Advisory, LLC |
5 |
| LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
5 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
5 |
| Central Asset Investments & Management Holdings (HK) Ltd |
5 |
| Horizon Bancorp Inc /in/ |
5 |
| Balboa Wealth Partners |
5 |
| ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
5 |
| Peoples Financial Services Corp. |
5 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
5 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
5 |
| AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
| AMG National Trust Bank |
5 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
5 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
5 |
| Ables, Iannone, Moore & Associates, Inc. |
5 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
5 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
5 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
5 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
5 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
5 |
| Bbr Partners, Llc |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
5 |
| PFG Private Wealth Management, LLC |
5 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
5 |
| Integrated Advisors Network LLC |
5 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
5 |
| Investors Capital Advisory Services |
5 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
5 |
| Farallon Capital Management Llc |
5 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
5 |
| LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| AdvisorShares Investments LLC |
5 |
| National Wealth Management Group, LLC |
5 |
| Harvest Investment Services, LLC |
5 |
| Meridian Wealth Advisors, LLC |
5 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
5 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
5 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
5 |
| Buckingham Capital Management, Inc. |
5 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
5 |
| Atlas Private Wealth Management |
5 |
| Selway Asset Management |
5 |
| Pine Valley Investments Ltd Liability Co |
5 |
| National Investment Services Inc /wi |
5 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
5 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
5 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
5 |
| Private Wealth Partners, LLC |
5 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
5 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
5 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
5 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
5 |
| Biltmore Wealth Management, LLC |
5 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
5 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
5 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
| Jag Capital Management, Llc |
5 |
| Wbh Advisory Inc |
5 |
| Pzena Investment Management Llc |
5 |
| Nkcfo Llc |
5 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
5 |
| DoubleLine ETF Adviser LP |
5 |
| Ashfield Capital Partners, LLC |
5 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
5 |
| Black Swift Group, LLC |
5 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
5 |
| Harrington Investments, INC |
5 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
5 |
| VSL - ETF Series Solutions - Volshares Large Cap ETF |
5 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
5 |
| American Financial Network Advisory Services Llc |
5 |
| Mattson Financial Services, LLC |
5 |
| IBUY - Amplify ETF Trust - Amplify Online Retail ETF |
5 |
| Imprint Wealth LLC |
5 |
| Fairfield, Bush & Co. |
5 |
| Triasima Portfolio Management inc. |
5 |
| Fiduciary Group LLC |
5 |
| HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
5 |
| MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I |
5 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
5 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
5 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
5 |
| Diversify Wealth Management, Llc |
5 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
5 |
| Journey Strategic Wealth Llc |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
5 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
5 |
| Symons Capital Management Inc |
5 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
5 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
5 |
| Robertson Stephens Wealth Management, LLC |
5 |
| CMT Asset Management Ltd |
5 |
| GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
5 |
| Clough Global Equity Fund |
5 |
| Summit X, LLC |
5 |
| Pensionfund Sabic |
5 |
| Soroban Capital Partners LP |
5 |
| WestEnd Advisors, LLC |
5 |
| Kamunting Street Capital Management, L.P. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
5 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
5 |
| Sabal Trust CO |
5 |
| SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class |
5 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
5 |
| Regal Wealth Group, Inc. |
5 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
5 |
| Providence First Trust Co |
5 |
| Cim, Llc |
5 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
5 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
5 |
| Horizons Etf Trust I |
5 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
5 |
| Crescent Grove Advisors, LLC |
5 |
| Wells Fargo Multi-sector Income Fund |
5 |
| ASR Vermogensbeheer N.V. |
5 |
| Friedenthal Financial |
5 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
5 |
| DCM Advisors, LLC |
5 |
| Marcum Wealth, LLC |
5 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
5 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
5 |
| Clarkston Capital Partners, LLC |
5 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
5 |
| Blueprint Investment Partners LLC |
5 |
| Laidlaw Wealth Management LLC |
5 |
| Engine No. 1 Llc |
5 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
5 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
5 |
| Capital Planning Advisors, LLC |
5 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
5 |
| Boston Family Office Llc |
5 |
| Integrity Alliance, Llc. |
5 |
| DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
5 |
| Cannon Financial Strategists, Inc. |
5 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
5 |
| Hennion & Walsh Asset Management, Inc. |
5 |
| Custom Index Systems, Llc |
5 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
5 |
| Grace & White Inc /ny |
5 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
5 |
| Veracity Capital LLC |
5 |
| Beach Investment Counsel Inc/pa |
5 |
| New England Asset Management Inc |
5 |
| Unique Wealth Strategies, LLC |
5 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
5 |
| Markel Corp |
5 |
| Hohimer Wealth Management, Llc |
5 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
5 |
| Iron Financial, LLC |
5 |
| GraniteShares Advisors LLC |
5 |
| Capital Management Associates /ny/ |
5 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
5 |
| Optas, LLC |
5 |
| CVAR - ETF Opportunities Trust - Cultivar ETF |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
5 |
| Community Trust & Investment Co |
5 |
| Bar Harbor Trust Services |
5 |
| FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A |
5 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
5 |
| Stancorp Investment Advisers Inc |
5 |
| AMJ Financial Wealth Management |
5 |
| First Dallas Securities Inc. |
5 |
| MJT & Associates Financial Advisory Group, Inc. |
5 |
| Arabesque Asset Management Ltd |
5 |
| Tennessee Valley Asset Management Partners |
5 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
5 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
5 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| Elequin Capital Lp |
5 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
5 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
5 |
| Capital Impact Advisors, LLC |
5 |
| Waverton Investment Management Ltd |
5 |
| ARGA Investment Management, LP |
5 |
| South Georgia Capital, Llc |
5 |
| Parkside Investments, LLC |
5 |
| Ilmarinen Mutual Pension Insurance Co |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
5 |
| Syverson Strege & Co |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| Arlington Capital Management, Inc. |
5 |
| Gerry Farber, LLC |
5 |
| Fourth Dimension Wealth, LLC |
5 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
5 |
| Arcus Capital Partners, LLC |
5 |
| Groupama Asset Managment |
5 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
5 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
5 |
| Williams Jones & Associates LLC |
5 |
| Nilsine Partners, LLC |
5 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
5 |
| Nelson Capital Management, LLC |
5 |
| Lee Danner & Bass Inc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
5 |
| 1st Global Advisors, Inc. |
5 |
| Walker Asset Management, LLC |
5 |
| Heritage Trust Co |
5 |
| GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF |
5 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
5 |
| Wambolt & Associates, LLC |
5 |
| Emory University |
5 |
| Brewin Dolphin Wealth Management Ltd |
5 |
| Coyle Financial Counsel LLC |
5 |
| Starboard Value LP |
5 |
| Dialectic Capital Management, Lp |
5 |
| Arvest Bank Trust Division |
5 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
5 |
| Mirador Capital Partners LP |
5 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
5 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
5 |
| Wsfs Capital Management, Llc |
5 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
5 |
| Czech National Bank |
5 |
| Douglas C. Lane & Associates, Inc. |
5 |
| Alpha Quant Advisors, Llc |
5 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
5 |
| Financial Engines Advisors L.L.C. |
5 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
5 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
| Sargent Investment Group, LLC |
5 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
5 |
| F/M Investments LLC |
5 |
| Dfa Investment Trust Co - The Dfa International Value Series |
5 |
| Red Door Wealth Management, LLC |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
5 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
5 |
| Sender Co & Partners, Inc. |
5 |
| Jarislowsky, Fraser Ltd |
5 |
| WMS Partners, LLC |
5 |
| Kavar Capital Partners, LLC |
5 |
| WESPAC Advisors, LLC |
5 |
| Main Street Research LLC |
5 |
| Stuart Chaussee & Associates, Inc. |
5 |
| Heritage Investors Management Corp |
5 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
5 |
| Wcm Investment Management, Llc |
5 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
5 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
5 |
| Stelac Advisory Services LLC |
5 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
5 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
5 |
| Summit Partners Public Asset Management, Llc |
5 |
| Cypress Capital, LLC |
5 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
5 |
| Timpani Capital Management LLC |
5 |
| Altavista Wealth Management, Inc. |
5 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
5 |
| Berkshire Asset Management Llc/pa |
5 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
5 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
5 |
| J. Safra Sarasin Holding AG |
5 |
| Latitude Advisors, LLC |
5 |
| Polymer Capital Management (US) LLC |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
5 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
5 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
5 |
| LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares |
5 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
| Keebeck Wealth Management, LLC |
5 |
| Safeguard Financial, LLC |
5 |
| Sirios Capital Management L P |
5 |
| Allianz Se |
5 |
| Cascadia Advisory Services, LLC |
5 |
| Baker Ellis Asset Management LLC |
5 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
5 |
| Beaumont Financial Partners, LLC |
5 |
| Intellectus Partners, LLC |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
5 |
| Oracle Alpha Inc. |
5 |
| Bristlecone Advisors, LLC |
5 |
| Authentikos Wealth Advisory, LLC |
5 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
5 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
5 |
| Long Island Wealth Management, Inc. |
5 |
| LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
5 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
5 |
| Cedar Brook Financial Partners, LLC |
5 |
| Impact Capital Partners LLC |
5 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
5 |
| Capital Advisory Group Advisory Services, LLC |
5 |
| Kwmg, Llc |
5 |
| AXS Investments LLC |
5 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| Bel Air Investment Advisors Llc |
5 |
| United Advisor Group, LLC |
5 |
| Shanda Payment Holdings Ltd. |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
5 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
5 |
| Mufg Securities Americas Inc. |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
5 |
| Missouri Trust & Investment Co |
5 |
| Miles Capital, Inc. |
5 |
| Capitolis Advisors LLC |
5 |
| Aspect Partners, LLC |
5 |
| Live Oak Private Wealth LLC |
5 |
| RWM Asset Management, LLC |
5 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
5 |
| Acorn Financial Advisory Services Inc /adv |
5 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
5 |
| Northern Capital Management Llc |
5 |
| Burke & Herbert Bank & Trust Co |
5 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
5 |
| Independent Wealth Network Inc. |
5 |
| Woodson Capital Management, LP |
5 |
| Better Money Decisions, LLC |
5 |
| Moloney Securities Asset Management, LLC |
5 |
| Phoenix Wealth Advisors |
5 |
| Schwartz Investment Counsel Inc |
5 |
| CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
5 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| RB Capital Management, LLC |
5 |
| Visionary Wealth Advisors |
5 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
5 |
| Alaethes Wealth LLC |
5 |
| Steinberg Global Asset Management |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
5 |
| Pluribus Labs, LLC |
5 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
5 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
5 |
| Precept Management LLC |
5 |
| Xtx Markets Llc |
5 |
| CXI Advisors |
5 |
| Blenheim Capital Management, BV |
5 |
| Mowery & Schoenfeld Wealth Management, LLC |
5 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
| Capital Counsel Llc/ny |
5 |
| Masters Capital Management Llc |
5 |
| Connectus Wealth, LLC |
5 |
| Crow Point Global Dividend Plus Fund |
5 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
5 |
| Capital Income Builder |
5 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
5 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
5 |
| Peterson Wealth Services |
5 |
| Tetrem Capital Management Ltd. |
5 |
| World Equity Group, Inc. |
5 |
| Aries Wealth Management |
5 |
| Symmetry Investments LP |
5 |
| Monument Capital Management |
5 |
| FJ Investments, LLC |
5 |
| Copperwynd Financial, LLC |
5 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
5 |
| Prudent Man Advisors, LLC |
5 |
| CTC Capital Management, LLC |
5 |
| Caerus Global Investors LLC |
5 |
| Total Investment Management Inc |
5 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
5 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
5 |
| Northwest Capital Management Inc |
5 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
| EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A |
5 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
5 |
| DLD Asset Management, LP |
5 |
| Main Street Group, LTD |
5 |
| America First Investment Advisors, LLC |
5 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
5 |
| Grimes & Company, Inc. |
5 |
| Flinton Capital Management LLC |
5 |
| Alta Wealth Advisors LLC |
5 |
| Mizuho Securities Usa Llc |
5 |
| First National Corp /ma/ /adv |
5 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
5 |
| Northpointe Capital Llc |
5 |
| Nikko Asset Management Americas, Inc. |
5 |
| Signition Lp |
5 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
5 |
| Precision Wealth Strategies, LLC |
5 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
5 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
5 |
| Keystone Financial Group |
5 |
| DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
5 |
| Ifrah Financial Services, Inc. |
5 |
| Chartwell Investment Partners/pa |
5 |
| Penobscot Investment Management Company, Inc. |
5 |
| Alta Advisers Ltd |
5 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
5 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
5 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
5 |
| Lumature Wealth Partners, LLC |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
5 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
5 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
5 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
5 |
| VSR Financial Services, Inc. |
5 |
| Wrapmanager Inc |
5 |
| RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF |
5 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
| LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
5 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
5 |
| Confluence Investment Management Llc |
5 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
5 |
| Omega Advisors Inc. |
5 |
| Glenhill Advisors Llc |
5 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
5 |
| Wallace Advisory Group, LLC |
5 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
5 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
5 |
| Ruedi Wealth Management, Inc. |
5 |
| Atlanta Capital Management Co L L C |
5 |
| Alpha Family Trust |
5 |
| Kcm Investment Advisors Llc |
5 |
| Traphagen Investment Advisors Llc |
5 |
| Madison Investment Advisors, LLC |
5 |
| Piper Sandler & Co. |
5 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
5 |
| Sovarnum Capital L.p. |
5 |
| J.Safra Asset Management Corp |
5 |
| Suvretta Capital Management, Llc |
5 |
| X-Square Capital, LLC |
5 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) |
5 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
5 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
5 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
5 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
5 |
| HighTower Trust Services, LTA |
5 |
| Covenant Partners, LLC |
5 |
| Delphia (USA) Inc. |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
5 |
| POM Investment Strategies, LLC |
5 |
| CBOE Vest Financial, LLC |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| Parisi Gray Wealth Management |
5 |
| Insight Advisors, LLC/ PA |
5 |
| Coastal Capital Group, Inc. |
5 |
| Meeder Advisory Services, Inc. |
5 |
| Madden Advisory Services, Inc. |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
5 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
5 |
| Ilex Capital Partners (UK) LLP |
5 |
| Monaco Asset Management SAM |
5 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
5 |
| Putnam Fl Investment Management Co |
5 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
5 |
| Sterne Agee Group, Inc. |
5 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
5 |
| Sigma Capital Management Llc |
5 |
| Cary Street Partners Financial Llc |
5 |
| 180 Wealth Advisors, Llc |
5 |
| RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
5 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
5 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
5 |
| Paragon Wealth Strategies, LLC |
5 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
5 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
5 |
| High Net Worth Advisory Group LLC |
5 |
| Teton Westwood Funds |
5 |
| Okabena Investment Services Inc |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
5 |
| Studio Investment Management Llc |
5 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
5 |
| Delta Global Management LP |
5 |
| Capital International Inc /ca/ |
5 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
5 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
5 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
5 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
5 |
| Corrado Advisors, Llc |
5 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
5 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
5 |
| XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund |
5 |
| Old North State Trust, LLC |
5 |
| XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund |
5 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
5 |
| Beck Mack & Oliver Llc |
5 |
| Clarius Group, LLC |
5 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
5 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
5 |
| Stanford Investment Group, Inc. |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
5 |
| Thames Capital Management Llc |
5 |
| ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
5 |
| Peregrine Capital Management Llc |
5 |
| GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
5 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
5 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
5 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
| Marex Group plc |
5 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
5 |
| Twin Focus Capital Partners, Llc |
5 |
| GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
5 |
| Nalls Sherbakoff Group, Llc |
5 |
| Ronald Blue & Co Llc |
5 |
| G&S Capital LLC |
5 |
| QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
5 |
| HBC Financial Services, PLLC |
5 |
| LGT Fund Management Co Ltd. |
5 |
| FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
5 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
5 |
| Delek Group, Ltd. |
5 |
| Abich Financial Wealth Management LLC |
5 |
| Banced Corp |
5 |
| Sowa Financial Group, Inc. |
5 |
| Jd Capital Management Llc |
5 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
5 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
5 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
5 |
| Divergent Wealth Advisors, Llc |
5 |
| NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
5 |
| Anomaly Capital Management, LP |
5 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
| Acima Private Wealth, Llc |
5 |
| LGT Group Foundation |
5 |
| VCSMX - VALIC Co I - Small Cap Fund |
5 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
5 |
| Wintrust Investments Llc |
5 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
5 |
| Credential Securities Inc. |
5 |
| Formula Growth Ltd |
5 |
| Woodard & Co Asset Management Group Inc /adv |
5 |
| First Trust Investment Solutions L.P. |
5 |
| Montecito Bank & Trust |
5 |
| Profunds - Profund Vp Consumer Goods |
5 |
| Nicholas Hoffman & Company, LLC. |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
5 |
| Econ Financial Services Corp |
5 |
| Cowen And Company, Llc |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| Genesis Wealth Advisors, LLC |
5 |
| IAG Wealth Partners, LLC |
5 |
| Engrave Wealth Partners LLC |
5 |
| First Financial Bank - Trust Division |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
5 |
| Profunds - Profund Vp Small-cap Value |
5 |
| Principle Wealth Partners Llc |
5 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
5 |
| Acorn Wealth Advisors, LLC |
5 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
5 |
| Coronation Fund Managers Ltd. |
5 |
| Biltmore Family Office, LLC |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund |
5 |
| Knuff & Co LLC |
5 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
5 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
5 |
| Groesbeck Investment Management Corp /nj/ |
5 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
5 |
| New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
5 |
| Tacita Capital Inc |
5 |
| Strategic Wealth Advisors Group, LLC |
5 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
5 |
| Abundance Wealth Counselors |
5 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
| Gyl Financial Synergies, Llc |
5 |
| D.B. Root & Company, LLC |
5 |
| Offit Capital Advisors Llc |
5 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
5 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
5 |
| Bainco International Investors |
5 |
| Paulson Wealth Management Inc. |
5 |
| Widmann Financial Services, Inc. |
5 |
| Cornerstone Advisors, LLC |
5 |
| JSF Financial, LLC |
5 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
| SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
5 |
| Ipswich Investment Management Co., Inc. |
5 |
| Institutional Investment Strategy Fund |
5 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
5 |
| Valmark Advisers, Inc. |
5 |
| Fma Advisory Inc |
5 |
| Left Brain Wealth Management, LLC |
5 |
| Forty4 Asset Management LLC |
5 |
| OmniStar Financial Group, Inc. |
5 |
| Q3 Asset Management |
5 |
| UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
5 |
| Tyche Wealth Partners LLC |
5 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
5 |
| Anchorage Capital Group, L.L.C. |
5 |
| Burkett Financial Services, Llc |
5 |
| 1 North Wealth Services Llc |
5 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
5 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
5 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
5 |
| Aureus Asset Management, LLC |
5 |
| Founders Bank & Trust |
5 |
| IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
5 |
| Mainstay Capital Management Llc /adv |
5 |
| Hazlett, Burt & Watson, Inc. |
5 |
| FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| FSM Wealth Advisors, LLC |
5 |
| Signature Wealth Management Group |
5 |
| Urban Wealth Management, LLC |
5 |
| Grandview Asset Management LLC |
5 |
| Zions Trust, National Association |
5 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
5 |
| Hefty Wealth Partners |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
5 |
| Patton Fund Management, Inc. |
5 |
| Warberg Asset Management LLC |
5 |
| Caldwell Securities, Inc |
5 |
| Whitener Capital Management, Inc. |
5 |
| LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
5 |
| Catamount Wealth Management |
5 |
| Hills Bank & Trust Co |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
5 |
| LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
5 |
| Woodstock Corp |
5 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
5 |
| West Family Investments, Inc. |
5 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
5 |
| Reby Advisors, LLC |
5 |
| Beacon Investment Advisory Services, Inc. |
5 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
5 |
| 1776 Wealth LLC |
5 |
| SILVER OAK SECURITIES, Inc |
5 |
| HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
5 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
5 |
| Hightower 6M Holding, LLC |
5 |
| BLB&B Advisors, LLC |
5 |
| Adams Diversified Equity Fund, Inc. |
5 |
| Focus Financial Network Inc /adv |
5 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
5 |
| Eubel Brady & Suttman Asset Management Inc |
5 |
| EWG Elevate Inc. |
5 |
| HBW Advisory Services LLC |
5 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
5 |
| Thompson Investment Management, Inc. |
5 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
5 |
| Harbor Financial Services, Llc |
5 |
| Cavalier Investments, LLC |
5 |
| Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
5 |
| Clough Capital Partners L P |
5 |
| Second Nature Series Trust |
5 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
5 |
| Kiker Wealth Management, LLC |
5 |
| Masterton Capital Management, LP |
5 |
| Braun-Bostich & Associates Inc. |
5 |
| Factory Mutual Insurance Co |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| HRS Investment Holdings, LLC |
5 |
| Soltis Investment Advisors LLC |
5 |
| WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
5 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
5 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
5 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
5 |
| DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard |
5 |
| Pathway Financial Advisers, LLC |
5 |
| Altium Wealth Management LLC |
5 |
| Edge Capital Group, LLC |
5 |
| Fund Management at Engine No. 1 LLC |
5 |
| New England Investment & Retirement Group, Inc. |
5 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
5 |
| Guidance Point Advisors, LLC |
5 |
| Decade Capital Management Llc |
5 |
| Oversea-Chinese Banking CORP Ltd |
5 |
| Rs Investment Trust |
5 |
| Dearborn Partners Llc |
5 |
| Avanza Fonder AB |
5 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
5 |
| Stephenson National Bank & Trust |
5 |
| Schwab Charitable Fund |
5 |
| Keudell/Morrison Wealth Management |
5 |
| Dsm Capital Partners Llc |
5 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
5 |
| Essex Savings Bank |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
5 |
| AllSquare Wealth Management LLC |
5 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
5 |
| Saturna Capital CORP |
5 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
5 |
| Eaton Vance Enhanced Equity Income Fund Ii |
5 |
| Mattern Capital Management, Llc |
5 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
5 |
| Waddell & Reed Advisors Funds |
5 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
5 |
| Stock Portfolio - Stock Portfolio |
5 |
| Blackstone / Gso Senior Floating Rate Term Fund |
5 |
| Paradigm Capital Management Inc/ny |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
5 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
5 |
| Pacific Global Investment Management Co |
5 |
| FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
5 |
| Appaloosa Lp |
5 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
5 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
5 |
| Capital Investment Advisors, LLC |
5 |
| Schmidt P J Investment Management Inc |
5 |
| CWA Asset Management Group, LLC |
5 |
| Parsons Capital Management Inc/ri |
5 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
5 |
| Courier Capital Llc |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
5 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
5 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
5 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
5 |
| Lake Street Financial Llc |
5 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
5 |
| Wealth Advisory Solutions, LLC |
5 |
| Profit Investment Management, LLC |
5 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
5 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
5 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
5 |
| Locust Wood Capital Advisers, Llc |
5 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
5 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
5 |
| Nbt Bank N A /ny |
5 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
5 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
5 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
5 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
5 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
5 |
| WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares |
5 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
5 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
5 |
| OneAscent Financial Services LLC |
5 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
5 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
5 |
| Espalier Global Management LLC |
5 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
5 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
5 |
| Roosevelt Investment Group Llc |
5 |
| Fox Hill Wealth Management |
5 |
| Osterweis Capital Management Inc |
5 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
5 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
5 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
5 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
5 |
| BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A |
5 |
| Ibex Investors LLC |
5 |
| S&t Bank/pa |
5 |
| MidWestOne Financial Group, Inc. |
5 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
5 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
5 |
| Seven Springs Wealth Group, LLC |
5 |
| ACK Asset Management LLC |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
5 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
5 |
| Stonegate Investment Group, LLC |
5 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
5 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
5 |
| Bellecapital International Ltd. |
5 |
| RIA Advisory Group LLC |
5 |
| TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
5 |
| Nebula Capital Management, LP |
5 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
5 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
5 |
| Murphy & Mullick Capital Management Corp |
5 |
| Columbia Asset Management |
5 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
5 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
5 |
| Canandaigua National Corp |
5 |
| KLCM Advisors, Inc. |
5 |
| Meyer Handelman Co |
5 |
| China Universal Asset Management Co., Ltd. |
5 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
5 |
| Osborn Rohs Williams & Donohoe Ltd |
5 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
5 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
5 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
5 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
5 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
5 |
| P Schoenfeld Asset Management Lp |
5 |
| Gabelli Equity Trust Inc |
5 |
| Bridgecreek Investment Management, LLC |
5 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
5 |
| Pinnacle Wealth Advisors |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
5 |
| AlphaOne Investment Services, LLC |
5 |
| Lingohr & Partner Asset Management GmbH |
5 |
| Chemical Bank |
5 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
5 |
| Ethos Financial Group, LLC |
5 |
| Alliance Wealth Advisors, LLC /UT |
5 |
| BankPlus Trust Department |
5 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
5 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
5 |
| Delta Investment Management, LLC |
5 |
| Amarillo National Bank |
5 |
| 1st Source Bank |
5 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
5 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
5 |
| FourThought Financial Partners, LLC |
5 |
| Tilia Fiduciary Partners, Inc. |
5 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
5 |
| GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
5 |
| Rothschild Capital Partners, LLC |
5 |
| Choate Investment Advisors |
5 |
| Virtus Global Dividend & Income Fund Inc. |
5 |
| Cadence Bank Na |
5 |
| PNC Managed Account Solutions, Inc. |
5 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
5 |
| PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
5 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
5 |
| TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
5 |
| Snow Capital Management Lp |
5 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
5 |
| Signature Estate & Investment Advisors Llc |
5 |
| WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
5 |
| Qualcomm Inc/de |
5 |
| Triumph Capital Management |
5 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
5 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
5 |
| Wealthquest Corp |
5 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
5 |
| Smith, Salley & Associates |
5 |
| CALFX - CUTLER TRUST - Cutler Fixed Income Fund |
5 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
5 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
5 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
5 |
| EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A |
5 |
| Buckingham Strategic Wealth, Llc |
5 |
| Chesapeake Partners Management Co Inc/md |
5 |
| NEOS Investment Management LLC |
5 |
| Westover Capital Advisors, LLC |
5 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
5 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
5 |
| HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
5 |
| TruNorth Capital Management, LLC |
5 |
| Sfmg, Llc |
5 |
| Otter Creek Advisors, LLC |
5 |
| Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
5 |
| Semanteon Capital Management, LP |
5 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
5 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
5 |
| Stelliam Investment Management, Lp |
5 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
5 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
| Botty Investors LLC |
5 |
| PVG Asset Management |
5 |
| Briaud Financial Planning, Inc |
5 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
5 |
| LifeSteps Financial, Inc. |
5 |
| General Electric Co |
5 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
5 |
| Bivin & Associates, Inc. |
5 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
5 |
| Cypress Capital Management Llc |
5 |
| McKinley Carter Wealth Services, Inc. |
5 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
5 |
| PayPay Securities Corp |
5 |
| Cooper Financial Group |
5 |
| CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
5 |
| Texas Capital Bancshares Inc/tx |
5 |
| Apex Capital Management |
5 |
| Fort Point Capital Partners LLC |
5 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
5 |
| Northwest Financial Advisors |
5 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
5 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
5 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
| Palladium Partners Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
5 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
5 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
5 |
| Northstar Advisory Group, LLC |
5 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
5 |
| Valley Brook Capital Group, Inc. |
5 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
5 |
| Oxinas Partners Wealth Management LLC |
5 |
| SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
5 |
| O'Shares Investment Advisers, LLC |
5 |
| Canada Post Corp Registered Pension Plan |
5 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
5 |
| Krs Capital Management, Llc |
5 |
| Morningstar Investment Services LLC |
5 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
5 |
| Naples Global Advisors, Llc |
5 |
| Onefund, Llc |
5 |
| Cowen Prime Services LLC |
5 |
| Pegasus Partners Ltd. |
5 |
| SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
5 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
5 |
| Wealthsource Partners, Llc |
5 |
| United Asset Strategies, Inc. |
5 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
5 |
| Putnam Premier Income Trust |
5 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
5 |
| GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
5 |
| APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A |
5 |
| Sittner & Nelson, Llc |
5 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
5 |
| Crestwood Capital Management, L.P. |
5 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
| Trillium Asset Management, Llc |
5 |
| Fort Pitt Capital Group, Llc |
5 |
| Crestwood Advisors Group LLC |
5 |
| David J Yvars Group |
5 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
5 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
5 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
5 |
| Himco Variable Insurance Trust |
5 |
| 1248 Management, LLC |
5 |
| GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
5 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
5 |
| Nuveen Short Duration Credit Opportunities Fund |
5 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
5 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
5 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
5 |
| Legacy Investment Solutions, LLC |
5 |
| London Co Of Virginia |
5 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
5 |
| Resonant Capital Advisors, LLC |
5 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
5 |
| Corvex Management LP |
5 |
| Resurgent Financial Advisors LLC |
5 |
| Capital A Wealth Management, LLC |
5 |
| Financial Synergies Wealth Advisors, Inc. |
5 |
| CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
5 |
| True Signal Lp |
5 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
5 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
5 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
5 |
| Central Pacific Bank - Trust Division |
5 |
| Arbiter Partners Capital Management LLC |
5 |
| Grandeur Peak Global Advisors, LLC |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
5 |
| Industrial Alliance Investment Management Inc. |
5 |
| Cornerstone Total Return Fund Inc |
5 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
5 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
| Cornerstone Strategic Value Fund Inc |
5 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
5 |
| RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF |
5 |
| Becker Capital Management Inc |
5 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
5 |
| Hall Laurie J Trustee |
5 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
5 |
| BlackRock Capital Allocation Trust |
5 |
| BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
5 |
| Coastline Trust Co |
5 |
| Night Squared LP |
5 |
| Mine & Arao Wealth Creation & Management, LLC. |
5 |
| Bridges Investment Counsel Inc/ |
5 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
5 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
5 |
| Royce Value Trust Inc |
5 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
5 |
| LIVR - EA Series Trust - Intelligent Livermore ETF |
5 |
| Actinver Wealth Management, Inc. |
5 |
| Essex Financial Services, Inc. |
5 |
| RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF |
5 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
5 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
5 |
| Drexel Morgan & Co. |
5 |
| Dynamic Technology Lab Pte Ltd |
5 |
| Little House Capital Llc |
5 |
| Maryland Capital Management |
5 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
5 |
| Campbell Newman Asset Management Inc |
5 |
| Mediolanum International Funds Ltd |
5 |
| Ray Gerald L & Associates Ltd |
5 |
| PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
5 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
5 |
| Wafra Inc. |
5 |
| Nokota Management, LP |
5 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
5 |
| WIREX - PFS FUNDS - Wireless Fund |
5 |
| Ascent Group, LLC |
5 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
5 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
5 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
5 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
5 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
5 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
5 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
5 |
| Core Alternative Capital |
5 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
5 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
5 |
| Iowa State Bank |
5 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
5 |
| Kelly Lawrence W & Associates Inc/ca |
5 |
| GKV Capital Management Co., Inc. |
5 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
5 |
| Centric Wealth Management |
5 |
| RiverPark Advisors, LLC |
5 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
5 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
5 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
5 |
| Pacifica Partners Inc. |
5 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
5 |
| Tidemark, LLC |
5 |
| Icon Wealth Advisors, LLC |
5 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
5 |
| Waterloo Capital, L.P. |
5 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
5 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
5 |
| FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
5 |
| Tiaa Cref Trust Co Fsb/mo |
5 |
| FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
5 |
| Halpern Financial, Inc. |
5 |
| PCJ Investment Counsel Ltd. |
5 |
| FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
5 |
| CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
5 |
| Contrarius Investment Management Ltd |
5 |
| Dagco, Inc. |
5 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
5 |
| Alteri Wealth LLC |
5 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
5 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
5 |
| Relative Value Partners Group, LLC |
5 |
| Gleason Group, Inc. |
5 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
| Crowley Wealth Management, Inc. |
5 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
5 |
| Delaware Enhanced Global Dividend & Income Fund |
5 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
5 |
| Jolley Asset Management, LLC |
5 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
5 |
| Carmignac Gestion |
5 |
| Axiom Advisory, LLC |
5 |
| Strategic Financial Concepts, LLC |
5 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
5 |
| Shikiar Asset Management Inc |
5 |
| Covea Finance |
5 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
5 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
5 |
| Summitry Llc |
5 |
| Evolution Wealth Management Inc. |
5 |
| MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
5 |
| WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
5 |
| RDA Financial Network |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| Patriot Investment Management Inc. |
5 |
| Heartland Bank & Trust Co |
5 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
5 |
| Vaughan Nelson Investment Management, L.p. |
5 |
| Hayden Royal, Llc |
5 |
| Aspen Investment Management Inc |
5 |
| Cornerstone Wealth Group, LLC |
5 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
5 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
5 |
| TAP Consulting, LLC |
5 |
| Community Financial Services Group, LLC |
5 |
| Capital Advisors Inc/ok |
5 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
5 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
5 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| Carbonado Capital |
5 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
5 |
| American Trust |
5 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
5 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
5 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
5 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
5 |
| Capstone Financial Advisors, Inc. |
5 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
5 |
| MBM Wealth Consultants, LLC |
5 |
| Saba Capital Management, L.P. |
5 |
| SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
5 |
| High Point Bank & Trust Co |
5 |
| Voya Prime Rate Trust |
5 |
| RWC Asset Management LLP |
5 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
5 |
| Richwood Investment Advisors, LLC |
5 |
| East Coast Asset Management, LLC. |
5 |
| Alta Capital Management Llc/ |
5 |
| Hoover Financial Advisors, Inc. |
5 |
| First National Bank of South Miami |
5 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
5 |
| ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
5 |
| Fidelis Capital Partners, LLC |
5 |
| Evergreen Private Wealth LLC |
5 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
5 |
| Van Leeuwen & Company, LLC |
5 |
| Generali Asset Management SPA SGR |
5 |
| Bnc Wealth Management, Llc |
5 |
| Kentucky Trust Co |
5 |
| Hilltop National Bank |
5 |
| Gilliland Jeter Wealth Management LLC |
5 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
5 |
| Cherry Tree Wealth Management, LLC |
5 |
| NorthCrest Asset Manangement, LLC |
5 |
| American Financial Group Inc |
5 |
| Boreal Capital Management LLC |
5 |
| CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
5 |
| M&G Plc |
5 |
| Motley Fool Asset Management LLC |
5 |
| Nemes Rush Group LLC |
5 |
| Seizert Capital Partners, Llc |
5 |
| EA Series Trust |
5 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
5 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
5 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
5 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
5 |
| Fdp Series, Inc. |
5 |
| Bernard Wealth Management Corp. |
5 |
| Mjp Associates Inc /adv |
5 |
| Cannell Peter B & Co Inc |
5 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
5 |
| Brandywine Oak Private Wealth Llc |
5 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
| James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
5 |
| Perpetual Investment Management Ltd |
5 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
5 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
5 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
5 |
| Bank & Trust Co |
5 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
5 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
5 |
| Eads & Heald Wealth Management |
5 |
| Legacy Financial Group LLC |
5 |
| WESPAC Advisors SoCal, LLC |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
5 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
5 |
| Brigade Capital Management, Lp |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
5 |
| Colonial River Wealth Management, LLC |
5 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
5 |
| Hermes Investment Management Ltd |
5 |
| Highland Private Wealth Management |
5 |
| Nwq Investment Management Company, Llc |
5 |
| Oppenheimer Global Multi-asset Growth Fund |
5 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
5 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
5 |
| APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
5 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
5 |
| SeaBridge Investment Advisors LLC |
5 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
5 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
5 |
| Capstone Triton Financial Group, LLC |
5 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
5 |
| Weatherly Asset Management L. P. |
5 |
| Sunnymeath Asset Management, Inc. |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
5 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
5 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
5 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
5 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
5 |
| BERIX - Chartwell Funds - Berwyn Income Fund |
5 |
| Infusive Asset Management Inc. |
5 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
5 |
| Strategic Advisors LLC |
4 |
| B. Riley Financial, Inc. |
4 |
| Scopia Capital Management Lp |
4 |
| Bank Hapoalim Bm |
4 |
| Goodwin Daniel L |
4 |
| Eminence Capital, Lp |
4 |
| Firefly Value Partners, LP |
4 |
| Oasis Management Co Ltd. |
4 |
| LionEye Capital Management LLC |
4 |
| Davidson Kempner Partners |
4 |
| Van Den Berg Management I, Inc |
4 |
| Zuckerman Investment Group, LLC |
4 |
| Cortina Asset Management, LLC |
4 |
| Ruane, Cunniff & Goldfarb Inc |
4 |
| Menora Mivtachim Holdings Ltd. |
4 |
| Viking Global Investors Lp |
4 |
| First Pacific Advisors, LP |
4 |
| Jackson Square Partners, LLC |
4 |
| Force Capital Management LLC |
4 |
| Alden Global Capital LLC |
4 |
| Akre Capital Management Llc |
4 |
| Highline Capital Management, L.p. |
4 |
| Dodge & Cox |
4 |
| Sasco Capital Inc / Ct/ |
4 |
| Parnassus Investments /ca |
4 |
| Avenir Corp |
4 |
| Stephens Investment Management Group LLC |
4 |
| Meritage Group LP |
4 |
| Burgundy Asset Management Ltd. |
4 |
| Pekin Hardy Strauss, Inc. |
4 |
| Bach Investment Advisors Ltd |
4 |
| Canal Capital Management, LLC |
4 |
| Arbor Wealth Management, LLC |
4 |
| Accident Compensation Corp |
4 |
| Serengeti Asset Management LP |
4 |
| Martin & Co Inc /tn/ |
4 |
| Restructuring Capital Associates Lp |
4 |
| Dixon Hubard Feinour & Brown Inc/va |
4 |
| Hutchens Investment Management Inc |
4 |
| Lincluden Management Ltd |
4 |
| Capital International Sarl |
4 |
| Hutchinson Capital Management/ca |
4 |
| Mcmillion Capital Management Inc |
4 |
| Compton Capital Management Inc /ri |
4 |
| Roberts Glore & Co Inc /il/ |
4 |
| Raiff Partners Inc |
4 |
| Foster Dykema Cabot & Co Inc/ma |
4 |
| Marco Investment Management Llc |
4 |
| White Pine Capital Llc |
4 |
| SCS Capital Management LLC |
4 |
| Schaller Investment Group Inc |
4 |
| Bank Of Nova Scotia Trust Co |
4 |
| Haverford Financial Services, Inc. |
4 |
| First Washington CORP |
4 |
| Aristotle Fund, L.p. |
4 |
| Cheviot Value Management, LLC |
4 |
| Capital Directions Investment Advisors, LLC |
4 |
| Grace Capital |
4 |
| Dean Capital Management |
4 |
| Investment Management Of Virginia Llc |
4 |
| Cypress Asset Management Inc/tx |
4 |
| Opus Investment Management Inc |
4 |
| Tradition Capital Management Llc |
4 |
| D L Carlson Investment Group Inc |
4 |
| Vanguard Explorer Fund |
4 |
| Punch & Associates Investment Management, Inc. |
4 |
| Davidson & Garrard Inc |
4 |
| Vanguard Windsor Funds |
4 |
| Edgemoor Investment Advisors, Inc. |
4 |
| Violich Capital Management, Inc. |
4 |
| Matrix Asset Advisors Inc/ny |
4 |
| Vaughan David Investments Inc/il |
4 |
| First Fiduciary Investment Counsel, Inc. |
4 |
| Sentinel Trust Co Lba |
4 |
| Semper Augustus Investments Group Llc |
4 |
| RELIANCE TRUST Co |
4 |
| IronBridge Capital Management LP |
4 |
| Aspiriant, Llc |
4 |
| Northwest Bancshares, Inc. |
4 |
| Keating Investment Counselors Inc |
4 |
| Roof Eidam & Maycock/adv |
4 |
| Palouse Capital Management, Inc. |
4 |
| Boys Arnold & Co Inc |
4 |
| Perritt Capital Management Inc |
4 |
| Peloton Wealth Strategists |
4 |
| Nichols & Pratt Advisers Llp /ma |
4 |
| Insight 2811, Inc. |
4 |
| SPC Financial, Inc. |
4 |
| Busey Wealth Management |
4 |
| Copeland Capital Management, LLC |
4 |
| Court Place Advisors, LLC |
4 |
| Investment Partners, Ltd. |
4 |
| Gamble Jones Investment Counsel |
4 |
| Carnegie Capital Asset Management, LLC |
4 |
| Veritas Investment Management LLP |
4 |
| Miracle Mile Advisors, LLC |
4 |
| Concourse Capital Management, LLC |
4 |
| Bank Pictet & Cie (asia) Ltd |
4 |
| Capital Insight Partners, Llc |
4 |
| Bristol John W & Co Inc /ny/ |
4 |
| Hall Capital Management Co Inc |
4 |
| Sterneck Capital Management, LLC |
4 |
| FirstMerit Bank N A Trustee |
4 |
| Robeco Schweiz AG |
4 |
| Financial Enhancement Group LLC |
4 |
| LifePlan Financial Group, Inc |
4 |
| Simmons First Trust Co Na |
4 |
| Mogy Joel R Investment Counsel Inc |
4 |
| Scepter Holdings, Inc. |
4 |
| Waters Parkerson & Co., Llc |
4 |
| Willis Investment Counsel |
4 |
| Ironwood Investment Counsel, LLC |
4 |
| Azimuth Capital Management LLC |
4 |
| Novare Capital Management Llc |
4 |
| SMITH HAYES Advisers, Inc |
4 |
| Trellus Management Company, LLC |
4 |
| Kimelman & Baird, LLC |
4 |
| National Penn Investors Trust Co /pa |
4 |
| Headinvest, Llc |
4 |
| Greatmark Investment Partners, Inc. |
4 |
| Sather Financial Group Inc |
4 |
| Ironsides Asset Advisors, LLC |
4 |
| Mork Capital Management, LLC |
4 |
| Caldwell & Orkin Inc |
4 |
| Valley Forge Asset Management, Llc |
4 |
| Havens Advisors Llc |
4 |
| Private Capital Advisors, Inc. |
4 |
| Benchmark Capital Advisors |
4 |
| Truepoint, Inc. |
4 |
| Spinnaker Trust |
4 |
| Linscomb & Williams, Inc. |
4 |
| Columbia Wanger Asset Management Llc |
4 |
| BW Gestao de Investimentos Ltda. |
4 |
| FolioMetrix LLC |
4 |
| Benedict Financial Advisors Inc |
4 |
| Pinnacle Advisory Group, Inc. |
4 |
| Simply Money Advisors |
4 |
| Investment House Llc |
4 |
| Garde Capital, Inc. |
4 |
| Juncture Wealth Strategies, Llc |
4 |
| Morgens Waterfall Vintiadis & Co Inc |
4 |
| Atwood & Palmer Inc |
4 |
| North Star Asset Management Inc |
4 |
| Ironwood Investment Management Llc |
4 |
| SOL Capital Management CO |
4 |
| Commonwealth Financial Services, LLC |
4 |
| Lourd Capital, LLC |
4 |
| Birmingham Capital Management Co Inc/al |
4 |
| Smith Chas P & Associates Pa Cpas |
4 |
| Jensen Investment Management Inc |
4 |
| Kanawha Capital Management Llc |
4 |
| Kempen Capital Management N.v. |
4 |
| Point View Wealth Management, Inc. |
4 |
| Rand Wealth, Llc |
4 |
| Diligent Investors, LLC |
4 |
| Mondrian Investment Partners LTD |
4 |
| Fragasso Group Inc. |
4 |
| Mercer Capital Advisers, Inc. |
4 |
| Excalibur Management Corp |
4 |
| Lederer & Associates Investment Counsel/ca |
4 |
| Monroe Bank & Trust/mi |
4 |
| Goodman Financial Corp |
4 |
| Bank Of Stockton |
4 |
| Marquette Asset Management, LLC |
4 |
| Bright Rock Capital Management, Llc |
4 |
| First Merchants Corp |
4 |
| Lodestar Investment Counsel Llc/il |
4 |
| Adams Asset Advisors, LLC |
4 |
| Westchester Capital Management, LLC |
4 |
| Estate Counselors, LLC |
4 |
| Butensky & Cohen Financial Security, Inc |
4 |
| Osborne Partners Capital Management, Llc |
4 |
| Eagle Ridge Investment Management |
4 |
| Murphy Pohlad Asset Management LLC |
4 |
| Segment Wealth Management, LLC |
4 |
| E&G Advisors, LP |
4 |
| Vicus Capital |
4 |
| Personal Capital Advisors Corp |
4 |
| Gmt Capital Corp |
4 |
| Marietta Investment Partners Llc |
4 |
| Davidson Investment Advisors |
4 |
| Nicolet Bankshares Inc |
4 |
| Metropolitan Capital Advisors Inc |
4 |
| Kovitz Investment Group, LLC |
4 |
| Fore Research & Management, LP |
4 |
| Maple Capital Management, Inc. |
4 |
| BancorpSouth Inc |
4 |
| Analyst IMS Investment Management Services Ltd. |
4 |
| Empyrean Capital Partners, LP |
4 |
| Ranger Investment Management, L.P. |
4 |
| Tricadia Capital Management, LLC |
4 |
| West Coast Financial LLC |
4 |
| Wheatland Advisors Inc |
4 |
| Bienville Capital Management, LLC |
4 |
| Johanson Financial Advisors, Inc. |
4 |
| Carret Asset Management, Llc |
4 |
| Inverness Counsel Llc /ny/ |
4 |
| Boyar Asset Management Inc. |
4 |
| Tygh Capital Management, Inc. |
4 |
| SignalPoint Asset Management, LLC |
4 |
| StrategIQ Financial Group, LLC |
4 |
| Graybill Bartz & Assoc Ltd |
4 |
| Windsor Capital Management, LLC |
4 |
| Flossbach Von Storch Ag |
4 |
| Mengis Capital Management, Inc. |
4 |
| Icm Asset Management Inc/wa |
4 |
| Cliftonlarsonallen Wealth Advisors, Llc |
4 |
| Riverpark Capital Management Llc |
4 |
| Farmers Trust Co |
4 |
| Hartford Financial Management Inc. |
4 |
| Atlas Brown,Inc. |
4 |
| Litman Gregory Asset Management LLC |
4 |
| Torch Wealth Management LLC |
4 |
| Evanson Asset Management, LLC |
4 |
| DORCHESTER WEALTH MANAGEMENT Co |
4 |
| Prio Wealth Limited Partnership |
4 |
| Ami Asset Management Corp |
4 |
| Round Table Services, LLC |
4 |
| Appleton Partners Inc/ma |
4 |
| Elm Advisors, Llc |
4 |
| American Research & Management Co. |
4 |
| Northside Capital Management, LLC |
4 |
| UNIVEST FINANCIAL Corp |
4 |
| Forte Capital Llc /adv |
4 |
| Malaga Cove Capital, LLC |
4 |
| Donald L. Hagan, LLC |
4 |
| Cheyne Capital Management (UK) LLP |
4 |
| Spirit Of America Management Corp/ny |
4 |
| Jacobs & Co/ca |
4 |
| Regent Investment Management LLC |
4 |
| Lvm Capital Management Ltd/mi |
4 |
| Capital City Trust Co/fl |
4 |
| Cullinan Associates Inc |
4 |
| Pure Financial Advisors, Inc. |
4 |
| Burns J W & Co Inc/ny |
4 |
| Montrusco Bolton Investments Inc. |
4 |
| Private Asset Management Inc |
4 |
| Carlson Capital Management |
4 |
| Community Bank & Trust, Waco, Texas |
4 |
| VNBTrust, National Association |
4 |
| First National Bank of Mount Dora, Trust Investment Services |
4 |
| Smithbridge Asset Management Inc/de |
4 |
| Bath Savings Trust Co |
4 |
| Merriman Wealth Management, LLC |
4 |
| Moreno Evelyn V |
4 |
| Beacon Financial Group |
4 |
| Scoggin Management Lp |
4 |
| Wall Street Access Asset Management, LLC |
4 |
| Hamel Associates, Inc. |
4 |
| Vestor Capital, Llc |
4 |
| Homrich & Berg |
4 |
| Gallagher Fiduciary Advisors, LLC |
4 |
| Magellan Asset Management Ltd |
4 |
| King Wealth |
4 |
| Tiger Eye Capital LLC |
4 |
| Pinnacle Wealth Management Advisory Group, LLC |
4 |
| Hurley Capital, LLC |
4 |
| Bedell Frazier Investment Counseling, LLC |
4 |
| Jacobus Wealth Management, Inc. |
4 |
| American National Registered Investment Advisor, Inc. |
4 |
| Lyon Street Capital, LLC |
4 |
| Emerson Investment Management, Llc |
4 |
| American National Insurance Co /tx/ |
4 |
| Hartline Investment Corp/ |
4 |
| Taylor Wealth Management Partners |
4 |
| Swedbank |
4 |
| Westbourne Investment Advisors, Inc. |
4 |
| Inverness Investment Group, LLC |
4 |
| Greenwich Wealth Management LLC |
4 |
| Trust CO of the Ozarks |
4 |
| Verity & Verity, LLC |
4 |
| Kingfisher Capital LLC |
4 |
| Covington Investment Advisors Inc. |
4 |
| Tiemann Investment Advisors, Llc |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| Stonebridge Capital Management Inc |
4 |
| Orinda Asset Management LLC |
4 |
| Professional Advisory Services Inc |
4 |
| Welch Group, LLC |
4 |
| Mid Continent Capital Llc/il |
4 |
| Mission Wealth Management, Lp |
4 |
| Palisade Asset Management, LLC |
4 |
| Raub Brock Capital Management LP |
4 |
| iAB Financial Bank |
4 |
| Mitchell Mcleod Pugh & Williams Inc |
4 |
| Summit Financial Wealth Advisors, LLC |
4 |
| Harding Loevner Lp |
4 |
| Boyd Watterson Asset Management Llc/oh |
4 |
| Liberty Capital Management, Inc. |
4 |
| Jericho Capital Asset Management L.P. |
4 |
| Realm Partners LLC |
4 |
| Searle & Co. |
4 |
| Fenimore Asset Management Inc |
4 |
| Brick & Kyle, Associates |
4 |
| Gyrus Investment Management Inc. |
4 |
| Odey Asset Management Group Ltd |
4 |
| Harvard Management Co Inc |
4 |
| Piermont Capital Management LLC |
4 |
| Hunter Associates Investment Management Llc |
4 |
| GM Advisory Group, Inc. |
4 |
| Argent Trust Company, N.a. |
4 |
| Stone Toro Investment Advisers, LP |
4 |
| Boltwood Capital Management |
4 |
| First Business Financial Services, Inc. |
4 |
| Vision Capital Management, Inc. |
4 |
| Fernwood Investment Management, LLC |
4 |
| Jamison Eaton & Wood Inc /nj |
4 |
| McNamara Financial Services, Inc. |
4 |
| Hudson Valley Investment Advisors Inc /adv |
4 |
| Bedrijfstakpensioenfonds Voor De Media Pno |
4 |
| Haberer Registered Investment Advisor Inc |
4 |
| PARK CIRCLE Co |
4 |
| Gabelli Equity Series Funds Inc |
4 |
| Edmonds Duncan Registered Investment Advisors, LLC |
4 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
4 |
| Gillespie Robinson & Grimm Inc |
4 |
| Handelsinvest Investeringsforvaltning |
4 |
| Monarch Capital Management Inc/ |
4 |
| RiverPoint Capital Management, LLC |
4 |
| CMT Capital Markets Trading GmbH |
4 |
| Confluence Wealth Management LLC |
4 |
| Trust Asset Management LLC |
4 |
| Verde Servicos Internacionais S.A. |
4 |
| Lakeview Capital Partners, LLC |
4 |
| Bank Of The West |
4 |
| Mint Tower Capital Management B.V. |
4 |
| Douglas Lane & Associates, LLC |
4 |
| Exane Asset Management |
4 |
| Overland Advisors, LLC |
4 |
| Tradewinds Global Investors, LLC |
4 |
| Geneva Capital Management Llc |
4 |
| Merchants' Gate Capital LP |
4 |
| Aston Asset Management, LLC |
4 |
| Peak Asset Management, LLC |
4 |
| Anandar Capital Management LP |
4 |
| Citizens & Northern Corp |
4 |
| Flippin Bruce & Porter Inc |
4 |
| First Allied Asset Management, Inc. |
4 |
| Donaldson Capital Management, Llc |
4 |
| Coe Capital Management, LLC |
4 |
| Edmond de Rothschild (Europe) |
4 |
| Smith & Howard Wealth Management, LLC |
4 |
| SNS Financial Group, LLC |
4 |
| Plancorp, LLC |
4 |
| LNZ Capital LP |
4 |
| Palestra Capital Management LLC |
4 |
| Antipodean Advisors LLC |
4 |
| MKP Capital Management, L.L.C. |
4 |
| Lumina Fund Management LLC |
4 |
| Opera Trading Capital |
4 |
| Centaur Capital Partners, L.P. |
4 |
| Atika Capital Management LLC |
4 |
| AIMZ Investment Advisors, LLC |
4 |
| Cs Mckee Lp |
4 |
| Permanens Capital L.P. |
4 |
| Cna Financial Corp |
4 |
| Zweig Advisers Llc |
4 |
| JS Capital Management LLC |
4 |
| Strategic Capital Alternatives LLC |
4 |
| Spectrum Advisory Services Inc |
4 |
| Connors Investor Services Inc |
4 |
| Trevor Stewart Burton & Jacobsen Inc |
4 |
| American National Bank & Trust Co /va/ |
4 |
| Nations Financial Group Inc, /ia/ /adv |
4 |
| Farmers National Bank |
4 |
| Mandatum Life Insurance Co Ltd |
4 |
| Berkeley Capital Partners, LLC |
4 |
| Walter & Keenan Financial Consulting Co /mi/ /adv |
4 |
| P.a.w. Capital Corp |
4 |
| Klingman & Associates, LLC |
4 |
| Schnieders Capital Management Llc |
4 |
| Semper Trust Co. |
4 |
| Fayez Sarofim & Co |
4 |
| Reliant Investment Management, LLC |
4 |
| ICONIQ Capital, LLC |
4 |
| Rosenblum Silverman Sutton S F Inc /ca |
4 |
| Md Sass Investors Services Inc |
4 |
| Cornerstone Financial Partners, LLC |
4 |
| Blue Arrow Capital Management Llc |
4 |
| American Beacon Advisors, Inc. |
4 |
| McAdams Wright Ragen, Inc. |
4 |
| Cai Capital Management, Inc. |
4 |
| Archipel Asset Management AB |
4 |
| Signator Financial Services, Inc. |
4 |
| Bridgewater Advisors Inc. |
4 |
| Transform Wealth, LLC |
4 |
| Arvest Trust Co N A |
4 |
| Guidant Wealth Advisors |
4 |
| HMS Capital Management, LLC |
4 |
| Clearwater Capital Advisors, LLC |
4 |
| Bnp Paribas |
4 |
| Equity Investment Corp |
4 |
| Stone House Investment Management, LLC |
4 |
| Northwest Wealth Management, Llc |
4 |
| Elgethun Capital Management |
4 |
| Perennial Advisors, LLC |
4 |
| Barber Financial Group, Inc. |
4 |
| Kettle Hill Capital Management, Llc |
4 |
| Smith Shellnut Wilson Llc /adv |
4 |
| Good Life Advisors, LLC |
4 |
| Fullerton Fund Management Co Ltd |
4 |
| Virtus Alternative Investment Advisers, Inc. |
4 |
| Sustainable Insight Capital Management, LLC |
4 |
| Narus Financial Partners, LLC |
4 |
| Empire Life Investments Inc. |
4 |
| Bristol Advisors, LLC |
4 |
| HCR Wealth Advisors |
4 |
| Vantage Financial Partners Ltd., Inc. |
4 |
| Flaharty Asset Management, LLC |
4 |
| Morse Asset Management, Inc |
4 |
| CFO4Life Group, LLC |
4 |
| Clear Perspective Advisors, LLC |
4 |
| First Financial Equity Corporation |
4 |
| Summit Financial Group, Inc. |
4 |
| Intercontinental Wealth Advisors, LLC |
4 |
| Garner Asset Management Corp |
4 |
| Amussen Hunsaker Associates Llc |
4 |
| Mesirow Financial Investment Management, Inc. |
4 |
| Security National Bank |
4 |
| KCS Wealth Advisory |
4 |
| Unison Advisors LLC |
4 |
| Tower View Investment Management & Research LLC |
4 |
| Ballew Advisors, Inc |
4 |
| Fulcrum Capital LLC |
4 |
| Rainier Investment Management Mutual Funds |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| Wells Fargo Utilities & High Income Fund |
4 |
| Nuveen New Jersey Quality Municipal Income Fund |
4 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
4 |
| PFG Advisors |
4 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
4 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
4 |
| CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
4 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
4 |
| Eaton Vance Tax Advantaged Dividend Income Fund |
4 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
4 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
4 |
| Blackrock Debt Strategies Fund, Inc. |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
4 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
4 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
4 |
| Putnam Investors Fund |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
4 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
4 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
4 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
4 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
| Dividend Builder Portfolio |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
4 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
4 |
| First Trust Enhanced Equity Income Fund |
4 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
| BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
4 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
4 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
4 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
4 |
| Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
4 |
| PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
4 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| Tri-continental Corp |
4 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
4 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
4 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
4 |
| Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
4 |
| Cohen & Steers Global Income Builder, Inc |
4 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
| PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
4 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
4 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
4 |
| MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
4 |
| PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
4 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
4 |
| MONTX - MONETTA TRUST - Monetta Fund |
4 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
4 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
4 |
| DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
4 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
4 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
4 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
4 |
| Utc North American Fund, Inc. |
4 |
| Liberty All Star Equity Fund |
4 |
| Madison Covered Call & Equity Strategy Fund |
4 |
| Wright Managed Equity Trust |
4 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
4 |
| NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
4 |
| Mfs Intermediate High Income Fund |
4 |
| MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
4 |
| Avenue Income Credit Strategies Fund |
4 |
| Stone Ridge Trust Iii |
4 |
| Oppenheimer Series Fund |
4 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
4 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
4 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
4 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
4 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
4 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
4 |
| CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
4 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
4 |
| Mfs Special Value Trust |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
4 |
| DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
4 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
4 |
| PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
4 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
4 |
| CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
4 |
| Kkr Income Opportunities Fund |
4 |
| Clough Global Opportunities Fund |
4 |
| Wells Fargo Income Opportunities Fund |
4 |
| Bmc Fund Inc |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| Century Capital Management Trust |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
4 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
4 |
| REDWX - Aspiration Funds - Aspiration Redwood Fund |
4 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
4 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
4 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
4 |
| ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
4 |
| DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
4 |
| Western Asset Variable Rate Strategic Fund Inc. |
4 |
| USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
4 |
| BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| Clarus Wealth Advisors |
4 |
| Keeler THomas Management LLC |
4 |
| Freedom Day Solutions, LLC |
4 |
| Wealthstreet Investment Advisors, LLC |
4 |
| Castle Rock Wealth Management, LLC |
4 |
| Successful Portfolios LLC |
4 |
| Holistic Financial Partners |
4 |
| LexAurum Advisors, LLC |
4 |
| DeDora Capital, Inc. |
4 |
| Taylor Hoffman Wealth Management |
4 |
| Uncommon Cents Investing LLC |
4 |
| Ballast, Inc. |
4 |
| Stansberry Asset Management, Llc |
4 |
| Allen Capital Group, LLC |
4 |
| Oak Grove Capital LLC |
4 |
| Midwest Professional Planners, LTD. |
4 |
| Lucia Wealth Services, Llc |
4 |
| Bell & Brown Wealth Advisors, Llc |
4 |
| Aevitas Wealth Management, Inc. |
4 |
| Hamilton Capital, LLC |
4 |
| Aft, Forsyth & Company, Inc. |
4 |
| Blackhawk Capital Partners LLC. |
4 |
| Kiley Juergens Wealth Management, Llc |
4 |
| PDS Planning, Inc |
4 |
| Bell Asset Management Ltd |
4 |
| Prana Capital Management, LP |
4 |
| All Terrain Financial Advisors, LLC |
4 |
| Newport Wealth Strategies, Inc. |
4 |
| MainStreet Investment Advisors LLC |
4 |
| Pfs Investments Inc. |
4 |
| Slow Capital, Inc. |
4 |
| Brasada Capital Management, Lp |
4 |
| Ironvine Capital Partners, LLC |
4 |
| Game Creek Capital, LP |
4 |
| Titus Wealth Management |
4 |
| Windsor Group LTD |
4 |
| Abacus Planning Group, Inc. |
4 |
| Winthrop Partners - Wny, Llc |
4 |
| Rossmore Private Capital |
4 |
| Burleson & Company, LLC |
4 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
4 |
| Hc Financial Advisors Inc |
4 |
| Ceredex Value Advisors LLC |
4 |
| Chicago Capital, LLC |
4 |
| Elmwood Wealth Management, Inc. |
4 |
| Spectrum Financial Alliance Ltd LLC |
4 |
| Krane Funds Advisors LLC |
4 |
| Gables Capital Management Inc. |
4 |
| EAM Global Investors LLC |
4 |
| Cynosure Advisors, Llc |
4 |
| Cognios Beta Neutral Large Cap Fund, Lp |
4 |
| Brand Asset Management Group, Inc. |
4 |
| Avitas Wealth Management LLC |
4 |
| Foundations Investment Advisors, LLC |
4 |
| Andesa Financial Management Inc. |
4 |
| Kays Financial Advisory Corp /adv |
4 |
| Bell Rock Capital Llc |
4 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
4 |
| Garrison Point Advisors, Llc |
4 |
| Jackson Hole Capital Partners, LLC |
4 |
| Paradigm Financial Partners, Llc |
4 |
| Truehand, Inc |
4 |
| Mizuho Securities Co. Ltd. |
4 |
| Private Portfolio Partners Llc |
4 |
| Compton Wealth Advisory Group, LLC |
4 |
| 9258 Wealth Management, LLC |
4 |
| SlateStone Wealth, LLC |
4 |
| Farmers & Merchants Trust Co of Long Beach |
4 |
| Unified Trust Company, N.A. |
4 |
| Kinneret Advisory, LLC |
4 |
| ERTS Wealth Advisors, LLC |
4 |
| Fairhaven Wealth Management, LLC |
4 |
| Stamos Capital Partners, L.p. |
4 |
| Rokos Capital Management LLP |
4 |
| Semmax Financial Advisors Inc. |
4 |
| Campbell Wealth Management |
4 |
| Ostrum Asset Management U.s., Llc |
4 |
| Frisch Financial Group, Inc. |
4 |
| London & Capital Asset Management Ltd |
4 |
| Outlook Wealth Advisors, LLC |
4 |
| Pensionmark Financial Group, Llc |
4 |
| New World Advisors LLC |
4 |
| Callodine Capital Management, LP |
4 |
| MONECO Advisors, LLC |
4 |
| Brendel Financial Advisors LLC |
4 |
| Bain Capital Public Equity Management Ii, Llc |
4 |
| Campbell Capital Management Inc |
4 |
| Financial Insights, Inc. |
4 |
| Quilter Plc |
4 |
| Occidental Asset Management, LLC |
4 |
| KG&L Capital Management,LLC |
4 |
| Kmg Fiduciary Partners, Llc |
4 |
| Sage Rhino Capital Llc |
4 |
| Ccg Wealth Management, Llc |
4 |
| Fundamentun, Llc |
4 |
| Fort Sheridan Advisors Llc |
4 |
| Zhang Financial LLC |
4 |
| Employers Holdings, Inc. |
4 |
| Enterprise Trust & Investment Co |
4 |
| Sound View Wealth Advisors Group, LLC |
4 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
4 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
4 |
| Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF |
4 |
| Global Strategic Investment Solutions, LLC |
4 |
| Mfs Intermarket Income Trust I |
4 |
| Hcim Trust |
4 |
| Xcel Wealth Management, LLC |
4 |
| Schwarz Dygos Wheeler Investment Advisors Llc |
4 |
| Ambassador Advisors, LLC |
4 |
| Williams Jones Wealth Management, LLC. |
4 |
| GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio |
4 |
| GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
4 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
4 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
4 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
4 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
4 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
4 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
4 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
4 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
4 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
4 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
4 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
4 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
4 |
| NOIEX - Northern Funds - Northern Income Equity Fund |
4 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
4 |
| RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
4 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
4 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
4 |
| LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC |
4 |
| VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
4 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
4 |
| AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Comstock Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
4 |
| STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
4 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
4 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
4 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
4 |
| JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
4 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
4 |
| JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
4 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
4 |
| VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
4 |
| SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
4 |
| USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
4 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
4 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
4 |
| EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
4 |
| ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
4 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
4 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
4 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
4 |
| BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares |
4 |
| SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio |
4 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
4 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
4 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
4 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
4 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
4 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
| TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF |
4 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
4 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
4 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
4 |
| APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
4 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
4 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
4 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
4 |
| MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
4 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
4 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
4 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
4 |
| BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
4 |
| SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
4 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
4 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
4 |
| WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
4 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
4 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
4 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
4 |
| MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
4 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
4 |
| MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
4 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
4 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
4 |
| FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
4 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
4 |
| CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
4 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
4 |
| FOINX - Tributary Funds, Inc. - Income Fund Institutional |
4 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
4 |
| QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
4 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
4 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
4 |
| ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
4 |
| IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
4 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
4 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
4 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
4 |
| ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
4 |
| AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
4 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
4 |
| AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S |
4 |
| MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
4 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
4 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
4 |
| RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
4 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
4 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
4 |
| OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
4 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
4 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
4 |
| PENN SERIES FUNDS INC - Large Cap Value Fund |
4 |
| PENN SERIES FUNDS INC - Emerging Markets Equity Fund |
4 |
| PENN SERIES FUNDS INC - Mid Cap Growth Fund |
4 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
4 |
| HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I |
4 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
4 |
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
4 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
4 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
4 |
| CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
4 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
4 |
| CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
4 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
4 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
4 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
4 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
4 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
4 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
4 |
| Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
4 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
4 |
| PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
4 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
4 |
| JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
4 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
4 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
4 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
4 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
4 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
4 |
| IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
4 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
4 |
| IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
| IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
4 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
4 |
| JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
4 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
4 |
| IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
4 |
| IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
4 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
4 |
| IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
4 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
| MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
4 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
4 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
4 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
4 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
4 |
| FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
4 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
4 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
4 |
| EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
4 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
4 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
4 |
| IYVAX - IVY FUNDS - Ivy Value Fund Class A |
4 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
4 |
| WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
4 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Value Class II |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
4 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares |
4 |
| WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
4 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
4 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
4 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
4 |
| LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
4 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
4 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
4 |
| FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund |
4 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
4 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
4 |
| Profunds - Profund Vp Mid-cap Growth |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
4 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
4 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
4 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
4 |
| SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
4 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
4 |
| DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
4 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
4 |
| KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
4 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
4 |
| ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
4 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
4 |
| FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
4 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
4 |
| LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
4 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
4 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
4 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
4 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
4 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
4 |
| SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
4 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
4 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
4 |
| PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 |
4 |
| DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class |
4 |
| DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
4 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
4 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
4 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
4 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
4 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
4 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
4 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
4 |
| FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
4 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
4 |
| HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
4 |
| HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
4 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
4 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
4 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
4 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
4 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
4 |
| MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES |
4 |
| ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
4 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
4 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
4 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
4 |
| FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
4 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
4 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
4 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
4 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
4 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
4 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
4 |
| FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
4 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
4 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
4 |
| SCIJ - Global X Funds - Global X Scientific Beta Japan ETF |
4 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
4 |
| LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
4 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
4 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
4 |
| ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
4 |
| ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
4 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
4 |
| NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
4 |
| YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
4 |
| AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
4 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
4 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
4 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
4 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
4 |
| FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
4 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 |
4 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
4 |
| EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
4 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
4 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
4 |
| VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
4 |
| CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
4 |
| CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class |
4 |
| PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
4 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
4 |
| RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
4 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
4 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
| XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
4 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
4 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
4 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
4 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
4 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C |
4 |
| Belmont Capital, LLC |
4 |
| Modus Advisors, LLC |
4 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
4 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
4 |
| Arkfeld Wealth Strategies, L.L.C. |
4 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
4 |
| LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A |
4 |
| EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
4 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
4 |
| MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
4 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
4 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
| PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
4 |
| Beacon Financial Advisory LLC |
4 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
4 |
| FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
4 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
4 |
| FRNJX - Franklin Tax Free Trust - Franklin New Jersey Tax-free Income Fund Class A1 |
4 |
| Bay Rivers Group |
4 |
| Your Advocates Ltd., LLP |
4 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
4 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
4 |
| NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
4 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
4 |
| CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
4 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
4 |
| MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
4 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
4 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
4 |
| NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
4 |
| DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
4 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
4 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
4 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
4 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
4 |
| VBCVX - VALIC Co I - Systematic Value Fund |
4 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
4 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
4 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
4 |
| ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A |
4 |
| AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A |
4 |
| NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
4 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
4 |
| BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New Jersey Municipal Bond Fund Investor A1 |
4 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
4 |
| VCCBX - VALIC Co II - Core Bond Fund |
4 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
4 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
4 |
| JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
4 |
| TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF |
4 |
| ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF |
4 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
4 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
4 |
| EWJ - iShares, Inc. - iShares MSCI Japan ETF |
4 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
4 |
| PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF |
4 |
| SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
4 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
4 |
| XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
4 |
| IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
4 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
4 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
4 |
| Insight Folios Inc |
4 |
| S.A. Mason LLC |
4 |
| VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
4 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
4 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
4 |
| VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| Pavion Blue Capital, LLC |
4 |
| Cedar Mountain Advisors, LLC |
4 |
| SkyOak Wealth, LLC |
4 |
| Tobias Financial Advisors, Inc. |
4 |
| XML Financial, LLC |
4 |
| Asset Management Corp /il/ /adv |
4 |
| Howard Wealth Management, Llc |
4 |
| Aurora Private Wealth, Inc. |
4 |
| ICW Investment Advisors LLC |
4 |
| Secure Asset Management, LLC |
4 |
| Perennial Investment Advisors, LLC |
4 |
| Stonebridge Financial Planning Group, LLC |
4 |
| Ti-trust, Inc |
4 |
| Capital Square, LLC |
4 |
| Camden Capital, LLC |
4 |
| Firestone Capital Management |
4 |
| Single Point Partners, LLC |
4 |
| BCS Wealth Management |
4 |
| Crumly & Associates Inc. |
4 |
| Madison Wealth Management |
4 |
| Corbett Road Capital Management, Llc |
4 |
| Indie Asset Partners, LLC |
4 |
| Marks Group Wealth Management, Inc |
4 |
| Adams Wealth Management |
4 |
| Stony Point Capital LLC |
4 |
| Lion Street Advisors, LLC |
4 |
| Game Plan Financial Advisors, LLC |
4 |
| Demars Financial Group, LLC |
4 |
| Teamwork Financial Advisors, LLC |
4 |
| Americana Partners, LLC |
4 |
| Capital Wealth Alliance, LLC |
4 |
| Fortis Capital Management LLC |
4 |
| Sound Financial Strategies Group, LLC |
4 |
| N.E.W. Advisory Services LLC |
4 |
| Core Wealth Advisors, Inc. |
4 |
| Pacific Capital Wealth Advisors, Inc |
4 |
| Ballast Advisors Llc |
4 |
| Argent Advisors, Inc. |
4 |
| Lionsbridge Wealth Management LLC |
4 |
| Great Lakes Retirement, Inc. |
4 |
| Transcend Wealth Collective, Llc |
4 |
| PAX Financial Group, LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard |
4 |
| FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class |
4 |
| FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A |
4 |
| MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
4 |
| Danda Trouve Investment Management, Inc. |
4 |
| Tempus Wealth Planning, LLC |
4 |
| LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 |
4 |
| HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class |
4 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
4 |
| Magnolia Capital Advisors Llc |
4 |
| Liberty One Investment Management, Llc |
4 |
| Affinity Capital Advisors, LLC |
4 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
4 |
| GlobalBridge, Inc. |
4 |
| Citizens National Bank Trust Department |
4 |
| Consolidated Planning Corp |
4 |
| Graypoint LLC |
4 |
| E Fund Management (Hong Kong) Co., Ltd. |
4 |
| OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
4 |
| Davis Capital Management |
4 |
| Spouting Rock Asset Management, LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
| FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund |
4 |
| QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares |
4 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
4 |
| LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A |
4 |
| LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
4 |
| ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class |
4 |
| ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
4 |
| WMKGX - WESMARK FUNDS - WesMark Growth Fund |
4 |
| Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
4 |
| HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
4 |
| TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares |
4 |
| BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class |
4 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
4 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
4 |
| Manager Directed Portfolios - Pemberwick Fund Shares |
4 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
4 |
| HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class |
4 |
| KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF |
4 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
4 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
4 |
| KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
4 |
| ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF |
4 |
| CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
4 |
| ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
4 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
4 |
| JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
4 |
| RBB FUND, INC. - Aquarius International Fund |
4 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
| Intrua Financial, LLC |
4 |
| WFA of San Diego, LLC |
4 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
4 |
| Wilkinson Ogrady & Co Inc /ny |
4 |
| TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
4 |
| TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
4 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
4 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
4 |
| Advanced Investment Partners, LLC |
4 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
4 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
4 |
| HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF |
4 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
4 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
4 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
4 |
| KKR Credit Opportunities Portfolio |
4 |
| Holloway Wealth Management, LLC |
4 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
4 |
| First Western Trust Bank |
4 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
4 |
| ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
4 |
| MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
4 |
| Planned Solutions, Inc. |
4 |
| First Pacific Financial |
4 |
| Berkshire Bank |
4 |
| Jeppson Wealth Management, Llc |
4 |
| TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
4 |
| TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
4 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
4 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
4 |
| Oak Harvest Investment Services |
4 |
| Journey Advisory Group, LLC |
4 |
| Fwl Investment Management, Llc |
4 |
| Crescent Capital Consulting, LLC |
4 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
4 |
| Sage Mountain Advisors LLC |
4 |
| Kinloch Capital, LLC |
4 |
| Centennial Wealth Advisory LLC |
4 |
| IFS Advisors, LLC |
4 |
| Diversified, LLC |
4 |
| Brown Miller Wealth Management, LLC |
4 |
| West Financial Advisors, LLC |
4 |
| Berger Financial Group, Inc |
4 |
| DB Wealth Management Group, LLC |
4 |
| Ellsworth Advisors, LLC |
4 |
| Kesler, Norman & Wride, LLC |
4 |
| Wealth Management Partners, LLC |
4 |
| Financial Avengers, Inc. |
4 |
| Leverage Partners Absolute Return Fund SPC |
4 |
| OneAscent Wealth Management LLC |
4 |
| Lokken Investment Group LLC |
4 |
| Annandale Capital, LLC |
4 |
| Sterling Financial Planning, Inc. |
4 |
| Junson Asset Management (Hong Kong) Ltd |
4 |
| Octavia Wealth Advisors, LLC |
4 |
| CFS Investment Advisory Services, LLC |
4 |
| Cary Street Partners Asset Management Llc |
4 |
| Oak Family Advisors, Llc |
4 |
| AAFMAA Wealth Management & Trust LLC |
4 |
| Greystone Financial Group, LLC |
4 |
| Cartenna Capital, LP |
4 |
| B&D White Capital Company, LLC |
4 |
| Distillate Capital Partners LLC |
4 |
| Synergy Financial Management, LLC |
4 |
| Curated Wealth Partners LLC |
4 |
| Mcdonald Partners Llc |
4 |
| Resolute Advisors LLC |
4 |
| SummerHaven Investment Management, LLC |
4 |
| New York Life Investments Alternatives |
4 |
| InterOcean Capital Group, LLC |
4 |
| Castellan Group, LLC |
4 |
| Source Financial Advisors LLC |
4 |
| Hudson Value Partners, LLC |
4 |
| InTrack Investment Management Inc |
4 |
| Kozak & Associates, Inc. |
4 |
| VELA Funds - VELA Large Cap 130/30 Fund Class I |
4 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
| DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
4 |
| KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
4 |
| Absoluto Partners Gestao de Recursos Ltda |
4 |
| Robbins Farley Llc |
4 |
| Geier Asset Management, Inc. |
4 |
| 44 Wealth Management Llc |
4 |
| Timelo Investment Management Inc. |
4 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
| Legacy Wealth Asset Management, LLC |
4 |
| Everhart Financial Group, Inc. |
4 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
4 |
| Mayflower Financial Advisors, LLC |
4 |
| WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND |
4 |
| Wilkinson Global Asset Management LLC |
4 |
| Navalign, LLC |
4 |
| Bradley & Co. Private Wealth Management, LLC |
4 |
| Koss-Olinger Consulting, LLC |
4 |
| Gitterman Wealth Management, LLC |
4 |
| Tectonic Advisors Llc |
4 |
| Bank of New Hampshire |
4 |
| Putnam ETF Trust - Putnam Sustainable Leaders ETF - |
4 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
4 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
4 |
| Border to Coast Pensions Partnership Ltd |
4 |
| Sante Capital Fund, LP |
4 |
| Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A |
4 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
4 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
4 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
4 |
| WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
4 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
| Herold Advisors, Inc. |
4 |
| Kercheville Advisors, LLC |
4 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
4 |
| Badgley Phelps Wealth Managers, LLC |
4 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
4 |
| Clear Street Llc |
4 |
| Level Financial Advisors, Inc. |
4 |
| Maxi Investments CY Ltd |
4 |
| Highview Capital Management LLC/DE/ |
4 |
| DGS Capital Management, LLC |
4 |
| Absolute Capital Management, LLC |
4 |
| DMG Group, LLC |
4 |
| Fsb Premier Wealth Management, Inc. |
4 |
| Zimmermann Investment Management & Planning Llc |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Scissortail Wealth Management, LLC |
4 |
| Norwood Financial Corp |
4 |
| Aquire Wealth Advisors, LLC |
4 |
| Ameliora Wealth Management Ltd. |
4 |
| Alan B. Lancz & Associates, Inc. |
4 |
| Evolution Advisers, Inc. |
4 |
| CarsonAllaria Wealth Management, Ltd. |
4 |
| Prosperity Consulting Group, LLC |
4 |
| Morton Brown Family Wealth, LLC |
4 |
| Chemistry Wealth Management LLC |
4 |
| Pinnbrook Capital Management Lp |
4 |
| Sonora Investment Management Group, LLC |
4 |
| CPR Investments Inc. |
4 |
| Financial Connections Group, Inc. |
4 |
| Manhattan West Asset Management, LLC |
4 |
| Kenfarb & Co. |
4 |
| Guardian Wealth Advisors, Llc / Nc |
4 |
| Gordian Capital Singapore Pte Ltd |
4 |
| RE Dickinson Investment Advisors, LLC |
4 |
| Western Pacific Wealth Management, LP |
4 |
| Lifeworks Advisors, LLC |
4 |
| Graham Capital Wealth Management, Llc |
4 |
| West Michigan Advisors, Llc |
4 |
| Benchmark Investment Advisors LLC |
4 |
| Oak Harbor Wealth Partners, Llc |
4 |
| Rinkey Investments |
4 |
| C2C Wealth Management, LLC |
4 |
| Mystic Asset Management, Inc. |
4 |
| Options Solutions, Llc |
4 |
| FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I |
4 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
4 |
| Karlinski Andrew C |
4 |
| Meixler Investment Management, Ltd. |
4 |
| Comprehensive Financial Consultants Institutional, Inc. |
4 |
| SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
4 |
| CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
4 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
4 |
| Solidarilty Wealth, LLC |
4 |
| Investmark Advisory Group LLC |
4 |
| Country Club Bank /gfn |
4 |
| Worth Asset Management, LLC |
4 |
| EHP Funds Inc. |
4 |
| L.m. Kohn & Company |
4 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
4 |
| MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
4 |
| Astoria Portfolio Advisors LLC. |
4 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
4 |
| WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF |
4 |
| Retirement Guys Formula Llc |
4 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
4 |
| MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
4 |
| Transatlantique Private Wealth Llc |
4 |
| Tevis Investment Management |
4 |
| Ritter Daniher Financial Advisory LLC / DE |
4 |
| Intrepid Financial Planning Group LLC |
4 |
| Global Assets Advisory, LLC |
4 |
| OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares |
4 |
| WealthPlan Investment Management, LLC |
4 |
| Coston, McIsaac & Partners |
4 |
| SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF |
4 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
| W.H. Cornerstone Investments Inc. |
4 |
| Exos TFP Holdings LLC |
4 |
| General Partner, Inc. |
4 |
| Gallacher Capital Management LLC |
4 |
| Global Wealth Strategies & Associates |
4 |
| Hoxton Planning & Management, LLC |
4 |
| Daymark Wealth Partners, Llc |
4 |
| Beaumont Financial Advisors, LLC |
4 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| Goldstein Advisors, LLC |
4 |
| Keystone Investors Pte Ltd |
4 |
| XY Capital Ltd |
4 |
| Argonautica Private Wealth Management, Inc |
4 |
| MRP Capital Investments, LLC |
4 |
| Delap Wealth Advisory, Llc |
4 |
| Beverly Hills Private Wealth, LLC |
4 |
| Financial Freedom, LLC |
4 |
| Capital Group Investment Management Pte. Ltd. |
4 |
| Phillips Wealth Planners LLC |
4 |
| Innovis Asset Management Llc |
4 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
4 |
| SageView Advisory Group, LLC |
4 |
| CIC Wealth, LLC |
4 |
| Silverlake Wealth Management Llc |
4 |
| Bensler, LLC |
4 |
| Compass Wealth Management LLC |
4 |
| Portman Square Capital LLP |
4 |
| Gallagher Benefit Services, Inc. |
4 |
| Acrisure Capital Management, LLC |
4 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
4 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
4 |
| Midwest Financial Group LLC |
4 |
| Lifestyle Asset Management, Inc. |
4 |
| Empire Financial Management Company, LLC |
4 |
| EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
4 |
| PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
4 |
| North Ridge Wealth Advisors, Inc. |
4 |
| Cm Wealth Advisors Llc |
4 |
| Zrc Wealth Management, Llc |
4 |
| McCarthy Grittinger Financial Group, LLC |
4 |
| Barrett & Company, Inc. |
4 |
| Quintet Private Bank (Europe) S.A. |
4 |
| ABLE Financial Group, LLC |
4 |
| Trivant Custom Portfolio Group, LLC |
4 |
| 3Chopt Investment Partners, LLC |
4 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
4 |
| Empower Advisory Group, LLC |
4 |
| HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
4 |
| Genus Capital Management Inc. |
4 |
| Invesco, Llc |
4 |
| Prevail Innovative Wealth Advisors, Llc |
4 |
| Union Savings Bank |
4 |
| Prosperity Financial Group, Inc. |
4 |
| Prosperity Wealth Management, Inc. |
4 |
| CGC Financial Services, LLC |
4 |
| DecisionPoint Financial, LLC |
4 |
| Buck Wealth Strategies, LLC |
4 |
| KPP Advisory Services LLC |
4 |
| Ramirez Asset Management, Inc. |
4 |
| Revisor Wealth Management LLC |
4 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
4 |
| Allen Mooney & Barnes Investment Advisors LLC |
4 |
| One River Asset Management, LLC |
4 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
4 |
| GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
4 |
| Financial Perspectives, Inc |
4 |
| BKM Wealth Management, LLC |
4 |
| Waterway Wealth Management, LLC |
4 |
| Tritonpoint Wealth, Llc |
4 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
4 |
| FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
4 |
| Bear Mountain Capital, Inc. |
4 |
| Naples Money Management LLC |
4 |
| Criterion Capital Advisors, Llc |
4 |
| Significant Wealth Partners LLC |
4 |
| Cetera Trust Company, N.A |
4 |
| Sentry LLC |
4 |
| Opinicus Capital, Inc. |
4 |
| AJOVista, LLC |
4 |
| Signature Resources Capital Management, LLC |
4 |
| Everpar Advisors Llc |
4 |
| MeadowBrook Investment Advisors LLC |
4 |
| Fielder Capital Group LLC |
4 |
| Summa Corp. |
4 |
| Quotient Wealth Partners, LLC |
4 |
| Savvy Advisors, Inc. |
4 |
| Stablepoint Partners, LLC |
4 |
| BOCHK Asset Management Ltd |
4 |
| Catalytic Wealth RIA, LLC |
4 |
| Wiser Advisor Group LLC |
4 |
| Steward Partners Investment Solutions, Llc |
4 |
| Signal Advisors Wealth, LLC |
4 |
| ROI Financial Advisors, LLC |
4 |
| Modern Wealth Management, LLC |
4 |
| Wellington Wealth Strategies, LLC. |
4 |
| LM Advisors LLC |
4 |
| Foster Dykema Cabot & Partners, Llc |
4 |
| Quadcap Wealth Management, LLC |
4 |
| Sanibel Captiva Trust Company, Inc. |
4 |
| Vima Llc |
4 |
| Sivia Capital Partners, LLC |
4 |
| Able Wealth Management LLC |
4 |
| Sierra Summit Advisors Llc |
4 |
| Natixis ETF Trust - Natixis Gateway Quality Income ETF |
4 |
| HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
4 |
| VMAX - Lattice Strategies Trust - Hartford US Value ETF |
4 |
| Accent Capital Management, LLC |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
4 |
| Fairman Group, LLC |
4 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
4 |
| Foguth Wealth Management, LLC. |
4 |
| Fairway Wealth LLC |
4 |
| Catalina Capital Group, LLC |
4 |
| Pullen Investment Management, LLC |
4 |
| Fiduciary Family Office, Llc |
4 |
| Gratus Wealth Advisors, LLC |
4 |
| Kirtland Hills Capital Management, Llc |
4 |
| New Covenant Trust Company, N.A. |
4 |
| Sugar Maple Asset Management, LLC |
4 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
| SRN Advisors, LLC |
4 |
| Heritage Family Offices, LLP |
4 |
| Wealthgarden F.s. Llc |
4 |
| Heritage Oak Wealth Advisors Llc |
4 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
4 |
| Brown Financial Advisors |
4 |
| Paragon Capital Management Inc |
4 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
4 |
| Paladin Wealth, LLC |
4 |
| Painted Porch Advisors LLC |
4 |
| FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| Legacy Wealth Management, LLC / MS |
4 |
| Independent Solutions Wealth Management, LLC |
4 |
| Arcadia Investment Advisors Llc |
4 |
| Decker Retirement Planning Inc. |
4 |
| Kera Capital Partners, Inc. |
4 |
| Crews Bank & Trust |
4 |
| Comprehensive Financial Planning, Inc./PA |
4 |
| Wingate Wealth Advisors, Inc. |
4 |
| Louisbourg Investments Inc. |
4 |
| PUREfi Wealth, LLC |
4 |
| Synergy Investment Management, LLC |
4 |
| Clare Market Investments LLC |
4 |
| Hopwood Financial Services, Inc. |
4 |
| IMG Wealth Management, Inc. |
4 |
| RD Lewis Holdings, Inc. |
4 |
| VSM Wealth Advisory, LLC |
4 |
| Millstone Evans Group, LLC |
4 |
| Graney & King, LLC |
4 |
| Rahlfs Capital, Llc |
4 |
| Richards, Merrill & Peterson, Inc. |
4 |
| Optimize Financial Inc |
4 |
| Aware Super Pty Ltd as trustee of Aware Super |
4 |
| Rossby Financial, LCC |
4 |
| ROSS\JOHNSON & Associates LLC |
4 |
| 4wealth Advisors, Inc. |
4 |
| Banque Transatlantique SA |
4 |
| Talon Private Wealth, LLC |
4 |
| Gf Fund Management Co. Ltd. |
4 |
| Parr Mcknight Wealth Management Group, Llc |
4 |
| Vermillion Wealth Management, Inc. |
4 |
| Putney Financial Group LLC |
4 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
| GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
4 |
| REAP Financial Group, LLC |
4 |
| Park Square Financial Group, LLC |
4 |
| NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| Copia Wealth Management |
4 |
| Curat Global, LLC |
4 |
| North Capital, Inc. |
4 |
| Bingham Private Wealth, Llc |
4 |
| Ccm Investment Group, Llc |
4 |
| VestGen Advisors, LLC |
4 |
| Wealth Management Associates, Inc. |
4 |
| eCIO, Inc. |
4 |
| Ag2r La Mondiale Gestion D'actifs |
4 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
4 |
| Strategic Planning, Inc. |
4 |
| Maseco Llp |
4 |
| Credential Qtrade Securities Inc. |
4 |
| Holos Integrated Wealth LLC |
4 |
| Gibbs Wealth Management |
4 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
4 |
| DLK Investment Management, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
3 |
| SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
3 |
| Quadrant Private Wealth Management, LLC |
3 |
| AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A |
3 |
| Rice Partnership, LLC |
3 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
3 |
| Palumbo Wealth Management LLC |
3 |
| Napatree Capital Llc |
3 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
3 |
| Gries Financial Llc |
3 |
| M.e. Allison & Co., Inc. |
3 |
| Franklin Universal Trust |
3 |
| Lathrop Investment Management Corp |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| Stillwater Capital Advisors, LLC |
3 |
| Japan Smaller Capitalization Fund Inc |
3 |
| Alecta Pensionsforsakring, Omsesidigt |
3 |
| Quantitative Value Technologies, Llc |
3 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
3 |
| Camden National Corp |
3 |
| Financial Advisory Service, Inc. |
3 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
3 |
| HORAN Wealth, LLC |
3 |
| LCM Capital Management Inc |
3 |
| SMI Advisory Services, LLC |
3 |
| DRIPX - MP63 FUND INC - MP63 Fund |
3 |
| Arnhold LLC |
3 |
| Community Bank of Raymore |
3 |
| GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
3 |
| Neville Rodie & Shaw Inc |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
3 |
| Claymore Exchange-traded Fund Trust 2 |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| Pioneer Trust Bank N A/or |
3 |
| One + One Wealth Management, Llc |
3 |
| LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
3 |
| Benedetti & Gucer, Inc. |
3 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
| waypoint wealth counsel |
3 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
3 |
| Crew Capital Management, Ltd. |
3 |
| Leo Wealth, LLC |
3 |
| Abner Herrman & Brock Llc |
3 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
| Cove Private Wealth, LLC |
3 |
| Oppenheimer Capital Income Fund |
3 |
| Planning Directions Inc |
3 |
| Cambridge Financial Group, Inc. |
3 |
| New Age Alpha Trust - AVDR US LargeCap Leading ETF |
3 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
3 |
| Cumberland Advisors Inc |
3 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
3 |
| FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF |
3 |
| Canvas Wealth Advisors, LLC |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
3 |
| Cohen Klingenstein LLC |
3 |
| Pathway Financial Advisors LLC |
3 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
3 |
| PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
3 |
| JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| Nadler Financial Group, Inc. |
3 |
| Aldebaran Financial Inc. |
3 |
| Cornerstone Planning, LLC |
3 |
| Addenda Capital Inc. |
3 |
| Facet Wealth, Inc. |
3 |
| Piscataqua Savings Bank |
3 |
| Hoertkorn Richard Charles |
3 |
| CMG Global Holdings, LLC |
3 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
3 |
| Silicon Hills Wealth Management, LLC |
3 |
| Beach Investment Management, LLC. |
3 |
| Paragon Advisors, LLC |
3 |
| Willis Johnson & Associates, Inc. |
3 |
| Abel Hall, LLC |
3 |
| Stewart & Patten Co Llc |
3 |
| Allied Investment Advisors, LLC |
3 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
3 |
| YANKCOM Partnership |
3 |
| CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
3 |
| Lester Murray Antman dba SimplyRich |
3 |
| P.R. Herzig & Co. Inc. |
3 |
| Fruth Investment Management |
3 |
| Vista Capital Partners, Inc. |
3 |
| CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
3 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
| Investment Advisory Services Inc /tx /adv |
3 |
| Peachtree Investment Advisors, Inc. |
3 |
| Firethorn Wealth Partners, Llc |
3 |
| Harvest Volatility Management Llc |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
3 |
| SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class |
3 |
| Patron Partners Advisors, Llc |
3 |
| Lincoln Capital LLC |
3 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
3 |
| Sage Private Wealth Group, Llc |
3 |
| NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
3 |
| Townsend & Associates, Inc |
3 |
| LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
3 |
| Davis R M Inc |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| Proathlete Wealth Management Llc |
3 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| Twin Lakes Capital Management, LLC |
3 |
| Napa Wealth Management |
3 |
| Newman Dignan & Sheerar, Inc. |
3 |
| Peterson Wealth Management |
3 |
| Avondale Wealth Management |
3 |
| GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
3 |
| Vinland Capital Management Gestora de Recursos LTDA. |
3 |
| Spearhead Capital Advisors, Llc |
3 |
| First Citizens Financial Corp |
3 |
| WoodTrust Financial Corp |
3 |
| EMC Capital Management |
3 |
| S.E.E.D. Planning Group LLC |
3 |
| Orion Capital Management LLC |
3 |
| QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF |
3 |
| Novak & Powell Financial Services, Inc. |
3 |
| Grassi Investment Management |
3 |
| Bennett Lawrence Management L L C/ny |
3 |
| PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| Nixon Peabody Trust Co |
3 |
| Burford Brothers, Inc. |
3 |
| Sawyer & Company, Inc |
3 |
| Tiger Management L.l.c. |
3 |
| Thb Asset Management |
3 |
| Retirement Wealth Solutions LLC |
3 |
| Secured Retirement Advisors, Llc |
3 |
| Exchange Capital Management, Inc. |
3 |
| B & T Capital Management DBA Alpha Capital Management |
3 |
| Elliott Management Corporation |
3 |
| Wealth Dimensions Group, Ltd. |
3 |
| Bamco Inc /ny/ |
3 |
| IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P |
3 |
| Affiance Financial, LLC |
3 |
| Vista Private Wealth Partners. LLC |
3 |
| Long Focus Capital Management, Llc |
3 |
| Contrarian Capital Management, L.l.c. |
3 |
| Van Cleef Asset Management,Inc |
3 |
| Freemont Management S.A. |
3 |
| Bouchey Financial Group Ltd |
3 |
| Waterfront Wealth Inc. |
3 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. |
3 |
| Close Asset Management Ltd |
3 |
| Newport Trust Co |
3 |
| Qvr Llc |
3 |
| Deane Retirement Strategies, Inc. |
3 |
| Ninepoint Partners LP |
3 |
| KKM Financial LLC |
3 |
| Wealth Alliance Advisory Group, LLC |
3 |
| Cahaba Wealth Management, Inc. |
3 |
| Vontobel Asset Management Inc |
3 |
| Onyx Bridge Wealth Group LLC |
3 |
| DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Hoese & Co LLP |
3 |
| Parkside Advisors LLC |
3 |
| Ritter Daniher Financial Advisory, Llc |
3 |
| Clarus Group, Inc. |
3 |
| DHJJ Financial Advisors, Ltd. |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| Kensington Investment Counsel, LLC |
3 |
| Lakewood Capital Management, Lp |
3 |
| Pinnacle Family Advisors, LLC |
3 |
| Stokes Capital Advisors, LLC |
3 |
| Constitution Capital LLC |
3 |
| Cornell Pochily Investment Advisors, Inc. |
3 |
| DSC Advisors, L.P. |
3 |
| USAdvisors Wealth Management, LLC |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| Green Harvest Asset Management LLC |
3 |
| Spectrum Wealth Counsel, LLC |
3 |
| MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y |
3 |
| Ade, Llc |
3 |
| MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I |
3 |
| BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| Trinity Legacy Partners, LLC |
3 |
| Sovereign Financial Group, Inc. |
3 |
| Ackerman Capital Advisors, LLC |
3 |
| Nexus Investment Management ULC |
3 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
| Oxler Private Wealth LLC |
3 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
3 |
| MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
3 |
| Renaissance Investment Group LLC |
3 |
| Cadent Capital Advisors, LLC |
3 |
| Monashee Investment Management LLC |
3 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A |
3 |
| MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
3 |
| SilverOak Wealth Management LLC |
3 |
| BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
| AlTi Global, Inc. |
3 |
| Pacific Sun Financial Corp |
3 |
| Financial Network Wealth Management LLC |
3 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
| TCG Advisory Services, LLC |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
3 |
| Cassia Capital Partners, LLC |
3 |
| Marvin & Palmer Associates Inc |
3 |
| KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
| Monterey Private Wealth, Inc. |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| Hanlon Investment Management, Inc. |
3 |
| Allegiant Private Advisors, LLC |
3 |
| DSG Capital Advisors, LLC |
3 |
| Bulltick Wealth Management, LLC |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
3 |
| Sturgeon Ventures LLP |
3 |
| Accretive Wealth Partners, LLC |
3 |
| Atwater Malick LLC |
3 |
| Cerro Pacific Wealth Advisors LLC |
3 |
| Delta Lloyd Asset Management N.v. |
3 |
| Harbor Asset Planning, Inc. |
3 |
| Liontrust Investment Partners LLP |
3 |
| Eight 31 Financial Llc |
3 |
| Merrion Investment Management Co, LLC |
3 |
| Navigation Wealth Management, Inc. |
3 |
| Lummis Asset Management, LP |
3 |
| Peak Capital Management Llc |
3 |
| Hickory Point Bank & Trust |
3 |
| BlueStem Wealth Partners, LLC |
3 |
| Mma Asset Management Llc |
3 |
| Infini Master Fund |
3 |
| TMD Wealth Management, LLC |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
3 |
| Levy Wealth Management Group, LLC |
3 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
3 |
| Laurel Wealth Planning LLC |
3 |
| Redwood Park Advisors LLC |
3 |
| ACT Advisors, LLC. |
3 |
| Noked Capital LTD |
3 |
| Mairs & Power Inc |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| Aua Capital Management, Llc |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| PKO Investment Management Joint-Stock Co |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
3 |
| Adell Harriman & Carpenter Inc |
3 |
| First Financial Bankshares Inc |
3 |
| ARS Wealth Advisors, LLC |
3 |
| Silver Coast Investments LLC |
3 |
| Blue Sky Asset Management, LLC |
3 |
| Pacific Grove Capital LP |
3 |
| Elk River Wealth Management, LLC |
3 |
| Quattro Financial Advisors Llc |
3 |
| Financial Management Network Inc |
3 |
| SYM FINANCIAL Corp |
3 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| Monticello Wealth Management, Llc |
3 |
| Midland Wealth Advisors Llc |
3 |
| Kavar Capital Partners Group, Llc |
3 |
| Autus Asset Management, LLC |
3 |
| Vivaldi Capital Management, LLC |
3 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
| Cowa, Llc |
3 |
| Founders Capital Management |
3 |
| San Luis Wealth Advisors LLC |
3 |
| PenderFund Capital Management Ltd. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
3 |
| Bravias Capital Group, LLC |
3 |
| Family Legacy, Inc. |
3 |
| Vantage Investment Partners, LLC |
3 |
| New England Professional Planning Group Inc. |
3 |
| FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio |
3 |
| Dunvegan Associates, Inc. |
3 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
3 |
| Lincoln Capital Corp |
3 |
| Access Financial Services, Inc. |
3 |
| Callan Capital, LLC |
3 |
| Bordeaux Wealth Advisors LLC |
3 |
| Galvin, Gaustad & Stein, LLC |
3 |
| Bond & Devick Financial Network, Inc. |
3 |
| Sterling Global Strategies LLC |
3 |
| Kendall Capital Management |
3 |
| Sand Hill Global Advisors, LLC |
3 |
| General Pension Society PZU Joint Stock Co |
3 |
| Mangrove Partners |
3 |
| Canopy Partners, LLC |
3 |
| Foster Victor Wealth Advisors, LLC |
3 |
| Infrastructure Capital Advisors, Llc |
3 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
3 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
3 |
| PHH Investments, Ltd. |
3 |
| Lakeridge Wealth Management LLC |
3 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
3 |
| Granahan Investment Management Inc/ma |
3 |
| Polen Capital Management Llc |
3 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
3 |
| Shepherd Financial Partners LLC |
3 |
| Barr E S & Co |
3 |
| Braver Wealth Management, LLC |
3 |
| Consolidated Capital Management, Llc |
3 |
| McMahon Financial Advisors, LLC |
3 |
| BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
| Lehman Financial Resources, Inc. |
3 |
| NewFocus Financial Group, LLC |
3 |
| Wealth Architects, LLC |
3 |
| Cedar Hill Associates, Llc |
3 |
| Capitolis Liquid Global Markets LLC |
3 |
| Peak Financial Advisors Llc |
3 |
| Select Equity Group, L.P. |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
3 |
| Vantis Investment Advisers L.P. |
3 |
| Artal Group S.A. |
3 |
| BSW Wealth Partners |
3 |
| LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
3 |
| Archetype Wealth Partners |
3 |
| Western Financial Corporation |
3 |
| RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
3 |
| Luxor Capital Group, LP |
3 |
| Morris Retirement Advisors, LLC |
3 |
| Sterling Manor Financial, LLC |
3 |
| IVC Wealth Advisors LLC |
3 |
| Jafra Capital Management LP |
3 |
| Hamilton Point Investment Advisors, LLC |
3 |
| Marshall Financial Group LLC |
3 |
| IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
3 |
| Tukman Grossman Capital Management Inc |
3 |
| PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF |
3 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
3 |
| LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
3 |
| Evernest Financial Advisors, LLC |
3 |
| Chescapmanager LLC |
3 |
| Christopher J. Hasenberg, Inc |
3 |
| Yacktman Asset Management Lp |
3 |
| NFP Retirement, Inc. |
3 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
| Holland Capital Management Llc |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| ERn Financial, LLC |
3 |
| Petros Family Wealth, LLC |
3 |
| NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
3 |
| AUGAX - Columbia Funds Series Trust II - Columbia Quality Income Fund Class A |
3 |
| Birchcreek Wealth Management, LLC |
3 |
| Dynamic Wealth Strategies, LLC |
3 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
| Mason Investment Advisory Services, Inc. |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| Camden National Bank |
3 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
3 |
| First Long Island Investors, LLC |
3 |
| SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
3 |
| Garrett Investment Advisors LLC |
3 |
| Fore Capital, LLC |
3 |
| B, B, H, & B Inc. |
3 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
| Columbia Funds Variable Insurance Trust I |
3 |
| TruWealth Advisors, LLC |
3 |
| LeJeune Puetz Investment Counsel LLC |
3 |
| Sumitomo Mitsui Financial Group, Inc. |
3 |
| EnRich Financial Partners LLC |
3 |
| New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
3 |
| TrueWealth Advisors, LLC |
3 |
| Williamson Legacy Group, LLC |
3 |
| Altman Advisors, Inc. |
3 |
| New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
3 |
| Covenant Multifamily Offices, LLC |
3 |
| Foster Group, Inc. |
3 |
| Johnson Midwest Financial, LLC |
3 |
| Goodwin Investment Advisory |
3 |
| Puzo Michael J |
3 |
| Weatherbie Capital, Llc |
3 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
3 |
| Trademark Financial Management, LLC |
3 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
| Eclectic Associates Inc /adv |
3 |
| Keeley Asset Management Corp |
3 |
| New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
3 |
| EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A |
3 |
| Northeast Financial Consultants Inc |
3 |
| New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
3 |
| Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
3 |
| Biltmore Capital Advisors LLC |
3 |
| LifePro Asset Management |
3 |
| VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
3 |
| DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A |
3 |
| Garcia Hamilton & Associates Lp/de |
3 |
| HG Vora Capital Management, LLC |
3 |
| VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C |
3 |
| NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
3 |
| Lyell Wealth Management, Lp |
3 |
| Periscope Capital Inc. |
3 |
| JBF Capital, Inc. |
3 |
| Up Strategic Wealth Investment Advisors Llc |
3 |
| Dynasty Wealth Management, Llc |
3 |
| Alerus Investment Advisors Corp |
3 |
| TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class |
3 |
| Marietta Wealth Management, LLC |
3 |
| FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
3 |
| JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
3 |
| Platform Technology Partners |
3 |
| Forbes J M & Co Llp |
3 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class |
3 |
| Riverpoint Wealth Management Holdings, LLC |
3 |
| New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
3 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
3 |
| Provident Investment Management, Inc. |
3 |
| TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
3 |
| WP Advisors, LLC |
3 |
| Darden Wealth Group Inc |
3 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
| New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
3 |
| Uhlmann Price Securities, Llc |
3 |
| Concentric Wealth Management, Llc |
3 |
| Fusion Family Wealth LLC |
3 |
| New Capital Management LP |
3 |
| Fiduciary Financial Services Of The Southwest Inc /tx |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| Abbrea Capital, LLC |
3 |
| Wittenberg Investment Management, Inc. |
3 |
| Sarofim Fayez |
3 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
3 |
| VanEck Funds |
3 |
| Power Corp of Canada |
3 |
| Strategic Wealth Management Inc |
3 |
| Btr Capital Management Inc |
3 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
3 |
| Claudia M.p. Batlle, Crp (r) Llc |
3 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
| Efficient Market Advisors, LLC |
3 |
| Sicart Associates LLC |
3 |
| Gold Investment Management Ltd. |
3 |
| Arbor Investment Advisors, LLC |
3 |
| Duff & Phelps Investment Management Co |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
3 |
| Signature Financial Management, Inc. |
3 |
| Pingora Partners LLC |
3 |
| Oxford Financial Group Ltd |
3 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
| Blue Granite Capital, LLC |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| Asset Allocation & Management Company, LLC |
3 |
| AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
3 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
3 |
| Horizon Financial Services, Llc |
3 |
| Fagan Associates, Inc. |
3 |
| Ar Asset Management Inc |
3 |
| Winthrop Capital Management, LLC |
3 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
3 |
| Willow Creek Wealth Management Inc. |
3 |
| Smart Money Group LLC |
3 |
| Standard Pacific Capital Llc/ca |
3 |
| Mcrae Capital Management Inc |
3 |
| Aveo Capital Partners, LLC |
3 |
| Cambiar Investors Llc |
3 |
| Bft Financial Group, Llc |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
3 |
| GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund |
3 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
| Silver Lake Advisory, LLC |
3 |
| Lewis Capital Management, Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
3 |
| Cape Cod Five Cents Savings Bank |
3 |
| Curbstone Financial Management Corp |
3 |
| NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
3 |
| Anderson Hoagland & Co |
3 |
| Farr Miller & Washington Llc/dc |
3 |
| Boomfish Wealth Group, LLC |
3 |
| Kiely Wealth Advisory Group, Inc. |
3 |
| New Century Financial Group, LLC |
3 |
| HoyleCohen, LLC |
3 |
| Wendell David Associates Inc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
3 |
| JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
3 |
| Connecticut Wealth Management, LLC |
3 |
| Financial Partners Group, Inc |
3 |
| Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF |
3 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
| Diameter Capital Partners LP |
3 |
| Middleton & Co Inc/ma |
3 |
| Ayalon Holdings Ltd. |
3 |
| Somerville Kurt F |
3 |
| FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
3 |
| Vector Wealth Management, Llc |
3 |
| Advisor Consultant Network Inc |
3 |
| Strategic Capital Group LLC |
3 |
| Lilley & Co |
3 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
3 |
| JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund |
3 |
| GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional |
3 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
3 |
| Harmony Asset Management Llc |
3 |
| FLP Wealth Management, LLC |
3 |
| Kidder Stephen W |
3 |
| Hemenway Trust Co LLC |
3 |
| Telemus Investment Management, LLC |
3 |
| Mazama Capital Management Inc |
3 |
| LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
3 |
| Rushmore Investment Advisors, Inc. |
3 |
| Quad Capital Management Advisors LLC |
3 |
| Amida Capital Management II, LLC |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| Penseco Financial Services Corp |
3 |
| Prospector Partners Llc |
3 |
| Page Arthur B |
3 |
| VCCEX - VALIC Co I - Core Equity Fund |
3 |
| Access Investment Management LLC |
3 |
| Aristotle Atlantic Partners, Llc |
3 |
| Clifford Capital Partners Llc |
3 |
| Country Fund Management |
3 |
| Patrick M Sweeney & Associates, Inc |
3 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
3 |
| VSSGX - VALIC Co I - Small-Mid Growth Fund |
3 |
| StellarOne CORP |
3 |
| Yellowstone Partners, LLC |
3 |
| Sarver Vrooman Wealth Advisors |
3 |
| Vision Financial Markets Llc |
3 |
| Notis-McConarty Edward |
3 |
| VCIGX - VALIC Co I - Dividend Value Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
| Foresters Asset Management Inc. |
3 |
| Forester Capital Management, LTD |
3 |
| MEMBERS Trust Co |
3 |
| Agran Libbie |
3 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
| Crabel Capital Management, LLC |
3 |
| Ami Investment Management Inc |
3 |
| Harvest Capital Management Inc |
3 |
| Independence Advisors, LLC |
3 |
| Brinton Eaton, Llc |
3 |
| MSH Capital Advisors LLC |
3 |
| Promus Capital, LLC |
3 |
| Steele Capital Management, Inc. |
3 |
| Andina Capital Management, LLC |
3 |
| Caerus Investors, Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service |
3 |
| Jacob Asset Management Of New York Llc |
3 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
| Scotia Asset Management L.P. |
3 |
| DiMeo Schneider & Associates, L.L.C. |
3 |
| FT Vest Hedged Equity Income Fund: Series A3 |
3 |
| SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
3 |
| Berry Wealth Group, LP |
3 |
| NNJAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen New Jersey Municipal Bond Fund - Class A |
3 |
| Gradient Capital Advisors, LLC |
3 |
| Credo Capital Management, LLC |
3 |
| Stonebrook Private Inc. |
3 |
| PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
3 |
| Fluent Financial, LLC |
3 |
| Boussard & Gavaudan Asset Management LP |
3 |
| FT Vest Total Return Income Fund: Series A3 |
3 |
| Grant Street Asset Management, Inc. |
3 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
3 |
| Third Point LLC |
3 |
| Pines Wealth Management, LLC |
3 |
| Fiduciary Services Corp/ga |
3 |
| Intelligence Driven Advisers, LLC |
3 |
| Melqart Asset Management (uk) Ltd |
3 |
| Lountzis Asset Management, Llc |
3 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
3 |
| Applied Research Investments, Llc |
3 |
| FICGX - First Investors Equity Funds - First Investors Select Growth Fund Class A |
3 |
| Rayner & Haynor |
3 |
| ATLANTIC INVESTMENT Co |
3 |
| Am Investment Strategies Llc |
3 |
| Partners Capital Investment Group, Llp |
3 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
| Dupree Financial Group, LLC |
3 |
| Alphinity Investment Management Pty Ltd |
3 |
| HTLF Bank |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
3 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
3 |
| CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
3 |
| HS Management Partners, LLC |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| WT Wealth Management |
3 |
| CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
3 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
3 |
| Valley National Bancorp |
3 |
| Timber Creek Capital Management LLC |
3 |
| Hollow Brook Wealth Management LLC |
3 |
| James Hambro & Partners |
3 |
| Cullen Investment Group, Ltd. |
3 |
| Oak Asset Management, LLC |
3 |
| Congress Park Capital LLC |
3 |
| Alpine Partners USVI, LLC |
3 |
| SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
3 |
| SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
3 |
| George Kaiser Family Foundation |
3 |
| Aurora Investment Counsel |
3 |
| QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans |
3 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
3 |
| QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans |
3 |
| NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
3 |
| Fiduciary Asset Management Llc |
3 |
| TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
3 |
| InterOcean Capital, LLC |
3 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF |
3 |
| SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF |
3 |
| Bernardo Wealth Planning LLC |
3 |
| Dale Q Rice Investment Management Ltd |
3 |
| SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
3 |
| Ramsay, Stattman, Vela & Price, Inc. |
3 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
| VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
3 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
3 |
| HOMZ - ETF Series Solutions - Hoya Capital Housing ETF |
3 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
3 |
| 1492 Capital Management LLC |
3 |
| Full Sail Capital, LLC |
3 |
| VCCAX - VALIC Co II - Capital Appreciation Fund |
3 |
| VASMX - VALIC Co II - Small Cap Growth Fund |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
| Yakira Capital Management, Inc. |
3 |
| DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares |
3 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
3 |
| KFA Private Wealth Group, LLC |
3 |
| JISOX - John Hancock Funds II - New Opportunities Fund Class 1 |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
3 |
| JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV |
3 |
| FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares |
3 |
| Charles Schwab Investment Advisory, Inc. |
3 |
| Fedenia Advisers LLC |
3 |
| Parker Investment Management, LLC |
3 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
3 |
| SFYF - Tidal ETF Trust - SoFi 50 ETF |
3 |
| Premier Fund Managers Ltd |
3 |
| DeepCurrents Investment Group LLC |
3 |
| JHGEX - John Hancock Funds II - Global Equity Fund Class A |
3 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
3 |
| Carl P. Sherr & Co., LLC |
3 |
| WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
| Highmount Capital, LLC |
3 |
| STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund |
3 |
| Sunflower Bank, N.A. |
3 |
| Tenzing Global Management, LLC |
3 |
| JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A |
3 |
| Sapient Capital Llc |
3 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
3 |
| NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund |
3 |
| NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV |
3 |
| Cutler Investment Counsel Llc |
3 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
3 |
| FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
3 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
3 |
| Waterfront Capital Partners, LLC |
3 |
| Crawford Fund Management, LLC |
3 |
| ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
3 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
3 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
| KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares |
3 |
| Keener Financial Planning LLC |
3 |
| Financial Advisory Corp /ut/ /adv |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| Harbour Trust & Investment Management Co |
3 |
| FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF |
3 |
| QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
3 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
| AFALX - World Funds Trust - Applied Finance Core Fund Investor Class |
3 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
3 |
| Mendel Money Management |
3 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
3 |
| Lafayette Investments, Inc. |
3 |
| 3G Capital Partners LP |
3 |
| Miramar Capital, LLC |
3 |
| LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF |
3 |
| Glenview State Bank Trust Dept. |
3 |
| Argus Investors' Counsel, Inc. |
3 |
| Pecaut & Co. |
3 |
| Gibraltar Capital Management, Inc. |
3 |
| Challenger Wealth Management |
3 |
| EICVX - FundVantage Trust - EIC Value Fund Class A |
3 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
3 |
| SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
3 |
| TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
3 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
3 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
| EFG Asset Management (Americas) Corp. |
3 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
| Dempze Nancy E |
3 |
| FT Vest Total Return Income Fund: Series B1 |
3 |
| Capital Management Associates, Inc |
3 |
| Salient Capital Advisors, LLC |
3 |
| Pennsylvania Capital Management Inc /adv |
3 |
| Aubrey Capital Management Ltd |
3 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
3 |
| Advanced Series Trust - Ast International Growth Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| Fusion Investment Group, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
3 |
| IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares |
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 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| ShearLink Capital, LLC |
3 |
| Pacific Alternative Asset Management Company, Llc |
3 |
| American Assets Investment Management, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
3 |
| TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I |
3 |
| EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
3 |
| EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
3 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| Lcnb Corp |
3 |
| FT Vest Hedged Equity Income Fund: Series B1 |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| Green Valley Investors Llc |
3 |
| TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A |
3 |
| PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
3 |
| Weitz Investment Management, Inc. |
3 |
| Arvest Investments, Inc. |
3 |
| TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A |
3 |
| BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
3 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
3 |
| Nan Shan Life Insurance Co., Ltd. |
3 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
3 |
| DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
3 |
| Crystal Rock Capital Management |
3 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
3 |
| HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund |
3 |
| Florida Financial Advisors, Llc |
3 |
| USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares |
3 |
| BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares |
3 |
| Stockman Wealth Management, Inc. |
3 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
3 |
| StoneCrest Wealth Management, Inc. |
3 |
| Precedent Wealth Partners, Llc |
3 |
| Fft Wealth Management Llc |
3 |
| VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class |
3 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
3 |
| MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
3 |
| Trueblood Wealth Management, LLC |
3 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
| HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
3 |
| Kingstone Capital Partners Texas, LLC |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I |
3 |
| Cupps Capital Management, LLC |
3 |
| GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
| Payden & Rygel |
3 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
3 |
| Trust Co of the South |
3 |
| WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
3 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
3 |
| WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
3 |
| Cultivar Capital, Inc. |
3 |
| Invera Wealth Advisors, LLC |
3 |
| OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
3 |
| Physicians Financial Services, Inc. |
3 |
| AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
3 |
| Cottage Street Advisors LLC |
3 |
| Price Michael F |
3 |
| Rockline Wealth Management, LLC |
3 |
| OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF |
3 |
| Nuance Investments, Llc |
3 |
| TrueMark Investments, LLC |
3 |
| CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
3 |
| IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I |
3 |
| Hnp Capital Llc |
3 |
| FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund |
3 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
3 |
| Sitrin Capital Management LLC |
3 |
| St. Louis Trust Co |
3 |
| Tairen Capital Ltd |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| Credit Capital Investments LLC |
3 |
| GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
3 |
| DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
| Advanced Asset Management Advisors Inc |
3 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
| Oakmont Corp |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
3 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
3 |
| Leibman Financial Services, Inc. |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
3 |
| MASTERINVEST Kapitalanlage GmbH |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
| Advanced Series Trust - Ast Mfs Growth Portfolio |
3 |
| Consulta Ltd |
3 |
| Worm Capital, Llc |
3 |
| Rowland & Co Investment Counsel/adv |
3 |
| MTCGX - M FUND INC - M Large Cap Growth Fund |
3 |
| FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class |
3 |
| Engine Capital Management, LP |
3 |
| CQS Cayman LP |
3 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
3 |
| CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
3 |
| Matisse Capital |
3 |
| BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF |
3 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
3 |
| Cedar Capital, Llc |
3 |
| Bearing Point Capital, Llc |
3 |
| Auxano Advisors, LLC |
3 |
| Triton Wealth Management, PLLC |
3 |
| Chapman Financial Group, Llc |
3 |
| NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| Investment Management Corp /va/ /adv |
3 |
| Vega Investment Solutions |
3 |
| Kelman-Lazarov, Inc. |
3 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
3 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
3 |
| NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A |
3 |
| High Falls Advisors, Inc |
3 |
| Poplar Forest Capital LLC |
3 |
| Souders Financial Advisors |
3 |
| QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class |
3 |
| GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class |
3 |
| NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
3 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
3 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
3 |
| J. W. Coons Advisors, LLC |
3 |
| Graham & Dodd Fund, Llc |
3 |
| Silver Bridge Capital Management LLC |
3 |
| PACIFIC SELECT FUND - Growth Portfolio Class I |
3 |
| MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
3 |
| Ttp Investments, Inc. |
3 |
| Benchstone Capital Management LP |
3 |
| Endex Capital Management Llc |
3 |
| Lockheed Martin Investment Management Co |
3 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
3 |
| Granite Investment Partners, LLC |
3 |
| Orser Capital Management, Llc |
3 |
| Lone Pine Capital Llc |
3 |
| Sanibel Captiva Investment Advisers, Inc. |
3 |
| Bontempo Ohly Capital Mgmt Llc |
3 |
| Compass Efficient Model Portfolios, LLC |
3 |
| Armbruster Capital Management, Inc. |
3 |
| Arjuna Capital |
3 |
| Torray Llc |
3 |
| Flow Traders U.s. Llc |
3 |
| Foxhaven Asset Management, LP |
3 |
| MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class |
3 |
| Noked Israel Ltd |
3 |
| Budros, Ruhlin & Roe, Inc. |
3 |
| ONJCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester New Jersey Municipal Fund Class C |
3 |
| Paradigm Financial Advisors, LLC |
3 |
| MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
3 |
| Fortress Private Ledger, Llc |
3 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
3 |
| Ratan Capital Management LP |
3 |
| GEM Realty Capital |
3 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
| Nokomis Capital, L.L.C. |
3 |
| MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A |
3 |
| Tensile Capital Management LP |
3 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
3 |
| Symmetry Peak Management Llc |
3 |
| Sunriver Management LLC |
3 |
| Wealth Advisors of Iowa, LLC |
3 |
| Strategic Financial Services, Inc, |
3 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
3 |
| Reyes Financial Architecture, Inc. |
3 |
| Hilltop Park Associates LLC |
3 |
| VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
3 |
| Adams Hall Wealth Advisors, LLC |
3 |
| Harber Asset Management Llc |
3 |
| Elefante Michael B |
3 |
| PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
3 |
| Riversville Capital, Inc. |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
3 |
| GIC Private Ltd |
3 |
| Credit Industriel Et Commercial |
3 |
| GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class |
3 |
| White Elm Capital, LLC |
3 |
| Eastover Investment Advisors LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| Spotlight Asset Group, Inc. |
3 |
| PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
3 |
| Strategic Investment Management, Llc |
3 |
| Rodgers Brothers Inc. |
3 |
| Natural Investments, Llc |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class |
3 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
3 |
| Cardan Capital Partners, LLC |
3 |
| HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class |
3 |
| IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
3 |
| Prudent Investors Network |
3 |
| Sapphire Star Partners LP |
3 |
| Empirical Capital Partners Lp |
3 |
| LJI Wealth Management, LLC |
3 |
| American Institute for Advanced Investment Management, LLP |
3 |
| TFG Advisers LLC |
3 |
| Sunburst Financial Group, LLC |
3 |
| Buckley Wealth Management, LLC |
3 |
| Topsail Wealth Management, LLC |
3 |
| Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
3 |
| Castlekeep Investment Advisors Llc |
3 |
| Tiger Consumer Management, Lp |
3 |
| Heartwood Wealth Advisors LLC |
3 |
| WJ Wealth Management, LLC |
3 |
| SEG Partners Long/Short Equity Fund |
3 |
| Vista Wealth Management Group, LLC |
3 |
| Coastal Bridge Advisors, LLC |
3 |
| Moss Adams Wealth Advisors LLC |
3 |
| Wealth Advisors of Tampa Bay, LLC |
3 |
| Meadow Creek Wealth Advisors Llc |
3 |
| Corundum Group, Inc. |
3 |
| VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
3 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
| SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class |
3 |
| Fortress Investment Group LLC |
3 |
| POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares |
3 |
| RKL Wealth Management LLC |
3 |
| Brooktree Capital Management |
3 |
| Wallace Capital Management Inc. |
3 |
| PBMares Wealth Management LLC |
3 |
| Westbourne Investments, Inc. |
3 |
| Maltin Wealth Management, Inc. |
3 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
3 |
| MADDEN SECURITIES Corp |
3 |
| Minot Wealth Management LLC |
3 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
| Brandes Investment Partners, Lp |
3 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
3 |
| Argentarii, LLC |
3 |
| Godshalk Welsh Capital Management, Inc. |
3 |
| Millrace Asset Group, Inc. |
3 |
| Bow Street, Llc |
3 |
| Banbury Partners Llc |
3 |
| Lighthouse Financial Advisors, Inc. |
3 |
| JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV |
3 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
3 |
| Elevated Capital Advisors, LLC |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| Davidson Trust Co |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
3 |
| Townsend Asset Management Corp /nc/ /adv |
3 |
| South Plains Financial, Inc. |
3 |
| Scharf Investments, Llc |
3 |
| Franklin Street Capital Partners, LLC |
3 |
| LVZ Advisors, Inc. |
3 |
| Meridian Investment Counsel Inc. |
3 |
| Summit Place Financial Advisors, LLC |
3 |
| Pring Turner Capital Group Inc |
3 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
3 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
3 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
3 |
| Legacy Wealth Partners, Inc. |
3 |
| National Investment Services of America, LLC |
3 |
| SVA Wealth Management, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
3 |
| AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares |
3 |
| AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
3 |
| Bolton Lp |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
3 |
| Mission Creek Capital Partners, Inc. |
3 |
| Morton Capital Management LLC/CA |
3 |
| American Money Management, LLC |
3 |
| Private Wealth Strategies, L.L.C. |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Panoramic Capital, LLC |
3 |
| Luminist Capital LLC |
3 |
| Guardian Capital Advisors Lp |
3 |
| Soundwatch Capital LLC |
3 |
| Dohj, Llc |
3 |
| PFS Partners, LLC |
3 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
3 |
| Fidelity D & D Bancorp Inc |
3 |
| Stokes Family Office, LLC |
3 |
| IFC Advisors LLC |
3 |
| Alhambra Investment Partners LLC |
3 |
| National Mutual Insurance Federation of Agricultural Cooperatives |
3 |
| Absher Wealth Management, Llc |
3 |
| ESL Trust Services, LLC |
3 |
| CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class |
3 |
| Savoie Capital LLC |
3 |
| 20/20 Capital Management, Inc. |
3 |
| Fiduciary Planning LLC |
3 |
| Lipe & Dalton |
3 |
| TBH Global Asset Management, LLC |
3 |
| Value Partners Investments Inc. |
3 |
| Hager Investment Management Services, Llc |
3 |
| Victrix Investment Advisors |
3 |
| West Bancorporation Inc |
3 |
| Summit Wealth Group, LLC |
3 |
| Columbia Trust Co 01012016 |
3 |
| Dow Chemical Co /de/ |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
3 |
| New England Private Wealth Advisors LLC |
3 |
| Houlihan Financial Resource Group, Ltd. |
3 |
| Sanctuary Wealth Management, L.L.C. |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| Team Financial Group, LLC |
3 |
| Strategic Wealth Designers |
3 |
| One Charles Private Wealth Services, LLC |
3 |
| Atreides Management, LP |
3 |
| Asio Capital, LLC |
3 |
| Aprio Wealth Management, LLC |
3 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
3 |
| JFG Wealth Management, LLC |
3 |
| Exchange Bank |
3 |
| Texas Bank & Trust Co |
3 |
| Morningstar Investment Management LLC |
3 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| Prosperitas Financial LLC |
3 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
3 |
| Cypress Wealth Services, LLC |
3 |
| Mayfair Advisory Group, LLC |
3 |
| Emerald Advisors, LLC |
3 |
| Investment Research & Advisory Group, Inc. |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Advanced Research Investment Solutions, Llc |
3 |
| Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
3 |
| Aberdeen Wealth Management LLC |
3 |
| CWS Financial Advisors, LLC |
3 |
| Measured Risk Portfolios, Inc. |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
| Mattern Wealth Management LLC |
3 |
| Lakeshore Financial Planning, Inc. |
3 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
3 |
| Vigilare Wealth Management |
3 |
| Towle & Co |
3 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
3 |
| SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
3 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
3 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd |
3 |
| Aravt Global Llc |
3 |
| Wimmer Associates 1, Llc |
3 |
| LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
| Trace Wealth Advisors, LLC |
3 |
| Seascape Capital Management |
3 |
| Syntax Research, Inc. |
3 |
| Belmont Global Advisors, Inc. |
3 |
| Moser Wealth Advisors, LLC |
3 |
| Blue Zone Wealth Advisors, LLC |
3 |
| Vivid Financial Management, Inc. |
3 |
| Pinpoint Asset Management Ltd |
3 |
| Lomas Capital Management, LLC |
3 |
| DCF Advisers, LLC |
3 |
| RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
3 |
| Mik Capital Llc |
3 |
| Chickasaw Capital Management Llc |
3 |
| Austin Private Wealth, LLC |
3 |
| BlueSpruce Investments, LP |
3 |
| Bingham Osborn & Scarborough Llc |
3 |
| Soros Capital Management Llc |
3 |
| Financial Security Advisor, Inc. |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| Dreyfus Manager Funds I |
3 |
| Everett Harris & Co /ca/ |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y |
3 |
| Bluepoint Investment Series Trust |
3 |
| Bedel Financial Consulting Inc |
3 |
| Nishkama Capital, LLC |
3 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
3 |
| Capstone Series Fund Inc |
3 |
| KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
3 |
| Peoples Bank/KS |
3 |
| LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
3 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
3 |
| JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
3 |
| MWA Asset Management |
3 |
| ROE - EA Series Trust - Astoria US Quality Kings ETF |
3 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
3 |
| Vanguard Specialized Funds |
3 |
| BluePath Capital Management, LLC |
3 |
| Howland Capital Management Llc |
3 |
| Channing Capital Management, LLC |
3 |
| Slocum, Gordon & Co LLP |
3 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
| Etesian Wealth Advisors, Inc. |
3 |
| TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| WFA Asset Management Corp |
3 |
| Hibernia Wealth Partners, LLC |
3 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
3 |
| BlackRock ETF Trust - BlackRock Large Cap Value ETF |
3 |
| Park Capital Management, LLC / WI |
3 |
| Afam Capital, Inc. |
3 |
| BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
3 |
| LANJX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett New Jersey Tax-Free Income Fund Class A |
3 |
| Emerson Point Capital Lp |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
| QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
3 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
| TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF |
3 |
| TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
3 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
3 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
| Northwest Bank & Trust Co |
3 |
| SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| Baldwin Investment Management, LLC |
3 |
| Guidance Capital, Inc |
3 |
| Advyzon Investment Management, LLC |
3 |
| Fishman Jay A Ltd/mi |
3 |
| Mastrapasqua Asset Management Inc |
3 |
| Northeast Financial Group, Inc. |
3 |
| Sigma Investment Counselors Inc |
3 |
| Markston International Llc |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
| West Chester Capital Advisors, Inc |
3 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
3 |
| New Republic Capital, LLC |
3 |
| Grisanti Capital Management LLC |
3 |
| INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF |
3 |
| Northstar Investment Advisors Llc |
3 |
| Seven Mile Advisory |
3 |
| Hudson Canyon Capital Management |
3 |
| Pettyjohn, Wood & White, Inc |
3 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
| Centricity Wealth Management, LLC |
3 |
| Arcataur Capital Management LLC |
3 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
3 |
| AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 |
3 |
| R. G. Niederhoffer Capital Management Inc |
3 |
| SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF |
3 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
3 |
| Lazari Capital Management, Inc. |
3 |
| First County Bank /CT/ |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| Noesis Capital Mangement Corp |
3 |
| Cardinal Point Capital Management, ULC |
3 |
| Sweeney & Michel, Llc |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio |
3 |
| Buffington Mohr McNeal |
3 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
3 |
| Opus Capital Group, LLC |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I |
3 |
| LOMMX - CGM TRUST - CGM Mutual Fund |
3 |
| FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
| Usca All Terrain Fund |
3 |
| Richard C. Young & CO., LTD. |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| Financial Life Planners |
3 |
| Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 |
3 |
| Avantra Family Wealth, Inc. |
3 |
| VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
3 |
| Zevin Asset Management Llc |
3 |
| MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I |
3 |
| CGMFX - CGM TRUST - CGM Focus Fund |
3 |
| NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
3 |
| VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
3 |
| WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class |
3 |
| Mercer Investment Management, Inc. |
3 |
| Evercore Trust Company, N.A. |
3 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
| Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 |
3 |
| NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
3 |
| WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
3 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
3 |
| Titleist Asset Management, Llc |
3 |
| PCA Investment Advisory Services Inc. |
3 |
| MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I |
3 |
| Insight Select Income Fund |
3 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
| Verus Financial Partners, Inc. |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| Orleans Capital Management Corp/la |
3 |
| La Banque Postale Asset Management SA |
3 |
| Van Strum & Towne Inc. |
3 |
| Ruggaard & Associates LLC |
3 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
3 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
| IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
3 |
| Klr Investment Advisors, Llc |
3 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
3 |
| MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class |
3 |
| EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
3 |
| Beutel, Goodman & Co Ltd. |
3 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
3 |
| Ivy High Income Opportunities Fund |
3 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
| Ascent Wealth Partners, LLC |
3 |
| Cobblestone Capital Advisors Llc /ny/ |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
3 |
| Consolidated Portfolio Review Corp |
3 |
| ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
3 |
| Clark Estates Inc/ny |
3 |
| EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
3 |
| EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A |
3 |
| Northstar Asset Management Llc |
3 |
| TrinityPoint Wealth, LLC |
3 |
| DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
3 |
| Pasadena Private Wealth, LLC |
3 |
| De Burlo Group Inc |
3 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
3 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
3 |
| Pinnacle West Asset Management, Inc. |
3 |
| Oppenheimer Discovery Fund |
3 |
| DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
3 |
| Grey Street Capital, LLC |
3 |
| Tealwood Asset Management Inc |
3 |
| Mawer Investment Management Ltd. |
3 |
| Scott Marsh Financial, LLC |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
| MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class |
3 |
| Cornerstone Management, Inc. |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| Marble Harbor Investment Counsel, LLC |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
3 |
| Strata Wealth Advisors, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
3 |
| Miller/howard High Income Equity Fund |
3 |
| Channel Wealth Llc |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Jackson Wealth Management, LLC |
3 |
| HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
3 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
| SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
3 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
3 |
| FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
3 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
| DIP - ETF Series Solutions - BTD Capital Fund |
3 |
| Loudon Investment Management, LLC |
3 |
| Sound View Wealth Advisors, Llc |
3 |
| Whitaker-Myers Wealth Managers, LTD. |
3 |
| Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class |
3 |
| Brady Family Wealth, Llc |
3 |
| OEF - iSHARES TRUST - iShares S&P 100 ETF |
3 |
| Hyperion Partners, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
| University Of Notre Dame Du Lac |
3 |
| Alpine Series Trust |
3 |
| CFO4Life, L.P. |
3 |
| Legacy Trust |
3 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
3 |
| Luts & Greenleigh Group, Inc |
3 |
| Advisory Resource Group |
3 |
| Alpine Global Dynamic Dividend Fund |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| VeraBank, N.A. |
3 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
3 |
| Jeneq Management, LP |
3 |
| Kensico Capital Management Corp |
3 |
| Apexium Financial, Lp |
3 |
| Northeast Investment Management |
3 |
| Parthenon Llc |
3 |
| Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
3 |
| Grandfield & Dodd, Llc |
3 |
| Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A |
3 |
| NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
3 |
| INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
3 |
| Patriot Wealth Management, Inc. |
3 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
3 |
| Werba Rubin Papier Wealth Management |
3 |
| Prostatis Group LLC |
3 |
| Mad River Investors |
3 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
3 |
| Alpine Total Dynamic Dividend Fund |
3 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
3 |
| DDFG, Inc |
3 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
| Lakewood Asset Management LLC |
3 |
| Panoramic Investment Advisors, Llc |
3 |
| IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
3 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
3 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
| Cascade Investment Group, Inc. |
3 |
| Paragon Capital Management LLC |
3 |
| Atala Financial Inc |
3 |
| Ares Dynamic Credit Allocation Fund, Inc. |
3 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
3 |
| Cravens & Co Advisors, LLC |
3 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
| PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Mar Vista Investment Partners Llc |
3 |
| PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
3 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
3 |
| FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund |
3 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
3 |
| Bbjs Financial Advisors, Llc |
3 |
| PICTET BANK & TRUST Ltd |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
3 |
| Talbot Financial, LLC |
3 |
| Gateway Wealth Partners, LLC |
3 |
| one8zero8, LLC |
3 |
| Live Oak Investment Partners |
3 |
| Hood River Capital Management LLC |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| Leisure Capital Management |
3 |
| Per Stirling Capital Management, LLC. |
3 |
| TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
3 |
| Schneider Downs Wealth Management Advisors, LP |
3 |
| FT Vest Hedged Equity Income Fund: Series A4 |
3 |
| CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
3 |
| Chelsea Counsel Co |
3 |
| TLW Wealth Management, LLC |
3 |
| Greykasell Wealth Strategies, Inc. |
3 |
| FCHSX - FIDELITY CONCORD STREET TRUST - Fidelity Advisor Event Driven Opportunities Fund Class A |
3 |
| FT Vest Total Return Income Fund: Series A4 |
3 |
| Dover Advisors, Llc |
3 |
| Cypress Wealth Advisors LLC |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| FLC Capital Advisors |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
3 |
| Monimus Capital Management, Lp |
3 |
| Energy Opportunities Capital Management, LLC |
3 |
| Henssler Funds Inc |
3 |
| JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
3 |
| Permian Investment Partners, LP |
3 |
| Miura Global Management, LLC |
3 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF |
3 |
| Oak Hill Wealth Advisors, Llc |
3 |
| LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
3 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
3 |
| Centerstone Investors, LLC |
3 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
3 |
| Templeton & Phillips Capital Management, LLC |
3 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
3 |
| Copley Financial Group, Inc. |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| BOS Asset Management, LLC |
3 |
| Mfs Intermediate Income Trust |
3 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| PENN SERIES FUNDS INC - Large Core Value Fund |
3 |
| MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
3 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
3 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
3 |
| Mountain Pacific Investment Advisers Inc/id |
3 |
| Schafer Cullen Capital Management Inc |
3 |
| Gould Asset Management Llc /ca/ |
3 |
| HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
3 |
| Pax World Management Llc |
3 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
3 |
| HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class |
3 |
| Dudley Capital Management, Llc |
3 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
3 |
| TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
3 |
| CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A |
3 |
| Federated Mdt Large Cap Value Fund |
3 |
| Owen LaRue, LLC |
3 |
| Core Wealth Partners LLC |
3 |
| LSELECT - First Investors Life Series Funds - First Investors Life Series Select Growth Fund |
3 |
| QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
| JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
3 |
| Hays Advisory Llc |
3 |
| Carr Financial Group Corp |
3 |
| JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I |
3 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
3 |
| Garden State Investment Advisory Services LLC |
3 |
| Cercano Management LLC |
3 |
| PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
| BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares |
3 |
| Delta Financial Group, Inc. |
3 |
| Sandell Asset Management Corp |
3 |
| Arista Wealth Management, LLC |
3 |
| Tanglewood Legacy Advisors, LLC |
3 |
| Clifford Group, LLC |
3 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
3 |
| Abound Financial, Llc |
3 |
| Tower Bridge Advisors |
3 |
| FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional |
3 |
| Dominguez Wealth Management Solutions, Inc. |
3 |
| DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
3 |
| Tax-managed Global Small-cap Portfolio |
3 |
| Gwn Securities Inc. |
3 |
| Windsor Creek Advisors, Llc |
3 |
| CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
| Weik Capital Management |
3 |
| Strategic Investment Advisors / MI |
3 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
| BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
3 |
| Watershed Asset Management, L.L.C. |
3 |
| True Capital Management |
3 |
| KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
3 |
| JHMS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Staples ETF |
3 |
| Oppenheimer Discovery Mid Cap Growth Fund |
3 |
| Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
3 |
| New Hampshire Trust |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
3 |
| ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES |
3 |
| Financial Partners Group, LLC |
3 |
| Advent/claymore Enhanced Growth & Income Fund |
3 |
| CRA Financial Services, LLC |
3 |
| Knightsbridge Asset Management, Llc |
3 |
| GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund |
3 |
| GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| Tradition Asset Management Llc |
3 |
| Lodestone Wealth Management LLC |
3 |
| Financial & Tax Architects, LLC |
3 |
| Eaton Vance Short Duration Diversified Income Fund |
3 |
| Beacon Investment Advisors Llc |
3 |
| Fox Point Capital Management LLC |
3 |
| Shilanski & Associates, Inc. |
3 |
| Team Hewins, LLC |
3 |
| TCF National Bank |
3 |
| Volterra Technologies LP |
3 |
| Commonwealth Retirement Investments LLC |
3 |
| Jacobsen Capital Management |
3 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
3 |
| Vertex One Asset Management Inc. |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
3 |
| Matrix Trust Co |
3 |
| Advent Claymore Convertible Securities & Income Fund Ii |
3 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
3 |
| LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF |
3 |
| Richard W. Paul & Associates, LLC |
3 |
| B.O.S.S. Retirement Advisors, LLC |
3 |
| FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class |
3 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
3 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
3 |
| Milestone Asset Management, Llc |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Fairvoy Private Wealth, LLC |
3 |
| GoodHaven Capital Management, LLC |
3 |
| SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
3 |
| Midwest Capital Advisors, LLC |
3 |
| Clal Insurance Enterprises Holdings Ltd |
3 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
3 |
| Forza Wealth Management, LLC |
3 |
| Gruss & Co., LLC |
3 |
| PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
3 |
| Great Waters Wealth Management |
3 |
| Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF |
3 |
| Centurion Wealth Management LLC |
3 |
| Lodestar Private Asset Management Llc |
3 |
| MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
3 |
| DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
3 |
| Breakwater Capital Group |
3 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
3 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
3 |
| Chapin Davis, Inc. |
3 |
| TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
3 |
| FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
3 |
| FT Vest Hedged Equity Income Fund: Series A2 |
3 |
| Northern Financial Advisors Inc |
3 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
3 |
| SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF |
3 |
| Welch & Forbes Llc |
3 |
| Flagship Wealth Advisors, Llc |
3 |
| Ransom Advisory, Ltd |
3 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
3 |
| JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
3 |
| Security National Bank Of So Dak |
3 |
| Schear Investment Advisers, LLC |
3 |
| PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
3 |
| FT Vest Total Return Income Fund: Series A2 |
3 |
| Western Financial Corp/CA |
3 |
| JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A |
3 |
| Growth Fund Of America |
3 |
| Conway Capital Management, Inc. |
3 |
| Dillon & Associates Inc |
3 |
| Catalyst Financial Partners Llc |
3 |
| Mcdaniel Terry & Co |
3 |
| PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
3 |
| Lam Group, Inc. |
3 |
| Creative Capital Management Investments LLC |
3 |
| JDM Financial Group LLC |
3 |
| Outfitter Advisors, Ltd. |
3 |
| Sheffield Asset Management, L.L.C. |
3 |
| Element Pointe Advisors, Llc |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| Geduld E E |
3 |
| VOLMX - VOLUMETRIC FUND INC - Volumetric Fund |
3 |
| Gray Wealth Management Inc. |
3 |
| JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF |
3 |
| Palisades Hudson Asset Management, L.P. |
3 |
| Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF |
3 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
3 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
3 |
| Mindset Wealth Management, Llc |
3 |
| BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
3 |
| IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
3 |
| Asset Planning,Inc |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A |
3 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
3 |
| Hardy Reed LLC |
3 |
| JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
3 |
| SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| Sentinus, LLC |
3 |
| Warther Private Wealth, LLC |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| Drive Wealth Management, Llc |
3 |
| S. R. Schill & Associates |
3 |
| Beacon Pointe Wealth Advisors, Llc |
3 |
| Toews Corp /adv |
3 |
| Argent Financial Group, Inc. |
3 |
| Hurlow Wealth Management Group, Inc. |
3 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
| Dakota Community Bank & Trust NA |
3 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
3 |
| FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
3 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
3 |
| TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
3 |
| Essential Planning, LLC. |
3 |
| Mesirow Institutional Investment Management, Inc. |
3 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
3 |
| TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
3 |
| ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
3 |
| YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N |
3 |
| PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A |
3 |
| Inspirion Wealth Advisors, Llc |
3 |
| Domani Wealth, LLC |
3 |
| Ocean Capital Management, LLC |
3 |
| TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class |
3 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
| Mcglinn Capital Management Inc |
3 |
| Inlet Private Wealth, LLC |
3 |
| Shum Financial Group, Inc. |
3 |
| YACKX - AMG FUNDS - AMG Yacktman Fund Class I |
3 |
| First Commonwealth Financial Corp /pa/ |
3 |
| PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
3 |
| AHOY - Tidal ETF Trust - Newday Ocean Health ETF |
3 |
| SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF |
3 |
| FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z |
3 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
3 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
3 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
3 |
| SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
3 |
| Bangor Savings Bank |
3 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
| MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
3 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 |
3 |
| Virtus Total Return Fund Inc. |
3 |
| Tiger Global Management Llc |
3 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3 |
| Deutsche Value Series, Inc |
3 |
| PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
3 |
| Quantum Financial Advisors, LLC |
3 |
| Tradewinds, LLC. |
3 |
| Somerset Group LLC |
3 |
| Grayhawk Investment Strategies Inc. |
3 |
| Azimuth Capital Investment Management LLC |
3 |
| Infini Capital Management Ltd |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| First Western Capital Management Co |
3 |
| Drake & Associates, LLC |
3 |
| Miller Wealth Advisors, Llc |
3 |
| Gunderson Capital Management Inc. |
3 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
| STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares |
3 |
| EdgeRock Capital LLC |
3 |
| Alpine Bank Wealth Management |
3 |
| NWF Advisory Services Inc. |
3 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
3 |
| Eukles Asset Management |
3 |
| Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
3 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
| FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
3 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
| Greenfield Savings Bank |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
3 |
| NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF |
3 |
| Ntv Asset Management Llc |
3 |
| Canandaigua National Trust Co of Florida |
3 |
| Fairview Capital Investment Management, Llc |
3 |
| Pineno Levin & Ford Asset Management, Inc. |
3 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
| Advocate Group Llc |
3 |
| Teton Advisors, Inc. |
3 |
| Joule Financial, LLC |
3 |
| Corient IA LLC |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| Alleghany Corp /de |
3 |
| ROCI - EA Series Trust - ROC ETF |
3 |
| Meridian Management Co |
3 |
| Sphinx Trading, Lp |
3 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
3 |
| Front Barnett Associates Llc |
3 |
| Quantum Private Wealth, LLC |
3 |
| MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| Sutton Place Investors Llc |
3 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
| Reynolds Investment Management, Inc. |
3 |
| FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
3 |
| Angeles Wealth Management, Llc |
3 |
| Spartan Planning & Wealth Management |
3 |
| FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
3 |
| GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
3 |
| Lbmc Investment Advisors, Llc |
3 |
| Blue Chip Partners, Inc. |
3 |
| Mechanics Financial Corp |
3 |
| SS&H Financial Advisors, Inc. |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| QTR Family Wealth, LLC |
3 |
| T2 Partners Management, LP |
3 |
| Kennebec Savings Bank |
3 |
| Mainstream Capital Management LLC |
3 |
| Salt Funds Trust |
3 |
| Cladis Investment Advisory, LLC |
3 |
| Insight Inv LLC |
3 |
| FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF |
3 |
| PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
3 |
| Retireful, LLC |
3 |
| Empirical Asset Management, LLC |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
| Investment Centers Of America Inc |
3 |
| Old North State Wealth Management, LLC |
3 |
| Guardian Investment Management |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| Carter Financial Group, INC. |
3 |
| Cardinal Capital Management |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| Foxby Corp. |
3 |
| Provence Wealth Management Group |
3 |
| FSC Wealth Advisors, LLC |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| IVINX - IVY FUNDS - Ivy Global Growth Fund Class A |
3 |
| DVY - iSHARES TRUST - iShares Select Dividend ETF |
3 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
3 |
| Paragon Private Wealth Management, LLC |
3 |
| Compass Capital Management, Inc |
3 |
| Cyrus J. Lawrence, LLC |
3 |
| TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
| Trust Co Of Oklahoma |
3 |
| Hokanson Associates, Inc. |
3 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
| DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
3 |
| Scott & Selber, Inc. |
3 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
3 |
| Private Capital Management Llc |
3 |
| Connors Funds - Connors Hedged Equity Fund Institutional Class |
3 |
| Nvest Financial, LLC |
3 |
| Manteio Capital LLC |
3 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
| DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
3 |
| SHEH - Precidian ETFs Trust - Shell plc ADRhedged |
3 |
| Richelieu Gestion PLC |
3 |
| Capstone Wealth Management Group, Llc |
3 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
| LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
3 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
3 |
| WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF |
3 |
| Carnick & Kubik, LLC |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares |
3 |
| Rnc Capital Management Llc |
3 |
| SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
3 |
| ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
| 300 North Capital, Llc |
3 |
| First International Bank & Trust |
3 |
| Cobiz Investment Management, Llc |
3 |
| Net Worth Advisory Group |
3 |
| Mason & Associates Inc |
3 |
| Narwhal Capital Management |
3 |
| Security Financial Services, INC. |
3 |
| Doman Group, LLC |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| Martel Wealth Advisors Inc |
3 |
| Blackrock Enhanced Capital & Income Fund, Inc. |
3 |
| Us Global Investors Funds |
3 |
| Schrum Private Wealth Management LLC |
3 |
| Aip Series Trust |
3 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
3 |
| apricus wealth, LLC |
3 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
3 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
| Glassy Mountain Advisors, Inc. |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Bill Few Associates, Inc. |
3 |
| BetterWealth, LLC |
3 |
| Old Dominion Capital Management Inc |
3 |
| Hsbc Portfolios |
3 |
| DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A |
3 |
| FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund |
3 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
3 |
| Key Client Fiduciary Advisors, LLC |
3 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A |
3 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
| Siena Capital Llc |
3 |
| RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
3 |
| Horan Capital Management |
3 |
| OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
3 |
| Whalerock Point Partners, Llc |
3 |
| Callahan Advisors, LLC |
3 |
| Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
3 |
| Mechanics Bank Trust Department |
3 |
| Coronation Asset Management (Pty) Ltd. |
3 |
| Mb, Levis & Associates, Llc |
3 |
| Comgest Global Investors S.a.s. |
3 |
| KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
3 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
3 |
| Addison Capital Co |
3 |
| Bullseye Investment Management, LLC |
3 |
| Caliber Wealth Management, LLC / KS |
3 |
| LWM Advisory Services, LLC |
3 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
3 |
| High Pointe Capital Management Llc |
3 |
| Future Fund LLC |
3 |
| Apex Capital, Llc |
3 |
| Eagle Rock Investment Company, Llc |
3 |
| Heritage Wealth Management, Inc. |
3 |
| Brookwood Investment Group LLC |
3 |
| Mkd Wealth Coaches, Llc |
3 |
| NCP Inc. |
3 |
| Sky Investment Group LLC |
3 |
| First Community Trust Na |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
3 |
| Mendel Capital Management LLC |
3 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
3 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
3 |
| Ulland Investment Advisors, LLC |
3 |
| Perkins Capital Management Inc |
3 |
| ETF Store, Inc. |
3 |
| ERNZ - Listed Funds Trust - TrueShares Active Yield ETF |
3 |
| Argyle Capital Partners, LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| Carroll Investors, Inc |
3 |
| NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF |
3 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
3 |
| Portland Global Advisors LLC |
3 |
| Centennial Bank/AR/ |
3 |
| Granite Bay Wealth Management, LLC |
3 |
| AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| Mid-American Wealth Advisory Group, Inc. |
3 |
| Magnolia Wealth Management, LLC |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
3 |
| Western Asset Management Company, LLC |
3 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
3 |
| HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
3 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II |
3 |
| Roberts Capital Advisors, LLC |
3 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
3 |
| Cardiff Park Advisors, Llc |
3 |
| Royal Capital Wealth Management, LLC |
3 |
| Icapital Wealth Llc |
3 |
| FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
3 |
| ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund |
3 |
| Plimoth Trust Co Llc |
3 |
| PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. |
3 |
| Intelligent Financial Strategies |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
3 |
| VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
3 |
| Senator Investment Group LP |
3 |
| Eton Park Capital Management, L.P. |
3 |
| MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S |
3 |
| Morris Financial Concepts, Inc. |
3 |
| PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| Hyman Charles D |
3 |
| Blackston Financial Advisory Group, LLC |
3 |
| Virginia National Bank |
3 |
| Resolute Capital Asset Partners LLC |
3 |
| Red Cedar Investment Management, Llc |
3 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
3 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
3 |
| CastleKnight Management LP |
3 |
| Redmont Wealth Advisors Llc |
3 |
| Hancock Whitney Investment Services Inc. |
3 |
| QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
3 |
| Tufton Capital Management |
3 |
| Jmac Enterprises Llc |
3 |
| G2 Capital Management, Llc / Oh |
3 |
| Correct Capital Wealth Management |
3 |
| Hound Partners, LLC |
3 |
| Fairfield Financial Advisors, LTD |
3 |
| Park West Asset Management LLC |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| Trust Co Of Virginia /va |
3 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
3 |
| Westerkirk Capital Inc. |
3 |
| Avaii Wealth Management, Llc |
3 |
| SPX Equities Gestao de Recursos Ltda |
3 |
| American Funds Fundamental Investors |
3 |
| Generate Investment Management Ltd |
3 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
3 |
| William Allan, Llc |
3 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
3 |
| IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF |
3 |
| Keystone Wealth Services, LLC |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
3 |
| Kings Path Partners LLC |
3 |
| Jnl Series Trust - Jnl/s&p Total Yield Fund (a) |
3 |
| Prudentials Gibraltar Fund - Prudentials Gibraltar Fund |
3 |
| TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
3 |
| Cutler Capital Management, LLC |
3 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
| ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
3 |
| WMG Financial Advisors, LLC |
3 |
| ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A |
3 |
| United Capital Management of KS, Inc. |
3 |
| Delta Accumulation, LLC |
3 |
| Mmbg Investment Advisors Co. |
3 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
3 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
| City Center Advisors, LLC |
3 |
| Portfolio Strategies, Inc. |
3 |
| Trail Ridge Investment Advisors, LLC |
3 |
| Herbst Group, Llc |
3 |
| Wilson & Boucher Capital Management, LLC |
3 |
| MKT Advisors LLC |
3 |
| True North Advisors, LLC |
3 |
| Longer Investments Inc. |
3 |
| Fiduciary Financial Group, Llc |
3 |
| Charles Schwab Trust Co |
3 |
| QV Investors Inc. |
3 |
| Julex Capital Management, Llc |
3 |
| Gdl Fund |
3 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
3 |
| Taika Capital, LP |
3 |
| Laraway Financial Inc |
3 |
| Sharp Financial Services, LLC |
3 |
| Old Port Advisors |
3 |
| Exeter Financial, LLC |
3 |
| FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
3 |
| NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A |
3 |
| FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
3 |
| Eagle Strategies LLC |
3 |
| FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
3 |
| Life Planning Partners, Inc |
3 |
| FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
3 |
| CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
3 |
| Synergy Financial Group, LTD |
3 |
| Westwood Management Corp /il/ |
3 |
| Edmp, Inc. |
3 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
3 |
| Ariel Investments, Llc |
3 |
| Next Level Private LLC |
3 |
| Valicenti Advisory Services Inc |
3 |
| Steigerwald, Gordon & Koch Inc. |
3 |
| Goldstream Capital Management Ltd |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| Paralel Advisors LLC |
3 |
| Growth Portfolio |
3 |
| Sovran Advisors, LLC |
3 |
| Gabelli Dividend & Income Trust |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| German American Bancorp, Inc. |
3 |
| KEAT - EA Series Trust - Keating Active ETF |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| TAX - EA Series Trust - Cambria Tax Aware ETF |
3 |
| Ironbridge Funds, Inc. |
3 |
| Brighthouse Funds Trust II - Jennison Growth Portfolio Class A |
3 |
| Flynn Zito Capital Management, Llc |
3 |
| First National Bank & Trust Co Of Newtown |
3 |
| Monograph Wealth Advisors, Llc |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| Masso Torrence Wealth Management Inc. |
3 |
| Shore Point Advisors, LLC |
3 |
| Russell Clark Investment Management Ltd |
3 |
| Northcape Wealth Management, Llc |
3 |
| Udine Wealth Management, Inc. |
3 |
| FRG Family Wealth Advisors LLC |
3 |
| Potentia Wealth |
3 |
| Leverty Financial Group, LLC |
3 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
3 |
| Boenning & Scattergood, Inc. |
3 |
| BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
3 |
| Stiles Financial Services Inc |
3 |
| Enhancing Capital LLC |
3 |
| Wealth Effects Llc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
3 |
| Lee Capital Holdings LLC |
3 |
| Aire Advisors, Llc |
3 |
| Argentiere Capital Ag |
3 |
| JGP Wealth Management, LLC |
3 |
| Financial Consulate, Inc |
3 |
| Lloyd Park, LLC |
3 |
| Cox Capital Mgt LLC |
3 |
| Spectrum Asset Management, Inc. (NB/CA) |
3 |
| Abc Arbitrage Sa |
3 |
| EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
3 |
| Pinnacle Private Wealth, LLC |
3 |
| Davis Selected Advisers |
3 |
| Waypoint Capital Advisors, LLC |
3 |
| Cross Staff Investments Inc |
3 |
| Keynote Financial Services Llc |
3 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
3 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
| Sweet Financial Partners, LLC |
3 |
| Lombardia Capital Partners Llc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
3 |
| GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
3 |
| Sandy Cove Advisors, LLC |
3 |
| J. L. Bainbridge & Co., Inc. |
3 |
| Revolve Wealth Partners, LLC |
3 |
| GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class |
3 |
| Marque Millennium Capital Management Lcc |
3 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
3 |
| LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
| Gouws Capital LLC |
3 |
| Ahl Investment Management, Inc. |
3 |
| Naviter Wealth, LLC |
3 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
| Platinum Investment Management Ltd |
3 |
| HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
3 |
| Perfromance Wealth Partners, LLC |
3 |
| Helios Capital Management Pte. Ltd |
3 |
| POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
3 |
| Sls Management Llc |
3 |
| Blodgett Wealth Advisors, Llc |
3 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
3 |
| Aj Wealth Strategies, Llc |
3 |
| Lynch & Associates/in |
3 |
| Yarbrough Capital, LLC |
3 |
| Astrantus Ltd |
3 |
| Peterson Financial Group, Inc. |
3 |
| United Bank |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| Barnes Dennig Private Wealth Management LLC |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| Shapiro Capital Management Llc |
3 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
| Professional Planning |
3 |
| PKS Advisory Services, LLC |
3 |
| FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
3 |
| Cottonwood Capital Advisors, Llc |
3 |
| APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF |
3 |
| QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
3 |
| Orca Investment Management, LLC |
3 |
| D. Scott Neal, Inc. |
3 |
| C WorldWide Group Holding A/S |
3 |
| Vahanian & Associates Financial Planning Inc. |
3 |
| Integral Investment Advisors, Inc. |
3 |
| Train Babcock Advisors Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
3 |
| Nicola Wealth Management Ltd. |
3 |
| Shelton Wealth Management, Llc |
3 |
| Index Fund Advisors, Inc. |
3 |
| Clear Point Advisors Inc. |
3 |
| Southpoint Capital Advisors LP |
3 |
| Weaver Capital Management LLC |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| Delta Capital Management Llc |
3 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
3 |
| Kolinsky Wealth Management, LLC |
3 |
| Oppenheimer Integrity Funds |
3 |
| TKG Advisors, LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares |
3 |
| Watts Gwilliam & Co., LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares |
3 |
| Prairie Wealth Advisors, Inc. |
3 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
3 |
| Evergreen Wealth Solutions, LLC |
3 |
| LRT Capital Management, LLC |
3 |
| RW Investment Management LLC |
3 |
| Moseley Investment Management Inc |
3 |
| Ashford Capital Management Inc |
3 |
| Virginia Wealth Management Group, Inc. |
3 |
| White Knight Strategic Wealth Advisors, LLC |
3 |
| Centered Wealth LLC dba Miller Equity Capital Advisors |
3 |
| Epic Trust Investment Advisors, LLC |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| Trajan Wealth LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
3 |
| Prentiss Smith & Co Inc |
3 |
| WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares |
3 |
| Deroy & Devereaux Private Investment Counsel Inc |
3 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
3 |
| Legacy Financial Strategies, LLC |
3 |
| Umpqua Bank |
3 |
| Reik & Co., Llc |
3 |
| Wallington Asset Management, LLC |
3 |
| Wilsey Asset Management Inc |
3 |
| Vickerman Investment Advisors, Inc. |
3 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
3 |
| Spirepoint Private Client, Llc |
3 |
| JB Capital LLC |
3 |
| FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
3 |
| Martin Currie Ltd |
3 |
| Cooperatieve Rabobank U.A. |
3 |
| WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
| VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares |
3 |
| Wealth Group, Ltd. |
3 |
| Councilmark Asset Management, LLC |
3 |
| VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
3 |
| VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
3 |
| TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I |
3 |
| Quad-Cities Investment Group, LLC |
3 |
| Charles Stewart Mott Foundation |
3 |
| IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class |
3 |
| VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares |
3 |
| Fpc Investment Advisory, Inc. |
3 |
| BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF |
3 |
| Seeds Investor Llc |
3 |
| GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF |
3 |
| Blue Chip Wealth Management, Inc. |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
3 |
| Private Capital Management, LLC |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| US Asset Management LLC |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| PacWest Financial Management Inc |
3 |
| Strong Tower Advisory Services |
3 |
| PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
3 |
| Huntleigh Advisors, Inc. |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
3 |
| Td Asset Management Usa Funds Inc. |
3 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
3 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
3 |
| EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
3 |
| C-J Advisory, Inc. |
3 |
| CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
3 |
| ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
3 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio |
3 |
| AssuredPartners Investment Advisors, LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
3 |
| Mittelman Wealth Management |
3 |
| Berbice Capital Management LLC |
3 |
| First Affirmative Financial Network |
3 |
| RVW Wealth, LLC |
3 |
| Five Oceans Advisors |
3 |
| Hixon Zuercher, LLC |
3 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
3 |
| Threadgill Financial, Llc |
3 |
| David R. Rahn & Associates Inc. |
3 |
| TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| Blackrock Muniholdings New Jersey Quality Fund, Inc. |
3 |
| Cambridge Financial Group, LLC |
3 |
| SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I |
3 |
| Stadion Money Management, LLC |
3 |
| OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
3 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
3 |
| Roxbury Financial LLC |
3 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
3 |
| Findlay Park Partners LLP |
3 |
| GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
3 |
| OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund |
3 |
| FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
3 |
| Edgewood Management Llc |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| Integre Asset Management, LLC |
3 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
3 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
3 |
| Colrain Capital Llc |
3 |
| SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
3 |
| PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF |
3 |
| Ctc Llc |
3 |
| Midwest Investment Management Llc |
3 |
| EOPS - Emles Trust - Emles Alpha Opportunities ETF |
3 |
| MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
3 |
| Jasper Ridge Partners, L.P. |
3 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
| Kellner Capital, LLC |
3 |
| XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
3 |
| Oppenheimer Corporate Bond Fund |
3 |
| CG Asset Management LLC |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
3 |
| Palmer Square Opportunistic Income Fund |
3 |
| EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF |
3 |
| MGB Wealth Management, LLC |
3 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
| Davy Global Fund Management Ltd |
3 |
| Harfst & Associates, Inc. |
3 |
| Lynwood Capital Management Inc. |
3 |
| Motive Wealth Advisors |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
3 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
3 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| Lantz Financial LLC |
3 |
| Chemung Canal Trust Co |
3 |
| Cherry Creek Investment Advisors, Inc. |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| Bender Robert & Associates |
3 |
| Capital Advantage, Inc. |
3 |
| JBR Co Financial Management Inc |
3 |
| JCIC Asset Management Inc. |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| Blackrock Ltd Duration Income Trust |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class |
3 |
| St. James Investment Company, LLC |
3 |
| JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
3 |
| SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
3 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
| PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
3 |
| VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
| Blackrock Core Bond Trust |
3 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
3 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
3 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
| PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
3 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
3 |
| Landmark Financial Advisors, LLC |
3 |
| Midwest Trust Co |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| Papp L Roy & Associates |
3 |
| Arrowroot Family Office, LLC |
3 |
| Granite Investment Advisors, LLC |
3 |
| Daniel Devine & Co |
3 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
3 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
3 |
| TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF |
3 |
| Financial Consulate Inc. |
3 |
| Corsicana & Co. |
3 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
3 |
| Hellman Jordan Management Co Inc /ma/ |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| Invst, LLC |
3 |
| ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A |
3 |
| Noble Wealth Management PBC |
3 |
| Stonehearth Capital Management, LLC |
3 |
| Amcap Fund |
3 |
| PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
| Means Investment Co., Inc. |
3 |
| MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class |
3 |
| Traynor Capital Management, Inc. |
3 |
| Prentice Wealth Management LLC |
3 |
| Mezzasalma Advisors, LLC |
3 |
| Hayek Kallen Investment Management |
3 |
| Sherman Asset Management, Inc. |
3 |
| CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I |
3 |
| HITE Hedge Asset Management LLC |
3 |
| Concorde Asset Management, LLC |
3 |
| ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund |
3 |
| Cambridge Advisors Inc. |
3 |
| Hosking Partners LLP |
3 |
| Voya Emerging Markets High Dividend Equity Fund |
3 |
| Stonnington Group, Llc |
3 |
| CSM Advisors, LLC |
3 |
| ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF |
3 |
| Fi3 FINANCIAL ADVISORS, LLC |
3 |
| First Interstate Bancsystem Inc |
3 |
