Holding And Other Investment Offices - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 2041
UBS Group AG 1798
Millennium Management Llc 1686
Wolverine Asset Management Llc 1448
Cnh Partners Llc 1438
Magnetar Financial LLC 1436
Citadel Advisors Llc 1396
Walleye Capital LLC 1364
Goldman Sachs Group Inc 1312
D. E. Shaw & Co., Inc. 1301
Periscope Capital Inc. 1290
Clear Street Llc 1272
Walleye Trading LLC 1259
Marshall Wace, Llp 1251
Radcliffe Capital Management, L.P. 1232
Shaolin Capital Management LLC 1195
Susquehanna International Group, Llp 1186
Polar Asset Management Partners Inc. 1137
Glazer Capital, Llc 1125
Boothbay Fund Management, Llc 1124
Bank Of America Corp /de/ 1122
Tower Research Capital LLC (TRC) 1121
Schonfeld Strategic Advisors LLC 1061
Saba Capital Management, L.P. 1049
Jpmorgan Chase & Co 1031
Jane Street Group, Llc 1014
Verition Fund Management LLC 1013
Ubs Oconnor Llc 1013
Hrt Financial Lp 1010
Royal Bank Of Canada 1007
Hudson Bay Capital Management LP 998
Cubist Systematic Strategies, LLC 970
Sculptor Capital LP 966
Picton Mahoney Asset Management 956
Centiva Capital, LP 949
Dupont Capital Management Corp 947
Ancora Advisors, LLC 945
Prelude Capital Management, Llc 944
Virtu Financial LLC 941
Morgan Stanley 934
Cowen And Company, Llc 901
Nomura Holdings Inc 897
Aristeia Capital Llc 893
Balyasny Asset Management Llc 878
Weiss Asset Management LP 870
Cvi Holdings, Llc 852
Citigroup Inc 852
Rivernorth Capital Management, Llc 835
LMR Partners LLP 833
Whitebox Advisors Llc 827
Mangrove Partners 806
Fir Tree Capital Management Lp 800
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 798
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 796
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 796
Calamos Advisors LLC 794
Bank Of Montreal /can/ 790
Linden Advisors Lp 788
Deutsche Bank Ag\ 777
Barclays Plc 773
Highbridge Capital Management Llc 771
Castle Creek Arbitrage, LLC 766
Old Mission Capital Llc 764
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 743
OMERS ADMINISTRATION Corp 737
Spring Creek Capital Llc 735
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 732
Context Capital Management, LLC 731
TENOR CAPITAL MANAGEMENT Co., L.P. 730
Css Llc/il 723
Landscape Capital Management, L.l.c. 714
Basso Capital Management, L.p. 709
Voya Prime Rate Trust 700
Taconic Capital Advisors LP 686
Parallax Volatility Advisers, L.P. 681
Westchester Capital Management, LLC 677
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 672
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 668
Moore Capital Management, Lp 663
Berkley W R Corp 662
Hbk Investments L P 658
HGC Investment Management Inc. 656
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 656
PEAK6 Investments LLC 633
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 630
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 629
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 628
Meteora Capital, LLC 624
Kepos Capital LP 618
Kim, Llc 614
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 614
BlueCrest Capital Management Ltd 609
Healthcare Of Ontario Pension Plan Trust Fund 608
Spartan Fund Management Inc. 608
Exos Asset Management LLC 603
Wells Fargo & Company/mn 600
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 597
MMCAP International Inc. SPC 596
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 595
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 595
Rivernorth Opportunities Fund, Inc. 591
Vivaldi Asset Management, LLC 584
Wealthspring Capital LLC 579
Geode Capital Management, Llc 578
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 576
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 569
Schechter Investment Advisors, LLC 564
Caas Capital Management Lp 564
Alpine Global Management, LLC 562
MERVX - MERGER FUND VL - The Merger Fund VL 555
Flow Traders U.s. Llc 552
Segantii Capital Management Ltd 552
Panagora Asset Management Inc 549
Hsbc Holdings Plc 546
Vestcor Inc 541
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 541
P Schoenfeld Asset Management Lp 537
Jefferies Group LLC 536
BlackRock, Inc. 535
Relative Value Fund 535
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 530
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 527
Advisor Group Holdings, Inc. 526
Cantor Fitzgerald, L. P. 519
Alberta Investment Management Corp 518
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 511
Credit Suisse Ag/ 511
Janus Henderson Group Plc 510
Paloma Partners Management Co 509
Gabelli Funds Llc 509
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 508
Atalaya Capital Management LP 502
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 498
Yakira Capital Management, Inc. 498
Toronto Dominion Bank 496
Bnp Paribas Arbitrage, Sa 492
Ramius Advisors Llc 492
Alyeska Investment Group, L.P. 485
Bulldog Investors, LLP 485
K2 Principal Fund, L.p. 483
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 481
Mint Tower Capital Management B.V. 481
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 481
Sage Rock Capital Management LP 479
Capstone Investment Advisors, Llc 479
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 475
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 475
Dark Forest Capital Management Lp 472
Mizuho Securities Usa Llc 472
Captrust Financial Advisors 470
Sage Mountain Advisors LLC 466
Cohanzick Management, Llc 462
Adage Capital Partners Gp, L.l.c. 461
Davidson Kempner Capital Management Lp 460
Alliancebernstein L.p. 459
Woodline Partners LP 458
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 454
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 451
Beryl Capital Management LLC 451
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 447
Owl Creek Asset Management, L.P. 444
GABELLI & Co INVESTMENT ADVISERS, INC. 443
Qube Research & Technologies Ltd 439
State Street Corp 439
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 434
Two Sigma Investments, Lp 431
Exos TFP Holdings LLC 430
Elequin Capital Lp 429
Blackstone Group Inc 426
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 425
HighTower Advisors, LLC 423
Tudor Investment Corp Et Al 423
Manufacturers Life Insurance Company, The 423
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 421
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 417
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 416
Fmr Llc 406
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 406
Pnc Financial Services Group, Inc. 405
Wolverine Trading, Llc 405
Ergoteles LLC 404
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 401
Squarepoint Ops LLC 400
Wellington Management Group Llp 398
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 397
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 394
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 394
Simplex Trading, Llc 392
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 392
Penserra Capital Management LLC 384
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 384
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 381
Karpus Management, Inc. 380
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 378
Arena Capital Advisors, LLC- CA 377
Bank of New York Mellon Corp 377
Q Global Advisors, LLC 375
Ameriprise Financial Inc 375
State Of Wisconsin Investment Board 375
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 374
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 373
Price T Rowe Associates Inc /md/ 372
IFP Advisors, Inc 372
Anson Funds Management LP 370
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 369
Ghisallo Capital Management LLC 369
Invesco Ltd. 368
Angelo Gordon & Co., L.p. 366
Athanor Capital, Lp 366
Creative Planning 365
Apollo Management Holdings, L.P. 363
Macquarie Group Ltd 363
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 362
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 360
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 359
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 357
Allianz Asset Management GmbH 356
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 352
ExodusPoint Capital Management, LP 352
Group One Trading, L.p. 351
Northern Trust Corp 349
Sandia Investment Management LP 346
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 344
Vanguard Group Inc 344
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 342
Cowen Investment Management LLC 341
Neuberger Berman Group LLC 340
SG Americas Securities, LLC 340
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 338
Quarry LP 337
Marshall Wace North America L.P. 336
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 335
Renaissance Technologies Llc 333
Fortress Investment Group LLC 332
FNY Investment Advisers, LLC 331
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 331
Eisler Capital (UK) Ltd. 331
Nuveen Real Asset Income & Growth Fund 330
Northwestern Mutual Wealth Management Co 329
Aqr Capital Management Llc 328
LPL Financial LLC 326
Raymond James & Associates 324
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 323
Russell Investments Group, Ltd. 322
Monashee Investment Management LLC 322
American International Group, Inc. 322
Thrivent Financial For Lutherans 322
Glenmede Trust Co Na 321
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 321
Stifel Financial Corp 320
Us Bancorp \de\ 317
Guggenheim Capital Llc 316
Ladenburg Thalmann Financial Services Inc 316
New York State Common Retirement Fund 313
Governors Lane LP 313
Charles Schwab Investment Management Inc 311
California Public Employees Retirement System 311
Rhumbline Advisers 310
Robinson Capital Management, Llc 310
Condor Capital Management 310
Rockefeller Capital Management L.P. 309
Legal & General Group Plc 309
California State Teachers Retirement System 308
Bessemer Group Inc 307
Point72 Asset Management, L.P. 306
Dynamic Technology Lab Private Ltd 306
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 304
Nuveen Asset Management, LLC 304
EJF Capital LLC 304
Ubs Asset Management Americas Inc 304
Victory Capital Management Inc 304
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 303
Parametric Portfolio Associates Llc 302
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 302
Metropolitan Life Insurance Co/ny 301
Sei Investments Co 301
Two Sigma Advisers, Lp 301
Strs Ohio 301
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 300
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 300
Versus Capital Multi-manager Real Estate Income Fund Llc 300
Steward Partners Investment Advisory, Llc 299
Arrowstreet Capital, Limited Partnership 298
Advisory Services Network, LLC 298
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 297
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 296
Envestnet Asset Management Inc 296
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 295
Toroso Investments, LLC 295
Voya Investment Management Llc 295
Cutler Group LP 295
Gsa Capital Partners Llp 295
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 295
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 294
Longfellow Investment Management Co Llc 294
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 293
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 292
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 292
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 292
Public Employees Retirement System Of Ohio 291
Lazard Asset Management Llc 290
Nisa Investment Advisors, Llc 290
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 288
Advisor Group, Inc. 287
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 287
Ellington Management Group Llc 286
Two Sigma Securities, Llc 285
Cwm, Llc 285
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 284
Fifth Third Bancorp 284
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 284
Parallel Advisors, LLC 283
StoneX Group Inc. 283
Ameritas Investment Partners, Inc. 283
Raymond James Financial Services Advisors, Inc. 283
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 282
First Trust Advisors Lp 282
Prudential Financial Inc 282
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 282
Zurcher Kantonalbank (Zurich Cantonalbank) 281
Silver Rock Financial LP 280
Teacher Retirement System Of Texas 280
Federated Hermes, Inc. 280
Huntington National Bank 277
BlackRock Fund Advisors 276
Td Asset Management Inc 274
Atw Spac Management Llc 274
ProShare Advisors LLC 273
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 273
GAM Holding AG 272
Great West Life Assurance Co /can/ 271
Ubs Ag 271
Quadrant Capital Group Llc 271
Swiss National Bank 270
Principal Financial Group Inc 270
Pinz Capital Management, LP 270
Allworth Financial LP 269
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 269
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 269
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 268
BlackRock Investment Management, LLC 268
Acadian Asset Management Llc 267
Signaturefd, Llc 267
NOSGX - Northern Funds - Northern Small Cap Value Fund 267
Mirae Asset Global Investments Co., Ltd. 267
State Board Of Administration Of Florida Retirement System 267
Daiwa Securities Group Inc. 264
Quantbot Technologies LP 264
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 264
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 264
Dimensional Fund Advisors Lp 264
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 263
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 263
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 262
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 262
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 261
Special Opportunities Fund, Inc. 261
Comerica Bank 261
Teachers Advisors, Llc 260
Credit Agricole S A 260
SkyView Investment Advisors, LLC 260
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 260
BlackRock Institutional Trust Company, N.A. 260
Amalgamated Bank 259
TIG Advisors, LLC 259
Asset Management One Co., Ltd. 259
Nomura Asset Management Co Ltd 259
Tiaa Cref Investment Management Llc 258
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 258
Pacer Advisors, Inc. 258
TCI Wealth Advisors, Inc. 257
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 257
Meeder Asset Management Inc 256
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 255
Oaktree Capital Management Lp 255
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 255
Kcg Holdings, Inc. 255
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 254
Putnam Investments Llc 254
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 253
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 253
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 253
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 252
MetLife Investment Management, LLC 252
Weiss Multi-Strategy Advisers LLC 252
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 252
BlackRock Advisors LLC 252
Gillson Capital LP 251
Principal Funds Inc 251
Sona Asset Management (us) Llc 250
XTX Topco Ltd 250
Sterling Capital Management LLC 249
MASTER BOND LLC - Master Total Return Portfolio 249
American Century Companies Inc 248
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 248
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 248
Cohen & Steers Total Return Realty Fund Inc 248
M&t Bank Corp 248
Cambridge Investment Research Advisors, Inc. 248
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 247
Maven Securities LTD 246
O'shaughnessy Asset Management, Llc 245
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 245
Norges Bank 245
Nationwide Fund Advisors 245
Commonwealth Equity Services, Llc 244
College Retirement Equities Fund 244
A.R.T. Advisors, LLC 244
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 244
Schroder Investment Management Group 244
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 243
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 243
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 243
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 242
Cohen & Steers Quality Income Realty Fund Inc 242
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 241
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 241
KBC Group NV 241
Vanguard Index Funds 241
Soros Fund Management Llc 240
Los Angeles Capital Management Llc 240
State of New Jersey Common Pension Fund D 240
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 240
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 239
Fifth Lane Capital, Lp 239
RP Investment Advisors LP 238
Russell Frank Co/ 237
DeepCurrents Investment Group LLC 237
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 237
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 236
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 236
Crestline Management, LP 236
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 236
CIBC Private Wealth Group, LLC 236
State of Alaska, Department of Revenue 236
National Asset Management, Inc. 235
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 235
MetLife Securities, Inc 235
Rivernorth Marketplace Lending Corp 235
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 235
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 235
Aperio Group, LLC 235
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 234
Eii Capital Management, Inc. 234
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 234
Connor, Clark & Lunn Investment Management Ltd. 234
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 234
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 234
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 233
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 233
Point72 Hong Kong Ltd 233
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 233
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 233
D.a. Davidson & Co. 232
Advisors Asset Management, Inc. 232
Weiss Strategic Interval Fund 232
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 232
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 231
Gritstone Asset Management Llc 231
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 231
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 231
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 231
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 230
PEAK6 Investments, L.P. 230
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 230
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 229
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 229
Public Sector Pension Investment Board 229
Oxford Asset Management Llp 229
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 229
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 228
AMP Capital Investors Ltd 228
Farallon Capital Management Llc 228
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 228
VDAFX - VALIC Co I - Dynamic Allocation Fund 228
Virginia Retirement Systems Et Al 227
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 227
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 227
Harbour Investments, Inc. 227
Martingale Asset Management L P 226
Rpo Llc 226
Sonora Investment Management, LLC 226
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 226
BlackRock Group LTD 226
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 226
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 225
NEXT Financial Group, Inc 225
Federation des caisses Desjardins du Quebec 225
Sumitomo Mitsui Trust Holdings, Inc. 224
QS Investors, LLC 224
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 224
Tiaa-cref Funds 223
State of Wyoming 223
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 223
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 223
Truist Financial Corp 223
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 222
Canada Pension Plan Investment Board 222
Raymond James Financial Inc 222
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 221
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 221
KIFAX - Forward Funds - Salient Select Income Fund Class A 221
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 221
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 221
Clear Street Markets Llc 221
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 221
Private Advisor Group, LLC 220
Levin Capital Strategies, L.p. 220
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 220
Lindbrook Capital, Llc 220
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 220
Assetmark, Inc 220
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 220
Parkside Financial Bank & Trust 220
Engineers Gate Manager LP 220
Cetera Advisor Networks LLC 219
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 219
Arizona State Retirement System 219
IWV - iSHARES TRUST - iShares Russell 3000 ETF 219
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 219
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 219
Man Group plc 219
Winton Capital Group Ltd 218
Franklin Resources Inc 218
Massmutual Trust Co Fsb/adv 218
Eaton Vance Management 217
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 217
Stevens Capital Management Lp 217
GWM Advisors LLC 217
Tuttle Tactical Management LLC 217
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 216
Jump Financial, LLC 216
Menta Capital Llc 216
Quadrature Capital Ltd 216
Amundi Pioneer Asset Management Inc 216
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 216
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 216
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 215
RiverPark Advisors, LLC 215
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 215
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 215
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 215
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 214
New York State Teachers Retirement System 214
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 214
Jacobs Levy Equity Management, Inc 214
Laurion Capital Management LP 214
Public Employees Retirement Association Of Colorado 214
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 214
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 214
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 214
First Manhattan Co 213
Janney Montgomery Scott LLC 213
MUFG Americas Holdings Corp 213
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 213
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 213
Global Retirement Partners, LLC 211
Hartree Partners, LP 211
Piedmont Investment Advisors Llc 211
Kohlberg Kravis Roberts & Co. L.P. 211
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 210
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 210
Private Trust Co Na 210
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 210
Ci Investments Inc. 210
Geneos Wealth Management Inc. 210
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 210
Versant Capital Management, Inc 209
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 209
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 209
Glassman Wealth Services 209
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 208
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 208
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 208
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 208
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 207
EverSource Wealth Advisors, LLC 207
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 207
IndexIQ Advisors LLC 207
Sea Otter Advisors LLC 207
Driehaus Capital Management Llc 207
Brookfield Asset Management Inc. 207
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 206
Integrity Capital Management (HK) Ltd 206
Van Eck Associates Corp 206
Stratos Wealth Partners, LTD. 206
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 206
Berman Capital Advisors, LLC 206
Antara Capital LP 206
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 206
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 205
Allspring Global Investments Holdings, LLC 205
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 205
Emerald Acquisition Ltd. 205
Difesa Capital Management, Lp 205
Echo Street Capital Management LLC 205
Mariner, LLC 204
Axa S.a. 204
PENN SERIES FUNDS INC - International Equity Fund 204
Mackenzie Financial Corp 204
Tfs Capital Llc 204
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 204
Capital Fund Management S.a. 203
United Services Automobile Association 203
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 203
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 203
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 202
Cohen & Co Financial Management, LLC 202
Covestor Ltd 202
American Portfolios Advisors 202
HAP Trading, LLC 202
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 202
Mutual Of America Capital Management Llc 201
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 201
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 201
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 201
First Horizon Advisors, Inc. 201
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 200
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 200
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 200
Voloridge Investment Management, Llc 200
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 200
Putnam High Income Securities Fund 200
Vanguard World Fund 200
Bluefin Capital Management, Llc 200
BlackRock Japan Co. Ltd 199
State Farm Variable Product Trust 199
State Farm Mutual Fund Trust 199
State of Tennessee, Treasury Department 198
Claymore Exchange-traded Fund Trust 198
Jones Financial Companies Lllp 197
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 197
Ionic Capital Management LLC 197
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 197
Fox Run Management, L.l.c. 197
EHP Funds Inc. 197
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 197
PineBridge Investments, L.P. 197
Griffin Institutional Access Real Estate Fund 197
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 196
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 196
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 196
First Republic Investment Management, Inc. 196
Nuveen Real Estate Income Fund 196
PDT Partners, LLC 196
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 196
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 195
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 195
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 195
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 195
EMG Holdings, L.P. 195
Spire Wealth Management 194
Farther Finance Advisors, LLC 194
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 194
Private Capital Group, LLC 194
Mackay Shields Llc 193
Teachers Insurance & Annuity Association Of America 193
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 193
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 193
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 193
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 192
Teachers Retirement System Of The State Of Kentucky 192
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 192
AdvisorNet Financial, Inc 192
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 192
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 191
Hound Partners, LLC 191
Whittier Trust Co 191
CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF 191
Proficio Capital Partners LLC 191
Empyrean Capital Partners, LP 190
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 190
Flow State Investments, L.P. 190
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 190
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 190
Amundi 190
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 189
International Assets Investment Management, Llc 189
J. Goldman & Co LP 189
MAI Capital Management 189
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 189
Profund Advisors Llc 188
Managed Account Advisors Llc 188
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 188
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 188
Quantitative Systematic Strategies LLC 188
Susquehanna Fundamental Investments, Llc 188
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 188
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 188
Brown Brothers Harriman & Co 187
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 187
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 186
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 186
Altshuler Shaham Ltd 186
Vident Investment Advisory, LLC 186
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 185
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 185
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 185
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 185
683 Capital Management, LLC 185
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 185
Summit Trail Advisors, Llc 185
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 185
Bank Of Nova Scotia 185
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 185
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 185
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 185
Campbell & CO Investment Adviser LLC 184
Wealthspire Advisors, L.P. 184
Vanguard Specialized Funds 183
CENTRAL TRUST Co 183
Profunds - Profund Vp Oil & Gas 183
Algert Global Llc 183
Acrospire Investment Management LLC 183
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 183
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 183
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 183
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 183
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 183
Vantagepoint Funds 182
Y-Intercept (Hong Kong) Ltd 182
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 182
Graham Capital Management, L.P. 182
Cetera Investment Advisers 182
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 182
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 181
Globeflex Capital L P 181
Shinko Asset Management Co., Ltd. 181
Forward Management, LLC 181
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 181
Securian Asset Management, Inc 180
Cresset Asset Management, LLC 180
Terrapin Asset Management, LLC 180
Sowell Financial Services LLC 180
BNP Paribas Asset Management Holding S.A. 180
Loomis Sayles & Co L P 180
Coldstream Capital Management Inc 180
Employees Retirement System of Texas 180
Larson Financial Group LLC 180
Oregon Public Employees Retirement Fund 179
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 179
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 179
Ellevest, Inc. 179
Hillsdale Investment Management Inc. 178
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 178
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 178
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 178
RidgeWorth Capital Management LLC 178
SRS Capital Advisors, Inc. 177
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 177
GAMMA Investing LLC 177
Ensign Peak Advisors, Inc 177
Cohen & Steers, Inc. 177
United Capital Financial Advisers, Llc 177
Nuveen, LLC 177
Sumitomo Mitsui DS Asset Management Company, Ltd 177
Sofos Investments, Inc. 177
Oppenheimer Funds Inc 177
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 176
Natixis 176
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 176
Brown Advisory Inc 176
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 176
Belpointe Asset Management LLC 176
Nine Chapters Capital Management LLC 176
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 175
Lsv Asset Management 175
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 175
DekaBank Deutsche Girozentrale 175
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 175
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 175
Zacks Investment Management 175
Amalgamated Financial Corp. 175
Mercer Global Advisors Inc /adv 175
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 174
Quantamental Technologies LLC 174
Cipher Capital LP 174
Texas Permanent School Fund 174
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 174
Sunbelt Securities, Inc. 174
Cerity Partners LLC 174
Orion Portfolio Solutions, LLC 174
Six Circles Trust - Six Circles Global Bond Fund 173
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 173
NumerixS Investment Technologies Inc 173
Chicago Equity Partners Llc 173
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 173
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 173
Blair William & Co/il 172
Municipal Employees' Retirement System of Michigan 172
Oppenheimer Etf Trust 172
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 172
Police & Firemen's Retirement System of New Jersey 172
Baird Financial Group, Inc. 172
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 172
Rydex Etf Trust 172
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 172
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 172
Bailard, Inc. 171
NGREX - Northern Funds - Northern Global Real Estate Index Fund 171
Corebridge Financial, Inc. 171
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 171
Clearbridge Investments, LLC 171
Mariner Investment Group Llc 170
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 170
Suntrust Banks Inc 170
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 170
Commonwealth Equity Services, Inc 170
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 170
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 170
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 170
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 169
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 169
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 169
Westpac Banking Corp 169
Jefferies Financial Group Inc. 169
Atlas Merchant Capital LLC 169
Caxton Associates Lp 169
Louisiana State Employees Retirement System 169
Princeton Alpha Management LP 169
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 169
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 169
Regions Financial Corp 168
Easterly Investment Partners Llc 168
Mizuho Trust & Banking Co., Ltd. 168
Omni Event Management Ltd 168
Nordea Investment Management Ab 168
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 168
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 168
Natixis Advisors, L.p. 168
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares 168
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 168
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 168
Rmr Real Estate Income Fund 168
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 167
WFG Advisors, LP 167
Ronald Blue Trust, Inc. 167
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF 167
Deltec Asset Management Llc 167
Rehmann Capital Advisory Group 167
ClariVest Asset Management LLC 167
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 166
National Bank Of Canada /fi/ 165
Cinctive Capital Management LP 165
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 165
National Planning Corp 165
Total Income (plus) Real Estate Fund 165
Shell Asset Management Co 165
Omni Partners Llp 165
Spirit Of America Management Corp/ny 165
Gradient Investments LLC 164
Centersquare Investment Management Llc 164
Thompson Davis & Co., Inc. 164
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 164
Athos Capital Ltd 164
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund 164
Polygon Management Ltd. 164
Ab Pooling Portfolios 164
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class 164
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 164
Handelsbanken Fonder AB 163
Advanced Series Trust - Ast Advanced Strategies Portfolio 163
FORA Capital, LLC 163
Commonwealth Bank Of Australia 163
Ameritas Investment Corp 163
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 163
Cibc World Markets Corp 163
Oppenheimer & Co Inc 163
Highland Capital Management Fund Advisors, L.p. 163
Mason Street Advisors, Llc 163
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 163
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 163
Benjamin F. Edwards & Company, Inc. 162
FourWorld Capital Management LLC 162
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares 162
Synovus Financial Corp 162
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 162
Cornerstone Capital Management Holdings Llc. 162
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 162
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 162
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund 162
Atom Investors LP 162
Umb Bank N A/mo 162
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 162
Farmers & Merchants Investments Inc 162
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 162
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund 161
Holocene Advisors, LP 161
Pictet Asset Management Ltd 161
Intech Investment Management Llc 161
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 161
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 161
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 161
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 161
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 161
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 161
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 161
Brookfield Real Assets Income Fund Inc. 161
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 161
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 161
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 161
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A 160
Waratah Capital Advisors Ltd. 160
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 160
Element Capital Management Llc 160
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 160
Rational Advisors Llc 160
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 160
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 160
Catalyst Capital Advisors LLC 160
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 160
True Wealth Design, LLC 160
Hartland & Co., LLC 160
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund 160
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 159
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF 159
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 159
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 159
Sound Income Strategies, LLC 159
Smartleaf Asset Management LLC 159
Invesco Bond Fund 159
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 159
NSIDX - Northern Funds - Northern Small Cap Index Fund 159
REET - iSHARES TRUST - iShares Global REIT ETF 159
IWM - iSHARES TRUST - iShares Russell 2000 ETF 159
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 159
Sandy Spring Bank 159
Alps Advisors Inc 159
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 159
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 159
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 159
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 159
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 159
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 159
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 159
PENN SERIES FUNDS INC - Small Cap Index Fund 158
Bayesian Capital Management, LP 158
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 158
LS Investment Advisors, LLC 158
New Mexico Educational Retirement Board 158
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 158
Guggenheim Active Allocation Fund 158
Spot Trading L.L.C 158
Valeo Financial Advisors, LLC 158
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund 158
Numeric Investors Llc 158
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 158
Rothschild Investment Llc 158
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund 158
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 157
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 157
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 157
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 157
Blueshift Asset Management, LLC 157
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 157
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 157
Profunds - Profund Vp Small-cap 157
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 157
Cheyne Capital Management (UK) LLP 157
Quantinno Capital Management LP 157
Profunds - Profund Vp Ultrasmall-cap 157
CIBC Asset Management Inc 156
Plante Moran Financial Advisors, LLC 156
VCSLX - VALIC Co I - Small Cap Index Fund 156
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 156
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 156
Harvest Fund Management Co., Ltd 156
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 156
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF 156
Kennedy Capital Management, Inc. 156
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 156
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 156
First Hawaiian Bank 155
Arkadios Wealth Advisors 155
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 155
Capital Advisors, Ltd. LLC 155
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 155
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 155
Enterprise Financial Services Corp 155
Forsta Ap-fonden 155
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 155
Integrated Core Strategies (us) Llc 155
Deere & Co 155
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 155
SECOR Capital Advisors, LP 155
Mitsubishi UFJ Trust & Banking Corp 155
Pinnacle Wealth Planning Services, Inc. 155
Ground Swell Capital, LLC 155
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 154
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 154
DG Capital Management, LLC 154
Howe & Rusling Inc 154
Skopos Labs, Inc. 154
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 154
Irish Life Investment Managers Ltd. 154
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 154
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 154
Seaport Global Asset Management Llc 154
Bell Investment Advisors, Inc 154
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 154
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 154
Capital Performance Advisors Llp 154
SLPIX - Profunds - Small-cap Profund Investor Class 154
New York Life Investment Management Llc 154
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 154
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 154
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 154
MYDA Advisors LLC 154
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 154
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 153
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 153
Sawtooth Solutions, LLC 153
Advisory Research Inc 153
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 153
BRACX - Blackrock Allocation Target Shares - Bats Series C 153
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 153
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 153
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 152
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 152
CoreCap Advisors, LLC 152
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 152
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 152
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 152
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 152
Neuberger Berman Real Estate Securities Income Fund Inc 152
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 152
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 152
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 151
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 151
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 151
Stephens Inc /ar/ 151
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares 151
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 151
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 151
Karp Capital Management Corp 151
RMR Advisors LLC 151
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 151
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 150
Pictet Asset Management Sa 150
Great Lakes Advisors, Llc 150
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF 150
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 150
Littlejohn & Co Llc 150
Patriot Financial Group Insurance Agency, LLC 150
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 150
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 150
AE Wealth Management LLC 150
Bokf, Na 149
PenderFund Capital Management Ltd. 149
CI Private Wealth, LLC 149
Yousif Capital Management, Llc 149
Weld Capital Management Llc 149
Carroll Financial Associates, Inc. 149
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 149
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 149
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 149
Standard Life Aberdeen plc 149
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 148
Heitman Real Estate Securities Llc 148
Cullen/frost Bankers, Inc. 148
Veritable, L.P. 148
Snowden Capital Advisors LLC 148
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A 148
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 148
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF 148
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 148
Robeco Institutional Asset Management B.V. 147
Versor Investments LP 147
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 147
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 147
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 147
Maryland State Retirement & Pension System 147
Security Benefit Life Insurance Co /ks/ 147
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 147
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 147
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 146
Rafferty Asset Management, LLC 146
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 146
Utah Retirement Systems 146
DLD Asset Management, LP 146
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 146
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 146
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 146
Quest Partners LLC 146
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF 146
Gotham Asset Management, LLC 146
Cetera Advisors LLC 146
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 146
III Capital Management 146
Jane Street Holding, LLC 145
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 145
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 145
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 145
Principal Securities, Inc. 145
Sutton Wealth Advisors Inc. 145
Hancock Whitney Corp 145
NOBOX - Northern Funds - Northern Bond Index Fund 145
Klp Kapitalforvaltning As 145
Lombard Odier Asset Management (USA) Corp 145
First Allied Advisory Services, Inc. 145
Brevan Howard Capital Management LP 145
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 144
Skandinaviska Enskilda Banken AB (publ) 144
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 144
Ing Groep Nv 144
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 144
North Star Investment Management Corp. 144
Keybank National Association/oh 144
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 144
Ajo, Lp 144
Nissay Asset Management Corp /japan/ /adv 144
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 144
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 144
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 143
Clinton Group Inc 143
Capital Analysts, Inc. 143
Tfs Capital Investment Trust 143
Westwood Holdings Group Inc 143
Societe Generale 143
Seacrest Wealth Management, Llc 143
Cornerstone Planning Group LLC 143
Sei Trust Co 143
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 143
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 143
Pensionfund DSM Netherlands 143
Fieldpoint Private Securities, LLC 143
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 143
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 143
Xact Kapitalforvaltning AB 142
Delaware Investments Dividend & Income Fund, Inc 142
First Quadrant L P/ca 142
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 142
Crossmark Global Holdings, Inc. 142
Grantham, Mayo, Van Otterloo & Co. LLC 142
Starboard Value LP 142
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 142
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 142
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 142
Evoke Wealth, Llc 142
FIL Ltd 142
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 142
Caption Management, LLC 142
Gamco Investors, Inc. Et Al 142
Exchange Traded Concepts, Llc 141
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 141
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 141
We Are One Seven, LLC 141
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 141
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF 141
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 141
JustInvest LLC 141
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 141
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 141
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 140
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 140
Ieq Capital, Llc 140
Cornercap Investment Counsel Inc 140
Cbre Clarion Securities Llc 140
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 140
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 140
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 140
Alphacrest Capital Management Llc 140
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 140
Wipfli Financial Advisors Llc, 140
Eqis Capital Management, Inc. 140
Global X Funds 140
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 140
Catalyst Funds Management Pty Ltd 140
Janus Capital Management Llc 139
Pearl River Capital, LLC 139
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 139
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 139
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 139
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 139
Wedbush Securities Inc 139
Twin Tree Management, LP 139
Capstone Asset Management Co 139
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 138
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 138
Aster Capital Management (DIFC) Ltd 138
Vivaldi Capital Management, LLC 138
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 138
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 138
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 138
Wealth Enhancement Advisory Services, Llc 138
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 138
Caitong International Asset Management Co., Ltd 138
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 138
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 138
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 138
Alpine Woods Capital Investors, Llc 137
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 137
Winton Diversified Opportunities Fund 137
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 137
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 137
Mml Investors Services, Llc 137
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 137
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 137
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 137
Pensionfund Sabic 137
QCVAX - Clearwater Investment Trust - Clearwater International Fund 137
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 136
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 136
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 136
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 136
Lord, Abbett & Co. Llc 136
Barings Llc 136
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 136
Absolute Return Capital, LLC 136
Smithfield Trust Co 136
Parkwood LLC 136
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 136
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 136
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 136
GV Financial Advisors 136
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 136
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 136
Bridgefront Capital, LLC 136
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 136
Prospera Financial Services Inc 135
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 135
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 135
Nebula Research & Development LLC 135
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 135
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 135
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 135
Sigma Planning Corp 135
Pictet Asset Management Holding SA 135
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 135
Oppenheimer Asset Management Inc. 135
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 135
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 135
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 135
World Asset Management Inc 135
Pine River Capital Management L.P. 135
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 134
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 134
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 134
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 134
Chilton Capital Management Llc 134
Pathstone Family Office, Llc 134
Cornerstone Advisors, Inc. 134
Csenge Advisory Group 134
Lido Advisors, LLC 134
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 134
HGI Capital Management, LLC 134
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 134
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund 134
EntryPoint Capital, LLC 134
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 133
Winslow, Evans & Crocker, Inc. 133
Shelton Capital Management 133
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 133
Vantage Consulting Group Inc 133
Resona Asset Management Co.,Ltd. 133
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF 133
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 133
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 133
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 133
Riverhead Capital Management Llc 133
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 133
Daiwa Capital Markets America Inc. 133
Hartford Mutual Funds Inc/ct 132
Avantax Advisory Services, Inc. 132
Six Circles Trust - Six Circles Credit Opportunities Fund 132
Boston Private Wealth Llc 132
Money Concepts Capital Corp 132
Fort Washington Investment Advisors Inc /oh/ 132
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 132
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 132
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 132
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 132
Meiji Yasuda Asset Management Co Ltd. 132
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 132
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 131
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 131
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 131
ROOF - IndexIQ ETF Trust - IQ U.S. Real Estate Small Cap ETF 131
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 131
Bb&t Securities, Llc 131
Visium Asset Management, LP 131
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 131
Bridgeway Capital Management Inc 131
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 131
Hantz Financial Services, Inc. 131
Global X Management CO LLC 131
CIBC World Markets Inc. 130
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor 130
APG Asset Management N.V. 130
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 130
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 130
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class 130
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 130
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 130
Long Pond Capital, LP 130
Mirabella Financial Services Llp 130
Independent Advisor Alliance 130
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 130
APG Asset Management US Inc. 130
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 130
Brinker Capital Investments, LLC 130
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I 130
Centaurus Financial, Inc. 130
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 130
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 130
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF 129
Systematic Financial Management Lp 129
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 129
Davidson Kempner Partners 129
NN Investment Partners Holdings N.V. 129
CWM Advisors, LLC 129
Ontario Teachers Pension Plan Board 129
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 129
Massachusetts Financial Services Co /ma/ 129
Tarbox Family Office, Inc. 129
Blackrock Core Bond Trust 129
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 129
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 129
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 129
Advent Capital Management /de/ 129
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 129
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 129
Trust Co Of Vermont 129
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 129
Exane Derivatives 128
Boston Partners 128
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 128
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 128
Bloom Tree Partners, Llc 128
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 128
OTA Financial Group L.P. 128
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 128
Wexford Capital Lp 127
Bck Capital Management Lp 127
Carlson Capital L P 127
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 127
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 127
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 127
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 127
First Citizens Bank & Trust Co 127
Everence Capital Management Inc 127
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 127
Jennison Associates Llc 127
BNP Paribas Investment Partners S.A. 127
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 127
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 127
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 126
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 126
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 126
Cbre Clarion Global Real Estate Income Fund 126
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A 126
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 126
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 126
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 126
Omni Partners US LLC 126
Illinois Municipal Retirement Fund 126
FDx Advisors, Inc. 126
Fort Baker Capital Management LP 126
Manchester Capital Management LLC 126
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 126
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 126
FineMark National Bank & Trust 126
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 126
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 126
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 126
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 126
Falcon Edge Capital, LP 125
Universal- Beteiligungs- und Servicegesellschaft mbH 125
Teza Capital Management LLC 125
Nbc Securities, Inc. 125
Evercore Wealth Management, LLC 125
Jupiter Asset Management Ltd 125
1832 Asset Management L.P. 125
Inceptionr Llc 125
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 125
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 125
Stephens Consulting, LLC 125
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 125
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 125
Independent Order of Foresters 125
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 125
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 125
Point72 Asia (Singapore) Pte. Ltd. 125
Washington Trust Bank 125
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 124
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 124
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 124
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 124
Northern Trust Co Of Connecticut 124
Wealthcare Advisory Partners LLC 124
Waterfront Capital Partners, LLC 124
Amica Mutual Insurance Co 124
Convergence Investment Partners, LLC 124
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 124
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 124
Point72 (DIFC) Ltd 124
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 124
MQS Management LLC 124
Xponance, Inc. 124
Vident Advisory, LLC 124
Aviva Plc 124
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 124
Newbridge Financial Services Group, Inc. 124
Equitec Proprietary Markets, Llc 124
Financial Gravity Companies, Inc. 124
Blackrock Ltd Duration Income Trust 124
Orinda Asset Management LLC 123
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF 123
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 123
K.J. Harrison & Partners Inc 123
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 123
Salem Investment Counselors Inc 123
Whittier Trust Co Of Nevada Inc 123
Old Mutual Customised Solutions (proprietary) Ltd 123
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 123
Highlander Capital Management, LLC 123
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 123
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 123
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 123
Reilly Financial Advisors, Llc 123
Point72 Middle East FZE 122
Twinbeech Capital Lp 122
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 122
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 122
Gemmer Asset Management LLC 122
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 122
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 122
General Motors Investment Management Corp 122
Sherbrooke Park Advisers Llc 122
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF 122
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 122
C M Bidwell & Associates Ltd 122
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 122
NSGRX - Northern Funds - Northern Small Cap Core Fund 122
Warberg Asset Management LLC 121
Financial Architects, Inc 121
Crystalline Management Inc. 121
Redpoint Investment Management Pty Ltd 121
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 121
Venturi Wealth Management, LLC 121
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity 121
LDR Capital Management LLC 121
Thompson Siegel & Walmsley Llc 121
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 121
Dunhill Financial, LLC 121
Integrated Wealth Management 121
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 121
Amica Pension Fund Board Of Trustees 120
JNBA Financial Advisors 120
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 120
Dakota Wealth Management 120
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 120
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 120
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 120
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 120
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H 120
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 120
People's United Financial, Inc. 120
Amica Retiree Medical Trust 120
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 119
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 119
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 119
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 119
Creative Financial Designs Inc /adv 119
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 119
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 119
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 119
Invictus RG 119
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 119
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 119
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 119
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 119
Diameter Capital Partners LP 119
Harbor Capital Advisors, Inc. 119
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 119
Avantax Planning Partners, Inc. 119
Quantitative Investment Management, LLC 119
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 119
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 119
Checchi Capital Advisers, LLC 119
Golden State Wealth Management, LLC 119
Bartlett & Co. LLC 119
Retirement Systems of Alabama 118
Tcw Group Inc 118
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 118
Telemetry Investments, L.L.C. 118
Diversified Trust Co 118
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 118
Kestra Advisory Services, LLC 118
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 118
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 118
Optimum Investment Advisors 118
State Of Michigan Retirement System 118
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 118
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 118
Lynwood Capital Management Inc. 118
VTL Associates, LLC 117
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 117
SAC Capital Advisors LP 117
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 117
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 117
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 117
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 117
UniSuper Management Pty Ltd 117
Meridian Wealth Partners, LLC 117
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 117
Virginia Retirement System 117
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I 117
Valley National Advisers Inc 117
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 117
Cambria Investment Management, L.P. 117
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 117
Elkfork Partners LLC 116
New Age Alpha Advisors, LLC 116
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 116
Td Private Client Wealth Llc 116
Lighthouse Investment Partners, LLC 116
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 116
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 116
Evergreen Capital Management Llc 116
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 116
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 116
BDO Wealth Advisors, LLC 116
Denali Advisors Llc 116
Blackrock Corporate High Yield Fund, Inc. 116
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 116
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 116
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 116
Invictus RG Pte. Ltd. 115
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 115
Edge Wealth Management LLC 115
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 115
REC - Emles Trust - Emles Real Estate Credit ETF 115
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF 115
Associated Banc-corp 115
Advanced Series Trust - Ast Small-cap Value Portfolio 115
Allstate Corp 115
Rise Advisors, LLC 115
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 115
Truvestments Capital Llc 115
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 115
Hm Payson & Co 115
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 115
Bartlett & Co. Wealth Management Llc 114
Atria Wealth Solutions, Inc. 114
Motco 114
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) 114
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 114
Old Mutual Global Investors (UK) Ltd. 114
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 114
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 114
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 114
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 114
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S 114
Cantor Fitzgerald Investment Adviser L.p. 114
USA Financial Portformulas Corp 114
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 114
Moody National Bank Trust Division 114
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 114
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 114
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 114
Pathstone Holdings, LLC 114
Shay Capital LLC 114
Koshinski Asset Management, Inc. 114
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 113
James Investment Research Inc 113
Graham Capital Wealth Management, Llc 113
Duality Advisers, Lp 113
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 113
GEM Realty Capital 113
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 113
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 113
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 113
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 113
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A 113
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 113
Boussard & Gavaudan Investment Management LLP 113
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 113
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 113
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 113
RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF 112
Phocas Financial Corp. 112
AGF Investments LLC 112
Diametric Capital, LP 112
Twin Peaks Wealth Advisors, LLC 112
Harbor Investment Advisory, Llc 112
Manning & Napier Advisors Llc 112
Coppell Advisory Solutions LLC 112
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 112
Kempen Capital Management N.v. 112
Lasalle Investment Management Securities Llc 112
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 112
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 112
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 112
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 112
Wiley Bros.-aintree Capital, Llc 112
NewSquare Capital LLC 112
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 112
Moors & Cabot, Inc. 112
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 112
Entropy Technologies, LP 112
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 112
Atria Investments Llc 112
Virtus ETF Advisers LLC 111
Aew Capital Management L P 111
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 111
Baker Avenue Asset Management, LP 111
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 111
Horizon Investments, LLC 111
Global Endowment Management, LP 111
Avion Wealth 111
Liberty Mutual Group Asset Management Inc. 111
Neo Ivy Capital Management 111
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A 111
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 111
Northwestern Mutual Investment Management Company, Llc 111
Cohen & Steers Reit & Preferred Income Fund Inc 111
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 111
Ameritas Advisory Services, LLC 111
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 111
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 111
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 111
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 111
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 111
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 111
IBM Retirement Fund 110
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 110
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF 110
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 110
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 110
Usca Ria Llc 110
Corbin Capital Partners, L.P. 110
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 110
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 110
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 110
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 110
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 110
Flagship Harbor Advisors, Llc 110
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 110
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 110
First Mercantile Trust Co 110
Covalis Capital Llp 110
Placemark Investments, Inc. 110
Brookstone Capital Management 109
Edgestream Partners, L.P. 109
GSI Capital Advisors LLC 109
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 109
Advantage Investment Management, Llc 109
Prestige Wealth Management Group LLC 109
Profunds - Profund Vp Real Estate 109
Crewe Advisors LLC 109
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 109
Pentwater Capital Management LP 109
Clear Harbor Asset Management, LLC 109
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 109
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 109
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 109
Blackrock Multi-sector Income Trust 109
Privium Fund Management (UK) Ltd 109
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 109
Coastal Investment Advisors, Inc. 109
Independent Portfolio Consultants, Inc. 109
Vanguard Horizon Funds 109
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 109
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 109
Fisher Asset Management, LLC 109
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 109
FLDFX - Meeder Funds - BALANCED FUND Retail Class 109
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 109
Summit Global Investments 108
Profunds - Profund Vp Financials 108
I.g. Investment Management, Ltd. 108
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 108
Zimmer Partners, LP 108
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 108
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 108
Institutional & Family Asset Management, Llc 108
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 108
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 108
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 108
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 108
Covington Capital Management 108
TD Waterhouse Canada Inc. 108
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 108
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 108
Psagot Investment House Ltd. 108
Private Wealth Management Group, LLC 108
Atlantic Trust, LLC 107
Veriti Management LLC 107
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 107
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 107
Wunderlich Securities, Inc. 107
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 107
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 107
Headlands Technologies LLC 107
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 107
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 107
Dynamic Technology Lab Pte Ltd 107
Guardian Wealth Advisors, LLC 107
RSSL - Global X Funds - Global X Russell 2000 ETF 107
Principal Real Estate Income Fund 107
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class 107
UMA Financial Services, Inc. 107
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 107
Quent Capital, LLC 107
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 106
Colony Capital, Inc. 106
Mather Group, Llc. 106
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 106
Baystate Wealth Management LLC 106
FinTrust Capital Advisors, LLC 106
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 106
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 106
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 106
Earnest Partners Llc 106
Focused Wealth Management, Inc 106
Greenland Capital Management LP 106
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 106
Kcm Investment Advisors Llc 106
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 106
Pinnacle Summer Investments, Inc. 106
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 106
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 106
URE - PROSHARES TRUST - ProShares Ultra Real Estate 106
UYG - PROSHARES TRUST - ProShares Ultra Financials 106
Wealthfront Inc 106
IFM Investors Pty Ltd 106
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 106
Timber Hill LLC 106
HRS Investment Holdings, LLC 106
WealthPLAN Partners, LLC 106
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 106
Uniplan Investment Counsel, Inc. 106
Kovack Advisors, Inc. 106
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 106
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 105
Koch Industries Inc 105
Park West Asset Management LLC 105
Riverview Trust Co 105
Commerzbank Aktiengesellschaft /fi 105
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 105
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 105
Aigen Investment Management, Lp 105
Wagner Wealth Management, Llc 105
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 105
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 105
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C 105
Caisse De Depot Et Placement Du Quebec 105
Treasurer of the State of North Carolina 105
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 105
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 105
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 105
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 105
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 105
BerganKDV Wealth Management, LLC 105
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 105
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 105
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 105
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 104
Perpetual Ltd 104
San Francisco Sentry Investment Group (ca) 104
Bracebridge Capital, LLC 104
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 104
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 104
Gideon Capital Advisors, Inc. 104
New England Securities Corp /MA/ 104
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 104
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 104
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 104
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 104
Gf Fund Management Co. Ltd. 104
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 104
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 103
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 103
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 103
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 103
Commerce Bank 103
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 103
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 103
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 103
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 103
Yorktown Management & Research Co Inc 103
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 103
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 103
Humankind Benefit Corp - Humankind US Stock ETF 103
VCAAX - VALIC Co I - Asset Allocation Fund 103
LH Capital Markets, LLC 102
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 102
Sargent Bickham Lagudis LLC 102
BRYN MAWR TRUST Co 102
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV 102
Carolinas Wealth Consulting Llc 102
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 102
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 102
6 Meridian 102
Adelante Capital Management LLC 102
Lee Financial Co 102
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 102
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 102
Glen Harbor Capital Management LLC 102
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 102
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 102
Stonebridge Capital Advisors LLC 102
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 102
Meadow Creek Investment Management LLC 102
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 102
Johnson Financial Group, Inc. 102
ETRADE Capital Management LLC 102
Canyon Capital Advisors Llc 102
Itau Unibanco Holding S.A. 102
Citizens Financial Group Inc/ri 102
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II 101
DRW Securities, LLC 101
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 101
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 101
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 101
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A 101
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 101
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 101
Colony Group Llc 101
HHM Wealth Advisors, LLC 101
Cadence Capital Management Llc 101
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 101
Alpine Global Premier Properties Fund 101
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I 101
Mfs Charter Income Trust 101
Nuveen S&p 500 Dynamic Overwrite Fund 101
IYF - iSHARES TRUST - iShares U.S. Financials ETF 101
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 101
Paradigm Asset Management Co Llc 101
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares 101
Honeywell International Inc 101
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 100
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 100
Wealthcare Capital Management Llc 100
Foresters Investment Management Company, Inc. 100
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 100
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 100
Paces Ferry Wealth Advisors, Llc 100
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 100
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 100
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 100
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 100
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 100
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 100
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 100
Marathon Trading Investment Management LLC 100
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 100
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 100
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 100
Emerald Mutual Fund Advisers Trust 100
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 100
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 100
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 100
PGGM Investments 100
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 100
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 100
Sequoia Financial Advisors, LLC 100
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 99
Capula Management Ltd 99
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 99
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 99
MCF Advisors LLC 99
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 99
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 99
Oppenheimer Global Multi Strategies Fund 99
Rvb Capital Management Llc 99
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 99
Myriad Asset Management Ltd. 99
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 99
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 99
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 99
Arena Investors LP 99
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 99
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 99
Optiver Holding B.V. 99
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 99
Gyon Technologies Capital Management, LP 99
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 99
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 99
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund 98
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 98
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 98
IWB - iSHARES TRUST - iShares Russell 1000 ETF 98
Raymond James Trust N.a. 98
Bridgewater Associates, LP 98
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 98
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 98
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 98
Renaissance Group Llc 98
Eagle Asset Management Inc 98
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 98
First Personal Financial Services 98
Hartford Investment Management Co 98
Delaware Enhanced Global Dividend & Income Fund 98
Fuller & Thaler Asset Management, Inc. 98
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 98
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 98
Westport Resources Management Inc 98
Analytic Investors, LLC 98
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F 98
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 98
Bogart Wealth, LLC 98
Metis Global Partners, LLC 98
Trustcore Financial Services, Llc 98
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 98
Financial Management Professionals, Inc. 98
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 98
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 98
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 98
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 98
Symphony Asset Management Llc 98
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 98
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 98
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 98
J.w. Cole Advisors, Inc. 97
Palisade Capital Management Llc/nj 97
Signet Financial Management, Llc 97
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 97
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 97
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 97
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 97
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 97
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 97
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 97
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 97
Hill Winds Capital LP 97
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 97
Gerstein Fisher 97
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 97
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 97
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 97
Capital Guardian Trust Co 97
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 97
Sheaff Brock Investment Advisors, LLC 97
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 97
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 97
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 97
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 97
Virtus Investment Advisers, Inc. 97
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 97
Alliancebernstein Global High Income Fund Inc 97
Gts Securities Llc 97
Wilbanks Smith & Thomas Asset Management Llc 97
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 97
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 97
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 97
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 96
Water Island Capital Llc 96
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 96
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 96
Lenox Wealth Advisors, LLC 96
Segall Bryant & Hamill, Llc 96
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 96
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 96
Ethic Inc. 96
Vanguard Whitehall Funds 96
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 96
Harvest Group Wealth Management, Llc 96
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 96
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 96
Raleigh Capital Management Inc. 96
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 96
CX Institutional 96
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 96
Union Square Park Capital Management, LLC 96
Sageworth Trust Co 96
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 96
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 96
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 96
Candriam Luxembourg S.C.A. 96
Knight Capital Group, Inc. 95
Prime Capital Investment Advisors, LLC 95
IHT Wealth Management, LLC 95
IWC - iSHARES TRUST - iShares Micro-Cap ETF 95
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 95
Anchor Investment Management, LLC 95
Mv Capital Management, Inc. 95
SOUTH STATE Corp 95
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 95
Quad-Cities Investment Group, LLC 95
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 95
South Dakota Investment Council 95
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 95
Bamco Inc /ny/ 95
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 95
Cigna Investments Inc /new 95
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 95
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 95
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 95
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 95
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 95
Prudential Plc 95
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 95
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 94
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C 94
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 94
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 94
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 94
Resources Investment Advisors, LLC. 94
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 94
Dubuque Bank & Trust Co 94
Wells Fargo Global Dividend Opportunity Fund 94
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 94
GeoWealth Management, LLC 94
Ropes Wealth Advisors Llc 94
Luxor Capital Group, LP 94
Blackrock Debt Strategies Fund, Inc. 94
DAVENPORT & Co LLC 94
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 94
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 94
WASHINGTON TRUST Co 94
ORG Partners LLC 94
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 94
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 94
Davis Selected Advisers 93
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 93
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 93
GIMFX - GMO TRUST - GMO Implementation Fund 93
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 93
Fortitude Family Office, LLC 93
First Pacific Advisors, LP 93
Castleview Partners, Llc 93
Pendal Group Ltd 93
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 93
Nuveen Diversified Dividend & Income Fund 93
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 93
CSat Investment Advisory, L.P. 93
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares 93
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 93
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND 93
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 93
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 93
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 93
Mfs Multimarket Income Trust 93
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 93
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 92
Rsm Us Wealth Management Llc 92
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 92
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 92
V3 Capital Management, L.P. 92
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A 92
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 92
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 92
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 92
Comerica Securities,inc. 92
Barnett & Company, Inc. 92
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 92
First New York Securities Llc /ny 92
Clal Insurance Enterprises Holdings Ltd 92
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 92
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 92
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 92
Advisors Preferred, LLC 92
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 92
Royce & Associates Lp 92
Financial Advocates Investment Management 92
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 92
SG3 Management, LLC 92
City National Bank 92
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 92
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 91
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 91
Tocqueville Asset Management L.p. 91
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 91
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV 91
Ssi Investment Management Llc 91
Castle Hook Partners LP 91
40 North Management LLC 91
Red Tortoise LLC 91
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 91
Land & Buildings Investment Management, LLC 91
Mount Yale Investment Advisors, LLC 91
Asset Dedication, LLC 91
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 91
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 91
RBB FUND, INC. - Adara Smaller Companies Fund 91
Ratan Capital Management LP 91
Capital Bank & Trust Co 91
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF 91
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 91
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 91
CAPROCK Group, Inc. 91
Transamerica Partners Funds Group 91
Accurate Wealth Management, LLC 91
Transamerica Partners Funds Group Ii 91
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 90
Zeke Capital Advisors, Llc 90
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 90
B. Riley Financial, Inc. 90
Gupta Wealth Management LLC 90
Jain Global LLC 90
Pictet & Cie (Europe) SA 90
Ranger Global Real Estate Advisors, LLC 90
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 90
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 90
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A 90
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 90
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 90
Mason Street Advisors, Llc 90
Blackthorn Investment Group Llc 90
MRESX - AMG Funds I - AMG Managers CenterSquare Real Estate Fund Class N 90
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 90
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 90
Oppenheimer Variable Account Funds 90
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 90
Sanctuary Advisors, LLC 90
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 90
Hudock, Inc. 90
Loeb Partners Corp 90
Migdal Insurance & Financial Holdings Ltd. 90
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 90
AHIVX - American Century Investment Trust - High Income Fund Investor Class 89
Agf Investments Inc. 89
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 89
FourThought Financial, LLC 89
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 89
BlackRock ETF Trust II - BlackRock Flexible Income ETF 89
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 89
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 89
Calvert Investment Management, Inc. 89
Abound Wealth Management 89
First Horizon Corp 89
Tradition Wealth Management, LLC 89
Hazelview Securities Inc. 89
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 89
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class 89
Cary Street Partner Investment Advisory Llc 89
Sanctuary Wealth Advisors, LLC 89
Continuum Advisory, LLC 89
Bluefin Trading, LLC 89
Security Capital Research & Management Inc 88
Kingstown Capital Management L.p. 88
Integrated Wealth Concepts LLC 88
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 88
VCSVX - VALIC Co II - Small Cap Value Fund 88
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 88
VCGAX - VALIC Co I - Growth & Income Fund 88
Venture Visionary Partners LLC 88
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 88
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1 88
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 88
Samalin Investment Counsel, LLC 88
Arete Wealth Advisors, LLC 88
Source Capital Inc /de/ 88
Park Avenue Securities Llc 88
Cornerstone Real Estate Advisers LLC 88
Wetherby Asset Management Inc 88
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 88
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 88
STFBX - Advisers Investment Trust - State Farm Balanced Fund 88
Townsquare Capital Llc 88
Delta Asset Management Llc/tn 88
Nuveen Multi-Asset Income Fund 88
Legacy Financial Advisors, Inc. 88
Real Estate Management Services Llc 88
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 88
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 88
State of New Jersey Common Pension Fund A 88
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L 87
Transamerica Partners Portfolios 87
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 87
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares 87
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 87
Ashton Thomas Private Wealth, LLC 87
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A 87
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 87
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 87
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 87
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 87
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 87
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 87
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 87
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 87
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 87
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 87
Montag A & Associates Inc 87
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV 87
Machina Capital S.a.s. 87
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 87
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 87
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 87
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 87
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 87
VVSCX - VALIC Co I - Small Cap Value Fund 87
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 87
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 87
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 87
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 86
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 86
Resource Real Estate Diversified Income Fund 86
DAACX - Adviser Managed Trust - Diversified Equity Fund 86
Kanaly Trust Co 86
Chicago Partners Investment Group LLC 86
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 86
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 86
Cohen & Steers Global Income Builder, Inc 86
Chevy Chase Trust Holdings, Inc. 86
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 86
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 86
Tlp Group Llc 86
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 86
Manning & Napier Group, LLC 86
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 86
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 86
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 86
Perigon Wealth Management, LLC 86
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 86
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 86
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 86
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A 86
PSI Advisors, LLC 86
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 86
Diversified Real Asset Income Fund 86
Zions Bancorporation, N.A. 86
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 85
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 85
Mckinley Capital Management Llc /delaware 85
Brinker Capital Inc 85
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 85
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF 85
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 85
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 85
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 85
Sanders Morris Harris Llc 85
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A 85
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 85
PIMCO FUNDS - PIMCO Sector Fund Series - I 85
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 85
Eaton Vance Ltd Duration Income Fund 85
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 85
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 85
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 85
Jfs Wealth Advisors, Llc 85
Belvedere Trading LLC 85
Kayne Anderson Rudnick Investment Management Llc 85
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 85
Alera Investment Advisors, LLC 85
Harrison Street Securities, LLC 85
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 85
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 85
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 85
Presima Inc. 85
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 84
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A 84
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 84
Transamerica Financial Advisors, Inc. 84
Tompkins Financial Corp 84
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 84
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 84
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 84
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 84
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 84
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 84
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 84
Boston Advisors Llc 84
First Foundation Advisors 84
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class 84
Oak Thistle LLC 84
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 84
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 84
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 84
Peak6 Llc 84
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 84
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 84
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 84
Compagnie Lombard Odier SCmA 84
FNY Managed Accounts LLC 84
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 84
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 84
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 83
Janney Capital Management LLC 83
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 83
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 83
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I 83
Concord Wealth Partners 83
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 83
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 83
Capital Investment Advisory Services, LLC 83
Tibra Equities Europe Ltd 83
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 83
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 83
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 83
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 83
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C 83
King Street Capital Management, L.p. 83
Advisor Partners Ii, Llc 83
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 83
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 83
Advisor Resource Council 83
RMB Capital Management, LLC 83
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 83
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 83
Enlightenment Research, LLC 83
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 83
Quest Capital Management Inc /adv 83
Liberty Wealth Management Llc 83
D'Orazio & Associates, Inc. 83
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 83
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 82
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 82
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 82
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 82
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 82
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 82
MSRBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - US Real Estate Portfolio Class II 82
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 82
MSUSX - Morgan Stanley Institutional Fund Inc - U.s. Real Estate Portfolio Class I 82
Aberdeen Asset Management Plc/uk 82
MML Series Investment Fund II - MML Equity Rotation Fund Class II 82
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 82
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 82
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 82
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 82
Archer Investment Corp 82
Next Financial Holdings 82
Kore Private Wealth LLC 82
VSDIX - Managed Portfolio Series - Securian AM Real Asset Income Fund Institutional Class Shares 82
Mycio Wealth Partners, Llc 82
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 82
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 82
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 82
Cable Hill Partners, LLC 82
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 82
Mendota Financial Group, LLC 82
Usaa Etf Trust 82
CPSIX - Unified Series Trust - Fci Bond Fund 82
Kalos Management, Inc. 82
Ausdal Financial Partners, Inc. 82
Infrastructure Capital Advisors, Llc 82
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 82
Investors Research Corp 81
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A 81
361 Capital Llc 81
TRANSAMERICA FUNDS - Transamerica Core Bond I2 81
Deprince Race & Zollo Inc 81
Hemington Wealth Management 81
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 81
Gratia Capital, Llc 81
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 81
Blackrock Credit Allocation Income Trust 81
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 81
Cohen & Steers Real Estate Opportunities & Income Fund 81
Pimco Corporate & Income Opportunity Fund 81
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 81
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 81
Counsel Portfolio Services Inc. 81
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 81
Monarch Partners Asset Management LLC 81
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 81
Colony Group, LLC 81
Finepoint Capital LP 81
Guggenheim Strategic Opportunities Fund 81
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 81
Goodwin Daniel L 81
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 81
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 81
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 81
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 81
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 81
Third Point LLC 81
Bardin Hill Management Partners Lp 81
Activest Wealth Management 81
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 80
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 80
Moisand Fitzgerald Tamayo, LLC 80
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 80
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 80
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 80
Lockheed Martin Investment Management Co 80
Laffer Investments 80
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 80
Tyers Asset Management LLC 80
Wealth Quarterback LLC 80
Warren Averett Asset Management, LLC 80
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 80
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 80
Parametrica Management Ltd 80
Telemus Capital, Llc 80
Certified Advisory Corp 80
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 80
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 80
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 80
Tortoise Investment Management, LLC 80
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 80
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares 80
Munder Capital Management 80
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 80
Joel Isaacson & Co., LLC 80
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 80
Cohen & Steers Capital Management Inc 80
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 80
Ziegler Capital Management, LLC 79
Bare Financial Services, Inc 79
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 79
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 79
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 79
Partnervest Advisory Services LLC 79
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 79
CenterStar Asset Management, LLC 79
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 79
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 79
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A 79
Duff & Phelps Investment Management Co 79
Omnia Family Wealth, LLC 79
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 79
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 79
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 79
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class 79
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 79
Tcwp Llc 79
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 79
Regal Investment Advisors LLC 79
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 79
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 79
Alpine Equity Trust 79
Inspire Advisors, LLC 79
Harel Insurance Investments & Financial Services Ltd. 79
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 79
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 79
BI Asset Management Fondsmaeglerselskab A/S 79
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 79
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 79
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 78
Principal Diversified Select Real Asset Fund 78
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 78
JJJ Advisors Inc. 78
Capital Growth Management Lp 78
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 78
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 78
Oakbrook Investments Llc 78
Soroban Capital Partners LP 78
GW&K Investment Management, LLC 78
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 78
Paulson Wealth Management Inc. 78
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 78
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 78
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 78
Heritage Wealth Advisors 78
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 78
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 78
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 78
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 78
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A 78
Jaffetilchin Investment Partners, LLC 78
Wolff Wiese Magana Llc 78
High Note Wealth, LLC 78
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 78
Magnus Financial Group LLC 78
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 78
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 78
Global Wealth Management Investment Advisory, Inc. 78
Tradeworx Inc. 78
Claraphi Advisory Network, LLC 78
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 78
Kestra Private Wealth Services, Llc 78
Horan Securities, Inc. 78
Norinchukin Bank, The 78
FundVantage Trust - Verplanck Balanced Fund 77
Annis Gardner Whiting Capital Advisors, LLC 77
Arden Investment Series Trust 77
Nair Vinay 77
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 77
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class 77
Pitcairn Co 77
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 77
Securian Funds Trust - SFT Real Estate Securities Fund Class 2 77
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 77
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 77
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 77
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 77
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 77
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 77
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 77
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 77
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 77
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 77
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 77
Phoenix Holdings Ltd. 77
LGT Financial Advisors LLC 77
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 77
Kistler-Tiffany Companies, LLC 77
Bellwether Investment Group, LLC 77
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y 77
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 77
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 77
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 77
Freestone Capital Holdings, LLC 77
CVA Family Office, LLC 77
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 77
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 77
Tucker Asset Management Llc 77
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 76
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 76
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 76
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 76
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 76
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 76
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 76
Beacon Capital Management, LLC 76
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 76
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 76
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 76
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 76
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 76
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 76
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 76
Cowen Group, Inc. 76
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 76
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 76
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 76
Private Ocean, LLC 76
Capital Square, LLC 76
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial 76
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 76
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 76
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 76
Corton Capital Inc. 76
VGSRX - Manager Directed Portfolios - Vert Global Sustainable Real Estate Fund Institutional Shares 76
Northern Right Capital Management, L.P. 76
KBWY - Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF 76
Glen Eagle Advisors, LLC 76
Alphasimplex Group, Llc 76
American National Bank 76
M&g Investment Management Ltd 76
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 76
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 76
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 76
Tradewinds Capital Management, LLC 76
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 75
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 75
AXS Investments LLC 75
Sagefield Capital LP 75
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 75
Vanderbilt University 75
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 75
Baldwin Brothers Inc/ma 75
Apollon Wealth Management, LLC 75
Hexagon Capital Partners LLC 75
Intrinsic Edge Capital Management LLC 75
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 75
Bedel Financial Consulting, Inc. 75
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 75
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 75
Rialto Wealth Management, LLC 75
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 75
Susquehanna Portfolio Strategies, LLC 75
Eagle Bay Advisors LLC 75
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 75
McIlrath & Eck, LLC 75
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 75
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 75
Qs Batterymarch Financial Management, Inc 75
Contravisory Investment Management, Inc. 75
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 75
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 75
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 75
Investors Capital Advisory Services 75
Pacitti Group Inc. 75
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 74
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 74
Ballentine Partners, LLC 74
Baird Robert W & Co Inc /wi/ 74
Profunds - Profund Vp Small-cap Value 74
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 74
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 74
Delaware Vip Trust - Delaware Vip Reit Series Standard Class 74
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 74
Winfield Associates, Inc. 74
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 74
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 74
SVPIX - Profunds - Small-cap Value Profund Investor Class 74
Woodmont Investment Counsel Llc 74
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 74
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 74
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 74
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 74
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 74
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 74
REIT - ALPS ETF Trust - ALPS Active REIT ETF 74
NatWest Group plc 74
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 74
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 74
Capital Asset Advisory Services LLC 73
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 73
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 73
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 73
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 73
Linden Capital L.P. 73
Beacon Pointe Advisors, LLC 73
Aspire Private Capital, LLC 73
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 73
Index Management Solutions, LLC 73
EBI - RBB Fund Trust - Longview Advantage ETF 73
Foundry Partners, LLC 73
Decade Capital Management Llc 73
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 73
Brookfield Public Securities Group LLC 73
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 73
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 73
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 73
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 73
Sachetta, LLC 73
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 73
EAM Investors, LLC 73
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 73
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 73
Greenleaf Trust 73
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 73
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 73
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 73
Householder Group Estate & Retirement Specialist, LLC 73
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 73
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 73
ACG Wealth 73
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 73
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF 73
Mizuho Financial Group Inc 72
Zweig-DiMenna Associates LLC 72
Merit Financial Group, LLC 72
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 72
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 72
Crow Point Partners, LLC 72
Key FInancial Inc 72
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 72
Neuburgh Advisers LLC 72
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 72
Coppell Advisory Solutions Corp. 72
Ivy Variable Insurance Portfolios - Ivy VIP Securian Real Estate Securities Class II 72
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 72
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 72
Lombard Odier Asset Management (Switzerland) SA 72
Vantage Investment Advisors, LLC 72
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 72
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 72
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 72
Jacobi Capital Management LLC 72
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 72
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares 72
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 72
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 72
Balentine LLC 72
Strategic Blueprint, LLC 72
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 72
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 72
Delaware Vip Trust - Delaware Vip Value Series Standard Class 72
Savant Capital, LLC 72
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 72
Ada Investment Management, LP 72
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 71
Verus Capital Partners, Llc 71
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 71
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 71
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 71
Realty Capital Income Funds Trust 71
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 71
Meitav Dash Investments Ltd 71
Hollencrest Capital Management 71
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares 71
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 71
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 71
Oversea-Chinese Banking CORP Ltd 71
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 71
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 71
Old National Bancorp /in/ 71
Virtus Global Dividend & Income Fund Inc. 71
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 71
Edge Advisors, Llc 71
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 71
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 71
Grove Bank & Trust 71
Swedbank AB 71
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 71
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 71
Ramsey Quantitative Systems 71
Kestra Investment Management, LLC 71
Knights of Columbus Asset Advisors LLC 71
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 71
Breton Hill Capital Ltd. 71
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 71
Space Summit Capital LLC 71
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 71
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 71
Resolution Capital Ltd 71
Cassady Schiller Wealth Management, LLC 71
Naviter Wealth, LLC 71
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 71
Senator Investment Group LP 71
Procyon Private Wealth Partners, LLC 71
Dean Investment Associates, Llc 70
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 70
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 70
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 70
WPG Advisers, LLC 70
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 70
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 70
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 70
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 70
Kula Investments, LLC 70
Etf Managers Group, Llc 70
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 70
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 70
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 70
Bowling Portfolio Management LLC 70
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 70
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 70
Campbell Multi-strategy Trust 70
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 70
VR Advisory Services Ltd 70
BlackRock Capital Allocation Trust 70
ACSKX - American Century Investment Trust - Short Duration Fund C Class 70
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 70
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 70
Empowered Funds, LLC 70
EP Wealth Advisors, Inc. 70
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class 70
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 70
Newtyn Management, LLC 70
Front Row Advisors LLC 70
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 70
Eii Realty Securities Trust 70
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 70
Creekmur Asset Management LLC 70
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 70
Capital Investment Advisors, LLC 70
Hanseatic Management Services Inc 70
Highstreet Asset Management Inc. 70
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 70
Oppenheimer Global Real Estate Fund 70
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 69
Beaird Harris Wealth Management, LLC 69
Sageworth Trust Co of South Dakota 69
Rothschild Asset Management Inc 69
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 69
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 69
Quinn Opportunity Partners LLC 69
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 69
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 69
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 69
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 69
SOA Wealth Advisors, LLC. 69
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 69
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A 69
Flinton Capital Management LLC 69
Advisor Partners Llc 69
Aaron Wealth Advisors LLC 69
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 69
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 69
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 69
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 69
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 69
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 69
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 69
HighPoint Advisor Group LLC 69
Peregrine Capital Management Llc 69
Aptus Capital Advisors, LLC 69
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 69
Charter Oak Capital Management, LLC 69
L & S Advisors Inc 69
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 69
John Hancock Hedged Equity & Income Fund 69
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 69
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 69
Destination Wealth Management 69
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 69
Dorsey Wright & Associates 69
Legg Mason Investment Counsel, LLC 69
Duncker Streett & Co Inc 69
Qrg Capital Management, Inc. 69
Waddell & Reed Financial Inc 69
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 69
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 69
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 69
Wilmington Funds Management Corp 69
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 68
Northwood Liquid Management Lp 68
Anchor Capital Advisors Llc 68
Hutchin Hill Capital, LP 68
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 68
CGMRX - CGM TRUST - CGM Realty Fund 68
Gateway Investment Advisers Llc 68
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 68
Texas Yale Capital Corp. 68
Alpha Windward Llc 68
Advisors Capital Management, LLC 68
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 68
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 68
NewEdge Wealth, LLC 68
Royal Fund Management, LLC 68
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 68
Westside Investment Management, Inc. 68
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 68
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 68
Privium Fund Management B.V. 68
Ritholtz Wealth Management 68
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 68
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 68
GHP Investment Advisors, Inc. 68
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 68
Regent Peak Wealth Advisors LLC 68
AlphaMark Advisors, LLC 68
Wells Fargo Multi-sector Income Fund 68
Aston Asset Management, LLC 68
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 68
Keebeck Alpha, LP 68
Vestmark Advisory Solutions, Inc. 68
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 68
Strategic Wealth Partners, Ltd. 68
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 67
Envestnet Portfolio Solutions, Inc. 67
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 67
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 67
Bayforest Capital Ltd 67
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 67
Pinnacle Associates Ltd 67
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 67
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 67
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 67
Zebra Capital Management LLC 67
Johnson Investment Counsel Inc 67
Cohen & Steers Institutional Global Realty Shares, Inc. 67
Bb&t Investment Services, Inc. 67
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 67
Bramshill Investments, LLC 67
Mizuho Asset Management Co.,Ltd. 67
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 67
Weaver Consulting Group 67
Bruce G. Allen Investments, LLC 67
Tcw Strategic Income Fund Inc 67
Clear Street Derivatives LLC 67
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 67
GPS Wealth Strategies Group, LLC 67
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 67
Schnieders Capital Management Llc 67
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 67
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 67
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 67
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 67
WealthTrust-Arizona, LLC 67
U.S. Capital Wealth Advisors, LLC 67
Stux Capital Management, LLC 67
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 67
Rowland Carmichael Advisors Inc /adv 67
Spot Trading L.l.c. 66
Avestar Capital, LLC 66
FJ Capital Management LLC 66
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 66
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 66
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 66
IMC-Chicago, LLC 66
Bank Julius Baer & Co. Ltd, Zurich 66
John Hancock Income Securities Trust 66
Equitec Specialists, Llc 66
Cca Investments Trust 66
PFG Investments, LLC 66
Integrated Advisors Network LLC 66
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 66
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 66
Moneta Group Investment Advisors Llc 66
Zazove Associates Llc 66
Macroview Investment Management Llc 66
Capitolis Advisors LLC 66
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 66
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 66
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 66
Feis Lawrence Michael 66
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 66
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 66
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 66
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Morgan Stanley Global Real Estate Fund Class 2 66
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 66
Stifel Nicolaus & Co Inc \mo\ 66
Silvercrest Asset Management Group Llc 66
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 66
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 66
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 66
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 66
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 66
Zions Bancorporation 66
Worth Venture Partners, LLC 66
Solaris Asset Management Llc 66
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 65
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 65
Lincoln National Corp 65
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio 65
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 65
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 65
Tsfg, Llc 65
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 65
Level Four Advisory Services, Llc 65
BlackRock Credit Strategies Fund 65
TFC Financial Management 65
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 65
Transce3nd, LLC 65
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 65
Kemper Corp Master Retirement Trust 65
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 65
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 65
Corsair Capital Management, L.p. 65
Oakworth Capital, Inc. 65
Indaba Capital Management, L.P. 65
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 65
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 65
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 65
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 65
Leap Investments Lp 65
PACIFIC SELECT FUND - Real Estate Portfolio Class I 65
Fred Alger Management, Llc 65
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares 65
Oliver Lagore Vanvalin Investment Group 65
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 65
Harraden Circle Investments, LLC 65
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 65
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 65
SRET - Global X Funds - Global X SuperDividend REIT ETF 65
FNY Partners Fund LP 65
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 65
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A 65
Jackson Creek Investment Advisors LLC 65
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 65
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 64
Simon Quick Advisors, Llc 64
Retirement Group, LLC 64
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 64
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I 64
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 64
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 64
Penn Capital Management Co Inc 64
URTH - iShares, Inc. - iShares MSCI World ETF 64
BlueCrest Capital Management LLP 64
Meritage Portfolio Management 64
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 64
Scotia Capital Inc. 64
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 64
Girard Partners Ltd. 64
DoubleLine ETF Adviser LP 64
Oppenheimer Real Estate Fund 64
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 64
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 64
Seelaus Asset Management LLC 64
Piermont Capital Management LLC 64
Nuveen Preferred & Income Opportunities Fund 64
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 64
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1 64
Pimco Dynamic Income Fund 64
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 64
Chartwell Investment Partners, Llc 64
Lake Point Wealth Management 64
Erste Asset Management GmbH 64
Atlas Capital Advisors Llc 64
Caxton Associates Llp 64
Claro Advisors LLC 64
Alexandria Capital, LLC 64
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 64
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 64
Korea Investment CORP 64
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 64
Thurston, Springer, Miller, Herd & Titak, Inc. 64
Elo Mutual Pension Insurance Co 64
1st Global Advisors, Inc. 64
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 64
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 64
Hilltop Holdings Inc. 64
Navellier & Associates Inc 64
Pinnacle Financial Partners Inc 64
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 64
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 64
Vertex One Asset Management Inc. 64
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 64
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 63
Sun Life Financial Inc 63
Kapitalo Investimentos Ltda 63
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 63
Foster & Motley Inc 63
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 63
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 63
Gerber Kawasaki Wealth & Investment Management 63
TIMOTHY PLAN - Timothy Strategic Variable 63
PRAEX - PRINCIPAL FUNDS INC - Real Estate Securities Fund R-1 63
Amerivest Investment Management LLC 63
BBVA USA Bancshares, Inc. 63
American Assets Investment Management, LLC 63
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 63
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 63
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 63
Silverback Asset Management Llc 63
JNL SERIES TRUST - JNL Bond Index Fund (I) 63
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF 63
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 63
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 63
Highland Capital Management Lp 63
Clean Yield Group 63
Forum Securities Ltd 63
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 63
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 63
Ahrens Investment Partners LLC 63
Wealthspire Advisors, LLC 63
Scientech Research LLC 63
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 63
Royal London Asset Management Ltd 63
Ninepoint Partners LP 63
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 63
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 63
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 63
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 63
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 63
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 63
DnB Asset Management AS 63
Americafirst Capital Management, Llc 63
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 63
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 63
Fjarde Ap-fonden /fourth Swedish National Pension Fund 63
MDPIX - Profunds - Mid-cap Profund Investor Class 62
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 62
Weaver C. Barksdale & Associates, Inc. 62
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 62
Column Capital Advisors, LLC 62
LRI Investments, LLC 62
Wesley Capital Management, Llc 62
Sierra Ocean, Llc 62
Fidelis Capital Partners, LLC 62
M&r Capital Management Inc 62
Kawa Capital Management, Inc 62
Archford Capital Strategies, LLC 62
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 62
Castle Ridge Investment Management LP 62
Psagot Value Holdings Ltd. / (Israel) 62
Assured Investment Management LLC 62
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 62
UMPIX - Profunds - Ultramid-cap Profund Investor Class 62
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 62
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 62
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 62
Toth Financial Advisory Corp 62
Wedge Capital Management L L P/nc 62
E. Ohman J:or Asset Management AB 62
Windsor Capital Management, LLC 62
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 62
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 62
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 62
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 62
Childress Capital Advisors, Llc 62
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 62
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 62
State of New Jersey Common Pension Fund E 62
Freestone Grove Partners LP 62
Colonial Trust Co / SC 62
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 62
Glg Llc 62
Bank Of Hawaii 62
Oribel Capital Management, LP 62
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 62
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 62
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 62
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 62
Truewealth Llc 62
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 62
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 62
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 62
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 62
Voya Global Advantage & Premium Opportunity Fund 62
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 62
PFFD - Global X Funds - Global X U.S. Preferred ETF 61
Vigilant Capital Management, LLC 61
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 61
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 61
Alpha Paradigm Partners, LLC 61
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A 61
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 61
Beach Point Capital Management LP 61
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 61
HB Wealth Management, LLC 61
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 61
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 61
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS 61
Opus Capital Group, LLC 61
DC Investments Management, LLC 61
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 61
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 61
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 61
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 61
Spdr S&p Midcap 400 Etf Trust 61
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 61
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 61
Equitable Holdings, Inc. 61
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 61
PENN SERIES FUNDS INC - Real Estate Securities Fund 61
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 61
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 61
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 61
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 61
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 61
STXV - EA Series Trust - Strive 1000 Value ETF 61
American Assets Capital Advisers, LLC 61
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 61
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 61
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 61
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 61
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 61
Gulf International Bank (UK) Ltd 61
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 61
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 61
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 61
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 61
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 61
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 61
Cambridge Trust Co 61
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 61
Capstone Series Fund Inc 61
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 61
Cromwell Holdings LLC 61
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 61
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 61
Dynamic Capital Management Ltd 61
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 61
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 61
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 61
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 61
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 60
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 60
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 60
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional 60
Voya Global Equity Dividend & Premium Opportunity Fund 60
Hughes Financial Services, LLC 60
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 60
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 60
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 60
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 60
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. 60
Standard Life Investments LTD 60
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 60
MLPIX - Profunds - Mid-cap Value Profund Investor Class 60
Advisory Alpha, LLC 60
Price Capital Management, Inc. 60
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 60
Impact Partnership Wealth, LLC 60
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 60
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 60
Selective Wealth Management, Inc. 60
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 60
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 60
tru Independence LLC 60
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 60
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 60
First Interstate Bank 60
Profunds - Profund Vp Ultramid-cap 60
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 60
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 60
Wealthfront Advisers Llc 60
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 60
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 60
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 60
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 60
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 60
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 60
Smith Asset Management Group Lp 60
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 60
Calamos Strategic Total Return Fund 60
M&G Plc 60
Israel Discount Bank of New York 60
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 60
Seven Grand Managers, Llc 60
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class 60
Capital World Investors 60
Centerbridge Partners, L.P. 60
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 60
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio 60
Eagle Global Advisors Llc 60
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 60
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 60
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 60
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 60
Livforsakringsbolaget Skandia, Omsesidigt 60
VMIDX - VALIC Co I - Mid Cap Index Fund 60
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 60
Ursa Fund Management, LLC 60
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 60
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 60
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 60
Bard Associates Inc 60
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 60
NOMIX - Northern Funds - Northern Mid Cap Index Fund 60
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 60
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 60
Murchinson Ltd. 60
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 60
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 59
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A 59
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 59
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 59
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 59
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio 59
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 59
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 59
SummitTX Capital, L.P. 59
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 59
Cornerstone Wealth Management, LLC 59
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 59
PACIFIC FUNDS SERIES TRUST - PF Real Estate Fund CLASS P 59
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 59
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 59
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 59
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 59
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 59
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 59
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 59
Integrated Investment Consultants, LLC 59
Edmond De Rothschild Holding S.a. 59
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 59
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 59
Colonial Trust Advisors 59
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 59
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 59
King Luther Capital Management Corp 59
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 59
Total Clarity Wealth Management, Inc. 59
Perella Weinberg Partners Capital Management LP 59
Nuveen Fund Advisors, LLC 59
Boston Private Bank & Trust Co 59
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 59
ArrowMark Colorado Holdings LLC 59
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 59
Profunds - Profund Vp Small-cap Growth 59
WealthTrak Capital Management LLC 59
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 59
Jump Trading, Llc 59
Horizons Etf Trust I 59
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 59
Wells Fargo Income Opportunities Fund 59
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 59
Brewin Dolphin Ltd 59
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 59
Camelot Portfolios, LLC 59
Ossiam 59
SGPIX - Profunds - Small-cap Growth Profund Investor Class 59
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 59
Delta Lloyd Nv 59
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 59
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 59
Goldman Sachs Real Estate Diversified Income Fund 59
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 59
Amtrust Financial Services, Inc. 59
PharVision Advisers, LLC 59
Accel Wealth Management 59
R&F Capital Advisors LP 59
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 59
Intersect Capital LLC 59
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 59
Camarda Financial Advisors, LLC 59
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 59
Matarin Capital Management, LLC 59
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 59
QCM Cayman, Ltd. 58
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 58
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 58
Pimco Strategic Income Fund, Inc 58
Wbi Investments, Inc. 58
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 58
CTC Alternative Strategies, Ltd. 58
Atlas Private Wealth Advisors 58
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 58
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 58
Almitas Capital LLC 58
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 58
Tokio Marine Asset Management Co Ltd 58
USAF - 2023 ETF Series Trust - Atlas America Fund 58
Hennion & Walsh Asset Management, Inc. 58
WR Wealth Planners, LLC 58
Vectors Research Management, LLC 58
Lenox Wealth Management, Inc. 58
Azzad Asset Management Inc /adv 58
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 58
Whipplewood Advisors, LLC 58
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 58
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 58
Agf Management Ltd 58
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 58
Advanced Series Trust - Ast Cohen & Steers Realty Portfolio 58
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 58
Profunds - Profund Vp Mid-cap Value 58
Mutual Advisors, LLC 58
Bleakley Financial Group, LLC 58
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 58
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 58
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 58
Arlington Trust Co LLC 58
CGRRX - Calvert Management Series - Calvert Global Real Estate Fund Class R6 58
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 58
Mizuho Markets Americas Llc 58
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 58
Verdence Capital Advisors LLC 58
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 58
Andra AP-fonden 58
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 58
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 58
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 58
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF 58
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 58
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 57
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 57
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 57
Legacy Advisors, LLC 57
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 57
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 57
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 57
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 57
Regentatlantic Capital Llc 57
Logan Stone Capital, LLC 57
Ameriflex Group, Inc. 57
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 57
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 57
SJS Investment Consulting Inc. 57
Cape Investment Advisory, Inc. 57
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 57
Cohen & Steers Infrastructure Fund Inc 57
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 57
MML Series Investment Fund II - MML Blend Fund Initial Class 57
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 57
Lombard Odier Asset Management (Europe) Ltd 57
One Capital Management, LLC 57
William Blair Investment Management, Llc 57
Assenagon Asset Management S.A. 57
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 57
Apriem Advisors 57
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 57
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 57
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 57
VCBDX - VALIC Co I - Core Bond Fund 57
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 57
Hilton Capital Management, LLC 57
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 57
NEOS Investment Management LLC 57
SYSTM Wealth Solutions LLC 57
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 57
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I 57
Nuveen Core Equity Alpha Fund 57
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 57
Laurel Wealth Advisors LLC 57
Turner Investments, L.p. 57
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 57
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 57
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 57
Community Bank, N.A. 56
Measured Wealth Private Client Group, LLC 56
Signition Lp 56
Polymer Capital Management (US) LLC 56
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 56
Qci Asset Management Inc/ny 56
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 56
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 56
Gilman Hill Asset Management, LLC 56
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class 56
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 56
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 56
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 56
Moran Wealth Management, LLC 56
Banque Cantonale Vaudoise 56
Barrow Hanley Mewhinney & Strauss Llc 56
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 56
Atlantic Union Bankshares Corp 56
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 56
INMAX - Northern Lights Fund Trust - Altegris/AACA Real Estate Income Fund Class A 56
MUFG Securities EMEA plc 56
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 56
Achmea Investment Management B.V. 56
Essex Savings Bank 56
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 56
Pimco Flexible Credit Income Fund 56
Natixis Investment Managers International 56
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 56
VCSBX - VALIC Co II - Strategic Bond Fund 56
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 56
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 56
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 56
Sugarloaf Wealth Management, LLC 56
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 56
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 56
Northpointe Capital Llc 56
NEOS ETF Trust - NEOS Real Estate High Income ETF 56
DGRPX - DELAWARE GROUP ADVISER FUNDS - Delaware Global Real Estate Opportunities Fund Class A 56
Glenmede Investment Management, LP 56
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 56
STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares 56
Beck Capital Management, Llc 56
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 56
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 55
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 55
Shapiro Robert N 55
Carmel Capital Partners, LLC 55
RHJ International SA 55
M Holdings Securities, Inc. 55
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 55
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 55
Arden Trust Co 55
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 55
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 55
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 55
Heritage Wealth Management, Llc 55
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A 55
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 55
Rosenberg Matthew Hamilton 55
Bbva Usa 55
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 55
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A 55
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 55
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 55
B&I Capital AG 55
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 55
Trexquant Investment LP 55
Thirdline Real Estate Income Fund 55
Stratton Management Co 55
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 55
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 55
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 55
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 55
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 55
Capital Research Global Investors 55
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 55
West Paces Advisors Inc. 55
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 55
Tredje AP-fonden 55
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 55
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 55
Benjamin Edwards Inc 55
Confluence Wealth Services, Inc. 55
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 55
Deerfield Management Company, L.p. (series C) 55
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 55
B. Metzler seel. Sohn & Co. AG 55
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 55
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 55
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 55
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 55
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 54
PRW Wealth Management LLC 54
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 54
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 54
Concorde Asset Management, LLC 54
NJ State Employees Deferred Compensation Plan 54
Skaana Management L.P. 54
Allegis Investment Advisors, LLC 54
Golden State Equity Partners 54
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 54
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 54
Advanced Series Trust - Ast High Yield Portfolio 54
potrero capital research llc 54
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 54
Arlington Partners LLC 54
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 54
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A 54
1620 Investment Advisors, Inc. 54
Jump Trading, LLC 54
Van Hulzen Asset Management, LLC 54
Cramer Rosenthal Mcglynn Llc 54
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 54
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 54
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 54
BlackRock ETF Trust II - BlackRock Total Return ETF 54
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 54
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 54
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 54
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 54
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 54
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 54
Denver Investment Advisors Llc 54
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 54
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 54
Fortitude Advisory Group L.L.C. 54
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 54
Wells Fargo Utilities & High Income Fund 54
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 54
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 54
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 54
Fs Credit Income Fund 54
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 54
Starwood Real Estate Securities, LLC 54
AllSquare Wealth Management LLC 54
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 54
Rotella Capital Management, Inc. 54
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 54
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 54
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 54
TRUE Private Wealth Advisors 54
JLP Asset Management, LLC 54
Gryphon Financial Partners LLC 53
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 53
Nvwm, Llc 53
Neuberger Berman High Yield Strategies Fund Inc. 53
Nachman Norwood & Parrott, Inc 53
Profunds - Profund Vp Mid-cap Growth 53
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 53
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 53
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 53
Castle Wealth Management Llc 53
Ashton Thomas Securities, Llc 53
KAMES CAPITAL plc 53
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 53
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 53
Squar Milner Financial Services Llc 53
Northern Oak Wealth Management Inc 53
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 53
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 53
Atomi Financial Group, Inc. 53
GLG Partners LP 53
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 53
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 53
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 53
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 53
First Capital Advisors Group, LLC. 53
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 53
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 53
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 53
Krilogy Financial LLC 53
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 53
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 53
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 53
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 53
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 53
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 53
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 53
Banque Pictet & Cie Sa 53
Opal Wealth Advisors, LLC 53
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 53
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 53
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 53
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A 53
Stanley-Laman Group, Ltd. 53
Old North State Trust, LLC 53
RORE - Lattice Strategies Trust - Hartford Multifactor REIT ETF 53
URTLX - UNDISCOVERED MANAGERS FUNDS - JPMorgan Realty Income Fund Class L 53
VCCBX - VALIC Co II - Core Bond Fund 53
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 53
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 53
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 53
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 53
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 53
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 53
CastleKnight Management LP 53
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 53
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 53
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 53
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 52
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 52
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 52
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 52
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 52
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 52
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 52
Westfield Capital Management Co Lp 52
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 52
Sandler Capital Management 52
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 52
Northwest & Ethical Investments L.P. 52
Dean Capital Management 52
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 52
MCQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Real Estate Portfolio Class I 52
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 52
BRASX - Blackrock Allocation Target Shares - Bats Series S 52
Bollard Group LLC 52
Kingsview Wealth Management, LLC 52
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 52
NGRAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Class A 52
Nicholas Investment Partners, LP 52
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 52
Shikiar Asset Management Inc 52
St Germain D J Co Inc 52
Seeyond 52
Islet Management, LP 52
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 52
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 52
Kavar Capital Partners, LLC 52
Brighton Jones Llc 52
Brasada Capital Management, Lp 52
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 52
Cordasco Financial Network 52
Paragon Capital Management Ltd 52
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 52
Lmp Capital & Income Fund Inc. 52
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 52
Risk Paradigm Group, LLC 52
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc. 52
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 52
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 52
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 52
Capital One, National Association 52
Cornerstone Investment Partners, LLC 52
West Tower Group, LLC 52
Richard Bernstein Advisors LLC 52
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF 52
Knott David M 52
Elite Wealth Management, Inc. 52
Vert Asset Management LLC 52
CWA Asset Management Group, LLC 52
MABCX - MORGAN STANLEY INSTITUTIONAL FUND INC - U.S. Focus Real Estate Portfolio Class IS 52
Kovitz Investment Group Partners, LLC 52
Tiverton Asset Management Llc 51
National Pension Service 51
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 51
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 51
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 51
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF 51
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 51
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 51
SDIV - Global X Funds - Global X SuperDividend ETF 51
Nexpoint Real Estate Strategies Fund 51
Mid Atlantic Financial Management Inc/adv 51
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 51
FFERX - FIDELITY SELECT PORTFOLIOS - Fidelity Flex Real Estate Fund 51
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 51
AIEQ - ETF Managers Trust - AI Powered Equity ETF 51
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 51
Arrow Investment Advisors, LLC 51
Farringdon Capital, Ltd. 51
Miller Howard Investments Inc /ny 51
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 51
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 51
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 51
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 51
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 51
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 51
NOFIX - Northern Funds - Northern Fixed Income Fund 51
V-Square Quantitative Management LLC 51
Third Avenue Management Llc 51
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 51
Endeavour Capital Advisors Inc 51
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 51
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 51
Graticule Asia Macro Advisors LLC 51
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 51
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 51
Senvest Management, LLC 51
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 51
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 51
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 51
Clough Global Dividend & Income Fund 51
Dynamic Advisor Solutions LLC 51
Principia Wealth Advisory, LLC 51
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 51
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 51
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 51
Kingswood Wealth Advisors, Llc 51
Twin Capital Management Inc 51
First Midwest Bank Trust Division 51
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 51
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 51
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 51
Conning Inc. 51
Israel Discount Bank Of New York /gfn 51
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 51
Evermay Wealth Management Llc 51
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 51
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 50
Pimco Corporate & Income Strategy Fund 50
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 50
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 50
RFG Advisory, LLC 50
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 50
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 50
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 50
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 50
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 50
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 50
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 50
Perennial Investment Partners LTD 50
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 50
Dana Investment Advisors, Inc. 50
Nicola Wealth Management Ltd. 50
Unigestion Holding SA 50
Intrua Financial, LLC 50
Worldquant Millennium Advisors Llc 50
Impax Asset Management Group plc 50
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 50
Next Capital Management LLC 50
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 50
Wasatch Advisors Inc 50
Essex Financial Services, Inc. 50
Central Bank & Trust Co 50
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 50
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 50
Barrett Asset Management, LLC 50
BlackRock Multi-Sector Opportunities Trust II 50
Dorsey & Whitney Trust CO LLC 50
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF 50
American Capital Advisory, LLC 50
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 50
Formidable Asset Management, LLC 50
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 50
Covalent Partners LLC 50
Geneva Advisors, LLC 50
First Eagle Investment Management, LLC 50
Schonfeld Group Holdings LLC 50
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 50
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 50
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 50
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 50
REZ - iSHARES TRUST - iShares Residential Real Estate ETF 50
Dreman Value Management, L L C 50
Peapack Gladstone Financial Corp 50
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 50
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 50
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 50
Maverick Capital Ltd 50
Coastal Bridge Advisors, LLC 50
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 50
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 50
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 50
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 50
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 50
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 50
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 50
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 50
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 50
Retirement Planning Co of New England, Inc. 50
T. Rowe Price Investment Management, Inc. 50
GoalVest Advisory LLC 49
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 49
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 49
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 49
APBAX - Cavanal Hill Funds - Active Core Fund Investor 49
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 49
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 49
Brandywine Global Investment Management, LLC 49
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 49
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 49
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 49
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 49
Ledyard National Bank 49
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 49
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 49
YorkBridge Wealth Partners, LLC 49
Axxcess Wealth Management, Llc 49
Blue Bell Private Wealth Management, Llc 49
TPG Group Holdings (SBS) Advisors, Inc. 49
Cribstone Capital Management, LLC 49
Fiera Capital Corp 49
Armstrong Advisory Group, Inc 49
Gardner Lewis Asset Management L P 49
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 49
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 49
Cadian Capital Management, Lp 49
Webster Bank, N. A. 49
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 49
Trust Department Mb Financial Bank N A 49
ICA Group Wealth Management, LLC 49
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 49
Cruiser Capital Advisors, Llc 49
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 49
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 49
Financial Counselors Inc 49
Mark Sheptoff Financial Planning, Llc 49
Sii Investments Inc/wi 49
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 49
B. Metzler seel. Sohn & Co. Holding AG 49
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 49
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 49
Quaker Wealth Management, LLC 49
Northwest Investment Counselors, Llc 49
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 49
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 49
GGBFX - GuideStone Funds - Global Bond Fund Investor 49
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 49
Clough Capital Partners L P 49
Keeley-Teton Advisors, LLC 49
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 49
Lmp Real Estate Income Fund Inc. 49
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 49
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 49
Tegean Capital Management, Llc 49
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 49
Roble, Belko & Company, Inc 49
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 49
Burney Co/ 49
WESPAC Advisors, LLC 49
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 49
Endurance Wealth Management, Inc. 49
Chiron Investment Management, LLC 49
Emerald Investment Partners, Llc 49
Scopus Asset Management, L.p. 49
Cim Investment Mangement Inc 49
BOK Financial Private Wealth, Inc. 49
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 49
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 49
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 49
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 49
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 49
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 48
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 48
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 48
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 48
Albion Financial Group /ut 48
Roosevelt Investment Group Llc 48
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 48
Carnegie Capital Asset Management, LLC 48
Beacon Capital Management, Inc. 48
Ascend Capital, Llc 48
Wesbanco Bank Inc 48
Burt Wealth Advisors 48
Investment Centers Of America Inc 48
Lourd Capital, LLC 48
Turtle Creek Wealth Advisors, LLC 48
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 48
Diligent Investors, LLC 48
Zurich Insurance Group Ltd/FI 48
Portside Wealth Group, LLC 48
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 48
Gierl Augustine Investment Management Inc 48
Daiwa SB Investments Ltd. 48
Tobam 48
Ninety One UK Ltd 48
Register Financial Advisors LLC 48
Family Management Corp 48
USS Investment Management Ltd 48
Simplicity Wealth,LLC 48
Advance Capital I Inc 48
FS Global Credit Opportunities Fund 48
Dai-Ichi Life Insurance Company, Ltd 48
BlackRock ESG Capital Allocation Trust 48
Founders Capital Management 48
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 48
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 48
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 48
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 48
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 48
Timelo Investment Management Inc. 48
Virtus Global Multi-sector Income Fund 48
Vontobel Holding Ltd. 48
Centerpoint Advisors, LLC 48
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 48
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 48
Kcl Capital, L.p. 48
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 48
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 48
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 48
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 48
Camden Capital, LLC 48
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 48
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 48
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 48
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 48
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 48
EWG Elevate Inc. 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 48
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 48
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 48
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 48
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 48
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 48
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 48
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 47
Redwood Wealth Management Group, LLC 47
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 47
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 47
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 47
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 47
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 47
Stone Ridge Asset Management LLC 47
Dialectic Capital Management, Lp 47
Mfs Special Value Trust 47
GFS Advisors, LLC 47
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 47
Bryn Mawr Capital Management Inc 47
Hl Financial Services Llc 47
Ab Multi-manager Alternative Fund 47
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 47
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 47
SPAQ - Listed Funds Trust - Horizon Kinetics SPAC Active ETF 47
Mfs Intermediate High Income Fund 47
KIRAX - Forward Funds - Salient Global Real Estate Fund Class A 47
Miles Capital, Inc. 47
Lecap Asset Management Ltd 47
Doyle Wealth Management 47
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 47
ClearAlpha Technologies LP 47
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 47
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 47
Argent Advisors, Inc. 47
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 47
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 47
Piper Sandler & Co. 47
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 47
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 47
Advent Claymore Convertible Securities & Income Fund 47
Symphony Financial, Ltd. Co. 47
RFP Financial Group LLC 47
Maple Securities Usa Inc 47
Avalon Advisors, Llc 47
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 47
Crawford Investment Counsel Inc 47
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 47
Financial Network Wealth Advisors LLC 47
Founders Financial Alliance, LLC 47
Allstate Investment Management Co 47
Kamunting Street Capital Management, L.P. 47
MANA Advisors LLC 47
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 47
Jag Capital Management, Llc 47
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 47
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 47
Cutler Capital Management, LLC 47
Harbour Capital Advisors, LLC 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 47
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 47
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 47
Harvest Management Llc 47
Princeton Global Asset Management LLC 47
Security National Trust Co 47
Broadstone Real Estate Access Fund 47
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 47
Ibex Wealth Advisors 46
Corient Capital Partners, LLC 46
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 46
Pensionmark Financial Group, Llc 46
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 46
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 46
Dogwood Wealth Management LLC 46
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 46
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 46
Pinnacle Bancorp, Inc. 46
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 46
Cleararc Capital Inc 46
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 46
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 46
Mascoma Wealth Management LLC 46
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 46
Invesco High Income Trust Ii 46
Custom Index Systems, Llc 46
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 46
Claybrook Capital, LLC 46
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 46
Allred Capital Management, LLC 46
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 46
Almanack Investment Partners, LLC. 46
VSR Financial Services, Inc. 46
Berry Street Capital Management LLP 46
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 46
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 46
Corbyn Investment Management Inc/md 46
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 46
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 46
Emerald Advisers, Llc 46
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 46
Mill Creek Capital Advisors, LLC 46
Concurrent Investment Advisors, LLC 46
Investment Management Corp of Ontario 46
NOCBX - Northern Funds - Northern Core Bond Fund 46
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 46
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 46
Addison Advisors LLC 46
RPG Investment Advisory, LLC 46
STXG - EA Series Trust - Strive 1000 Growth ETF 46
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 46
Alpine Associates Management Inc. 46
Ceredex Value Advisors LLC 46
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 46
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 46
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 46
First Heartland Consultants, Inc. 46
Hanson & Doremus Investment Management 46
Bbr Partners, Llc 46
Integral Derivatives, LLC 45
Hilltop National Bank 45
MPS Loria Financial Planners, LLC 45
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 45
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 45
Fortem Financial Group, Llc 45
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 45
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 45
Nfj Investment Group, Llc 45
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 45
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 45
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 45
Blackstone / Gso Strategic Credit Fund 45
TRSIX - TRANSAMERICA FUNDS - Transamerica Global Real Estate Securities I2 45
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 45
Highline Wealth Partners Llc 45
Rossby Financial, LCC 45
Nantahala Capital Management, LLC 45
Washington Trust Advisors, Inc. 45
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 45
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 45
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 45
Punch & Associates Investment Management, Inc. 45
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 45
Pineridge Advisors LLC 45
West Family Investments, Inc. 45
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 45
Bradley Foster & Sargent Inc/ct 45
Old Second National Bank Of Aurora 45
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 45
Banco de Sabadell, S.A 45
Philadelphia Financial Management of San Francisco, LLC 45
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 45
Pimco Global Stocksplus & Income Fund 45
Bruderman Asset Management, LLC 45
Sarasin & Partners LLP 45
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 45
Pimco Income Opportunity Fund 45
Groupe la Francaise 45
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 45
Verity Asset Management, Inc. 45
KeyPoint Capital Management, LLC 45
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 45
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 45
Ingalls & Snyder Llc 45
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF 45
Wellesley Asset Management 45
Syquant Capital Sas 45
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 45
Change Path, LLC 45
REIAX - Investment Managers Series Trust - West Loop Realty Fund Class A Shares 45
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 45
Hunting Hill Global Capital, LLC 45
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 45
NOIEX - Northern Funds - Northern Income Equity Fund 45
Pvg Asset Management Corp 45
Banco Bilbao Vizcaya Argentaria, S.a. 45
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 45
Naples Global Advisors, Llc 45
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 45
Country Trust Bank 45
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 45
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 45
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 45
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 45
Riggs Asset Managment Co. Inc. 45
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 45
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 44
DT Investment Partners, LLC 44
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 44
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 44
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 44
Banco Santander, S.A. 44
Salient Capital Advisors, LLC 44
Putnam Master Intermediate Income Trust 44
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 44
Iat Reinsurance Co Ltd. 44
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 44
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 44
Old Point Trust & Financial Services N A 44
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 44
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 44
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 44
Wellington Shields Capital Management, LLC 44
Evolution Capital Management LLC 44
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 44
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 44
TCTC Holdings, LLC 44
Apollo Management Holdings GP, LLC 44
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 44
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 44
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 44
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 44
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 44
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 44
CenterStar Fund, LLC 44
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 44
Pennsylvania Trust Co 44
Baker Ellis Asset Management LLC 44
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 44
Better Money Decisions, LLC 44
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 44
Fft Wealth Management Llc 44
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 44
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 44
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 44
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 44
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 44
City Holding Co 44
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 44
Winch Advisory Services, LLC 44
NorthCoast Asset Management LLC 44
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 44
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 44
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 44
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 44
NOLVX - Northern Funds - Northern Large Cap Value Fund 44
Johnson Midwest Financial, LLC 44
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 44
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 44
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 44
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 44
Caldwell Securities, Inc 44
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 44
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 44
IGLAX - Voya MUTUAL FUNDS - Voya Global Real Estate Fund Class A 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 44
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 44
PACIFIC SELECT FUND - Core Income Portfolio Class I 44
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 44
Highland Capital Management, Llc 44
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 44
Willingdon Wealth Management 44
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 44
Melqart Asset Management (uk) Ltd 44
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 44
F&C Asset Management plc 44
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 44
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 44
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 44
Strategic Wealth Advisors Group, LLC 44
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 44
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 43
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 43
Kms Financial Services, Inc 43
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 43
American Financial Group Inc 43
Artemis Investment Management LLP 43
Dai-ichi Life Holdings, Inc. 43
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 43
Personal Wealth Partners 43
HighTower Trust Services, LTA 43
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 43
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 43
Jackson Square Capital, Llc 43
Howard Hughes Medical Institute 43
Global Financial Private Client, LLC 43
Fca Corp /tx 43
Scoggin Management Lp 43
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 43
Resource America, Inc. 43
Eidelman Virant Capital 43
DIV - Global X Funds - Global X SuperDividend U.S. ETF 43
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 43
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 43
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 43
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 43
Fiduciary Trust Co 43
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 43
Garrett Wealth Advisory Group, LLC 43
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 43
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 43
Pimco Income Strategy Fund 43
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 43
Icon Wealth Partners, LLC 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 43
Dalton Greiner Hartman Maher & Co 43
EIREX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Real Estate Fund Class I 43
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 43
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 43
Syon Capital Llc 43
Bp Plc 43
First Command Advisory Services, Inc. 43
Moloney Securities Asset Management, LLC 43
McAdam, LLC 43
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 43
Guardian Capital Lp 43
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 43
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 43
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 43
HBK Sorce Advisory LLC 43
SeaBridge Investment Advisors LLC 43
VGLSX - VALIC Co I - Global Strategy Fund 43
D. E. Shaw & Co, L.p. 43
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 43
Clough Global Opportunities Fund 43
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 43
Laurel Wealth Advisors, Inc. 43
Trust Co Of Toledo Na /oh/ 43
Kelly Financial Services LLC 43
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 43
Carmichael Hill & Associates, Inc. 43
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 43
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 43
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 43
Park Place Capital Corp 43
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 43
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 43
HighVista Strategies LLC 43
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 43
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 43
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 43
PIMCO Energy & Tactical Credit Opportunities Fund 43
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 43
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 42
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 42
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 42
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 42
Lloyd Advisory Services, LLC. 42
Mosaic Family Wealth, LLC 42
Mizuho Securities Usa Llc 42
Pallas Capital Advisors LLC 42
Adviser Investments LLC 42
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 42
Resources Management Corp /ct/ /adv 42
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 42
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 42
Interchange Capital Partners, LLC 42
Thompson Investment Management, Inc. 42
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 42
Ayrton Capital LLC 42
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 42
Joseph P. Lucia & Associates, LLC 42
Perkins Investment Management, LLC 42
IMA Wealth, Inc. 42
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 42
Vanguard Explorer Fund 42
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 42
Pinkerton Retirement Specialists, LLC 42
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 42
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 42
Friedberg Investment Management 42
Dryden Capital, LLC 42
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 42
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 42
Altus Wealth Group LLC 42
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 42
Kings Point Capital Management 42
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 42
Putnam Fl Investment Management Co 42
Argent Trust Co 42
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 42
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 42
APRAX - Investment Managers Series Trust - AAM/Phocas Real Estate Fund Class A Shares 42
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 42
Global Financial Private Capital, LLC 42
Intellectus Partners, LLC 42
Prudential Short Duration High Yield Fund, Inc. 42
Keeley Asset Management Corp 42
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 42
Aspect Partners, LLC 42
Prudent Man Advisors, LLC 42
AlphaCentric Advisors LLC 42
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 42
Basswood Capital Management, L.l.c. 42
Oxbow Advisors, LLC 42
High Income Opportunities Portfolio - High Income Opportunities Portfolio 42
Snow Park Capital Partners, LP 42
Abich Financial Wealth Management LLC 42
TrueMark Investments, LLC 42
Serengeti Asset Management LP 42
Putnam Premier Income Trust 42
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 42
McElhenny Sheffield Capital Management, LLC 42
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 42
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 42
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 42
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 42
Tortoise Energy Infrastructure Corp 42
Thomas White International Ltd 42
Kentucky Retirement Systems 42
Munder Series Trust 42
Tortoise Energy Independence Fund, Inc. 42
AdvisorShares Investments LLC 42
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 42
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 42
Voya Financial Advisors, Inc. 42
Monetary Management Group Inc 42
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 42
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 42
Sentry Investment Management Llc 42
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 42
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 42
Fiduciary Alliance LLC 42
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 42
Perkins Coie Trust Co 42
Mn Services Vermogensbeheer B.V. 42
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 42
VBCVX - VALIC Co I - Systematic Value Fund 42
Glass Jacobson Investment Advisors llc 42
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 42
CenterBook Partners LP 42
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 42
Hexavest Inc. 42
Ellis Investment Partners, LLC 42
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 42
Winton Capital Management Ltd 42
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 42
Planned Solutions, Inc. 42
Nuveen Preferred & Income Securities Fund 41
Toms Capital Investment Management Lp 41
EMC Capital Management 41
Rothschild Investment Corp /il 41
Fifth Third Wealth Advisors LLC 41
STXK - EA Series Trust - Strive Small-Cap ETF 41
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 41
RREIX - World Funds Trust - REMS Real Estate Income 50/50 Fund Institutional Shares 41
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 41
Arrow Financial Corp 41
Tortoise Pipeline & Energy Fund, Inc. 41
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 41
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 41
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 41
American Funds Insurance Series 41
HYLD - Exchange Listed Funds Trust - High Yield ETF 41
Acorn Wealth Advisors, LLC 41
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 41
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 41
Redwood Investment Management, Llc 41
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 41
Connectus Wealth, LLC 41
Trust Co 41
Teamwork Financial Advisors, LLC 41
BlueMar Capital Management, LLC 41
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 41
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 41
Family Firm, Inc. 41
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 41
Kentucky Retirement Systems Insurance Trust Fund 41
EPG Wealth Management LLC 41
WealthCollab, LLC 41
Global Income Builder Portfolio - Global Income Builder Portfolio 41
Guardian Life Insurance Co Of America 41
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 41
Harvest Investment Services, LLC 41
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 41
First Trust High Income Long/short Fund 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 41
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 41
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 41
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 41
Evolution Wealth Advisors, LLC 41
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 41
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 41
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 41
Bellwether Advisors, LLC 41
Miracle Mile Advisors, LLC 41
Center for Financial Planning, Inc. 41
Buckingham Strategic Partners 41
Osterweis Capital Management Inc 41
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 41
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 41
Calamos Investment Trust/il 41
Congress Wealth Management LLC / DE / 41
REM - iSHARES TRUST - iShares Mortgage Real Estate ETF 41
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 41
Sophron Capital Management L.P. 41
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 41
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 41
Meiji Yasuda Life Insurance Co 41
Amplius Wealth Advisors, LLC 41
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 41
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 41
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 41
Alpine Series Trust 41
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 41
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 41
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 41
Stoneridge Investment Partners Llc 41
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 41
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 41
Armbruster Capital Management, Inc. 41
Operose Advisors LLC 40
Salomon & Ludwin, LLC 40
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 40
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 40
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 40
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 40
LM Advisors LLC 40
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 40
AIA Group Ltd 40
Iron Horse Wealth Management, LLC 40
Cantor Fitzgerald Securities 40
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 40
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 40
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 40
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 40
Pittenger & Anderson Inc 40
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 40
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 40
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 40
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 40
Maso Capital Partners Ltd 40
One Wealth Advisors, LLC 40
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 40
Cypress Capital Management LLC (WY) 40
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 40
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 40
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 40
Parisi Gray Wealth Management 40
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 40
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 40
Pimco Income Strategy Fund Ii 40
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 40
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund 40
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 40
Pekin Hardy Strauss, Inc. 40
Tortoise Power & Energy Infrastructure Fund Inc 40
RMR Wealth Builders 40
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 40
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 40
Columbia Partners L L C Investment Management 40
Axonic Funds - Axonic Strategic Income Fund Class A Shares 40
Pin Oak Investment Advisors Inc 40
Heartland Advisors Inc 40
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 40
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 40
Wealthbridge Capital Management, Llc 40
Leavell Investment Management, Inc. 40
Miller Value Partners, Llc 40
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 40
Estabrook Capital Management 40
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 40
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 40
Nwam Llc 40
AlphaCore Capital LLC 40
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 40
AlphaStar Capital Management, LLC 40
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 40
Tortoise Essential Assets Income Term Fund 40
Ostrum Asset Management 40
Arrowgrass Capital Partners (us) Lp 40
Altium Capital Management LP 40
Passport Capital, LLC 40
Exencial Wealth Advisors, Llc 40
MKP Capital Management, L.L.C. 40
Semmax Financial Advisors Inc. 40
Blackstone / Gso Long-short Credit Income Fund 40
First City Capital Management, Inc. 40
Ilmarinen Mutual Pension Insurance Co 40
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 40
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 40
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 40
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 40
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 40
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 40
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 40
FormulaFolio Investments, LLC 40
Leisure Capital Management 40
Smith, Moore & Co. 40
Private Wealth Asset Management, LLC 40
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 40
Calamos Dynamic Convertible & Income Fund 40
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 40
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 40
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 40
Sphinx Trading, Lp 40
Transcend Wealth Collective, Llc 40
Jpmorgan Trust Iii 40
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 40
Clarus Wealth Advisors 40
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 40
Triad Wealth Partners, LLC 40
Diversify Advisory Services, LLC 40
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 40
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 40
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF 39
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 39
Xtx Markets Llc 39
Blume Capital Management, Inc. 39
Spectrum Management Group, LLC 39
111 Capital 39
Calamos Long/Short Equity & Dynamic Income Trust 39
Minichmacgregor Wealth Management, Llc 39
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 39
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 39
VVMCX - VALIC Co I - Mid Cap Value Fund 39
Prevail Innovative Wealth Advisors, Llc 39
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 39
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 39
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 39
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 39
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 39
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 39
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 39
Cetera Trust Company, N.A 39
Vision Capital Corp 39
Elevation Series Trust - RiverNorth Patriot ETF 39
Foundations Investment Advisors, LLC 39
Cornerstone Advisory, LLC 39
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 39
Mbb Public Markets I Llc 39
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 39
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 39
Lebenthal Global Advisors, LLC 39
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 39
Tdam Usa Inc. 39
Blackrock Multi-sector Opportunities Trust 39
Desjardins Global Asset Management Inc. 39
Tortoise Capital Advisors, L.l.c. 39
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 39
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 39
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 39
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 39
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 39
Scepter Holdings, Inc. 39
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 39
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 39
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 39
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 39
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 39
Calamos Convertible & High Income Fund 39
Private Capital Management Inc 39
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 39
Frontier Capital Management Co Llc 39
Caitlin John, LLC 39
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 39
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 39
NBGR - Neuberger Berman ETF Trust - Neuberger Berman Global Real Estate ETF 39
Calamos Convertible Opportunities & Income Fund 39
Executive Wealth Management, LLC 39
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF 39
Trustmark National Bank Trust Department 39
V Wealth Advisors LLC 39
Clark Capital Management Group, Inc. 39
CHURCHILL MANAGEMENT Corp 39
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 39
My Personal CFO, LLC 39
CNB Bank 39
Cpwm, Llc 39
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 39
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 39
Calamos Global Dynamic Income Fund 39
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 39
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 39
Zrc Wealth Management, Llc 39
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 39
PENN SERIES FUNDS INC - Small Cap Value Fund 39
Canton Hathaway, LLC 39
Tidemark, LLC 39
Blackrock 2022 Global Income Opportunity Trust 39
Norden Group Llc 39
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 39
Ironwood Financial, llc 39
Herndon Capital Management Llc 39
TD Securities (USA) LLC 39
Hcim Trust 39
First Financial Corp /in/ 39
Fort, L.p. 39
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 39
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 39
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 39
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 39
Fortis Group Advisors, LLC 39
Sciencast Management LP 38
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 38
Core Alternative Capital 38
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 38
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 38
Cowen Prime Services LLC 38
Degroof Petercam Asset Management 38
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 38
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 38
Cannell Peter B & Co Inc 38
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 38
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 38
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 38
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 38
Atticus Wealth Management, Llc 38
Monument Capital Management 38
Journey Strategic Wealth Llc 38
Granite Point Capital Management, L.P. 38
Lee Danner & Bass Inc 38
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 38
Antonetti Capital Management LLC 38
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 38
Bahl & Gaynor Inc 38
Greenwich Investment Management, Inc. 38
Harwood Advisory Group, LLC 38
RBF Capital, LLC 38
BTC Capital Management, Inc. 38
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 38
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 38
Dixon Hughes Goodman Wealth Advisors LLC 38
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 38
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 38
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 38
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 38
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 38
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 38
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 38
American Research & Management Co. 38
Carnick & Kubik, LLC 38
Orrstown Financial Services Inc 38
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 38
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 38
Delta Lloyd Asset Management N.v. 38
Mesirow Financial Investment Management, Inc. 38
Plato Investment Management Ltd 38
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 38
Price Wealth Management, Inc. 38
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 38
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 38
Forum Funds 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 38
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 38
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 38
Kiwi Wealth Investments Limited Partnership 38
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 38
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 38
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 38
Heights Capital Management, Inc 38
PIMCO FUNDS - PIMCO Short Asset Portfolio 38
CBIZ Investment Advisory Services, LLC 38
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 38
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 38
Meeder Advisory Services, Inc. 38
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 38
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 38
Avalon Trust Co 38
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 38
Tri-continental Corp 38
Tortoise Mlp Fund, Inc. 38
HCREX - HC CAPITAL TRUST - The Real Estate Securities Portfolio HC Strategic Shares 38
Manchester Financial Inc 38
Qtron Investments LLC 38
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 38
Standard Family Office LLC 38
Sycomore Asset Management 38
Makena Capital Management Llc 38
American National Insurance Co /tx/ 38
SLIM - Janus Detroit Street Trust - The Obesity ETF 37
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 37
Savior LLC 37
iA Global Asset Management Inc. 37
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 37
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 37
IAG Wealth Partners, LLC 37
Disciplined Investments, LLC 37
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 37
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 37
NuWave Investment Management, LLC 37
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 37
Institute for Wealth Management, LLC. 37
SevenBridge Financial Group, LLC 37
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 37
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 37
RB Capital Management, LLC 37
Innealta Capital, Llc 37
Tilden Park Management I LLC 37
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 37
Thornburg Investment Management Inc 37
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 37
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 37
Symons Capital Management Inc 37
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 37
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 37
Calamos Global Total Return Fund 37
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 37
Financial Advisors Network, Inc. 37
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 37
Whitnell & Co. 37
Zions Bancorporation, National Association /ut/ 37
Gladstone Institutional Advisory LLC 37
Ferguson Wellman Capital Management, Inc 37
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 37
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 37
Legacy Wealth Asset Management, LLC 37
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 37
Buckingham Strategic Wealth, Llc 37
Cannell Capital Llc 37
Godsey & Gibb Associates 37
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 37
Ferris Capital, Llc 37
Cookson Peirce & Co Inc 37
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 37
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 37
Atwood & Palmer Inc 37
Donoghue Forlines LLC 37
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 37
Values First Advisors, Inc. 37
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 37
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 37
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 37
Tyrus Capital S.A.M. 37
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 37
Palladiem, Llc 37
NorthRock Partners, LLC 37
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 37
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 37
Inscription Capital, LLC 37
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 37
Horizon Kinetics Asset Management Llc 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 37
Muzinich & Co., Inc. 37
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 37
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 37
Eisler Capital Management Ltd. 37
STFGX - Advisers Investment Trust - State Farm Growth Fund 37
Quotient Investors, LLC 37
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 37
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 37
GraniteShares Advisors LLC 37
Kavilco Inc/wa/ 37
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 37
Great Diamond Partners, LLC 37
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 37
Linscomb & Williams, Inc. 37
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 37
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 37
Baltimore-Washington Financial Advisors, Inc. 37
NOSIX - Northern Funds - Northern Stock Index Fund 37
Obermeyer Wood Investment Counsel, Lllp 37
Profunds - Profund Vp Ultrabull 37
Profunds - Profund Vp Bull 37
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 37
Peregrine Asset Advisers, Inc. 37
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 37
Future Financial Wealth Managment LLC 37
Pimco High Income Fund 37
Hoxton Financial, Inc. 37
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 37
Siemens Fonds Invest GmbH 37
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 37
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class 37
Optimal Asset Management, Inc. 37
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 37
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 37
Multi-strategy Growth & Income Fund 37
West Branch Capital LLC 36
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 36
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 36
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 36
Rakuten Investment Management, Inc. 36
PENN SERIES FUNDS INC - Index 500 Fund 36
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 36
BLPIX - Profunds - Bull Profund Investor Class 36
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 36
Glg Inc. 36
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 36
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 36
Clough Global Equity Fund 36
HITE Hedge Asset Management LLC 36
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 36
Landmark Investment Partners, L.p. 36
Blackstone / Gso Senior Floating Rate Term Fund 36
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 36
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 36
Clearline Capital LP 36
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 36
Private Management Group Inc 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 36
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 36
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 36
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 36
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 36
Icon Advisers Inc/co 36
Brigade Capital Management, Lp 36
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 36
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 36
Hazlett, Burt & Watson, Inc. 36
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 36
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 36
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 36
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 36
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 36
Fortis Advisors, LLC 36
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 36
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 36
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 36
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 36
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 36
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 36
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 36
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 36
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 36
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 36
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 36
ULPIX - Profunds - Ultrabull Profund Investor Class 36
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 36
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 36
VEGN - ETF Series Solutions - US Vegan Climate ETF 36
Livingston Group Asset Management CO (operating as Southport Capital Management) 36
Tcg Advisors, Lp 36
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 36
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 36
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 36
Securian Funds Trust - SFT Index 500 Fund Class 1 36
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 36
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 36
Capital Advisory Group Advisory Services, LLC 36
BTG Pactual Global Asset Management Ltd 36
TFRIX - TRUST FOR PROFESSIONAL MANAGERS - Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares 36
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 36
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 36
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 36
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 36
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 36
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 36
PIMCO Dynamic Income Opportunities Fund 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 36
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 36
Underlying Funds Trust 36
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 36
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 36
Nuveen Flexible Investment Income Fund 36
New America High Income Fund Inc 36
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 36
EAM Global Investors LLC 36
Intact Investment Management Inc. 36
Horizon Kinetics LLC 36
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 36
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 36
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 36
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 36
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 36
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund 36
Tfo-tdc, Llc 36
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 36
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 36
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 36
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 36
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 36
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 36
Crossingbridge Advisors, LLC 36
MARSHALL WACE ASIA Ltd 36
Virtue Capital Management, LLC 36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 36
Copeland Capital Management, LLC 36
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 36
Blackstone / Gso Floating Rate Enhanced Income Fund 36
Td Asset Management Usa Funds Inc. 36
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 36
Frazier Financial Advisors, LLC 36
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 36
Barometer Capital Management Inc. 36
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 36
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 36
Bfsg, Llc 36
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 36
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 36
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 36
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 36
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 36
SSO - PROSHARES TRUST - ProShares Ultra S&P500 36
Advantage Advisers Xanthus Fund, L.l.c. 36
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 36
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 36
Acap Strategic Fund 36
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 36
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 36
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 36
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 36
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 36
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 36
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 36
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 36
PACIFIC SELECT FUND - Equity Index Portfolio Class I 36
Winnow Wealth Llc 36
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 36
Solstein Capital, LLC 36
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 36
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 36
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 36
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 36
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 36
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 36
EdgeRock Capital LLC 36
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 36
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 36
Alpha DNA Investment Management LLC 36
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 36
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 36
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 36
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 36
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 36
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 36
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 36
CLARX - Voya EQUITY TRUST - Voya Real Estate Fund Class A 36
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 36
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 36
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 36
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 36
Bridgeworth, LLC 36
Krane Funds Advisors LLC 36
Spdr S&p 500 Etf Trust 36
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 36
Malaga Cove Capital, LLC 36
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 36
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 36
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 36
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 36
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 36
American National Registered Investment Advisor, Inc. 36
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 36
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 36
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 36
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 36
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 36
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 35
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 35
Aurora Investment Counsel 35
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 35
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 35
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 35
VSTIX - VALIC Co I - Stock Index Fund 35
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 35
SpiderRock Advisors, LLC 35
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 35
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 35
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 35
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 35
Gen-Wealth Partners Inc 35
XR Securities LLC 35
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 35
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 35
Eastern Bank 35
Perritt Capital Management Inc 35
Delos Wealth Advisors, LLC 35
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 35
Shufro Rose & Co Llc 35
Rossmore Private Capital 35
Wetzel Investment Advisors, Inc. 35
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 35
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 35
JBF Capital, Inc. 35
Marquette Asset Management, LLC 35
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 35
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 35
Cutter & CO Brokerage, Inc. 35
Capital Financial Planning, LLC 35
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 35
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 35
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 35
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 35
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 35
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 35
Delpha Capital Management, Llc 35
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 35
Profunds - Profund Vp Large-cap Value 35
Kellner Capital, LLC 35
Paralel Advisors LLC 35
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 35
New York Life Trust Co 35
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 35
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 35
IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A 35
Hartford Series Fund Inc 35
MBOVX - M FUND INC - M Large Cap Value Fund 35
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 35
RPg Family Wealth Advisory, LLC 35
Telluride Asset Management LLC 35
Parkworth Wealth Management, Inc. 35
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 35
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 35
Oasis Management Co Ltd. 35
Pacific Center for Financial Services 35
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 35
GATEX - Gateway Trust - Gateway Fund Class A Shares 35
Legacy Wealth Managment, LLC/ID 35
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 35
Jackson Real Assets Fund 35
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 35
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 35
Kissinger Financial Services LLC 35
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 35
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 35
Lake Street Advisors Group, Llc 35
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 35
Aegon Asset Management Uk Plc 35
First Pacific Financial 35
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 35
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 35
Gdl Fund 35
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 35
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 35
Cypress Capital Group 35
Ridgewood Investments LLC 35
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 35
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 35
Zullo Investment Group, Inc. 35
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 35
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 35
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 35
Relative Value Partners Group, LLC 35
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 35
IFC Holdings Incorporated/FL 35
Artisan Partners Limited Partnership 35
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 35
Jeppson Wealth Management, Llc 35
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 35
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 35
Independence Bank of Kentucky 35
SFY - Tidal ETF Trust - SoFi Select 500 ETF 35
Black Swift Group, LLC 35
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 35
Sit Investment Associates Inc 35
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 35
TAP Consulting, LLC 35
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 35
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 35
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 35
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 35
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 35
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 35
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 35
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 35
Bay Harbor Wealth Management, LLC 35
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 35
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 35
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 35
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 35
New Millennium Group LLC 35
Rockefeller Financial Services Inc 35
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 34
Alpha Omega Wealth Management LLC 34
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 34
Argentus Capital Management, LLC 34
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF 34
LVPIX - Profunds - Large-cap Value Profund Investor Class 34
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 34
Steel Peak Wealth Management LLC 34
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 34
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 34
Ruggie Capital Group 34
JARIX - SARATOGA ADVANTAGE TRUST - James Alpha Global Real Estate Investments Portfolio Class I Shares 34
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 34
Avidian Wealth Solutions, LLC 34
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 34
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 34
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 34
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 34
Wakefield Asset Management LLLP 34
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF 34
HighMark Wealth Management LLC 34
TRANSAMERICA FUNDS - Transamerica Total Return I2 34
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 34
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 34
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 34
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 34
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund 34
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 34
Brant Point Investment Management Llc 34
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 34
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 34
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 34
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF 34
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 34
Chicago Capital Management, LLC 34
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 34
Stratton Real Estate Fund, Inc. 34
Nemes Rush Group LLC 34
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 34
KRV Capital LP 34
Oppenheimer Global Multi-asset Income Fund 34
Ardsley Advisory Partners Lp 34
Alpha Cubed Investments, LLC 34
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 34
PartnerRe Asset Management CORP 34
Sonora Investment Management Group, LLC 34
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 34
True North Advisors, LLC 34
Mraz, Amerine & Associates, Inc. 34
Annapolis Financial Services, LLC 34
Central Pacific Bank - Trust Division 34
Northwest Financial Advisors 34
Kilter Group LLC 34
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 34
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 34
Coe Capital Management, LLC 34
Jamison Private Wealth Management, Inc. 34
Gilder Gagnon Howe & Co Llc 34
Exxonmobil Investment Management Inc /tx 34
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 34
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 34
Trilogy Capital Inc. 34
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 34
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 34
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 34
Airain ltd 34
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 34
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 34
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 34
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 34
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 34
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 34
Gabelli Dividend & Income Trust 34
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 34
Fulton Bank, N.a. 34
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 34
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 34
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 34
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 34
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 34
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 34
Main Street Group, LTD 34
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 34
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 34
Surevest, LLC 34
Curi Wealth Management, LLC 34
Advocacy Wealth Management Services, LLC 34
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 34
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 34
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 34
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 34
Anfield Capital Management, LLC 34
Kozak & Associates, Inc. 34
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A 34
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 34
Yaupon Capital Management LP 34
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 34
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 34
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 34
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 34
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3 34
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 33
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 33
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 33
Ofi Invest Asset Management 33
Boyd Watterson Asset Management Llc/oh 33
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 33
City State Bank 33
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 33
Callan Family Office, LLC 33
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 33
Sentry Investments Corp. 33
Curian Capital Llc 33
Legacy Investment Solutions, LLC 33
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 33
Strengthening Families & Communities, LLC 33
Paradigm Financial Partners, Llc 33
Parvin Asset Management, LLC 33
Tiedemann Advisors, Llc 33
Congress Asset Management Co /ma 33
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 33
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 33
SPRE - Tidal ETF Trust - SP Funds S&P Global REIT Sharia ETF 33
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 33
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 33
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 33
Tiaa, Fsb 33
Li Winifred I 33
Ford Financial Group, LLC 33
Griffin Asset Management, Inc. 33
Focus Financial Network, Inc. 33
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 33
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 33
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 33
KIRAX - Ultimus Managers Trust - Westwood Salient Global Real Estate Fund A Class Shares 33
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 33
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 33
First National Bank Of Omaha 33
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 33
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 33
CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF 33
High Net Worth Advisory Group LLC 33
Sheets Smith Wealth Management 33
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 33
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 33
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 33
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 33
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 33
Legato Capital Management LLC 33
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 33
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 33
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 33
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 33
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 33
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 33
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 33
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 33
Dividend & Income Fund 33
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 33
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 33
FAINX - MSS Series Trust - Fallen Angels Income Fund 33
Par Capital Management Inc 33
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 33
Rainier Investment Management Llc 33
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 33
GRNR - Global X Funds - Global X Green Building ETF 33
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 33
Arcadia Investment Management Corp/mi 33
CenturyLink Investment Management Co 33
Vazirani Asset Management LLC 33
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 33
Rocky Mountain Advisers, Llc 33
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 33
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 33
CapWealth Advisors, LLC 33
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 33
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 33
VitalStone Financial, LLC 33
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 33
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 33
Perpetual Investment Management Ltd 33
Epoch Investment Partners, Inc. 33
Aristides Capital LLC 33
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 33
Costello Asset Management, INC 33
TradeLink Global Equity LLC 33
Shine Investment Advisory Services Inc 33
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 33
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 33
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 33
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 33
Fieldview Capital Management, LLC 33
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 33
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 33
Reuter James Wealth Management, Llc 33
Teton Advisors, Inc. 33
Bray Capital Advisors 33
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 33
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 33
CrestPoint Capital Management, LLC 33
Romano Brothers And Company 33
Western Wealth Management, LLC 33
Bremer Bank National Association 33
Safeguard Investment Advisory Group, LLC 33
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 33
Byrne Asset Management LLC 33
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 33
TCW ETF Trust - TCW Flexible Income ETF 33
Capital Management Associates /ny/ 33
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 33
CFICX - CALVERT FUND - Calvert Income Fund Class A 33
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 33
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 32
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 32
Fernwood Investment Management, LLC 32
Saudi Central Bank 32
Frank, Rimerman Advisors LLC 32
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 32
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 32
Principle Wealth Partners Llc 32
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 32
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 32
Glenview Trust Co 32
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 32
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 32
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 32
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 32
Retirement Wealth Solutions LLC 32
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 32
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 32
Waterloo Capital, L.P. 32
Kornitzer Capital Management Inc /ks 32
CoreFirst Bank & Trust 32
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 32
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 32
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 32
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 32
Ogorek Anthony Joseph /ny/ /adv 32
Czech National Bank 32
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 32
Community Capital Management, Inc. 32
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 32
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 32
Stancorp Investment Advisers Inc 32
ASR Vermogensbeheer N.V. 32
Wiser Advisor Group LLC 32
QUANTRES ASSET MANAGEMENT Ltd 32
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 32
Financial Perspectives, Inc 32
VCULX - VALIC Co I - Growth Fund 32
Park Square Financial Group, LLC 32
American Investment Services, Inc. 32
Marino, Stram & Associates Llc 32
Capital International Investors 32
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 32
Core Bond Portfolio - Core Bond Portfolio 32
YHB Investment Advisors, Inc. 32
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 32
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 32
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 32
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 32
Pacific Heights Asset Management Llc 32
Nan Shan Life Insurance Co., Ltd. 32
Calton & Associates, Inc. 32
WPS - iSHARES TRUST - iShares International Developed Property ETF 32
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 32
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 32
TD Capital Management LLC 32
Summit Financial, LLC 32
Lansforsakringar Fondforvaltning AB (publ) 32
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 32
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 32
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 32
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 32
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares 32
MORT - VanEck Vectors ETF Trust - VanEck Vectors Mortgage REIT Income ETF 32
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 32
Pathway Financial Advisers, LLC 32
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 32
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 32
Hotchkis & Wiley Capital Management Llc 32
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 32
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 32
Samlyn Capital, Llc 32
Widmann Financial Services, Inc. 32
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 32
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 32
Meridian Wealth Management, LLC 32
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 32
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 32
Spears Abacus Advisors LLC 32
Pnc Funds 32
Parsons Capital Management Inc/ri 32
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 32
AMG National Trust Bank 32
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 32
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 32
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 32
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 32
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 32
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 32
Jones Road Capital Management, L.p. 32
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 32
BHR Capital LLC 32
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 32
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 32
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 32
Hirtle Callaghan & Co LLC 32
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 32
Alethea Capital Management, Llc 32
Ascent Group, LLC 32
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 32
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 32
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 32
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 32
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 32
Red Door Wealth Management, LLC 32
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 32
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 32
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 32
Kaizen Advisory, Llc 32
Capital Income Builder 32
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 32
Nwq Investment Management Company, Llc 32
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 32
Century Capital Management, LLC 32
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 32
Genesis Wealth Advisors, LLC 31
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 31
Y.D. More Investments Ltd 31
McGlone Suttner Wealth Management, Inc. 31
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 31
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 31
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 31
Kelly Lawrence W & Associates Inc/ca 31
PFG Advisors 31
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 31
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 31
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 31
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 31
Groupama Asset Managment 31
Oppenheimer Quest For Value Funds 31
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 31
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 31
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 31
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 31
Railway Pension Investments Ltd 31
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 31
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 31
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 31
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 31
Athena Capital Advisors Llc 31
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 31
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 31
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 31
TCG Advisory Services, LLC 31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 31
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 31
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 31
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 31
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 31
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 31
Global Trust Asset Management, LLC 31
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 31
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 31
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 31
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 31
Calamos Wealth Management LLC 31
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 31
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 31
First Community Trust Na 31
West Oak Capital, LLC 31
RWM Asset Management, LLC 31
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 31
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 31
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral 31
Lebenthal Asset Management, LLC 31
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 31
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 31
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 31
VMCVX - VALIC Co II - Mid Cap Value Fund 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 31
FEDERATED CORE TRUST - Emerging Markets Core Fund 31
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 31
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 31
Taylor Hoffman Wealth Management 31
First Bank & Trust 31
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 31
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 31
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 31
Fulcrum Asset Management LLP 31
First Command Financial Services, Inc. 31
Nuveen Tax-advantaged Dividend Growth Fund 31
Harbor Advisors LLC 31
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 31
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 31
PENN SERIES FUNDS INC - Developed International Index Fund 31
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 31
Payden & Rygel 31
American Financial Network Advisory Services Llc 31
Shepherd Kaplan Krochuk, Llc 31
Fortis Capital Advisors, LLC 31
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 31
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 31
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 31
Donald L. Hagan, LLC 31
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 31
Price Michael F 31
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 31
Abel Hall, LLC 31
Klingman & Associates, LLC 31
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 31
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 31
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 31
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 31
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 31
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 31
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 31
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 31
Wayfinding Financial, LLC 31
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 31
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 31
Legg Mason Funds Trust 31
Vinva Investment Management Ltd 31
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 31
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 31
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 31
PWS - Pacer Funds Trust - Pacer WealthShield ETF 31
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 31
Beacon Financial Group 31
Hallmark Capital Management Inc 31
AIA Investment Management Private Ltd 31
Sphera Funds Management Ltd. 31
Pasadena Private Wealth, LLC 31
Wilmington Trust Co 31
Catalytic Wealth RIA, LLC 31
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 31
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 31
DecisionPoint Financial, LLC 31
Global X Japan Co., Ltd. 31
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 31
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 31
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 31
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 31
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 31
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 31
HBC Financial Services, PLLC 31
Axiom Investment Management LLC 31
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 31
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 31
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 31
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 31
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 31
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 31
Wedmont Private Capital 31
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 31
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 31
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 31
VisionPoint Advisory Group, LLC 31
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 31
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 31
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 31
Lakeview Capital Partners, LLC 31
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 31
Rampart Investment Management Company, LLC 31
NGRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Institutional Class 31
Invst, LLC 31
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 31
Telos Capital Management, Inc. 31
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 31
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 31
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 31
Euclid Advisors LLC 31
Knott David M Jr 31
MTM Investment Management, LLC 31
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Green Building ETF 31
Shenkman Capital Management Inc 31
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 30
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 30
Quadrant Real Estate Advisors LLC 30
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 30
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 30
Manager Directed Portfolios - Pemberwick Fund Shares 30
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 30
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 30
Tyler-Stone Wealth Management 30
Legg Mason Investment Counsel & Trust Co., N.A. 30
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 30
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 30
LGPIX - Profunds - Large-cap Growth Profund Investor Class 30
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 30
Optas, LLC 30
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 30
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 30
Insight Capital Research & Management Inc 30
Beach Investment Counsel Inc/pa 30
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 30
Maryland Capital Advisors Inc. 30
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 30
Nuveen Global High Income Fund 30
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 30
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 30
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 30
Hodges Capital Management Inc. 30
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 30
Jackson, Grant Investment Advisers, Inc. 30
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 30
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 30
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 30
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 30
River Road Asset Management, LLC 30
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 30
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 30
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 30
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 30
First Trust Intermediate Duration Preferred & Income Fund 30
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 30
Greenline Partners, LLC 30
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 30
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 30
Strategic Investment Solutions, Inc. /IL 30
Deseret Mutual Benefit Administrators 30
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 30
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 30
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 30
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 30
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 30
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 30
Trutina Financial LLC 30
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 30
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 30
Wright Investors Service Inc 30
SpiderRock Trading LLC 30
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 30
Sfmg, Llc 30
Cedar Capital, Llc 30
Mufg Securities Americas Inc. 30
Bridgecreek Investment Management, LLC 30
Gabelli Equity Trust Inc 30
Unique Wealth Strategies, LLC 30
Wealth Alliance 30
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 30
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 30
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 30
Providence Capital Advisors, LLC 30
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 30
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 30
Isi Strategy Fund Inc 30
Rockbridge Investment Management, LCC 30
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 30
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 30
Hartford Financial Management Inc. 30
Delta Investment Management, LLC 30
Scarborough Advisors, LLC 30
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 30
Stockman Wealth Management, Inc. 30
Canada Post Corp Registered Pension Plan 30
Onefund, Llc 30
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 30
Profunds - Profund Vp Large-cap Growth 30
Dfpg Investments, Llc 30
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 30
Corvex Management LP 30
Patton Fund Management, Inc. 30
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 30
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 30
Resurgent Financial Advisors LLC 30
VCCCX - VALIC Co I - Capital Conservation Fund 30
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 30
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 30
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 30
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 30
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 30
Hennessy Advisors Inc 30
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 30
Ridgeworth Funds 30
Carillon Tower Advisers, Inc. 30
Pacer Funds Trust - Pacer Benchmark Retail Real Estate SCTR ETF 30
Advanced Series Trust - Ast Small-cap Growth Portfolio 30
Polaris Wealth Advisory Group, LLC 30
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 30
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 30
Lowe Wealth Advisors, LLC 30
HG Vora Capital Management, LLC 30
Allegheny Financial Group LTD 30
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 30
Pcm Fund, Inc. 30
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 30
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 30
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 30
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 30
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 30
Outlook Wealth Advisors, LLC 30
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 30
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 30
Fosun International Ltd 30
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 30
Herold Advisors, Inc. 30
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 30
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 30
STXM - EA Series Trust - Strive Mid-Cap ETF 30
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 30
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 30
FSA Wealth Management LLC 30
Great Valley Advisor Group, Inc. 30
Binnacle Investments Inc 30
Ten Capital Wealth Advisors, LLC 30
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 30
Dividend Asset Capital, Llc 30
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 30
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 30
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 30
PENN SERIES FUNDS INC - Flexibly Managed Fund 30
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 30
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 30
Redhawk Wealth Advisors, Inc. 30
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 30
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 30
Eventide Asset Management, Llc 30
Full18 Capital LLC 30
Boston Trust Walden Corp 30
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 30
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 29
World Equity Group, Inc. 29
Westend Capital Management LLC 29
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 29
Legg Mason Asset Management (Japan) Co., Ltd. 29
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 29
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 29
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 29
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 29
ACK Asset Management LLC 29
Hightower 6M Holding, LLC 29
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 29
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 29
Hgk Asset Management Inc 29
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 29
Delphi Private Advisors LLC 29
CGGAX - MUTUAL FUND SERIES TRUST - Catalyst Growth of Income Fund Class A 29
Visionary Wealth Advisors 29
Well Done, LLC 29
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 29
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 29
Cooperman Leon G 29
Kettle Hill Capital Management, Llc 29
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 29
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 29
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 29
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 29
LifePlan Financial Group, Inc 29
Friedenthal Financial 29
Springhouse Capital Management, LP 29
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 29
Granite Investment Partners, LLC 29
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 29
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 29
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 29
KCS Wealth Advisory 29
IFG Advisory, LLC 29
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 29
Cedar Wealth Management, LLC 29
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 29
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 29
Quest 10 Wealth Builders, Inc. 29
Bank of New Hampshire 29
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 29
Spouting Rock Asset Management, LLC 29
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 29
Kepos Capital LP 29
Crestwood Advisors Group LLC 29
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 29
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 29
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 29
Clear Creek Financial Management, LLC 29
S. Muoio & Co. Llc 29
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 29
Western Asset Management Company, LLC 29
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 29
Nuveen S&p 500 Buywrite Income Fund 29
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 29
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 29
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 29
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 29
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 29
Bremer Trust National Association 29
SBI Securities Co., Ltd. 29
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 29
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 29
Clarfeld Financial Advisors, Llc 29
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 29
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 29
Busey Wealth Management 29
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 29
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 29
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 29
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 29
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 29
Baupost Group Llc/ma 29
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 29
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 29
Wellington Shields & Co., LLC 29
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 29
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 29
Vaughan Nelson Investment Management, L.p. 29
Terra Nova Asset Management LLC 29
Guggenheim Taxable Municipal Managed Duration Trust 29
Jet Capital Investors L P 29
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 29
Sittner & Nelson, Llc 29
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 29
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 29
MJT & Associates Financial Advisory Group, Inc. 29
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 29
Castleark Management Llc 29
New England Asset Management Inc 29
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 29
Cooper Financial Group 29
Segment Wealth Management, LLC 29
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 29
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 29
Intrust Bank Na 29
E Fund Management Co., Ltd. 29
Park Avenue Institutional Advisers LLC 29
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 29
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 29
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 29
WealthTrust Fairport, LLC 29
Kayne Anderson Capital Advisors Lp 29
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 29
Gofen & Glossberg Llc /il/ 29
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 29
Gables Capital Management Inc. 29
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 29
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 29
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 29
Silvant Capital Management LLC 29
North Fourth Asset Management, LP 29
Edge Asset Management, Inc 29
Interval Partners, LP 28
Stonebridge Financial Group, LLC 28
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 28
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 28
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 28
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 28
First Affirmative Financial Network 28
Schwerin Boyle Capital Management Inc 28
Sterling Investment Advisors, Ltd. 28
ProVise Management Group, LLC 28
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 28
Mowery & Schoenfeld Wealth Management, LLC 28
Patten Group, Inc. 28
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 28
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 28
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 28
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 28
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 28
Strategic Investment Management, Llc 28
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 28
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 28
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 28
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 28
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 28
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 28
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 28
Wrapmanager Inc 28
Ninety One SA (PTY) Ltd 28
EHLS - Tidal Trust II - Even Herd Long Short ETF 28
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 28
Vivaldi Opportunities Fund 28
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 28
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 28
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 28
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 28
Coatue Management Llc 28
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 28
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 28
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 28
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 28
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 28
Demars Financial Group, LLC 28
Delphi Management Inc /ma/ 28
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 28
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 28
McKinley Carter Wealth Services, Inc. 28
Firestone Capital Management 28
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 28
FEDERATED CORE TRUST - High Yield Bond Portfolio 28
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 28
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 28
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 28
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 28
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 28
WMS Partners, LLC 28
J.P. Turner & Co Capital Mnagement, LLC 28
Fort Point Capital Partners LLC 28
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 28
EverPoint Asset Management, LLC 28
Blackrock Master Llc 28
Dagco, Inc. 28
Greenhaven Road Investment Management, L.P. 28
First National Trust Co 28
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 28
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 28
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 28
Mount Lucas Management LP 28
Sumit Capital, Llc 28
Trellus Management Company, LLC 28
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 28
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 28
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 28
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 28
Steelhead Partners Llc 28
Havens Advisors Llc 28
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 28
WestEnd Advisors, LLC 28
Shannon River Fund Management LLC 28
BSBAX - Northern Funds - Northern Short Bond Fund 28
Shamrock Asset Management LLC 28
Prudential Global Short Duration High Yield Fund, Inc. 28
LREOX - LAZARD FUNDS INC - Lazard US Realty Equity Portfolio Open Shares 28
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 28
Algebris Investments (UK) LLP 28
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 28
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 28
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 28
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 28
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 28
Millstone Evans Group, LLC 28
Vanguard Windsor Funds 28
Connable Office Inc 28
Osborn Rohs Williams & Donohoe Ltd 28
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 28
Kb Financial Partners, Llc 28
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 28
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 28
Affinity Investment Advisors, Llc 28
Cannon Global Investment Management, LLC 28
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 28
Concert Wealth Management Inc. 28
McAdams Wright Ragen, Inc. 28
First PREMIER Bank 28
Suvretta Capital Management, Llc 28
Bellevue Asset Management, Llc 28
Amplify ETF Trust - Amplify AI Powered Equity ETF 28
New Jersey Better Educational Savings Trust 28
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 28
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 28
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 28
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 28
Aris Wealth Services, Inc. 28
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 28
Marcum Wealth, LLC 28
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 28
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 28
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 28
Ohio National Investments, Inc. 28
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 28
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 28
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 28
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 28
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 28
Longboard Asset Management, LP 28
Citizens Business Bank 28
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 28
Wilmington Trust Investment Management, LLC 28
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 28
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 28
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 28
Parametric Market Neutral Portfolio 28
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 28
Masterton Capital Management, LP 28
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 28
Personal Cfo Solutions, Llc 28
Blueprint Investment Partners LLC 28
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 27
STRV - EA Series Trust - Strive 500 ETF 27
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 27
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 27
Western Asset High Income Fund Ii Inc. 27
RWC Asset Management LLP 27
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 27
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 27
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 27
Sanctuary Wealth Management, L.L.C. 27
Toews Corp /adv 27
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 27
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 27
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 27
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 27
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 27
United Asset Strategies, Inc. 27
Rs Investment Management Co Llc 27
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 27
Avanza Fonder AB 27
Harvest Portfolios Group Inc. 27
Williams Jones & Associates LLC 27
DVDN - ETF Opportunities Trust - Kingsbarn Dividend Opportunity ETF 27
1060 Capital, LLC 27
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 27
Mhr Fund Management Llc 27
Legacy Bridge, LLC 27
HSBC FUNDS - HSBC Strategic Income Fund Class A 27
SCIU - Global X Funds - Global X Scientific Beta US ETF 27
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 27
Diamond Hill Capital Management Inc 27
Garda Capital Partners Lp 27
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 27
Holloway Wealth Management, LLC 27
Wealth Preservation Advisors, LLC 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 27
Brown Advisory Securities, LLC 27
Ipswich Investment Management Co., Inc. 27
HAUS - Tidal ETF Trust - Home Appreciation U.S. REIT ETF 27
Hc Financial Advisors Inc 27
Us Financial Advisors, Llc 27
Versus Capital Real Assets Fund Llc 27
SWAN Capital LLC 27
qPULA Trading Management LP 27
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 27
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 27
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 27
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 27
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 27
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 27
Provenance Wealth Advisors, LLC 27
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 27
CT Financial Advisors LLC 27
Lmcg Investments, Llc 27
Klingenstein Fields & Co Lp 27
MML Series Investment Fund II - MML High Yield Fund Class II 27
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 27
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 27
Stableford Capital Ii Llc 27
LMR Master Fund Ltd 27
Keel Point, LLC 27
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 27
Delphia (USA) Inc. 27
Cascade Investment Advisors, Inc. 27
Palladium Partners Llc 27
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 27
Mcdonald Partners Llc 27
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 27
Signature Resources Capital Management, LLC 27
Cordant, Inc. 27
Wealthsource Partners, Llc 27
Total Investment Management Inc 27
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 27
Dynamic Wealth Strategies, LLC 27
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 27
Pimco Dynamic Credit & Mortgage Income Fund 27
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 27
InvenTrust Properties Corp. 27
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 27
Leelyn Smith, LLC 27
SageView Advisory Group, LLC 27
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 27
Nokomis Capital, L.L.C. 27
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 27
Adams Diversified Equity Fund, Inc. 27
Annex Advisory Services, LLC 27
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 27
MU Investments Co., Ltd. 27
NexWave Capital Partners LLC 27
La Banque Postale Asset Management SA 27
BERIX - Chartwell Funds - Berwyn Income Fund 27
Fourth Dimension Wealth, LLC 27
Financial & Investment Management Group Ltd 27
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 27
Wilmington Trust, National Association 27
Mariner Wealth Advisors-NYC, LLC 27
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 27
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 27
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 27
Insigneo Advisory Services, Llc 27
Ares Management Llc 27
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 27
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 27
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 27
U S Global Investors Inc 27
CPI - IndexIQ ETF Trust - IQ Real Return ETF 27
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 27
Deer Park Road Corp 27
Reliance Trust Co Of Delaware 27
Davidson Investment Advisors 27
Welch & Forbes Llc 27
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 27
Scout Investments, Inc. 27
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 27
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 27
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 27
Hoover Financial Advisors, Inc. 27
Leuthold Group, Llc 27
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 27
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 27
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 27
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 27
Pflug Koory, LLC 27
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 27
Triangle Securities Wealth Management 27
Stansberry Asset Management, Llc 27
Founders Financial Securities Llc 26
Trifecta Capital Advisors, LLC 26
Morton Brown Family Wealth, LLC 26
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 26
Voisard Asset Management Group, Inc. 26
Columbia Wanger Asset Management Llc 26
Ckw Financial Group 26
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 26
Trillium Asset Management, Llc 26
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 26
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 26
Triumph Capital Management 26
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 26
Whitebox Mutual Funds 26
Sorin Capital Management LLC 26
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 26
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 26
Soltis Investment Advisors LLC 26
Capital A Wealth Management, LLC 26
Signature Wealth Management Group 26
Zwj Investment Counsel Inc 26
Gw Henssler & Associates Ltd 26
Rain Capital Management, LLC 26
Maplelane Capital, Llc 26
Financial Advantage, Inc. 26
Gabelli Convertible & Income Securities Fund Inc 26
Lebenthal Holdings,LLC 26
Beverly Hills Private Wealth, LLC 26
Wintrust Investments Llc 26
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 26
Venator Capital Management Ltd. 26
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 26
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 26
Freedman Financial Associates, Inc. 26
Clear Investment Research, Llc 26
OneAscent Financial Services LLC 26
Maryland Capital Management 26
W.G. Shaheen & Associates DBA Whitney & Co 26
Investment Counselors Of Maryland Llc 26
Whitener Capital Management, Inc. 26
Jacobs Asset Management, Llc 26
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 26
Kassirer Asset Management Corp 26
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 26
O'Dell Group, LLC 26
Western Asset High Income Opportunity Fund Inc. 26
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 26
Crescent Capital Consulting, LLC 26
Morgan Stanley Emerging Markets Debt Fund Inc 26
Chai Trust Co Llc 26
1492 Capital Management LLC 26
Generali Asset Management SPA SGR 26
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 26
VCSMX - VALIC Co I - Small Cap Fund 26
Moody Aldrich Partners Llc 26
Accident Compensation Corp 26
Clearview Wealth Advisors LLC 26
Eaton Vance Short Duration Diversified Income Fund 26
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 26
Allianzgi Convertible & Income Fund 26
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 26
Allianzgi Convertible & Income Fund Ii 26
Varma Mutual Pension Insurance Co 26
Crawford Fund Management, LLC 26
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Real Estate Fund Class A 26
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 26
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 26
RENTX - SCM Trust - SHELTON REAL ESTATE INCOME FUND Investor Class 26
Chiron Capital Management, Llc 26
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 26
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 26
Napa Wealth Management 26
Tennessee Valley Asset Management Partners 26
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 26
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 26
First Command Bank 26
Lehman Financial Resources, Inc. 26
Vanguard Morgan Growth Fund 26
Goldman Sachs Asset Management, L.p. 26
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 26
Global Assets Advisory, LLC 26
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 26
Heritage Trust Co 26
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 26
Bancroft Fund Ltd 26
Mid Continent Capital Llc/il 26
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 26
Iron Financial, LLC 26
PGIM Short Duration High Yield Opportunities Fund 26
Altegris Advisors, L.l.c. 26
N.E.W. Advisory Services LLC 26
Institutional Investment Strategy Fund 26
Fusion Family Wealth LLC 26
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 26
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 26
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 26
Blue Owl Capital Holdings LP 26
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 26
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 26
Planning Capital Management Corp 26
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 26
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 26
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 26
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 26
Investors Asset Management Of Georgia Inc /ga/ /adv 26
Peak Financial Advisors Llc 26
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 26
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 26
Doheny Asset Management /ca 26
Systematic Alpha Investments, LLC 26
Stratos Wealth Advisors, LLC 26
Mission Wealth Management, Lp 26
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 26
Credential Qtrade Securities Inc. 26
Balasa Dinverno & Foltz Llc 26
Strategy Asset Managers Llc 26
Meridian Wealth Advisors, LLC 26
Opseu Pension Plan Trust Fund 26
Duff & Phelps Utility & Corporate Bond Trust Inc 26
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 26
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 26
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 26
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 26
Ellsworth Growth & Income Fund Ltd 26
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 26
Bourgeon Capital Management Llc 26
Kowal Investment Group, LLC 26
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 26
BFIX - Build Funds Trust - Build Bond Innovation ETF 26
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 26
Arbiter Partners Capital Management LLC 26
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 25
FJ Investments, LLC 25
NINE MASTS CAPITAL Ltd 25
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 25
Gratus Capital LLC 25
DESK - VanEck ETF Trust - VanEck Office and Commercial REIT ETF 25
AMF Pensionsforsakring AB 25
Cardinal Capital Management Llc /ct 25
Edge Capital Group, LLC 25
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 25
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 25
Barrett & Company, Inc. 25
Comerica Securities Inc 25
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 25
Cohen & Steers Select Preferred & Income Fund, Inc. 25
Aequim Alternative Investments LP 25
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 25
River Wealth Advisors LLC 25
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 25
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 25
Sand Grove Capital Management LLP 25
Reinhart Partners, Inc. 25
Carret Asset Management, Llc 25
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 25
Alternative Strategies Fund 25
Capital International Inc /ca/ 25
Western Asset Global High Income Fund Inc. 25
MSD Partners, L.P. 25
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 25
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 25
Coastal Capital Group, Inc. 25
Weil Company, Inc. 25
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 25
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 25
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 25
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 25
SWS Partners 25
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 25
Mach-1 Financial Group, Inc. 25
Allianzgi Diversified Income & Convertible Fund 25
Alpine Bank Wealth Management 25
Maltese Capital Management Llc 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 25
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 25
Seizert Capital Partners, Llc 25
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 25
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 25
Iron Park Capital Partners, LP 25
JAGGX - FORUM FUNDS II - Jaguar Global Property Fund Institutional Shares 25
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 25
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 25
Stone Toro Investment Advisers, LP 25
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 25
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 25
A. D. Beadell Investment Counsel, Inc. 25
Rs Variable Products Trust 25
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 25
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 25
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 25
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 25
Integre Asset Management, LLC 25
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 25
HYIN - WisdomTree Trust - WisdomTree Alternative Income Fund N/A 25
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 25
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 25
Conversant Capital LLC 25
RWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones International Real Estate ETF 25
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 25
Mesirow Institutional Investment Management, Inc. 25
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 25
Lincluden Management Ltd 25
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 25
Marshall & Sterling Wealth Advisors Inc. 25
Williams Jones Wealth Management, LLC. 25
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 25
BlackRock ETF Trust II - BlackRock High Yield ETF 25
Ar Asset Management Inc 25
Sprott Inc. 25
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 25
Context Partners Fund, L.p. 25
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 25
Morse Asset Management, Inc 25
Arcus Capital Partners, LLC 25
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 25
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 25
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF 25
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 25
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 25
Stelac Advisory Services LLC 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
Seven Springs Wealth Group, LLC 25
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 25
Great Lakes Retirement, Inc. 25
Missouri Trust & Investment Co 25
Insight Select Income Fund 25
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 25
Guyasuta Investment Advisors Inc 25
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 25
JS Capital Management LLC 25
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 25
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 25
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 25
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 25
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 25
Cherry Tree Wealth Management, LLC 25
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 25
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 25
Guardian Investor Services Llc 25
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 25
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 25
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 25
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 25
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 25
Good Harbor Financial, LLC 25
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 25
Worth Asset Management, LLC 25
CQS Cayman LP 25
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 25
Ranger International Management, LP 25
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 25
TradeLink Capital LLC 25
Mystic Asset Management, Inc. 25
Choate Investment Advisors 25
SB Management Ltd 25
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 25
BancorpSouth Bank 25
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 25
Brown, Lisle/cummings, Inc. 25
Brave Asset Management Inc 25
Mainstay Capital Management Llc /adv 25
Green Square Capital Advisors Llc 25
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 25
Tabor Asset Management, LP 25
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 25
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 25
ARGI Investment Services, LLC 25
Actinver Wealth Management, Inc. 25
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 25
Financial Engines Advisors L.L.C. 25
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 24
Clear Perspective Advisors, LLC 24
Kiley Juergens Wealth Management, Llc 24
Blue Sky Asset Management, LLC 24
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 24
Nations Financial Group Inc, /ia/ /adv 24
Steward Financial Group LLC 24
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 24
Bell Rock Capital Llc 24
Alaska Permanent Fund Corp 24
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 24
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 24
Summit X, LLC 24
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 24
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 24
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 24
BLB&B Advisors, LLC 24
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 24
New Wave Wealth Advisors Llc 24
Banque Transatlantique SA 24
Talkot Capital, LLC 24
Pacific Capital Wealth Advisors, Inc 24
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 24
Hatteras Alternative Mutual Funds, LLC 24
AQGNX - AQR Funds - AQR Global Equity Fund Class N 24
Cary Street Partners Financial Llc 24
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 24
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 24
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 24
Securian Funds Trust - SFT Core Bond Fund Class 1 24
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 24
Saturna Capital CORP 24
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 24
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 24
Three Peaks Capital Management, LLC 24
Emfo, Llc 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 24
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 24
Thomas J. Herzfeld Advisors, Inc. 24
Chesley Taft & Associates LLC 24
JIHDX - John Hancock Funds II - High Yield Fund Class 1 24
Consolidated Planning Corp 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 24
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 24
Iowa State Bank 24
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 24
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 24
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 24
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 24
Cai Capital Management, Inc. 24
Ativo Capital Management LLC 24
PFG Private Wealth Management, LLC 24
Spark Investment Management LLC 24
Wade G W & Inc 24
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 24
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 24
Pacific Alternative Asset Management Company, Llc 24
J. Safra Sarasin Holding AG 24
Baader Bank INC 24
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 24
Beacon Trust Co 24
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 24
Richard W. Paul & Associates, LLC 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 24
VSM Wealth Advisory, LLC 24
Aviance Capital Management, Llc 24
Hunter Associates Investment Management Llc 24
LVW Advisors, LLC 24
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 24
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 24
Capital Advisors Inc/ok 24
Bangor Savings Bank 24
Gyl Financial Synergies, Llc 24
Geduld E E 24
Polar Capital LLP 24
RINC - Investment Managers Series Trust II - AXS Real Estate Income ETF 24
Silicon Valley Capital Partners 24
Stonehage Fleming Financial Services Holdings Ltd 24
Wolfswood Holdings, LLC 24
Altium Wealth Management LLC 24
Modern Wealth Management, LLC 24
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 24
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 24
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 24
One68 Global Capital, LLC 24
ACVF - ETF Opportunities Trust - American Conservative Values ETF 24
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 24
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 24
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 24
Alta Advisers Ltd 24
Credit Suisse Asset Management Income Fund Inc 24
Grace Capital 24
Cullen Capital Management, LLC 24
Camden Asset Management L P /ca 24
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 24
Fairfield, Bush & Co. 24
Roundview Capital LLC 24
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 24
Beacon Investment Advisory Services, Inc. 24
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 24
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 24
Greenwich Wealth Management LLC 24
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 24
Oarsman Capital, Inc. 24
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 24
John Hancock Financial Opportunities Fund 24
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 24
Ntv Asset Management Llc 24
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 24
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 24
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 24
Resolute Advisors LLC 24
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 24
Iridian Asset Management Llc/ct 24
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 24
Kinneret Advisory, LLC 24
Rathbone Brothers plc 24
Eminence Capital, Lp 24
ABASX - AB TRUST - AB Discovery Value Fund Class A 24
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 24
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 24
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 24
Robertson Stephens Wealth Management, LLC 24
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 24
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 24
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 24
Aevitas Wealth Management, Inc. 24
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 24
Edgemoor Investment Advisors, Inc. 24
FDO Partners, LLC 24
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 24
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 24
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 24
Ellsworth Advisors, LLC 24
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 24
F3Logic, LLC 24
Nelson Capital Management, LLC 24
JB Capital LLC 24
Clarius Group, LLC 24
Bristlecone Advisors, LLC 24
Biltmore Capital Advisors LLC 24
Syntal Capital Partners, LLC 24
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 24
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 24
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 24
Exane Asset Management 24
Farmers & Merchants Trust Co of Chambersburg PA 24
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 24
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 24
Handelsinvest Investeringsforvaltning 24
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 24
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 24
Fsb Premier Wealth Management, Inc. 24
WFA of San Diego, LLC 24
HealthCor Management, L.P. 23
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 23
Horst & Graben Wealth Management LLC 23
Gluskin Sheff & Assoc Inc 23
Homrich & Berg 23
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 23
Hawk Ridge Capital Management Lp 23
NOLCX - Northern Funds - Northern Large Cap Core Fund 23
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 23
Tiaa Trust, National Association 23
Sterne Agee Group, Inc. 23
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 23
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 23
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 23
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 23
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 23
United Community Bank 23
REAP Financial Group, LLC 23
RVRB - ADVISORS SERIES TRUST - Reverb ETF 23
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 23
Bluestein R H & Co 23
Smh Capital Advisors Inc 23
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 23
WealthPlan Investment Management, LLC 23
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 23
Corbenic Partners LLC 23
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 23
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 23
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF 23
Silver Capital Management Llc 23
Genesee Valley Trust Co 23
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 23
Sumitomo Life Insurance Co 23
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 23
New England Private Wealth Advisors LLC 23
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 23
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 23
Hohimer Wealth Management, Llc 23
Clarkston Capital Partners, LLC 23
Corrado Advisors, Llc 23
Halpern Financial, Inc. 23
Imprint Wealth LLC 23
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 23
Transform Wealth, LLC 23
Garde Capital, Inc. 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 23
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 23
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 23
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 23
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 23
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 23
Syverson Strege & Co 23
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 23
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 23
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 23
Jnl Series Trust - Jnl/mellon International Index Fund (a) 23
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 23
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 23
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 23
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 23
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 23
Allianz Se 23
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 23
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 23
GKV Capital Management Co., Inc. 23
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 23
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 23
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 23
Regent Investment Management LLC 23
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 23
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 23
Keebeck Wealth Management, LLC 23
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 23
Murphy Capital Management Inc 23
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 23
Citizens National Bank Trust Department 23
Fiduciary Management Associates Llc 23
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 23
Sagespring Wealth Partners, Llc 23
Fairview Capital Investment Management, Llc 23
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 23
Core Wealth Advisors, Inc. 23
Aberdeen Global Income Fund Inc 23
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 23
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 23
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 23
Industrial Alliance Investment Management Inc. 23
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 23
Gwn Securities Inc. 23
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 23
Haber Trilix Advisors, Lp 23
Quadrant Capital Management, LLC 23
Pacifica Partners Inc. 23
Warwick Investment Management, Inc. 23
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 23
Dreyfus High Yield Strategies Fund 23
Wall Street Access Asset Management, LLC 23
Gitterman Wealth Management, LLC 23
Synergy Financial Management, LLC 23
Lloyds Banking Group plc 23
Northwest Wealth Management, Llc 23
Hudson Valley Investment Advisors Inc /adv 23
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 23
Grassi Investment Management 23
Dinsmore Capital Management Co/nj 23
BKD Wealth Advisors, LLC 23
Brandywine Oak Private Wealth Llc 23
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 23
Painted Porch Advisors LLC 23
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 23
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 23
Lavaca Capital Llc 23
Lion Street Advisors, LLC 23
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 23
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 23
Gary Goldberg Planning Services Inc 23
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 23
Eaton Vance Tax Advantaged Dividend Income Fund 23
Abn Amro Investment Solutions 23
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 23
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 23
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 23
Pring Turner Capital Group Inc 23
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 23
Ray Gerald L & Associates Ltd 23
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 23
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio 23
Piershale Financial Group, Inc. 23
Kessler Investment Group, LLC 23
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 23
Baillie Gifford & Co 23
RE Dickinson Investment Advisors, LLC 23
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 23
Crabel Capital Management, LLC 23
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF 23
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 23
J.Safra Asset Management Corp 23
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 23
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 23
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 23
Bell Bank 23
Schafer Cullen Capital Management Inc 23
Angel Oak Financial Strategies Income Term Trust 23
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 23
Walker Asset Management, LLC 23
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 23
Eagle Ridge Investment Management 22
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 22
Headinvest, Llc 22
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 22
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 22
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 22
Bivin & Associates, Inc. 22
Friess Associates Llc 22
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 22
Commons Capital, Llc 22
Whitefort Capital Management, LP 22
Loeb Offshore Management LP 22
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 22
Legg Mason, Inc. 22
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 22
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 22
Alerus Financial Na 22
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 22
Vise Technologies, Inc. 22
Clearwater Capital Advisors, LLC 22
Alta Fundamental Advisers LLC 22
EGALX - Aberdeen Funds - Aberdeen International Real Estate Equity Fund Class A 22
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 22
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 22
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 22
Good Life Advisors, LLC 22
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 22
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 22
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 22
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 22
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 22
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 22
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 22
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 22
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 22
Daiwa Asset Management Co. Ltd 22
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 22
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 22
PVG Asset Management 22
Kiker Wealth Management, LLC 22
Sierra Capital LLC 22
Rs Investment Trust 22
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 22
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 22
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 22
Vision Financial Markets Llc 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 22
Ibex Investors LLC 22
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 22
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 22
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 22
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 22
Principal Real Estate Investors Llc 22
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 22
Caxton Corp 22
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 22
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 22
Cove Street Capital, LLC 22
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 22
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 22
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 22
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 22
Himco Variable Insurance Trust 22
BBT Capital Management, LLC 22
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 22
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 22
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 22
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 22
Nicholas Company, Inc. 22
Stock Yards Bank & Trust Co 22
Merriman Wealth Management, LLC 22
Harvest Capital Strategies LLC 22
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 22
Mfs Intermediate Income Trust 22
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 22
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 22
Manteio Capital LLC 22
Eubel Brady & Suttman Asset Management Inc 22
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 22
Credit Suisse High Yield Bond Fund 22
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 22
Canandaigua National Bank & Trust Co 22
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 22
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 22
Baker Tilly Financial, Llc 22
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 22
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 22
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 22
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 22
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 22
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 22
South Texas Money Management Ltd 22
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 22
Capital Innovations LLC 22
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 22
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 22
VSSVX - VALIC Co I - Small Cap Special Values Fund 22
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 22
Northwest Capital Management Inc 22
Wealthstreet Investment Advisors, LLC 22
Hussman Strategic Advisors, Inc. 22
Courier Capital Llc 22
Santori & Peters, Inc. 22
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 22
Securian Funds Trust - SFT T. Rowe Price Value Fund 22
Harfst & Associates, Inc. 22
Greenwood Capital Associates Llc 22
Horizon Financial Services, Llc 22
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 22
CI Global Investments Inc. 22
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 22
Premia Global Advisors, Llc 22
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 22
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 22
Atherton Lane Advisers, Llc 22
Lynx Investment Advisory 22
Capital Impact Advisors, LLC 22
Quantum Capital Management 22
Marathon Asset Management Lp 22
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 22
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 22
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 22
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 22
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 22
Charter Trust Co 22
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 22
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 22
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 22
Guild Investment Management, Inc. 22
TCW ETF Trust - TCW Corporate Bond ETF 22
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 22
Fairtree Asset Management (Pty) Ltd 22
ZIG - ETF Series Solutions - The Acquirers Fund 22
IronBridge Capital Management LP 22
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 22
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 22
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 22
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 22
Mediolanum International Funds Ltd 22
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 22
PFS Partners, LLC 22
Callodine Capital Management, LP 22
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 22
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 22
Montecito Bank & Trust 22
Principal Street Partners, LLC 22
Financial Synergies Wealth Advisors, Inc. 22
Grimes & Company, Inc. 22
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 22
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 22
Botty Investors LLC 22
Eudaimonia Partners, LLC 22
LBA Wealth Management, LLC 22
Galaxy Capital Trading Ltd 22
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 22
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 22
Beck Bode, LLC 22
Sterneck Capital Management, LLC 22
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 22
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 22
Commonwealth Financial Services, LLC 22
MADDEN SECURITIES Corp 22
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 22
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 22
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 22
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 22
Pax World Management Llc 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 22
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 22
Haafor (Singapore) Pte. Ltd. 22
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 22
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 22
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 22
Jnl Series Trust - Jnl/crescent High Income Fund (a) 22
Cedar Mountain Advisors, LLC 22
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 22
Savvy Advisors, Inc. 22
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 22
Capital Wealth Alliance, LLC 22
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 22
Parcion Private Wealth LLC 22
Abundance Wealth Counselors 21
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 21
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 21
Fiduciary Group LLC 21
Cue Financial Group, Inc. 21
ADAR1 Capital Management, LLC 21
All Season Financial Advisors, Inc. 21
Towerview Llc 21
Cozad Asset Management Inc 21
Halbert Hargrove Global Advisors, Llc 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 21
MRGR - PROSHARES TRUST - ProShares Merger ETF 21
Elliott Management Corporation 21
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 21
Signature Estate & Investment Advisors Llc 21
Confluence Investment Management Llc 21
Permal Asset Management Llc 21
HWG Holdings LP 21
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 21
BCJ Capital Management, LLC 21
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 21
Cavalier Investments, LLC 21
Silphium Asset Management Ltd 21
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 21
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 21
Oberweis Asset Management Inc/ 21
Graves-Light Private Wealth Management, Inc. 21
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 21
Tax-managed Global Small-cap Portfolio 21
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 21
Tekla World Healthcare Fund 21
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 21
Foresight Group Ltd Liability Partnership 21
Bowen Hanes & Co Inc 21
Valued Wealth Advisors LLC 21
Kathmere Capital Management, LLC 21
Private Wealth Partners, LLC 21
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 21
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 21
Hawkeye Capital Management, LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 21
Logan Capital Management Inc 21
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 21
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 21
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 21
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 21
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 21
Nbt Bank N A /ny 21
KC Investment Advisors, LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 21
Cypress Capital, LLC 21
Spinnaker Trust 21
Systematic Portfolios LLC 21
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 21
Altfest L J & Co Inc 21
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 21
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 21
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 21
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 21
XML Financial, LLC 21
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 21
John Hancock Investors Trust 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 21
EULAV Asset Management 21
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 21
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 21
Thrivent Core Funds - Thrivent Core International Equity Fund 21
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 21
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 21
Blackhawk Capital Partners LLC. 21
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 21
Econ Financial Services Corp 21
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 21
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 21
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 21
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 21
Integrated Wealth Counsel, Llc 21
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 21
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 21
Graypoint LLC 21
Brookwood Investment Group LLC 21
Tributary Capital Management, LLC 21
Stonnington Group, Llc 21
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 21
NexPoint Credit Strategies Fund 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 21
Cobalt Capital Management, Inc. 21
Balboa Wealth Partners 21
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 21
Pfs Investments Inc. 21
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 21
Patton Albertson Miller Group, Llc 21
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 21
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 21
Legacy Capital Wealth Partners, LLC 21
Cercano Management LLC 21
C2C Wealth Management, LLC 21
Flower City Capital 21
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 21
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 21
Palogic Value Management, L.P. 21
Cedar Brook Financial Partners, LLC 21
Manatuck Hill Partners, LLC 21
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 21
Precept Management LLC 21
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 21
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 21
Petrus Trust Company, LTA 21
FSC Wealth Advisors, LLC 21
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 21
Sustainable Insight Capital Management, LLC 21
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 21
Chase Investment Counsel Corp 21
Sage Rhino Capital Llc 21
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 21
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF 21
Calvert Impact Fund Inc 21
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 21
RESI - Kelly Strategic ETF Trust - Kelly Residential & Apartment Real Estate ETF 21
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 21
Nuveen Multi-market Income Fund 21
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 21
Western Asset Global Corporate Defined Opportunity Fund Inc. 21
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 21
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 21
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 21
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 21
Symmetry Partners, LLC 21
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 21
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 21
American Real Estate Income Fund 21
Triasima Portfolio Management inc. 21
Paradigm Capital Management Inc/ny 21
Catawba Capital Management /va 21
Avenir Corp 21
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 21
Park National Corp /oh/ 21
Strategic Capital Alternatives LLC 21
Benchmark Capital Advisors 21
Boston Financial Mangement Llc 21
Franklin Ltd Duration Income Trust 21
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 21
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 21
Synergy Investment Management, LLC 21
Bmc Fund Inc 21
Sepio Capital, LP 21
WealthStone, Inc. 21
Fayez Sarofim & Co 21
Granby Capital Management, LLC 21
Mcmillion Capital Management Inc 21
PointState Capital LP 21
Adirondack Trust Co 21
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 21
Fund Management at Engine No. 1 LLC 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 21
Julex Capital Management, Llc 21
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 21
Tekla Capital Management LLC 21
HST Ventures, LLC 21
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 21
JT Stratford LLC 21
Cambiar Investors Llc 21
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 21
Davy Global Fund Management Ltd 21
TFG Advisers LLC 21
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 21
Trust For Advisor Solutions 21
Scholtz & Company, Llc 21
Wall Street Associates 21
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 21
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 21
180 Wealth Advisors, Llc 21
Coronation Fund Managers Ltd. 21
GREI - Goldman Sachs ETF Trust - Goldman Sachs Future Real Estate and Infrastructure Equity ETF 21
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 21
Kennedy Lewis Management Lp 21
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 21
Urban Wealth Management, LLC 21
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 21
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 21
MBEQX - M FUND INC - M International Equity Fund 21
Ag2r La Mondiale Gestion D'actifs 21
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 21
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 21
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 21
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 21
Decker Retirement Planning Inc. 21
Orion Capital Management LLC 21
Cypress Asset Management Inc/tx 21
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 21
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 20
Rokos Capital Management LLP 20
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 20
Empery Asset Management, LP 20
Whalerock Point Partners, Llc 20
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 20
Raab & Moskowitz Asset Management LLC 20
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 20
Elmwood Wealth Management, Inc. 20
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 20
Cornerstone Wealth Group, LLC 20
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 20
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 20
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 20
American Independence Funds Trust 20
Penn Mutual Asset Management, LLC 20
Patriot Investment Management Inc. 20
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 20
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 20
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 20
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 20
Paulson & Co. Inc. 20
Community Financial Services Group, LLC 20
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 20
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 20
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 20
Booth Park Capital Management LLC 20
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 20
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 20
Foursixthree Capital Lp 20
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 20
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 20
BSW Wealth Partners 20
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 20
Caspian Capital Lp 20
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 20
Overland Advisors, LLC 20
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 20
Trust Investment Advisors 20
Avitas Wealth Management LLC 20
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 20
Axonic Alternative Income Fund 20
Liberty One Investment Management, Llc 20
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 20
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 20
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 20
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 20
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 20
Human Investing LLC 20
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 20
Highland Floating Rate Opportunities Fund 20
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 20
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 20
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 20
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 20
Valley Brook Capital Group, Inc. 20
Heck Capital Advisors, LLC 20
Strategic Global Advisors, LLC 20
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 20
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 20
S&t Bank/pa 20
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 20
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 20
Norway Savings Bank 20
Ruedi Wealth Management, Inc. 20
Teton Westwood Funds 20
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 20
Highland Global Allocation Fund 20
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 20
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 20
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 20
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 20
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 20
Raiffeisen Bank International AG 20
Cahill Financial Advisors Inc 20
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 20
Richardson Financial Services Inc. 20
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 20
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 20
Fiduciary Financial Services Of The Southwest Inc /tx 20
Tiger Global Management Llc 20
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 20
Miller/howard High Income Equity Fund 20
Rodgers Brothers Inc. 20
Oliver Luxxe Assets LLC 20
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 20
Dearborn Partners Llc 20
Smith Affiliated Capital Corp. 20
Grassi Investment Management Llc 20
MML Series Investment Fund II - MML Equity Fund Initial Class 20
Proathlete Wealth Management Llc 20
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 20
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 20
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 20
Beacon Investment Advisors Llc 20
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 20
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 20
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 20
Engrave Wealth Partners LLC 20
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 20
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 20
Braun-Bostich & Associates Inc. 20
Seven Eight Capital, Lp 20
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 20
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 20
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 20
Burleson & Company, LLC 20
Wambolt & Associates, LLC 20
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 20
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 20
Nova Wealth Management, Inc. 20
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 20
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 20
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 20
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 20
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 20
Reby Advisors, LLC 20
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 20
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 20
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 20
Bleichroeder LP 20
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 20
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 20
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 20
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 20
Stonegate Investment Group, LLC 20
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 20
McMahon Financial Advisors, LLC 20
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 20
York Capital Management Global Advisors, LLC 20
Becker Capital Management Inc 20
Gabelli Multimedia Trust Inc. 20
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 20
PIMCO FUNDS - PIMCO Low Duration Portfolio 20
POM Investment Strategies, LLC 20
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 20
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 20
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 20
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 20
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 20
Symmetry Investments LP 20
Reston Wealth Management Llc 20
Financial Enhancement Group LLC 20
Tectonic Advisors Llc 20
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 20
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 20
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 20
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 20
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 20
Ion Asset Management Ltd. 20
Marcho Partners LLP 20
Bank Of The West 20
RQSI Ltd 20
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 20
VCIEX - VALIC Co I - International Equities Index Fund 20
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 20
Ellington Income Opportunities Fund 20
Delphi Financial Group, Inc. 20
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 20
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 20
Mitsubishi UFJ Securities Holdings Co., Ltd. 20
OHIO NATIONAL FUND INC - ON Bond Portfolio 20
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 20
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 20
Appian Way Asset Management LP 20
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 20
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 20
Adams Asset Advisors, LLC 20
H/2 Credit Manager Lp 20
First Western Capital Management Co 20
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 20
Albert D Mason Inc 20
Old Port Advisors 20
Connors Investor Services Inc 20
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 20
Proffitt & Goodson Inc 20
Intrepid Capital Management Inc 20
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 20
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 20
Invenomic Capital Management LP 20
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 20
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 19
Moab Capital Partners LLC 19
Western Asset Diversified Income Fund 19
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 19
Garner Asset Management Corp 19
JNL SERIES TRUST - JNL International Index Fund (I) 19
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 19
PENN SERIES FUNDS INC - Smid Cap Value Fund 19
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 19
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 19
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 19
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 19
Stonebridge Financial Planning Group, LLC 19
Moody Lynn & Lieberson, Llc 19
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 19
Smallwood Wealth Investment Management, LLC 19
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 19
Carolina Wealth Advisors, LLC 19
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 19
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 19
Ignite Planners, LLC 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 19
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 19
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 19
Braun Stacey Associates Inc 19
Aveo Capital Partners, LLC 19
Significant Wealth Partners LLC 19
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 19
10Elms LLP 19
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 19
1776 Wealth LLC 19
Point72 Europe (London) LLP 19
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 19
Stephenson National Bank & Trust 19
Keystone Financial Group 19
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 19
Yahoo Inc 19
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 19
WealthTrust Axiom LLC 19
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 19
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 19
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 19
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 19
Private Advisory Group LLC 19
Steamboat Capital Partners, LLC 19
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 19
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 19
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 19
Glassy Mountain Advisors, Inc. 19
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 19
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 19
MSUAX - Morgan Stanley Institutional Fund Inc - International Real Estate Portfolio Class I 19
Thb Asset Management 19
Hunter Perkins Capital Management, LLC 19
Exchange Capital Management, Inc. 19
David R. Rahn & Associates Inc. 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 19
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 19
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 19
Everett Harris & Co /ca/ 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 19
Oppenheimer Small Cap Value Fund 19
New England Research & Management, Inc. 19
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 19
Boston Income Portfolio - Boston Income Portfolio 19
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 19
Pinnacle Holdings, LLC 19
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 19
Buffington Mohr McNeal 19
Isthmus Partners, Llc 19
Midas Management Corp 19
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 19
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 19
Geller Advisors LLC 19
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 19
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 19
New Covenant Trust Company, N.A. 19
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 19
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 19
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 19
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 19
InterOcean Capital Group, LLC 19
GFG Capital, LLC 19
Black Maple Capital Management LP 19
Consolidated Portfolio Review Corp 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 19
Aurora Private Wealth, Inc. 19
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 19
Aj Wealth Strategies, Llc 19
Guggenheim Credit Allocation Fund 19
Df Dent & Co Inc 19
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 19
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 19
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 19
Midwest Professional Planners, LTD. 19
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 19
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 19
NinePointTwo Capital 19
Leeward Investments, LLC - MA 19
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 19
Banco BTG Pactual S.A. 19
SILVER OAK SECURITIES, Inc 19
Royce Micro-cap Trust, Inc /md/ 19
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 19
Adell Harriman & Carpenter Inc 19
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 19
Mirova 19
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 19
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 19
Cranbrook Wealth Management, LLC 19
JCP Investment Management, LLC 19
Hurley Capital, LLC 19
Atlantic Edge Private Wealth Management, LLC 19
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 19
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 19
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 19
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 19
Boenning & Scattergood, Inc. 19
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 19
Parnassus Investments /ca 19
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 19
NOINX - Northern Funds - Northern International Equity Index Fund 19
Redmont Wealth Advisors Llc 19
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 19
Fairway Wealth LLC 19
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 19
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 19
Howland Capital Management Llc 19
D1 Capital Partners L.P. 19
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 19
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 19
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 19
Buckhead Capital Management Llc 19
Sabal Trust CO 19
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 19
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 19
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 19
Lucus Advisors Llc 19
Mayflower Financial Advisors, LLC 19
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 19
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 19
Kentucky Trust Co 19
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 19
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 19
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 19
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 19
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 19
RBB FUND, INC. - Aquarius International Fund 19
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 19
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 19
San Luis Wealth Advisors LLC 19
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 19
L2 Asset Management, LLC 19
First Allied Asset Management, Inc. 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 19
Somerset Trust Co 19
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 19
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 19
Griffin Institutional Access Credit Fund 19
Thor Advisors, Llc 19
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 19
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 19
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 19
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 19
Employers Holdings, Inc. 19
Ulysses Management LLC 19
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 19
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 19
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 19
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 19
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 19
Chemical Bank 19
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 19
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 19
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 19
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 19
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 19
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 19
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 19
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 19
Qualcomm Inc/de 19
Stance Capital Llc 19
Deroy & Devereaux Private Investment Counsel Inc 19
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 19
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 19
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 19
PENN SERIES FUNDS INC - High Yield Bond Fund 19
Creative Capital Management Investments LLC 19
NewGen Asset Management Ltd 19
TT Capital Management LLC 19
Sessa Capital IM, L.P. 19
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 19
Starwood Capital Group Management, L.L.C. 19
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 19
PENN SERIES FUNDS INC - Mid Core Value Fund 19
Kleinwort Benson Investors Dublin Ltd 19
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 19
Drw Securities, L.l.c. 19
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 19
PNC Managed Account Solutions, Inc. 19
Sig Brokerage, Lp 19
Royce Value Trust Inc 18
WIREX - PFS FUNDS - Wireless Fund 18
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 18
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 18
Granahan Investment Management Inc/ma 18
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 18
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 18
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 18
Groesbeck Investment Management Corp /nj/ 18
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 18
Counterpoint Mutual Funds LLC 18
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 18
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 18
Lederer & Associates Investment Counsel/ca 18
Hobbs Group Advisors, LLC 18
EA Series Trust 18
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 18
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 18
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 18
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 18
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 18
BankPlus Trust Department 18
Clifford Swan Investment Counsel Llc 18
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 18
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 18
Bmi Capital Corp 18
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 18
Personal Capital Advisors Corp 18
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 18
Intercontinental Wealth Advisors, LLC 18
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 18
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 18
Bennicas & Associates, Inc. 18
Modera Wealth Management, LLC 18
Clare Market Investments LLC 18
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 18
TrinityPoint Wealth, LLC 18
D L Carlson Investment Group Inc 18
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 18
Filbrandt Wealth Management, LLC 18
Truehand, Inc 18
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 18
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 18
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 18
Chicago Capital, LLC 18
Pinnacle Wealth Advisors 18
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 18
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 18
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 18
VCBCX - VALIC Co I - Blue Chip Growth Fund 18
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 18
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 18
HoyleCohen, LLC 18
SCS Capital Management LLC 18
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 18
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 18
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 18
Poehling Capital Management, LLC 18
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 18
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 18
Continental Advisors Llc 18
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 18
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 18
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 18
Ovata Capital Management Ltd 18
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 18
Dymon Asia Capital (singapore) Pte. Ltd. 18
Quantedge Capital Pte Ltd 18
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 18
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 18
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 18
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 18
Folger Hill Asset Management LP 18
Allianzgi Equity & Convertible Income Fund 18
Partners Group Holding AG 18
West Bancorporation Inc 18
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 18
Aviance Capital Partners, LLC 18
Community Trust & Investment Co 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 18
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 18
Eisler Capital (US) LLC 18
Sugar Maple Asset Management, LLC 18
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 18
Cqs (us), Llc 18
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 18
Westover Capital Advisors, LLC 18
Glenview Capital Management, Llc 18
Eaton Vance Tax Advantaged Global Dividend Income Fund 18
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 18
LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares 18
Meristem Family Wealth, LLC 18
IPPP - Listed Funds Trust - Preferred-Plus ETF 18
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 18
Canandaigua National Corp 18
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 18
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 18
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 18
PrairieView Partners, LLC 18
ARS Investment Partners, LLC 18
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 18
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 18
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 18
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 18
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 18
Cooper Creek Partners Management Llc 18
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 18
MML Series Investment Fund II - MML Asset Momentum Fund Class II 18
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 18
Columbia Asset Management 18
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 18
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 18
Gruss Capital Management LP 18
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 18
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 18
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 18
Stiles Financial Services Inc 18
Bragg Financial Advisors, Inc 18
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 18
Akaris Global Partners, LP 18
Jnl Series Trust - Jnl/s&p 4 Fund (a) 18
D. Scott Neal, Inc. 18
SG Capital Management LLC 18
Chartwell Investment Partners/pa 18
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 18
Ballew Advisors, Inc 18
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 18
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 18
Menard Financial Group LLC 18
Alpine Global Dynamic Dividend Fund 18
Chelsea Counsel Co 18
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 18
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 18
Safeguard Financial, LLC 18
Chescapmanager LLC 18
Voya International High Dividend Equity Income Fund 18
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 18
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 18
Sapience Investments, LLC 18
AJOVista, LLC 18
WESPAC Advisors SoCal, LLC 18
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 18
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 18
Pecaut & Co. 18
Yellowstone Partners, LLC 18
Horizon Bancorp Inc /in/ 18
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 18
Ironwood Investment Counsel, LLC 18
Algebris (uk) Ltd 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 18
City Financial Investment Co Ltd 18
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 18
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 18
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 18
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 18
LaSalle St. Investment Advisors, LLC 18
CTC Capital Management, LLC 18
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 18
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 18
Gould Capital, LLC 18
Compass Wealth Management LLC 18
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 18
Union Bancaire Privee, UBP SA 18
Kera Capital Partners, Inc. 18
Beech Hill Advisors, Inc. 18
Arbor Capital Management Inc /adv 18
Berkeley Capital Partners, LLC 18
Abeille Asset Management Sa 18
Kemnay Advisory Services Inc. 18
Kingfisher Capital LLC 18
TCF National Bank 18
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 18
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 18
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 18
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 18
DiNuzzo Private Wealth, Inc. 18
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 18
DCM Advisors, LLC 18
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 18
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 18
Glaxis Capital Management, LLC 18
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 18
White Pine Capital Llc 18
Bernard Wealth Management Corp. 18
Equitable Trust Co 18
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 18
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 18
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 18
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 18
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 18
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 18
Gallacher Capital Management LLC 18
Asset Planning,Inc 18
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 18
Sovarnum Capital L.p. 18
Lake Street Financial Llc 18
Plancorp, LLC 18
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 18
Birch Grove Capital LP 18
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 18
Stokes Family Office, LLC 18
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 18
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 18
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 18
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 18
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 18
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 18
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 18
US Asset Management LLC 18
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 18
Tekla Healthcare Opportunities Fund 18
Gilliland Jeter Wealth Management LLC 18
Peddock Capital Advisors, Llc 18
Readystate Asset Management Lp 18
Cyrus J. Lawrence, LLC 18
RDA Financial Network 18
RiverFront Investment Group, LLC 18
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 18
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 18
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 18
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 17
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 17
SignalPoint Asset Management, LLC 17
LexAurum Advisors, LLC 17
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 17
Howard Capital Management Inc. 17
Golden Green, Inc. 17
Bridgewater Wealth & Financial Management, LLC 17
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 17
Taylor Frigon Capital Management LLC 17
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 17
Salzhauer Michael 17
Carderock Capital Management Inc 17
Cox Capital Mgt LLC 17
Wealthstar Advisors, Llc 17
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class 17
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 17
Cumberland Partners Ltd 17
Buck Wealth Strategies, LLC 17
Kaizen Financial Strategies 17
Morgan Stanley Income Securities Inc 17
Garland Capital Management Inc 17
Forte Capital Llc /adv 17
AUERX - Unified Series Trust - Auer Growth Fund 17
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 17
Cohen Capital Management, Inc. 17
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 17
Parasol Investment Management, LLC 17
Integrity Alliance, Llc. 17
Capital International Sarl 17
IMS Capital Management 17
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 17
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 17
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 17
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 17
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 17
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 17
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 17
Oder Investment Management, LLC 17
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 17
Nkcfo Llc 17
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 17
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 17
Ironsides Asset Advisors, LLC 17
Indiana Trust & Investment Management CO 17
Pegasus Partners Ltd. 17
Douglass Winthrop Advisors, LLC 17
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 17
Bridges Investment Management Inc 17
Flaherty & Crumrine Preferred Securities Income Fund Inc 17
Woodward Diversified Capital, Llc 17
Sargent Investment Group, LLC 17
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 17
Deutsche Value Series, Inc 17
NIXT - EA Series Trust - Research Affiliates Deletions ETF 17
Western Asset High Yield Defined Opportunity Fund Inc. 17
Engine No. 1 Llc 17
Thomasville National Bank 17
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 17
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 17
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 17
Occudo Quantitative Strategies Lp 17
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 17
Thoroughbred Financial Services, Llc 17
Coastline Trust Co 17
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 17
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 17
Nilsine Partners, LLC 17
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 17
First Merchants Corp 17
Cm Wealth Advisors Llc 17
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 17
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 17
Campbell Wealth Management 17
Gallagher Fiduciary Advisors, LLC 17
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 17
Ssga Master Trust 17
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 17
Tiger Eye Capital LLC 17
Western Asset Premier Bond Fund 17
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 17
South Georgia Capital, Llc 17
Oddo Bhf Asset Management Sas 17
Nalls Sherbakoff Group, Llc 17
SPC Financial, Inc. 17
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 17
Putnam ETF Trust - Putnam ESG Core Bond ETF - 17
Hartline Investment Corp/ 17
Your Advocates Ltd., LLP 17
Howard Financial Services, Ltd. 17
Inherent Group, Lp 17
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 17
One Fin Capital Management LP 17
Cubic Asset Management, LLC 17
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 17
Verity & Verity, LLC 17
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 17
Essex Investment Management Co Llc 17
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 17
Loudon Investment Management, LLC 17
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 17
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 17
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 17
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 17
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 17
Quilter Plc 17
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 17
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 17
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 17
Morgan Dempsey Capital Management Llc 17
Peoples Financial Services Corp. 17
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 17
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 17
Skylands Capital, LLC 17
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 17
Kingdon Capital Management, L.l.c. 17
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 17
Heritage Investors Management Corp 17
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 17
Baldrige Asset Management LLC 17
FS Series Trust - FS Market Neutral Fund Class I 17
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 17
Capital Group KKR Multi-Sector (plus) 17
BOSS - Global X Funds - Global X Founder-Run Companies ETF 17
Princeton Capital Management Llc 17
Manikay Partners, LLC 17
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 17
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 17
Harvard Management Co Inc 17
Sentinel Asset Management, Inc. 17
Sound View Wealth Advisors Group, LLC 17
CR Intrinsic Investors, LLC 17
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 17
Hobart Private Capital, LLC 17
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 17
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 17
Redmond Asset Management, LLC 17
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 17
Ethos Financial Group, LLC 17
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 17
Reaves W H & Co Inc 17
New England Capital Financial Advisors LLC 17
Voya Senior Income Fund 17
Madison International Realty Holdings, LLC 17
Omega Advisors Inc. 17
J. W. Coons Advisors, LLC 17
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 17
Haberer Registered Investment Advisor Inc 17
Premier Path Wealth Partners, LLC 17
Frontier Wealth Management LLC 17
Global Wealth Strategies & Associates 17
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 17
Atlas Private Wealth Management 17
Claymore Exchange-traded Fund Trust 2 17
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 17
Hoey Investments, Inc 17
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 17
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 17
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 17
Mountain Capital Investment Advisors, Inc 17
Coston, McIsaac & Partners 17
Crescent Grove Advisors, LLC 17
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 17
Texas Capital Bank Wealth Management Services Inc 17
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 17
Danda Trouve Investment Management, Inc. 17
RiverPoint Capital Management, LLC 17
First Financial Equity Corporation 17
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 17
CFO4Life Group, LLC 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 17
Flaharty Asset Management, LLC 17
Hillcrest Asset Management LLC 17
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 17
Woodson Capital Management, LP 17
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 17
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 17
Lgl Partners, Llc 17
Bear Mountain Capital, Inc. 17
Madden Advisory Services, Inc. 17
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 17
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 17
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 17
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 17
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 17
Resonant Capital Advisors, LLC 17
Kohmann Bosshard Financial Services, LLC 17
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 17
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 17
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 17
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 17
Waterfall Asset Management, LLC 17
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 17
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 17
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 17
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 17
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 17
Nicholas Hoffman & Company, LLC. 17
Prosperity Consulting Group, LLC 17
BRC Investment Management LLC 17
Adams Wealth Management 17
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 17
Edmunds White Partners Llc 17
Gold Investment Management Ltd. 17
Banyan Partners, LLC 17
Bar Harbor Trust Services 17
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 17
Concentric Capital Strategies, LP 17
Bodri Capital Management, LLC 17
Andromeda Capital LLC 17
Benefit Street Partners LLC 17
SIR Capital Management, L.P. 17
Sharkey, Howes & Javer 17
SkyOak Wealth, LLC 17
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 17
ICONIQ Capital, LLC 17
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 17
Investmark Advisory Group LLC 17
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 17
Provence Wealth Management Group 17
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 17
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 17
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 17
Allen Investment Management LLC 17
Cushing Asset Management, Lp 17
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 17
Azora Capital LP 17
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 17
PDS Planning, Inc 17
Trust & Fiduciary Management Services Inc 17
American Trust Investment Advisors, LLC 17
Bnc Wealth Management, Llc 17
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 17
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 17
Channing Capital Management, LLC 17
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 16
Fortaleza Asset Management Inc/ 16
Tower View Investment Management & Research LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 16
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 16
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 16
Frontier Investment Mgmt Co 16
Trust Point Inc. 16
Green Alpha Advisors, LLC 16
55i, Llc 16
Insight Folios Inc 16
Boston Provident, L.p. 16
Richards, Merrill & Peterson, Inc. 16
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 16
Capital Directions Investment Advisors, LLC 16
Endex Capital Management Llc 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 16
Valentine Capital Asset Management, Inc. 16
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 16
Murphy & Mullick Capital Management Corp 16
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 16
Cortina Asset Management, LLC 16
Formula Growth Ltd 16
Icon Wealth Advisors, LLC 16
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 16
Wbh Advisory Inc 16
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 16
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 16
Heartland Bank & Trust Co 16
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 16
Mendon Capital Advisors Corp 16
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 16
Briaud Financial Planning, Inc 16
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 16
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 16
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 16
TBH Global Asset Management, LLC 16
IMG Wealth Management, Inc. 16
Ferox Capital Management LP 16
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 16
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 16
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 16
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 16
Private Bank & Trust Co 16
Kestrel Investment Management Corp 16
MeadowBrook Investment Advisors LLC 16
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 16
Beese Fulmer Investment Management, Inc. 16
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 16
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 16
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 16
Evolution Wealth Management Inc. 16
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 16
Waddell & Associates, Llc 16
Neville Rodie & Shaw Inc 16
Castle Financial & Retirement Planning Associates, Inc. 16
Ironbridge Funds, Inc. 16
BNDS - Series Portfolios Trust - Infrastructure Capital Bond Income ETF 16
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 16
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 16
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 16
Nikko Asset Management Americas, Inc. 16
Hutchens & Kramer Investment Management Group, LLC 16
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 16
Darlington Partners Capital Management, Lp 16
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 16
Applied Finance Capital Management, LLC 16
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 16
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 16
FUKOKU MUTUAL LIFE INSURANCE Co 16
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 16
Fulcrum Equity Management 16
Btr Capital Management Inc 16
Financial Avengers, Inc. 16
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 16
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 16
Woodley Farra Manion Portfolio Management Inc 16
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 16
Bbjs Financial Advisors, Llc 16
Horan Capital Advisors, LLC. 16
Tiemann Investment Advisors, Llc 16
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 16
Western Pacific Wealth Management, LP 16
Portolan Capital Management, LLC 16
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 16
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 16
Indices-Pac Research Corp. 16
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 16
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 16
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 16
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 16
Bel Air Investment Advisors Llc 16
Pointe Capital Management LLC 16
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 16
Aquatic Capital Management LLC 16
Main Street Research LLC 16
Azimuth Capital Management LLC 16
Md Sass Investors Services Inc 16
Covenant Multifamily Offices, LLC 16
Main Street Financial Solutions, LLC 16
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 16
Tealwood Asset Management Inc 16
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 16
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 16
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 16
Grace & White Inc /ny 16
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 16
Colonial River Wealth Management, LLC 16
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 16
Evanson Asset Management, LLC 16
Tobias Financial Advisors, Inc. 16
Autumn Glory Partners, LLC 16
Argent Capital Management Llc 16
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 16
Gyroscope Capital Management Group, Llc 16
Outfitter Financial LLC 16
25 Llc 16
ERTS Wealth Advisors, LLC 16
Glacier Peak Capital LLC 16
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 16
Aventail Capital Group, LP 16
Pzena Investment Management Llc 16
SlateStone Wealth, LLC 16
MBM Wealth Consultants, LLC 16
Gator Capital Management, LLC 16
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 16
Palo Capital, Inc. 16
TrimTabs Asset Management, LLC 16
Castle Rock Wealth Management, LLC 16
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 16
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 16
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 16
Anchorage Capital Group, L.L.C. 16
New York Life Investments Alternatives 16
Lombardia Capital Partners Llc 16
Summit Wealth Group, LLC 16
Copper Rock Capital Partners, LLC 16
Flaherty & Crumrine Total Return Fund Inc 16
Meixler Investment Management, Ltd. 16
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 16
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 16
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 16
CHICAGO TRUST Co NA 16
Morningstar Investment Services LLC 16
Ramirez Asset Management, Inc. 16
Texan Capital Management 16
Madison Asset Management, LLC 16
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 16
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 16
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 16
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 16
1 North Wealth Services Llc 16
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 16
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 16
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 16
Beacon Pointe Wealth Advisors, Llc 16
Global Opportunities Portfolio - Global Opportunities Portfolio 16
New Amsterdam Partners Llc/ny 16
Greenlight Capital Inc 16
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 16
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 16
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 16
Rogco, Lp 16
Strategic Financial Concepts, LLC 16
CFS Investment Advisory Services, LLC 16
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 16
ORG Wealth Partners, LLC 16
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 16
New England Investment & Retirement Group, Inc. 16
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 16
Criterion Capital Advisors, Llc 16
Perennial Advisors, LLC 16
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 16
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 16
Andrew Hill Investment Advisors, Inc. 16
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 16
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 16
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 16
Virtus Alternative Investment Advisers, Inc. 16
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 16
Myriad Asset Management US LP 16
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 16
Stuart Chaussee & Associates, Inc. 16
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 16
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 16
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 16
Tower Bridge Advisors 16
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 16
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 16
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 16
Strategic Asset Management, LLC 16
Family Legacy, Inc. 16
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 16
Brookfield Infrastructure Income Fund Inc. 16
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 16
Laidlaw Wealth Management LLC 16
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 16
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 16
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 16
RGT Wealth Advisors, LLC 16
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 16
Watermark Asset Management, Inc. 16
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 16
Penn Mutual Life Insurance Co 16
PPM Funds - PPM Floating Rate Income Fund (Inst) 16
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 16
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 16
Haverford Trust Co 16
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 16
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 16
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 16
Patten & Patten Inc/tn 16
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 16
Ares Dynamic Credit Allocation Fund, Inc. 16
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 16
Sompo Japan Nipponkoa Asset Management Co.,ltd. 16
Northwestern Mutual Investment Services Llc 15
EMS Capital LP 15
Electron Capital Partners, LLC 15
Engine Capital Management, LP 15
Nokota Management, LP 15
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 15
Walter & Keenan Financial Consulting Co /mi/ /adv 15
Ulland Investment Advisors, LLC 15
Icapital Wealth Llc 15
Tilia Fiduciary Partners, Inc. 15
Balter Liquid Alternatives, LLC 15
Signator Financial Services, Inc. 15
PIMCO Access Income Fund 15
Probity Advisors, Inc. 15
Caisse Des Depots Et Consignations 15
Asset Planning Services, Ltd. 15
Astrantus Ltd 15
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 15
Stone House Investment Management, LLC 15
Fma Advisory Inc 15
Heritage Financial Services, LLC 15
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 15
EVNT - AltShares Trust - AltShares Event-Driven ETF 15
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 15
GSB Wealth Management, LLC 15
Croft-leominster Inc 15
Gilbert & Cook, Inc. 15
Aua Capital Management, Llc 15
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 15
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 15
Oppenheimer Capital Income Fund 15
Invesco High Income 2023 Target Term Fund 15
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 15
Columbus Macro, LLC 15
Daymark Wealth Partners, Llc 15
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 15
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 15
FourThought Financial Partners, LLC 15
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 15
Capital Wealth Planning, LLC 15
John Hancock Preferred Income Fund 15
John Hancock Preferred Income Fund Iii 15
John Hancock Preferred Income Fund Ii 15
Aureus Asset Management, LLC 15
American Asset Management Inc. 15
Eaton Vance Tax-managed Buy-write Income Fund 15
Eaton Vance Senior Income Trust 15
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 15
Welch Group, LLC 15
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 15
Everhart Financial Group, Inc. 15
Cascade Investment Group, Inc. 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
Robbins Farley Llc 15
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 15
Pinnacle Wealth Management Advisory Group, LLC 15
Pacific Ridge Capital Partners, LLC 15
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 15
Boston Common Asset Management, LLC 15
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 15
F/M Investments LLC 15
Hoese & Co LLP 15
Detwiler Fenton Investment Management LLC 15
Ade, Llc 15
True Link Financial Advisors, LLC 15
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 15
First National Bank of Mount Dora, Trust Investment Services 15
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 15
Sentinel Group Funds Inc 15
Eaton Vance Senior Floating Rate Trust 15
St. Johns Investment Management Company, LLC 15
Fountainhead AM, LLC 15
Pioneer Diversified High Income Trust 15
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 15
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 15
Sterling Financial Planning, Inc. 15
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 15
Cion Ares Diversified Credit Fund 15
Community Bank of Raymore 15
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 15
Appleton Partners Inc/ma 15
FPNIX - FPA NEW INCOME INC - FPA New Income, Inc. 15
Torch Wealth Management LLC 15
Oppenheimer Global Strategic Income Fund 15
Berger Financial Group, Inc 15
Decatur Capital Management, Inc. 15
Rice Hall James & Associates, Llc 15
West Financial Advisors, LLC 15
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 15
Legacy Financial Group LLC 15
Fort Pitt Capital Group, Llc 15
Freedom Day Solutions, LLC 15
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 15
Slagle Financial, LLC 15
Lucia Wealth Services, Llc 15
Twin Securities, Inc. 15
Entrustpermal Partners Offshore Lp 15
First Sabrepoint Capital Management Lp 15
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 15
Abacus Planning Group, Inc. 15
Steinberg Global Asset Management 15
Pathway Financial Advisors LLC 15
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 15
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 15
Locust Wood Capital Advisers, Llc 15
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 15
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 15
Red Cedar Investment Management, Llc 15
Prentiss Smith & Co Inc 15
E&G Advisors, LP 15
Cordatus Wealth Management LLC 15
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 15
Field & Main Bank 15
O'Shares Investment Advisers, LLC 15
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 15
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 15
PPM Funds - PPM High Yield Core Fund (Inst) 15
KG&L Capital Management,LLC 15
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 15
Selway Asset Management 15
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 15
Keudell/Morrison Wealth Management 15
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 15
Guggenheim Equal Weight Enhanced Equity Income Fund 15
Walled Lake Planning & Wealth Management, Llc 15
Parsec Financial Management, Inc. 15
Tiaa Cref Trust Co Fsb/mo 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
Rnc Capital Management Llc 15
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 15
First United Bank Trust/ 15
Washington Capital Management Inc 15
Mission Creek Capital Partners, Inc. 15
1st Source Bank 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 15
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 15
Karpas Strategies, Llc 15
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 15
Supplemental Annuity Collective Trust of NJ 15
America First Investment Advisors, LLC 15
Islay Capital Management, Llc 15
Ilex Capital Partners (UK) LLP 15
Edmond De Rothschild (suisse) S.a. 15
Torno Capital, Llc 15
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 15
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 15
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 15
Columbus Hill Capital Management, L.P. 15
Platte River Wealth Advisors, LLC 15
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 15
MBE Wealth Management, LLC 15
Waters Parkerson & Co., Llc 15
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 15
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 15
Transcendent Capital Group LLC 15
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 15
COMMERCE FUNDS - The MidCap Value Fund Shares 15
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 15
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 15
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 15
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 15
Accordant Advisory Group Inc 15
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 15
Palouse Capital Management, Inc. 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 15
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 15
Mastrapasqua Asset Management Inc 15
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 15
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 15
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 15
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 15
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 15
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 15
Comprehensive Money Management Services LLC 15
PENN SERIES FUNDS INC - Mid Cap Value Fund 15
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 15
Pergamon Offshore Advisors, L.P. 15
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 15
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 15
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 15
Cannon Financial Strategists, Inc. 15
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 15
Raiff Partners Inc 15
Dixon Hubard Feinour & Brown Inc/va 15
BFOR - ALPS ETF Trust - Barron's 400 ETF 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 15
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 15
Hourglass Capital, Llc 15
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 15
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 15
CVI Investments, Inc. 15
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A 15
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 15
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 15
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 15
Capital Group KKR Core Plus (plus) 15
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 15
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 15
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 15
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 15
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 15
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 15
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 15
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 15
Amici Capital, LLC 15
Prospector Partners Llc 15
Aurora Investment Managers, LLC. 15
Mountain Hill Investment Partners Corp. 15
PXRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps International Real Estate Securities Fund Class A 15
ABVAX - AB TRUST - AB Value Fund Class A 15
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 15
OHIO NATIONAL FUND INC - ON International Equity Portfolio 15
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 15
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 15
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 15
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 15
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 15
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 15
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 15
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 15
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 15
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 15
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 15
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 15
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 15
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 15
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 15
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 15
Putney Financial Group LLC 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 15
Kingstone Capital Partners Texas, LLC 15
Mpwm Advisory Solutions, Llc 15
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 15
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 15
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 15
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 14
Financiere des Professionnels - Fonds d,investissement inc. 14
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 14
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 14
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 14
Eukles Asset Management 14
Knollwood Investment Advisory, LLC 14
Roman Butler Fullerton & Co 14
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 14
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 14
Element Pointe Advisors, Llc 14
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 14
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 14
Insight Wealth Strategies, LLC 14
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Markets Bond Portfolio 14
Arabesque Asset Management Ltd 14
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 14
Genesee Capital Advisors, LLC 14
Mascagni Wealth Management, Inc. 14
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 14
First National Bank Sioux Falls 14
De Burlo Group Inc 14
Parplus Partners 14
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 14
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 14
Motley Fool Wealth Management, LLC 14
Sarissa Consulting Llc 14
Mechanics Financial Corp 14
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 14
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 14
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 14
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 14
Investment Research & Advisory Group, Inc. 14
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 14
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 14
Financial Connections Group, Inc. 14
Howard Wealth Management, Llc 14
Meridian Investment Counsel Inc. 14
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 14
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 14
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 14
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 14
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 14
AustralianSuper Pty Ltd 14
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 14
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 14
Rainier Group Investment Advisory LLC 14
Pier 88 Investment Partners Llc 14
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 14
Schubert & Co 14
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 14
LRT Capital Management, LLC 14
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 14
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 14
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 14
Fulton Breakefield Broenniman Llc 14
Greenhouse Funds LLLP 14
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 14
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 14
Douglas Lane & Associates, LLC 14
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 14
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 14
Talon Private Wealth, LLC 14
Kelman-Lazarov, Inc. 14
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 14
NAN FUNG TRINITY (HK) Ltd 14
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 14
Goelzer Investment Management, Inc. 14
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 14
Regal Wealth Group, Inc. 14
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 14
Sante Capital Fund, LP 14
Sivia Capital Partners, LLC 14
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 14
Ballast Advisors Llc 14
Affiance Financial, LLC 14
Zuckerman Investment Group, LLC 14
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 14
Candlestick Capital Management LP 14
JTC Employer Solutions Trusteee Ltd 14
Townsend & Associates, Inc 14
VHYLX - VALIC Co I - High Yield Bond Fund 14
Quantessence Capital LLC 14
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 14
Fulcrum Capital LLC 14
MD Financial Management Inc. 14
Rainier Investment Management Mutual Funds 14
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 14
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 14
Redwood Park Advisors LLC 14
PARK CIRCLE Co 14
Retirement Financial Solutions, Llc 14
Franklin Universal Trust 14
Bedrijfstakpensioenfonds Voor De Media Pno 14
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 14
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 14
Perennial Investment Advisors, LLC 14
Toscafund Asset Management LLP 14
Lionsbridge Wealth Management LLC 14
Beck Mack & Oliver Llc 14
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 14
Quadrature Capital LLP 14
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 14
Palmer Square Opportunistic Income Fund 14
Madison Wealth Management 14
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 14
Tyche Wealth Partners LLC 14
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 14
Prescott Group Capital Management, L.l.c. 14
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 14
Axiom International Investors Llc /de 14
Cornerstone Advisors, LLC 14
Regency Capital Management Inc.\DE 14
Wcm Investment Management, Llc 14
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 14
ULTRA SERIES FUND - High Income Fund Class I 14
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 14
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 14
Aristotle Capital Boston, LLC 14
Chung Wu Investment Group, LLC 14
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 14
Blackstone Real Estate Income Master Fund 14
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 14
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 14
Wildermuth Endowment Strategy Fund 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 14
Eaton Vance Floating-rate 2022 Target Term Trust 14
Liberty Capital Management, Inc. 14
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 14
Eaton Vance Tax-managed Buy-write Opportunities Fund 14
Farallon Capital Partners, L.P. 14
Mirador Capital Partners LP 14
Silver Lake Advisory, LLC 14
Arosa Capital Management LP 14
VMAX - Lattice Strategies Trust - Hartford US Value ETF 14
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 14
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 14
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 14
Wingate Wealth Advisors, Inc. 14
Bard Financial Services, Inc. 14
Power Corp of Canada 14
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 14
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 14
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 14
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 14
Pyrrho Capital Management, LP 14
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 14
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
Long Island Wealth Management, Inc. 14
Schneider Capital Management Corp 14
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 14
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 14
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 14
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 14
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 14
Firethorn Wealth Partners, Llc 14
Motley Fool Asset Management LLC 14
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 14
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 14
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 14
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 14
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 14
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 14
Reynders McVeigh Capital Management, LLC 14
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 14
EcoR1 Capital, LLC 14
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 14
Palestra Capital Management LLC 14
Private Capital Management, LLC 14
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 14
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 14
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 14
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 14
Castellan Group, LLC 14
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 14
Eaton Vance Floating-rate Income Trust 14
Kempner Capital Management Inc. 14
Clarus Group, Inc. 14
Eagle Boston Investment Management Inc 14
Flaherty & Crumrine Preferred Income Fund Inc 14
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 14
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 14
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 14
Traynor Capital Management, Inc. 14
Private Asset Management Inc 14
Merit Investment Management, LLC 14
Harbor Financial Services, Llc 14
Pine Valley Investments Ltd Liability Co 14
Advent Claymore Convertible Securities & Income Fund Ii 14
Advent/claymore Enhanced Growth & Income Fund 14
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 14
Income Research & Management 14
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 14
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 14
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 14
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 14
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 14
Cullinan Associates Inc 14
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 14
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 14
Nuveen Quality Preferred Income Fund 14
Davis R M Inc 14
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 14
High Point Bank & Trust Co 14
Dnp Select Income Fund Inc 14
Blackrock Floating Rate Income Trust 14
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 14
Alpine Total Dynamic Dividend Fund 14
Legg Mason Bw Global Income Opportunities Fund Inc. 14
Reaves Utility Income Fund 14
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 14
Lumature Wealth Partners, LLC 14
OneAscent Wealth Management LLC 14
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 14
Credential Securities Inc. 14
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 14
Vermillion Wealth Management, Inc. 14
First Dallas Securities Inc. 14
Strategic Advisors LLC 14
Litman Gregory Asset Management LLC 14
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 14
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 14
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 14
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF 14
TriaGen Wealth Management LLC 14
McCarthy Asset Management, Inc. 14
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 14
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 14
Bank Of Nova Scotia Trust Co 14
Crow Point Global Dividend Plus Fund 14
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 14
Aries Wealth Management 14
RBA Wealth Management, LLC 14
Fwl Investment Management, Llc 14
Keeler THomas Management LLC 14
Fort Sheridan Advisors Llc 14
Granite Investment Advisors, LLC 14
Graybill Bartz & Assoc Ltd 14
DeDora Capital, Inc. 14
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 14
Financial Sense Advisors, Inc. 14
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 14
Te Ahumairangi Investment Management Ltd 14
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 14
Anqa Management Llc 14
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 14
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 14
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 14
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 14
Bain Capital Credit, LP 14
D.B. Root & Company, LLC 14
Crown Advisors Management, Inc. 14
Pacific Sun Financial Corp 14
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 14
Trinity Legacy Partners, LLC 14
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 14
Schwartz Investment Counsel Inc 14
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 14
Fs Multi-alternative Income Fund 14
Bright Futures Wealth Management, LLC. 14
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 14
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 14
Ivory Investment Management, Llc 14
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 14
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 14
Hedeker Wealth, LLC 14
Baldwin Investment Management, LLC 14
TruNorth Capital Management, LLC 13
Epiphany Funds 13
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 13
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 13
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 13
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 13
Freedom Wealth Alliance, Llc 13
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 13
Blackrock Allocation Target Shares - Bats Series A 13
Live Your Vision, LLC 13
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 13
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 13
Hotaling Investment Management, LLC 13
Landsberg, Bennett, & Dubbaneh LLC 13
Weather Gauge Advisory, LLC 13
River & Mercantile Asset Management Llp 13
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 13
Horrell Capital Management, Inc. 13
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 13
Midwest Wealth Management Inc. 13
Keystone Global Partners, LLC 13
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 13
Brendel Financial Advisors LLC 13
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 13
Quest Investment Management Llc 13
Barr E S & Co 13
Acima Private Wealth, Llc 13
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 13
Angeles Investment Advisors, LLC 13
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 13
Strategic Investment Advisors / MI 13
Private Advisors, LLC 13
Opera Trading Capital 13
MONECO Advisors, LLC 13
S-Bank Fund Management Ltd 13
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 13
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 13
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 13
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 13
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 13
Shoals Capital Management Lp 13
Select Equity Group, L.P. 13
DiMeo Schneider & Associates, L.L.C. 13
Stamos Capital Partners, L.p. 13
Burns Matteson Capital Management, LLC 13
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 13
AT Bancorp 13
Asset Advisors Corp 13
Western Asset Mortgage Defined Opportunity Fund Inc. 13
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 13
Seeds Investor Llc 13
Ostrum Asset Management U.s., Llc 13
Cna Financial Corp 13
Morningstar Investment Management LLC 13
CEXAX - MUTUAL FUND SERIES TRUST - Camelot Excalibur Small Cap Income Fund Class A 13
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 13
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 13
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 13
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 13
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 13
Mark Asset Management Lp 13
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 13
ESL Trust Services, LLC 13
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 13
Nuveen High Income 2023 Target Term Fund 13
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 13
Westbourne Investment Advisors, Inc. 13
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 13
Schulhoff & Co Inc 13
Bienville Capital Management, LLC 13
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 13
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 13
SNS Financial Group, LLC 13
Green Arrow Capital Management Llc 13
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 13
G&S Capital LLC 13
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 13
Pluribus Labs, LLC 13
Hollow Brook Wealth Management LLC 13
MainStreet Investment Advisors LLC 13
Donaldson Capital Management, Llc 13
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 13
Telemark Asset Management, LLC 13
McGowan Group Asset Management, Inc. 13
Guardian Wealth Advisors, Llc / Nc 13
Artemis Wealth Advisors, LLC 13
BAFZX - Brown Advisory Funds - Brown Advisory Mortgage Securities Fund Institutional Shares 13
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 13
Minot Wealth Management LLC 13
44 Wealth Management Llc 13
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 13
Navis Wealth Advisors, LLC 13
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 13
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 13
Boulder Hill Capital Management Lp 13
DB Wealth Management Group, LLC 13
University Of Texas/texas Am Investment Managment Co 13
Bridgewater Advisors Inc. 13
BW Gestao de Investimentos Ltda. 13
Jacobus Wealth Management, Inc. 13
NorthCrest Asset Manangement, LLC 13
Garrison Bradford & Associates Inc 13
Pettee Investors, Inc. 13
Stanford Investment Group, Inc. 13
Connecticut Wealth Management, LLC 13
Pomelo Capital LLC 13
Cobiz Investment Management, Llc 13
Narwhal Capital Management 13
Anson Capital, Inc. 13
Us Global Investors Funds 13
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 13
Absolute Capital Management, LLC 13
Slow Capital, Inc. 13
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 13
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 13
Concentric Wealth Management, Llc 13
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 13
APG Group 13
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 13
Polaris Capital Management, LLC 13
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 13
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 13
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 13
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 13
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 13
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I 13
FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund 13
Cornerstone Total Return Fund Inc 13
Western Standard LLC 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 13
IPG Investment Advisors LLC 13
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 13
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 13
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 13
Shepherd Financial Partners LLC 13
Clearbridge, Llc 13
Cornerstone Strategic Value Fund Inc 13
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 13
General Electric Co 13
Capital World Growth & Income Fund 13
Cable Car Capital LLC 13
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 13
Cornerstone Management, Inc. 13
Meritage Group LP 13
Spotlight Asset Group, Inc. 13
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 13
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 13
MEAG MUNICH ERGO AssetManagement GmbH 13
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 13
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 13
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 13
Legacy Capital Group California, Inc. 13
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 13
Simply Money Advisors 13
Caz Investments Lp 13
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 13
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 13
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 13
Sage Capital Advisors,llc 13
S.A. Mason LLC 13
Measured Risk Portfolios, Inc. 13
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 13
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 13
McClarren Financial Advisors, Inc. 13
Security National Bank 13
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 13
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 13
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 13
Border to Coast Pensions Partnership Ltd 13
CXI Advisors 13
Landaas & Co /wi /adv 13
Melvin Capital Management LP 13
Blue Chip Partners, Inc. 13
Wood Tarver Financial Group, LLC 13
Jana Partners Llc 13
Professional Financial Advisors, LLC 13
Sawyer & Company, Inc 13
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 13
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 13
Icm Asset Management Inc/wa 13
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 13
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 13
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 13
Vanguard Convertible Securities Fund 13
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 13
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 13
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 13
Elliott Investment Management L.P. 13
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 13
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 13
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 13
Visionary Asset Management, Inc. 13
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 13
JDM Financial Group LLC 13
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 13
Fairscale Capital, LLC 13
Grandeur Peak Global Advisors, LLC 13
Cypress Wealth Services, LLC 13
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 13
Cyndeo Wealth Partners, LLC 13
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 13
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 13
Northern Capital Management Llc 13
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 13
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 13
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 13
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 13
Financial Partners Capital Management Llc 13
Blackrock Floating Rate Income Strategies Fund, Inc. 13
Cheviot Value Management, LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 13
Viking Global Investors Lp 13
Diversify Wealth Management, Llc 13
Naples Money Management LLC 13
Sandell Asset Management Corp 13
PAX Financial Group, LLC 13
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 13
Excalibur Management Corp 13
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 13
OmniStar Financial Group, Inc. 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 13
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 13
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 13
Coyle Financial Counsel LLC 13
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 13
Otter Creek Advisors, LLC 13
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 13
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 13
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 13
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 13
Raffles Associates Lp 13
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 13
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 13
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 13
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 13
CSM Advisors, LLC 13
Banced Corp 13
ULTRA SERIES FUND - Diversified Income Fund Class I 13
Holistic Financial Partners 13
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 13
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 13
Bellecapital International Ltd. 13
Generali Investments CEE, investicni spolecnost, a.s. 13
H&H Retirement Design & Management INC 13
Nuveen Nasdaq 100 Dynamic Overwrite Fund 13
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 13
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 13
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 13
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 13
Karlinski Andrew C 13
Oppenheimer Equity Income Fund 13
Gabelli Global Small & Mid Cap Value Trust 13
Foster Victor Wealth Advisors, LLC 13
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 13
Wendell David Associates Inc 13
Farmers National Bank 13
Sage Investment Counsel LLC 13
Jericho Capital Asset Management L.P. 13
Vellar Opportunities Fund Master, Ltd. 13
Phillips Wealth Planners LLC 13
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 13
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 13
First American Trust, Fsb 13
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 13
Peachtree Investment Advisors, Inc. 13
HOTL - Kelly Strategic ETF Trust - Kelly Hotel & Lodging Sector ETF 13
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 13
Roxbury Financial LLC 13
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 12
Advanced Series Trust - Ast International Growth Portfolio 12
Perbak Capital Partners LLP 12
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 12
Capital Management Corp /va 12
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 12
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 12
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 12
Secure Asset Management, LLC 12
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 12
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 12
Stevens First Principles Investment Advisors 12
Sanibel Captiva Trust Company, Inc. 12
Pineno Levin & Ford Asset Management, Inc. 12
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 12
Solel Partners LP 12
Bank OZK 12
Santa Fe Partners LLC 12
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 12
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 12
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 12
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 12
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 12
Bogle Investment Management L P /de/ 12
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 12
Beaumont Financial Partners, LLC 12
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 12
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 12
Lgt Capital Partners Ltd. 12
Burnham Asset Management Corp /ny/ 12
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A 12
Leo Wealth, LLC 12
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 12
Cultivar Capital, Inc. 12
Loews Corp 12
Db-x Exchange-traded Funds Inc. 12
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 12
Mechanics Bank Trust Department 12
Alliancebernstein Income Fund Inc 12
Virtus Insight Trust 12
Wellspring Financial Advisors, LLC 12
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 12
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF 12
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 12
Traub Capital Management LLC 12
MidWestOne Financial Group, Inc. 12
Enterprise Trust & Investment Co 12
North Capital, Inc. 12
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 12
Moseley Investment Management Inc 12
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 12
C-J Advisory, Inc. 12
Cidel Asset Management Inc 12
DoubleLine Yield Opportunities Fund 12
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 12
Noked Israel Ltd 12
Portsea Asset Management LLP 12
Catalina Capital Group, LLC 12
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 12
Blue Fin Capital, Inc. 12
Boston Family Office Llc 12
Cobblestone Capital Advisors Llc /ny/ 12
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 12
NovaPoint Capital, LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 12
Orleans Capital Management Corp/la 12
Private Portfolio Partners Llc 12
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 12
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 12
Apexium Financial, Lp 12
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 12
Douglas C. Lane & Associates, Inc. 12
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 12
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 12
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 12
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 12
Osborne Partners Capital Management, Llc 12
Hanover Advisors Inc 12
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 12
Pettyjohn, Wood & White, Inc 12
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 12
Hayden Royal, Llc 12
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 12
CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares 12
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 12
Vicus Capital 12
Clayton Partners LLC 12
Peoples Bank/KS 12
Brand Asset Management Group, Inc. 12
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 12
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 12
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 12
Cynosure Advisors, Llc 12
Mason Capital Management Llc 12
Philadelphia Trust Co 12
Advisor OS, LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 12
Davidson & Garrard Inc 12
London Co Of Virginia 12
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 12
Biltmore Family Office, LLC 12
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 12
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 12
Sage Capital Management, LLC 12
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 12
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 12
Elevation Series Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 12
Aubrey Capital Management Ltd 12
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 12
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 12
LifePro Asset Management 12
Oxinas Partners Wealth Management LLC 12
IFS Advisors, LLC 12
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 12
Capstone Triton Financial Group, LLC 12
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 12
Marshall Financial Group LLC 12
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 12
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 12
Snow Capital Management Lp 12
Centennial Bank/AR/ 12
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 12
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 12
Partners Group Private Equity (master Fund), Llc 12
Pioneer High Income Trust 12
Marco Investment Management Llc 12
Hamlin Capital Management, LLC 12
Cowa, Llc 12
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 12
Phoenix Wealth Advisors 12
Financial Advisory Service, Inc. 12
Farr Miller & Washington Llc/dc 12
Tran Capital Management, L.p. 12
ShoreHaven Wealth Partners, LLC 12
FLP Wealth Management, LLC 12
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 12
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 12
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 12
Renasant Bank 12
Claar Advisors LLC 12
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 12
Cary Street Partners Asset Management Llc 12
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 12
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 12
Carnegie Lake Advisors LLC 12
Ccm Investment Advisers Llc 12
Gw Capital Inc 12
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 12
Girard Securities, Inc. 12
Arbor Wealth Management, LLC 12
Hall Laurie J Trustee 12
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 12
Penbrook Management LLC 12
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 12
Redwood Capital Management, Llc 12
PIMCO FUNDS - PIMCO Short-Term Portfolio 12
Cushing Renaissance Fund 12
Simplify Asset Management Inc. 12
Bay Pond Partners, L.P. 12
Sovereign Financial Group, Inc. 12
Western Asset Investment Grade Defined Opportunity Trust Inc. 12
Quintet Private Bank (Europe) S.A. 12
Stone Harbor Emerging Markets Income Fund 12
Ken Stern & Associates, Inc. 12
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 12
Hanlon Investment Management, Inc. 12
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 12
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 12
Vestor Capital, Llc 12
Twin Lakes Capital Management, LLC 12
Luken Investment Analytics, LLC 12
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 12
Authentikos Wealth Advisory, LLC 12
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 12
Marathon Capital Management 12
Independent Solutions Wealth Management, LLC 12
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 12
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 12
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 12
Two Roads Shared Trust - Hypatia Women CEO ETF 12
Taylor Wealth Management Partners 12
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 12
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 12
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 12
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 12
Zazove Convertible Securities Fund Inc 12
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 12
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 12
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 12
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 12
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 12
Financial Life Planners 12
Portman Square Capital LLP 12
Town & Country Bank & Trust CO dba First Bankers Trust CO 12
Linden Thomas Advisory Services, LLC 12
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 12
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 12
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 12
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 12
Abc Arbitrage Sa 12
SRTTX - SMA RELATIONSHIP TRUST - Series T 12
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 12
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 12
Ransom Advisory, Ltd 12
Beacon Financial Advisory LLC 12
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 12
Searle & Co. 12
Eagle Growth & Income Opportunities Fund 12
Sherman Asset Management, Inc. 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 12
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 12
Promus Capital, LLC 12
Oppenheimer Integrity Funds 12
Koss-Olinger Consulting, LLC 12
Atala Financial Inc 12
Gries Financial Llc 12
Symmetry Peak Management Llc 12
Core Wealth Partners LLC 12
Michelson Medical Research Foundation, Inc. 12
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 12
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 12
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 12
BlackRock Private Investments Fund 12
Allianzgi Convertible & Income 2024 Target Term Fund 12
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 12
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 12
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 12
Crowley Wealth Management, Inc. 12
Affinity Wealth Management Llc 12
Southpoint Capital Advisors LP 12
EFG Asset Management (Americas) Corp. 12
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 12
Seawolf Capital, LLC 12
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 12
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 12
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 12
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 12
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 12
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 12
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 12
Light Street Capital Management, Llc 12
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF 12
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 12
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 12
Amussen Hunsaker Associates Llc 12
SRVR - Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 12
FORH - ETF Opportunities Trust - Formidable ETF 12
FOMO - Collaborative Investment Series Trust - FOMO ETF 12
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 12
Noked Capital LTD 12
Dimension Capital Management Llc 12
Portland Hill Asset Management Ltd 12
Price Jennifer C. 12
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 12
Novem Group 12
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 12
Independent Wealth Network Inc. 12
Capital Group Private Client Services, Inc. 12
Studio Investment Management Llc 12
Lakewood Capital Management, Lp 12
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 12
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 12
Badgley Phelps Wealth Managers, LLC 12
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 12
Honeycomb Asset Management LP 12
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 12
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 12
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 12
Fullerton Fund Management Co Ltd 12
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 12
Northwest Quadrant Wealth Management, LLC 12
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 12
Armor Investment Advisors, LLC 12
AHHX - Starboard Investment Trust - Adaptive High Income ETF 12
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 12
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 12
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 12
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 12
HMS Capital Management, LLC 12
Astoria Portfolio Advisors LLC. 12
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 12
Rock Creek Group, LP 12
Strategic Capital Group LLC 12
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 12
MAS Advisors LLC 12
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 12
NTB Financial Corp 12
Folger Nolan Fleming Douglas Capital Management, Inc 12
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 12
Nauset Wealth Management. LLC 12
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 12
ADAR Investment Management LP 12
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 12
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 12
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 12
OLD - Janus Detroit Street Trust - The Long-Term Care ETF 12
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 12
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 12
Empirical Asset Management, LLC 12
Semper Trust Co. 12
Forum Financial Management, LP 12
AHL Partners LLP 12
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 12
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 12
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 12
FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A 12
LGT Fund Management Co Ltd. 12
Eos Management, L.P. 12
Pura Vida Investments, Llc 12
Credit Capital Investments LLC 12
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 12
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 12
S. R. Schill & Associates 12
Luminus Management Llc 12
Houlihan Financial Resource Group, Ltd. 12
Armistice Capital, Llc 12
Mine & Arao Wealth Creation & Management, LLC. 12
Quadcap Wealth Management, LLC 12
Advanced Series Trust - Ast Mid-cap Growth Portfolio 12
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 12
MASTERINVEST Kapitalanlage GmbH 11
Marble Harbor Investment Counsel, LLC 11
Financial Network Wealth Management LLC 11
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 11
Stone Ridge Trust Iii 11
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 11
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 11
Cassia Capital Partners, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 11
Dragoneer Investment Group, LLC 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 11
Baltimore-Washington Financial Advisors Inc. 11
Hood River Capital Management LLC 11
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 11
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 11
Moon Capital Management Lp 11
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 11
Fairman Group, LLC 11
Doubleline Income Solutions Fund 11
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 11
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 11
Oppenheimer Main Street Small Cap Fund 11
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 11
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 11
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 11
Tiger Management L.l.c. 11
ID Management A/S 11
Concorde Financial Corp 11
Naya Capital Management Uk Ltd 11
American Trust 11
Norman Fields, Gottscho Capital Management, LLC 11
Scopia Capital Management Lp 11
Fore Research & Management, LP 11
Hendershot Investments Inc. 11
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 11
Consolidated Investment Group LLC 11
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 11
Summit Asset Management, LLC 11
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 11
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 11
Mattson Financial Services, LLC 11
Accretive Wealth Partners, LLC 11
Founders Bank & Trust 11
Sand Hill Global Advisors, LLC 11
Penobscot Investment Management Company, Inc. 11
Community Bank System, Inc. 11
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 11
Capital International Ltd /ca/ 11
Empower Advisory Group, LLC 11
Bainco International Investors 11
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 11
Prio Wealth Limited Partnership 11
Tcw Alternative Funds 11
Northside Capital Management, LLC 11
Advantage Alpha Capital Partners LP 11
Kavar Capital Partners Group, Llc 11
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 11
Round Table Services, LLC 11
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 11
Monarch Alternative Capital LP 11
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 11
Maple Capital Management, Inc. 11
Allie Family Office LLC 11
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 11
Lion Point Capital, LP 11
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 11
PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A 11
Truepoint, Inc. 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
Marex Group plc 11
Midwest Trust Co 11
Sullivan, Bruyette, Speros & Blaney, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 11
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 11
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 11
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 11
Relative Value Partners, LLC 11
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 11
Campbell Capital Management Inc 11
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 11
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 11
Savitr Capital, LLC 11
Winthrop Partners - Wny, Llc 11
Quad Capital Management Advisors LLC 11
Dfa Investment Trust Co - The Continental Small Company Series 11
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 11
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 11
Catapult Capital Management Llc 11
Analyst IMS Investment Management Services Ltd. 11
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 11
Hardy Reed LLC 11
Grandview Asset Management LLC 11
Asset Advisors Investment Management, LLC 11
Smith, Graham & Co., Investment Advisors, LP 11
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 11
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 11
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 11
Guidant Wealth Advisors 11
Carson Advisory Inc. 11
AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A 11
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 11
Carmignac Gestion 11
Wittenberg Investment Management, Inc. 11
Claris Advisors, Llc / Mo / 11
Selz Capital LLC 11
Nippon Life Global Investors Americas, Inc. 11
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 11
MainStay CBRE Global Infrastructure Megatrends Fund 11
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 11
Barber Financial Group, Inc. 11
Retirement Guys Formula Llc 11
Goodman Financial Corp 11
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 11
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 11
Level Financial Advisors, Inc. 11
Holderness Investments Co 11
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 11
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 11
Empirical Finance, LLC 11
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 11
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 11
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 11
Transatlantique Private Wealth Llc 11
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 11
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 11
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 11
CWH Capital Management, Inc. 11
CAMG Solamere Management, LLC 11
Ritter Daniher Financial Advisory LLC / DE 11
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 11
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 11
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 11
Fore Capital, LLC 11
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 11
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 11
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 11
Dynasty Wealth Management, Llc 11
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 11
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 11
Smith Group Asset Management, LLC 11
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 11
First Financial Bankshares Inc 11
Advisors Management Group Inc /adv 11
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 11
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 11
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 11
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 11
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 11
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 11
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 11
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 11
Foresight Wealth Management, LLC 11
Windsor Creek Advisors, Llc 11
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 11
Westbourne Investments, Inc. 11
Boyer & Corporon Wealth Management, LLC 11
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 11
Baron Financial Group, LLC 11
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 11
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 11
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 11
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
Argosy-Lionbridge Management, LLC 11
Connective Capital Management, LLC 11
Kensico Capital Management Corp 11
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 11
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 11
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 11
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 11
Lineweaver Wealth Advisors, LLC 11
Powell Investment Advisors, LLC 11
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 11
Trust Co Of Virginia /va 11
Oppenheimer Limited-term Bond Fund 11
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 11
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 11
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 11
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 11
Steadfast Capital Management Lp 11
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 11
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 11
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 11
Napier Park Global Capital (US) LP 11
Jackson Wealth Management, LLC 11
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 11
Northeast Investment Management 11
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 11
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 11
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 11
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 11
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 11
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 11
Corsicana & Co. 11
Hancock Whitney Investment Services Inc. 11
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 11
Fsi Group, Llc 11
South Plains Financial, Inc. 11
Wahed Invest LLC 11
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 11
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 11
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 11
North Star Asset Management Inc 11
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 11
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 11
Nuveen Credit Strategies Income Fund 11
C WorldWide Group Holding A/S 11
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 11
Guardian Wealth Management, Inc. 11
InterOcean Capital, LLC 11
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 11
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 11
Wealthgarden F.s. Llc 11
Argonautica Private Wealth Management, Inc 11
First National Bank of South Miami 11
Goldentree Asset Management Lp 11
Mountain Pacific Investment Advisers Inc/id 11
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 11
Garden State Investment Advisory Services LLC 11
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 11
ULTRA SERIES FUND - Core Bond Fund Class I 11
Advanced Asset Management Advisors Inc 11
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 11
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 11
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 11
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 11
Dudley Capital Management, Llc 11
Berylson Capital Partners, Llc 11
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 11
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 11
Portfolio Design Labs, LLC 11
Deutsche Money Market Trust 11
Brick & Kyle, Associates 11
Discovery Capital Management, Llc / Ct 11
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 11
Sculati Wealth Management, LLC 11
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 11
Nbw Capital Llc 11
Spectrum Wealth Counsel, LLC 11
Sapient Capital Llc 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 11
Highfields Capital Management Lp 11
Howard Capital Management Group, LLC 11
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 11
Summit Financial Wealth Advisors, LLC 11
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 11
Td Securities (usa) Llc 11
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 11
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 11
Piscataqua Savings Bank 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 11
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 11
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 11
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 11
Argent Trust Co 11
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 11
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 11
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 11
272 Capital LP 11
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 11
Gateway Wealth Partners, LLC 11
Journey Advisory Group, LLC 11
Overbrook Management Corp 11
Efficient Market Advisors, LLC 11
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 11
Highline Capital Management, L.p. 11
Compass Financial Services Inc 11
Hager Investment Management Services, Llc 11
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 11
Salt Funds Trust 11
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 11
Robeco Schweiz AG 11
Crews Bank & Trust 11
Mercer Capital Advisers, Inc. 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 11
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 11
Offit Capital Advisors Llc 11
Stieven Capital Advisors, L.P. 11
Reynolds Capital Management Llc 11
International Value Advisers, LLC 11
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 11
Garnet Equity Capital Holdings, Inc. 11
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 11
9258 Wealth Management, LLC 11
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 11
Arnhold LLC 11
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 11
Little House Capital Llc 11
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 11
Sowa Financial Group, Inc. 11
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 11
VCSOX - VALIC Co I - International Socially Responsible Fund 11
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 11
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 11
Henderson Global Funds 11
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 11
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 11
Cortina Funds, Inc. 11
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 11
TimesSquare Capital Management, LLC 11
Fundrise Real Estate Interval Fund, LLC 11
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 11
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 11
Lafayette Investments, Inc. 11
Edmp, Inc. 11
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 11
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 11
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 11
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 11
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 11
Lazard World Dividend & Income Fund, Inc. 11
Accent Capital Management, LLC 11
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 11
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 11
HN Saltoro Capital, LP 11
Ronit Capital LLP 11
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 11
Amitell Capital Pte Ltd 11
YOKE - EA Series Trust - Yoke Core ETF 11
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 11
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 11
GlobalBridge, Inc. 11
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 11
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 11
Western Asset Corporate Loan Fund Inc. 11
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 11
Sea Otter Securities Group Llc 11
Hnp Capital Llc 11
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 11
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 11
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 11
First Financial Bank - Trust Division 11
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 11
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 11
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 11
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 11
DHJJ Financial Advisors, Ltd. 11
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 11
Pictet North America Advisors SA 11
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 11
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 11
VCIGX - VALIC Co I - Dividend Value Fund 10
Invesco High Income 2024 Target Term Fund 10
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 10
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 10
SMITH HAYES Advisers, Inc 10
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 10
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 10
Hibernia Wealth Partners, LLC 10
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 10
Rice Partnership, LLC 10
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 10
Breiter Capital Management Inc 10
Cygnus Capital, Inc. 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 10
CGC Financial Services, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 10
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 10
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 10
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 10
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 10
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 10
Game Creek Capital, LP 10
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 10
Tricadia Capital Management, LLC 10
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 10
Cornerstone Advisors Inc 10
Waldron Private Wealth LLC 10
Alambic Investment Management, L.P. 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 10
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 10
Gamble Jones Investment Counsel 10
JCIC Asset Management Inc. 10
Magnolia Wealth Management, LLC 10
Arjuna Capital 10
Requisite Capital Management, LLC 10
AMMVX - Advisors' Inner Circle Fund III - Aegon Emerging Markets Debt Fund Investor Shares 10
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 10
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 10
Virtus Total Return Fund 10
Cash Reserve Fund Inc 10
Diversified, LLC 10
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 10
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 10
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 10
Rock Point Advisors, LLC 10
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 10
Ariadne Wealth Management, LP 10
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 10
BRAMX - Blackrock Allocation Target Shares - Bats Series M 10
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 10
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 10
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 10
Doubleline Opportunistic Credit Fund 10
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 10
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 10
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 10
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 10
FUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Floating Income ETF 10
Cantab Capital Partners LLP 10
Lazari Capital Management, Inc. 10
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 10
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 10
Kerrisdale Advisers, LLC 10
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 10
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 10
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 10
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 10
GHTAX - NORTHERN LIGHTS FUND TRUST III - Leland Real Asset Opportunities Fund Class A Shares 10
Foster Dykema Cabot & Co Inc/ma 10
Mondrian Investment Partners LTD 10
Scion Asset Management, LLC 10
Roberts Glore & Co Inc /il/ 10
Halsey Associates Inc/ct 10
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 10
High Pointe Capital Management Llc 10
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 10
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 10
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 10
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 10
MFCPX - M FUND INC - M Capital Appreciation Fund 10
Trivant Custom Portfolio Group, LLC 10
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 10
Belmont Global Advisors, Inc. 10
Brahman Capital Corp. 10
Net Worth Advisory Group 10
Melia Wealth LLC 10
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 10
Davis Capital Management 10
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 10
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 10
Mitchell Sinkler & Starr/pa 10
Everstar Asset Management, LLC 10
Americana Partners, LLC 10
Slate Path Capital LP 10
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 10
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 10
Fdp Series, Inc. 10
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 10
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 10
Vancity Investment Management Ltd 10
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 10
Salient Midstream & Mlp Fund 10
Connor Clark & Lunn Investment Management Ltd 10
Mfs Intermarket Income Trust I 10
Virtus Total Return Fund Inc. 10
PIMCO FUNDS - PIMCO EM Bond and Short-Term Investments Portfolio 10
Sterling Capital Variable Insurance Funds 10
William Harris Investors Inc 10
Burgundy Asset Management Ltd. 10
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 10
Wright Managed Equity Trust 10
Zeno Research, LLC 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 10
Utc North American Fund, Inc. 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
Magnolia Capital Advisors Llc 10
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 10
Ashford Capital Management Inc 10
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 10
King Wealth 10
Physicians Financial Services, Inc. 10
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 10
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 10
Xcel Wealth Management, LLC 10
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 10
SMART Wealth LLC 10
Lyon Street Capital, LLC 10
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 10
AEGON USA Investment Management, LLC 10
Hermes Investment Management Ltd 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 10
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 10
VEMY - Virtus ETF Trust II - Virtus Stone Harbor Emerging Markets High Yield Bond ETF 10
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 10
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 10
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 10
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 10
TEXN - iSHARES TRUST - iShares Texas Equity ETF 10
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 10
Primecap Management Co/ca/ 10
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 10
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 10
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 10
Accredited Investors Inc. 10
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 10
Western Asset Emerging Markets Debt Fund Inc. 10
LGT Group Foundation 10
Chilton Investment Co Llc 10
Live Oak Investment Partners 10
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 10
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 10
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 10
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 10
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 10
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10
Waddell & Reed Advisors Funds 10
Ampfield Management, L.P. 10
Eton Park Capital Management, L.P. 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 10
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 10
Nuance Investments, Llc 10
Nuveen Tax Advantaged Total Return Strategy Fund 10
Jabre Capital Partners S.A. 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 10
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 10
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 10
Alden Global Capital LLC 10
Atalanta Sosnoff Capital, Llc 10
Mandatum Life Insurance Co Ltd 10
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 10
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 10
Game Plan Financial Advisors, LLC 10
Left Brain Wealth Management, LLC 10
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 10
DAINX - Dunham Funds - Dunham International Stock Fund Class A 10
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 10
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 10
Smallcap World Fund Inc 10
Government Cash Management Portfolio 10
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 10
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 10
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 10
Oaktree Capital Group, LLC 10
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 10
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 10
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 10
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 10
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 10
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 10
Perceptive Advisors Llc 10
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 10
Nuveen Floating Rate Income Fund 10
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 10
Riverview Capital Advisers, LLC 10
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 10
Kazazian Asset Management, LLC 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 10
Skba Capital Management Llc 10
Olistico Wealth, LLC 10
Trium Capital LLP 10
First Business Financial Services, Inc. 10
Nordwand Advisors, LLC 10
Bank of Kentucky, Inc. 10
Inspire Trust Co, N.a. 10
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 10
AMJ Financial Wealth Management 10
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 10
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 10
Pacific Grove Capital LP 10
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 10
Invesco Senior Income Trust 10
ASB Consultores, LLC 10
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 10
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 10
2nd Market Capital Advisory Corp 10
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 10
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 10
Cadence Bank Na 10
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 10
Solas Capital Management, LLC 10
Aware Super Pty Ltd as trustee of Aware Super 10
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 10
Invesco Senior Loan Fund 10
Modus Advisors, LLC 10
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 10
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 10
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 10
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 10
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 10
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 10
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 10
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 10
Cowen Prime Advisors LLC 10
Falcon Point Capital, Llc 10
Arkhouse Management Co. LP 10
GIRAX - GOLDMAN SACHS TRUST - Goldman Sachs International Real Estate Securities Fund Class A 10
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 10
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 10
Mcglinn Capital Management Inc 10
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 10
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 10
Wellesley Investment Partners, LLC 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 10
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 10
Watershed Asset Management, L.L.C. 10
Mitsubishi UFJ Asset Management (UK) Ltd. 10
TRYP - Tidal ETF Trust - SonicShares Airlines, Hotels, Cruise Lines ETF 10
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares 10
WCG Wealth Advisors LLC 10
Matthew Goff Investment Advisor, LLC 10
IOXAX - MUTUAL FUND SERIES TRUST - Catalyst/Stone Beach Income Opportunity Fund Class A 10
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 10
Foster Dykema Cabot & Partners, Llc 10
BlueSky Wealth Advisors, LLC 10
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 10
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 10
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 10
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 10
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 10
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 10
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 10
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 10
Nut Tree Capital Management, LP 10
Advocate Group Llc 10
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 10
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 10
Covenant Asset Management, LLC 10
Heirloom Wealth Management 10
Farmer Steven Patrick 10
Quotient Wealth Partners, LLC 10
RKL Wealth Management LLC 10
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 10
Evergreen Private Wealth LLC 10
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 10
My Legacy Advisors, LLC 10
Radnor Capital Management, LLC 10
Rubric Capital Management LP 10
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 10
Benson Investment Management Company, Inc. 10
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 10
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 10
Aprio Wealth Management, LLC 10
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 10
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
Kimelman & Baird, LLC 10
Ameliora Wealth Management Ltd. 10
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 10
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 10
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 10
AlTi Global, Inc. 10
Summit Place Financial Advisors, LLC 10
Evolution Advisers, Inc. 10
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 10
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 10
Aquila Investment Management LLC 10
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 10
Masso Torrence Wealth Management Inc. 10
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 10
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 10
LaSalle Street Capital Management, LLC 10
Clarion Partners Real Estate Income Fund Inc. 10
Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund 10
Seldon Capital Lp 10
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 10
Harbert Fund Advisors, Inc. 10
Grey Owl Capital Management, LLC 10
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 10
Alpine Associates Advisors 10
Alpine Partners USVI, LLC 10
WMG Financial Advisors, LLC 10
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 10
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 10
Premier Fund Managers Ltd 10
Cloud Gate Capital, LLC 10
Insight 2811, Inc. 10
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 10
Re Advisers Corp 10
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 10
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 10
Boreal Capital Management LLC 10
BlackRock Health Sciences Trust II 10
A3 Alternative Credit Fund 10
Barry Investment Advisors, LLC 10
PPM Funds - PPM Long Short Credit Fund (Inst) 10
Fiduciary Family Office, Llc 10
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 10
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 10
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 10
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 10
Sienna Gestion 10
Norris Perne & French Llp/mi 10
Dowling & Yahnke Llc 10
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 10
Aspiriant, Llc 10
Spectrum Asset Management, Inc. (NB/CA) 10
Advisory Resource Group 10
Cynosure Management, Llc 10
Jackson Hole Capital Partners, LLC 10
FLC Capital Advisors 10
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 10
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 10
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 10
Grisanti Capital Management LLC 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 10
Fortis Capital Management LLC 10
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 10
Covenant Partners, LLC 10
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 10
Markston International Llc 10
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 10
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 10
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 10
O'Brien Greene & Co. Inc 10
Carronade Capital Management, LP 10
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 10
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 10
Copia Wealth Management 10
Summitry Llc 10
CFO4Life, L.P. 10
Swaine & Leidel Wealth Services, Llc 10
GWM Asset Management Ltd 10
Credo Capital Management, LLC 10
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 10
Paradigm Financial Advisors, LLC 9
Garrison Asset Management, LLC 9
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 9
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 9
Atika Capital Management LLC 9
Blackstone Holdings I L.P. 9
Nuveen Quality Preferred Income Fund 3 9
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 9
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 9
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 9
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 9
Winthrop Capital Management, LLC 9
FPA FUNDS TRUST - FPA International Value Fund 9
Emory University 9
Vermillion & White Wealth Management Group, LLC 9
Watson Rebecca 9
Northstar Wealth Partners LLC 9
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 9
Capital City Trust Co/fl 9
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 9
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 9
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 9
Drucker Wealth 3.0, LLC 9
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 9
SCID - Global X Funds - Global X Scientific Beta Europe ETF 9
Arlington Capital Management, Inc. 9
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 9
Tradewinds, LLC. 9
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 9
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 9
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 9
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 9
PACIFIC SELECT FUND - Comstock Portfolio Class I 9
Paragon Private Wealth Management, LLC 9
Syntax Research, Inc. 9
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 9
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 9
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 9
Altavista Wealth Management, Inc. 9
MRP Capital Investments, LLC 9
VCHYX - VALIC Co II - High Yield Bond Fund 9
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 9
Axq Capital, Lp 9
Timber Creek Capital Management LLC 9
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 9
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 9
Madison International Global Alpha Realty, LP 9
Franklin, Parlapiano, Turner & Welch, LLC 9
Koesten, Hirschmann & Crabtree, INC. 9
Cardiff Park Advisors, Llc 9
Guidance Capital, Inc 9
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 9
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 9
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 9
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 9
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 9
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 9
Old West Investment Management, LLC 9
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 9
Kynikos Associates LP 9
LFA - Lugano Financial Advisors SA 9
Gordian Capital Singapore Pte Ltd 9
Stone Harbor Emerging Markets Total Income Fund 9
Delta Global Management LP 9
QVT Financial LP 9
Brandes Investment Partners, Lp 9
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 9
Short Duration High Income Portfolio - Short Duration High Income Portfolio 9
Private Client Services, Llc 9
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares 9
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF 9
Onyx Bridge Wealth Group LLC 9
Sentinel Variable Products Trust 9
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 9
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A) 9
Glenhill Advisors Llc 9
Madison Investment Holdings Inc 9
Stonehage Fleming (uk) Ltd 9
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 9
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 9
Decagon Asset Management LLP 9
West Coast Financial LLC 9
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 9
PL Capital Advisors, LLC 9
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 9
Ceros Financial Services Inc. 9
Clark Estates Inc/ny 9
Titleist Asset Management, Ltd. 9
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 9
Burford Brothers, Inc. 9
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 9
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 9
CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF 9
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 9
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 9
Fidelity Multi-Strategy Credit Fund 9
CORDA Investment Management, LLC. 9
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 9
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 9
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 9
AQINX - AQR Funds - AQR International Equity Fund Class N 9
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 9
Huntleigh Advisors, Inc. 9
Gleason Group, Inc. 9
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 9
Prentice Wealth Management LLC 9
GM Advisory Group, Inc. 9
Platform Technology Partners 9
Rinkey Investments 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 9
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 9
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 9
Able Wealth Management LLC 9
Smith, Salley & Associates 9
CG Asset Management LLC 9
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 9
Spearhead Capital Advisors, Llc 9
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 9
Mhi Funds, Llc 9
Gagnon Securities Llc 9
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 9
EWK - iShares, Inc. - iShares MSCI Belgium ETF 9
Marketocracy Funds 9
Jamison Eaton & Wood Inc /nj 9
Congress Park Capital LLC 9
Putnam ETF Trust - Putnam ESG High Yield ETF - 9
Mjp Associates Inc /adv 9
Drive Wealth Management, Llc 9
Voss Capital, LLC 9
Rtw Investments, Lp 9
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 9
O'ROURKE & COMPANY, Inc 9
CVAR - ETF Opportunities Trust - Cultivar ETF 9
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 9
VIOPX - VALIC Co I - International Opportunities Fund 9
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 9
ROSS\JOHNSON & Associates LLC 9
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 9
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 9
Capital Financial Services, LLC 9
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 9
20/20 Capital Management, Inc. 9
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 9
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 9
Hoxton Planning & Management, LLC 9
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 9
Robotti Robert 9
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 9
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 9
RVW Wealth, LLC 9
Lantz Financial LLC 9
Canal Capital Management, LLC 9
Highland Private Wealth Management 9
Duncan Williams Asset Management, LLC 9
Lester Murray Antman dba SimplyRich 9
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 9
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 9
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 9
Partners Capital Investment Group, Llp 9
Weatherly Asset Management L. P. 9
Shulman DeMeo Asset Management LLC 9
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 9
Bank Of Stockton 9
Aip Series Trust 9
Monroe Bank & Trust/mi 9
Fruth Investment Management 9
Pioneer Floating Rate Trust 9
Laurel Grove Capital, LLC 9
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 9
MSH Capital Advisors LLC 9
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 9
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 9
Burke & Herbert Bank & Trust Co 9
P.R. Herzig & Co. Inc. 9
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 9
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 9
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 9
Muhlenkamp & Co Inc 9
Apeiron RIA LLC 9
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 9
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 9
Pingora Partners LLC 9
Encompass Wealth Advisors, Llc 9
NFP Retirement, Inc. 9
GMICX - GMO TRUST - GMO International Equity Fund Class II 9
Invesco Dynamic Credit Opportunities Fund 9
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 9
MIK Capital, LP 9
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 9
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 9
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 9
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 9
Johanson Financial Advisors, Inc. 9
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 9
John Hancock Premium Dividend Fund 9
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 9
InView Investment Management LLC 9
DORCHESTER WEALTH MANAGEMENT Co 9
SPX Equities Gestao de Recursos Ltda 9
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 9
Nishkama Capital, LLC 9
Eaton Vance Floating-rate Income Plus Fund 9
United Advisor Group, LLC 9
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 9
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 9
Merrion Investment Management Co, LLC 9
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 9
Inverness Investment Group, LLC 9
Running Point Capital Advisors, LLC 9
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 9
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 9
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 9
Milestone Investment Advisors LLC 9
Portfolio Solutions, LLC 9
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 9
Northeast Financial Consultants Inc 9
FBR & Co. 9
CBOE Vest Financial, LLC 9
Navigation Wealth Management, Inc. 9
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 9
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 9
Cliftonlarsonallen Wealth Advisors, Llc 9
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 9
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 9
Mid-American Wealth Advisory Group, Inc. 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 9
P.a.w. Capital Corp 9
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 9
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 9
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 9
Sharp Capital Gestora de Recursos Ltda. 9
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 9
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 9
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 9
Financial Management Network Inc 9
Agran Libbie 9
Baron Silver Stevens Financial Advisors, Llc 9
Summit Capital Management Llc 9
Oakwood Capital Management Llc/ca 9
Bernzott Capital Advisors 9
Seven Locks Capital Management Lp 9
Benchmark Investment Advisors LLC 9
Scout Funds 9
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 9
Flat Footed LLC 9
Versus Capital Infrastructure Income Fund 9
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 9
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 9
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 9
Portfolio Strategies, Inc. 9
Creegan & Nassoura Financial Group, LLC 9
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 9
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 9
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 9
YANKCOM Partnership 9
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 9
Davidson Kempner Capital Management LLC 9
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 9
Whalen Wealth Management Inc. 9
L.m. Kohn & Company 9
Veracity Capital LLC 9
Archipel Asset Management AB 9
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 9
Man Investments Ltd 9
Farmers Trust Co 9
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 9
Sierra Total Return Fund 9
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 9
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 9
Matrix Trust Co 9
Summit Partners Public Asset Management, Llc 9
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 9
Liberty All Star Equity Fund 9
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 9
Round Rock Advisors, LLC 9
Natural Investments, Llc 9
Schmidt P J Investment Management Inc 9
Brenner West Capital Advisors, LLC 9
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 9
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 9
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 9
Shore Point Advisors, LLC 9
Pure Financial Advisors, Inc. 9
Pwmco Llc 9
VCTPX - VALIC Co I - Inflation Protected Fund 9
FPNIX - FPA FUNDS TRUST - FPA New Income Fund 9
Ally Financial Inc. 9
Payden & Rygel Investment Group 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
South Shore Capital Advisors 9
StellarOne CORP 9
BluePath Capital Management, LLC 9
Hyman Charles D 9
Psg Capital Management Trust 9
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 9
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 9
Rexford Capital Inc 9
Hengehold Capital Management Llc 9
Dfa Investment Trust Co - The Dfa International Value Series 9
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 9
Birchbrook, Inc. 9
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 9
Murphy Pohlad Asset Management LLC 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
Oppenheimer Dividend Opportunity Fund 9
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 9
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 9
Cabot Wealth Management Inc 9
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 9
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 9
Rikoon Group, LLC 9
Propper Kerry 9
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 9
Mitchell Mcleod Pugh & Williams Inc 9
Van Cleef Asset Management,Inc 9
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 9
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 9
Southeastern Asset Management Inc/tn/ 9
Campion Asset Management LLC 9
Arrow Capital Management, LLC 9
Glendon Capital Management LP 9
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 9
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 9
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 9
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 9
NEIRG Wealth Management, LLC 9
Brinton Eaton, Llc 9
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 9
StrongBox Wealth, LLC 9
SFE Investment Counsel 9
NOIGX - Northern Funds - Northern International Equity Fund 9
Jacob Asset Management Of New York Llc 9
Morling Financial Advisors, LLC 9
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 9
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 9
Phraction Management LLC 9
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 9
NMIEX - Northern Funds - Active M International Equity Fund 9
Alaethes Wealth LLC 9
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 9
Successful Portfolios LLC 9
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 9
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 9
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 9
Lonestar Capital Management LLC 9
Holos Integrated Wealth LLC 9
Paragon Wealth Strategies, LLC 9
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 9
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 9
Beach Investment Management, LLC. 9
Centricity Wealth Management, LLC 9
HSBC FUNDS - HSBC High Yield Fund Class A 9
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund 9
Sage Capital Management, LLC 9
Cape Cod Five Cents Savings Bank 9
Stock Portfolio - Stock Portfolio 9
EWJ - iShares, Inc. - iShares MSCI Japan ETF 9
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 9
Taal Capital Management LP 9
Clear Perspectives Financial Planning, LLC 9
Gabelli Go Anywhere Trust 9
Equity Investment Corp 9
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 9
Callan Capital, LLC 9
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF 9
Boundary Creek Advisors LP 9
Grand Jean Capital Management Inc 9
Nicolet Advisory Services, Llc 9
Akin Thomas B 9
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 9
Ikos Cif Ltd 9
Crestwood Capital Management, L.P. 9
Franchise Capital Ltd 9
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 9
Sterling Investment Management, Inc. 9
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 9
Legacy Wealth Partners, Inc. 9
Budros, Ruhlin & Roe, Inc. 9
Force Capital Management LLC 9
Sicart Associates LLC 9
VanEck Funds 9
Sterling Global Strategies LLC 9
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 9
Ables, Iannone, Moore & Associates, Inc. 9
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 9
Abbrea Capital, LLC 9
Gateway Advisory, LLC 9
Chesapeake Capital Corp /il/ 9
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 9
Middleton & Co Inc/ma 9
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 9
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 9
QSV Equity Investors LLC 9
Aviso Financial Inc. 9
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 9
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 9
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 9
J2 Capital Management Inc 9
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 9
Kendall Capital Management 9
Stichting Pensioenfonds Abp 9
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 9
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 9
Union Savings Bank 9
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 9
Hills Bank & Trust Co 9
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 9
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 9
Independence Capital Asset Partners, LLC 9
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 9
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 9
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 9
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 9
Grey Fox Wealth Advisors, LLC 9
Fondren Management LP 9
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 9
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 9
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 9
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 9
one8zero8, LLC 9
Fielder Capital Group LLC 9
First Trust Investment Solutions L.P. 9
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 9
Greykasell Wealth Strategies, Inc. 9
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 9
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 9
Signet Investment Advisory Group, Inc. 9
Financial Freedom, LLC 9
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 9
Shanda Payment Holdings Ltd. 9
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 9
AGNG - Global X Funds - Global X Longevity Thematic ETF 9
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 9
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 9
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 9
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 9
Kidder Stephen W 9
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 9
Harvey Partners, LLC 9
Hatteras Funds, LLC 9
Newman Dignan & Sheerar, Inc. 9
Andalusian Capital Partners, Lp 9
Fermata Advisors, LLC 9
Indie Asset Partners, LLC 9
Proxima Capital Management, LLC 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 9
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 9
Bronson Point Management LLC 9
Elkhorn Investments, LLC 9
Western Asset Income Fund 9
Walthausen & Co., LLC 9
Tilt Investment Management Holdings, PBC 9
Woodard & Co Asset Management Group Inc /adv 9
Southland Equity Partners LLC 8
Ritter Daniher Financial Advisory, Llc 8
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 8
Keynote Financial Services Llc 8
Centre Asset Management, LLC 8
WEHIX - WEITZ FUNDS - Hickory Fund 8
Genus Capital Management Inc. 8
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 8
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 8
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 8
FirstPurpose Wealth LLC 8
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 8
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 8
Acuitas Investments, LLC 8
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 8
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 8
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 8
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 8
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 8
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 8
Consonance Capital Management LP 8
LionEye Capital Management LLC 8
Axel Capital Management, LLC 8
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 8
Socorro Asset Management LP 8
Waterfront Wealth Inc. 8
Tacita Capital Inc 8
Grey Street Capital, LLC 8
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 8
Hamel Associates, Inc. 8
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 8
Signia Capital Management Llc 8
Thrax Management, LLC 8
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 8
First National Corp /ma/ /adv 8
Laird Norton Trust Company, Llc 8
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 8
Blackrock Enhanced Equity Dividend Trust 8
Masters Capital Management Llc 8
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 8
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 8
Winslow Capital Management, LLC 8
Legacy Capital Partners, Inc. 8
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 8
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 8
Schwarz Dygos Wheeler Investment Advisors Llc 8
Buckingham Capital Management, Inc. 8
Encompass Capital Advisors LLC 8
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 8
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 8
ELCV - Strategy Shares - Eventide High Dividend ETF 8
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 8
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 8
Tritonpoint Wealth, Llc 8
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 8
DSC Advisors, L.P. 8
Afam Capital, Inc. 8
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 8
Badgley Phelps & Bell Inc 8
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 8
John Hancock Funds II - Health Sciences Fund Class NAV 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 8
Cloud Capital Management, LLC 8
Country Club Bank /gfn 8
Board of the Pension Protection Fund 8
Legacy CG, LLC 8
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 8
Tru Independence Asset Management 2, Llc 8
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 8
Sasco Capital Inc / Ct/ 8
Capital Investment Counsel, Inc 8
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 8
PIMCO Flexible Real Estate Income Fund 8
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 8
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 8
Ariel Investments, Llc 8
Cupps Capital Management, LLC 8
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 8
BTG Pactual Asset Management US LLC 8
Westwood Management Corp /il/ 8
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 8
Stonebridge Capital Management Inc 8
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 8
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 8
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 8
Silverlake Wealth Management Llc 8
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 8
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 8
Archer Capital Management, L.P. 8
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 8
Sovran Advisors, LLC 8
Ausbil Investment Management Ltd 8
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 8
Fagan Associates, Inc. 8
Buckley Wealth Management, LLC 8
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 8
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 8
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 8
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 8
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 8
Poplar Forest Capital LLC 8
Phase 2 Partners, LLC 8
Akre Capital Management Llc 8
Eaton Vance Risk-managed Diversified Equity Income Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 8
Tufton Capital Management 8
Numerai GP LLC 8
Arvest Bank Trust Division 8
Man Investments (CH) AG 8
Dover Advisors, Llc 8
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 8
Bares Capital Management, Inc. 8
Farmers & Merchants Trust Co of Long Beach 8
Smith Asset Management Co., LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 8
Nuveen High Income 2020 Target Term Fund 8
Nuveen High Income November 2021 Target Term Fund 8
PGIM Credit Income Fund 8
Augustine Asset Management Inc 8
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 8
PENN SERIES FUNDS INC - Large Core Value Fund 8
Bayview Asset Management, Llc 8
Columbus Circle Investors 8
Noble Wealth Management PBC 8
Stonehill Capital Management Llc 8
Cascade Financial Partners, LLC 8
Jd Capital Management Llc 8
Fenimore Asset Management Inc 8
RK Capital Management, LLC/FL 8
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 8
PCJ Investment Counsel Ltd. 8
MILN - Global X Funds - Global X Millennials Thematic ETF 8
Wealth Advisory Solutions, LLC 8
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 8
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 8
Fundamentun, Llc 8
Clarity Financial LLC 8
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 8
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 8
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 8
Financial Consulate, Inc 8
Ferox Capital LLP 8
Scott & Selber, Inc. 8
Sound View Wealth Advisors, Llc 8
Fiduciary Services Corp/ga 8
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 8
Courage Capital Management Llc 8
Sarbit Advisory Services Inc. 8
Weatherstone Capital Management 8
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 8
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 8
Spectrum Advisory Services Inc 8
Prossimo Advisors, LLC 8
St. James Investment Company, LLC 8
Seven Post Investment Office LP 8
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 8
Nuveen Floating Rate Income Opportunity Fund 8
Allen Capital Group, LLC 8
Nuveen Senior Income Fund 8
Platte River Capital LLC 8
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 8
Team Hewins, LLC 8
Alpha Quant Advisors, Llc 8
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 8
Cassaday & Co Wealth Management LLC 8
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 8
Moss Adams Wealth Advisors LLC 8
Oak Grove Capital LLC 8
WFA Asset Management Corp 8
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
G2 Investment Partners Management LLC 8
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 8
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 8
Raging Capital Management, LLC 8
VestGen Advisors, LLC 8
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 8
Catalyst Wealth Management, LLC 8
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 8
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 8
Quadrant Private Wealth Management, LLC 8
Chesapeake Asset Management Llc 8
Morey & Quinn Wealth Partners, LLC 8
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 8
BCO Wealth Management LLC 8
Cypress Funds Llc 8
AssuredPartners Investment Advisors, LLC 8
Catalyst Financial Partners Llc 8
Maridea Wealth Management LLC 8
Yoffe Investment Management, LLC 8
Messner & Smith Theme Value Investment Management Ltd /ca/ 8
Chesapeake Wealth Management 8
Dupree Financial Group, LLC 8
Blackston Financial Advisory Group, LLC 8
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 8
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 8
Wilks Brothers, LLC 8
Cardinal Capital Management, Inc. 8
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 8
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 8
Aft, Forsyth & Company, Inc. 8
Slocum, Gordon & Co LLP 8
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 8
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 8
Revisor Wealth Management LLC 8
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 8
American Independence Financial Services LLC 8
Del Mar Asset Management, LP 8
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 8
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 8
Chessman Wealth Strategies Ria 8
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 8
Iszo Capital Management Lp 8
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 8
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF 8
Domani Wealth, LLC 8
Sentinus, LLC 8
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES 8
Brewin Dolphin Wealth Management Ltd 8
Dendur Capital Lp 8
Old Well Partners, LLC 8
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 8
Wealthquest Corp 8
Cherry Creek Investment Advisors, Inc. 8
Valmark Advisers, Inc. 8
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF 8
Atmos Capital Gestao De Recursos Ltda. 8
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 8
Bain Capital Life Sciences Investors, LLC 8
Okabena Investment Services Inc 8
Oracle Alpha Inc. 8
Rowland & Co Investment Counsel/adv 8
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 8
Geneva Partners, LLC 8
Jasper Ridge Partners, L.P. 8
NWK Group, Inc. 8
UDI - USCF ETF Trust - USCF Dividend Income Fund 8
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 8
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 8
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
Vima Llc 8
Financial Partners Group, Inc 8
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 8
City Center Advisors, LLC 8
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 8
Lorber David A 8
Bft Financial Group, Llc 8
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 8
Circle Wealth Management, LLC 8
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 8
Pandora Wealth, Inc. 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 8
Ashburton (Jersey) Ltd 8
Azimuth Capital Investment Management LLC 8
Parkside Investments, LLC 8
GURU - Global X Funds - Global X Guru Index ETF 8
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 8
Knuff & Co LLC 8
Kercheville Advisors, LLC 8
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 8
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 8
Somerset Group LLC 8
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 8
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 8
Wilkins Investment Counsel Inc 8
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 8
Sentinel Trust Co Lba 8
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 8
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 8
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 8
FrontFour Capital Group LLC 8
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 8
Access Financial Services, Inc. 8
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 8
Everpar Advisors Llc 8
Thornburg Income Builder Opportunities Trust 8
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class 8
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 8
Shorepoint Capital Partners LLC 8
Prosperitas Financial LLC 8
HHG & Company, LLC 8
Fiduciary Planning LLC 8
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A 8
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 8
Ashfield Capital Partners, LLC 8
Bristol Advisors, LLC 8
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 8
Camden National Bank 8
Bdf-gestion 8
Empire Life Investments Inc. 8
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 8
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 8
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 8
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 8
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 8
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 8
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 8
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 8
Lisanti Capital Growth, LLC 8
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 8
Steel Canyon Capital, LLC 8
Virginia Wealth Management Group, Inc. 8
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 8
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 8
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 8
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 8
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 8
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 8
USVT - Ultimus Managers Trust - US VALUE ETF 8
Investment Partners, Ltd. 8
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 8
LifeSteps Financial, Inc. 8
ParenteBeard Wealth Management, LLC 8
Ikarian Capital, LLC 8
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 8
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 8
Bain Capital Public Equity Management Ii, Llc 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Oxford Financial Group Ltd 8
Three Corner Global Investors LP 8
Trent Capital Management Inc /nc/ 8
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 8
Goodman Advisory Group, LLC 8
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 8
J. L. Bainbridge & Co., Inc. 8
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 8
Bnp Paribas 8
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 8
Scissortail Wealth Management, LLC 8
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 8
FolioMetrix LLC 8
Avidity Partners Management LP 8
Bow Street, Llc 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
NFC Investments, LLC 8
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 8
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 8
KLS Diversified Asset Management LP 8
Newbrook Capital Advisors LP 8
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 8
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 8
Arvest Trust Co N A 8
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares 8
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 8
Touradji Capital Management, Lp 8
Markel Corp 8
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 8
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 8
Bruni J V & Co /co 8
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 8
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 8
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 8
Wealth Alliance Advisory Group, LLC 8
CarsonAllaria Wealth Management, Ltd. 8
Angel Oak Dynamic Financial Strategies Income Term Trust 8
AOG Institutional Diversified Fund 8
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 8
Asset Management Corp /il/ /adv 8
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 8
Wafra Inc. 8
Next Level Private LLC 8
Chemistry Wealth Management LLC 8
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 8
CPR Investments Inc. 8
Pembroke Management, LTD 8
Anandar Capital Management LP 8
Madison Avenue Partners, LP 8
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 8
Krs Capital Management, Llc 8
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 8
IIRAX - Voya MUTUAL FUNDS - Voya International Real Estate Fund Class A 8
Sound Financial Strategies Group, LLC 8
Turner Funds 8
MKT Advisors LLC 8
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 8
Cim, Llc 8
Snyder Capital Management L P 8
Boulegeris Investments, Inc. 8
SeaTown Holdings Pte. Ltd. 8
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 8
Menlo Advisors Llc 8
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 8
Halcyon Offshore Asset Management Llc 8
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 8
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 8
Princeton Portfolio Strategies Group LLC 8
Mma Asset Management Llc 8
Compton Capital Management Inc /ri 8
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 8
CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class 8
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 8
Beaconlight Capital, Llc 8
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 8
BSN Capital Partners Ltd 8
13D Management LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 8
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 8
Corsair Opportunity Fund 8
Tranquility Partners, LLC 8
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 8
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 8
Mairs & Power Inc 8
Para Advisors Llc 8
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 8
Lvm Capital Management Ltd/mi 8
New Age Alpha Funds Trust - NAA Allocation Fund Class C 8
Accuvest Global Advisors 8
Catamount Wealth Management 8
Angeles Wealth Management, Llc 8
Center For Asset Management LLC 8
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 8
Wealthedge Investment Advisors, Llc 8
Apella Capital, LLC 8
American Money Management, LLC 8
Legacy Private Trust Co. 8
Thrive Wealth Management, LLC 8
Eaton Vance Enhanced Equity Income Fund 8
Rand Wealth, Llc 8
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 8
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 8
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 8
Quaero Capital S.A. 8
Nepsis, Inc. 8
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 8
VVIQX - Voya Separate Portfolios Trust - Voya VACS Series EMHCD Fund 8
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 8
Eaton Vance Tax-managed Diversified Equity Income Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 8
Woodstock Corp 8
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 8
Sycale Advisors (NY) LLC 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
Seneca Capital Investments, L.p. 8
Richard P Slaughter Associates Inc 8
Greystone Financial Group, LLC 8
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 8
Ronald Blue & Co Llc 8
New Century Financial Group, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 8
Rather & Kittrell, Inc. 8
Gruss & Co., LLC 8
Winmill & Co. Inc 8
Oppenheimer Global Multi-asset Growth Fund 8
Avenue Income Credit Strategies Fund 8
Argent Financial Group, Inc. 8
Community Bank & Trust, Waco, Texas 8
Mark Morris Et Al 8
Total Wealth Planning & Management, Inc. 8
Donald Smith & Co., Inc. 8
Connacht Asset Management LP 8
Promethium Advisors,llc 8
waypoint wealth counsel 8
VNBTrust, National Association 8
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 8
Moser Wealth Advisors, LLC 8
Morris Retirement Advisors, LLC 8
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 8
Curated Wealth Partners LLC 8
Edgewood Management Llc 8
Ti-trust, Inc 8
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 8
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 8
JSF Financial, LLC 8
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 7
Tevis Investment Management 7
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 7
140 Summer Partners LP 7
Meyer Handelman Co 7
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 7
Growth Fund Of America 7
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 7
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 7
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 7
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 7
Origin Asset Management LLP 7
3Chopt Investment Partners, LLC 7
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 7
Adams Hall Wealth Advisors, LLC 7
Advanced Research Investment Solutions, Llc 7
Andesa Financial Management Inc. 7
HCR Wealth Advisors 7
Ashford Investment Management, LLC 7
Code Waechter LLC 7
Lucas Capital Management 7
Herbst Group, Llc 7
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 7
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 7
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 7
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 7
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 7
Nuveen Credit Opportunities 2022 Target Term Fund 7
Tri Locum Partners LP 7
Feinberg Stephen 7
Ayalon Holdings Ltd. 7
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 7
Dickerman Ronald 7
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares 7
PFM Health Sciences, LP 7
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 7
Atreides Management, LP 7
Signal Advisors Wealth, LLC 7
AlphaOne Investment Services, LLC 7
Burren Capital Advisors Ltd 7
Contrarian Capital Management, L.l.c. 7
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 7
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 7
Boulder Growth & Income Fund 7
Capstone Financial Group, Inc. 7
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 7
Ascent Wealth Partners, LLC 7
Barrington Strategic Wealth Management Group LLC 7
Guidance Point Advisors, LLC 7
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 7
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 7
Financial Advisory Corp /ut/ /adv 7
Mic Capital Partners (public) (us) Im, Llc 7
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 7
Elm Ridge Management, LLC 7
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 7
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 7
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 7
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 7
Perry Creek Capital Lp 7
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 7
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 7
Security National Bank Of Sioux City Iowa /ia/ 7
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 7
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 7
Peak Asset Management, LLC 7
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 7
VELA Funds - VELA Short Duration Fund - Class A 7
PIMCO FUNDS - PIMCO Sector Fund Series - H 7
Inlet Private Wealth, LLC 7
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 7
Advanced Portfolio Management, LLC 7
Cfs, Llc 7
DSAM Partners (London) Ltd 7
Cardan Capital Partners, LLC 7
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 7
Fic Capital Inc 7
Inlight Wealth Management, LLC 7
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 7
Sara-Bay Financial 7
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 7
Truadvice, LLC 7
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 7
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 7
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 7
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 7
Safe Harbor Fiduciary, LLC 7
SageGuard Financial Group, LLC 7
ODHY - Spinnaker ETF Series - Obra Defensive High Yield ETF 7
Sabby Management, Llc 7
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 7
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 7
Premier Asset Management Llc 7
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 7
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 7
Zions Trust, National Association 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 7
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 7
Autus Asset Management, LLC 7
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
New Capital Management LP 7
Ategra Capital Management, LLC 7
Comprehensive Financial Consultants Institutional, Inc. 7
Sarofim Fayez 7
Key Colony Management, LLC 7
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 7
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 7
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 7
La Financiere De L'echiquier 7
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 7
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 7
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 7
Whale Rock Capital Management LLC 7
Millburn Ridgefield Corp 7
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 7
Curbstone Financial Management Corp 7
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 7
eCIO, Inc. 7
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
Winebrenner Capital Management Llc 7
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 7
Lantern Wealth Advisors, LLC 7
Peterson Financial Group, Inc. 7
Sterling Investment Counsel, LLC 7
Fedenia Advisers LLC 7
Grace Brothers Management Llc 7
Everett Capital Advisors UK LLP 7
Westshore Wealth, LLC 7
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 7
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 7
Steward Partners Investment Solutions, Llc 7
EMDAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Local Currency Fund Class A 7
Southeast Asset Advisors Inc. 7
Channel Wealth Llc 7
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 7
Bank of Jackson Hole Trust 7
Dixon Mitchell Investment Counsel Inc. 7
Ml & R Wealth Management Llc 7
Kathleen S. Wright Associates Inc. 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 7
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 7
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 7
SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A 7
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 7
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 7
Paradigm, Strategies in Wealth Management, LLC 7
Alkeon Capital Management Llc 7
Harvey Capital Management Inc 7
Jackson Thornton Asset Management, Llc 7
Financial Advisory Group 7
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 7
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 7
Roof Eidam & Maycock/adv 7
Capital Market Strategies LLC 7
Godshalk Welsh Capital Management, Inc. 7
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 7
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 7
Acorn Financial Advisory Services Inc /adv 7
Biltmore Wealth Management, LLC 7
InTrack Investment Management Inc 7
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 7
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 7
Cowen Financial Products LLC 7
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 7
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 7
Saratoga Research & Investment Management 7
Wealth Effects Llc 7
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 7
Lodestar Investment Counsel Llc/il 7
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 7
MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I 7
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 7
nVerses Capital, LLC 7
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 7
Oaktree Diversified Income Fund Inc. 7
Capstone Financial Advisors, Inc. 7
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 7
Covea Finance 7
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 7
GFFIX - Gator Series Trust - Gator Financial Fund 7
New Century Advisors, LLC 7
Leith Wheeler Investment Counsel Ltd. 7
Ra Capital Management, L.p. 7
Endurant Capital Management LP 7
McCarthy Grittinger Financial Group, LLC 7
Fractal Investments LLC 7
First Trust Specialty Finance & Financial Opportunities Fund 7
Options Solutions, Llc 7
American Funds Fundamental Investors 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 7
BlackRock ETF Trust - BlackRock Future Health ETF 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 7
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 7
Amida Capital Management II, LLC 7
WESCAP Management Group, Inc. 7
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 7
Twin Focus Capital Partners, Llc 7
Riverstone Advisors, LLC 7
Kodai Capital Management LP 7
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 7
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 7
KLCM Advisors, Inc. 7
Cornell Pochily Investment Advisors, Inc. 7
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 7
CIC Wealth, LLC 7
Northcape Wealth Management, Llc 7
Sandell Investment Services LLC 7
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 7
CBTG - Listed Funds Trust - Cabot Growth ETF 7
AWH Capital, L.P. 7
Chesapeake Partners Management Co Inc/md 7
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 7
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 7
Prospect Capital Advisors, LLC 7
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 7
FS Series Trust - FS Real Asset Fund Class A 7
Monograph Wealth Advisors, Llc 7
Green Harvest Asset Management LLC 7
Plotkin Financial Advisors, LLC 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 7
Eaton Vance Tax-managed Global Diversified Equity Income Fund 7
Harbour Trust & Investment Management Co 7
Armis Advisers, LLC 7
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 7
Redwood Investments, LLC 7
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 7
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 7
SkyTop Capital Management LLC 7
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 7
ALTTX - FS Series Trust - FS Global Macro Fund Class A 7
Berwyn Funds 7
AMCPX - AMCAP FUND - AMCAP FUND Class A 7
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 7
Mizuho Markets Cayman LP 7
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 7
Archetype Wealth Partners 7
PCA Investment Advisory Services Inc. 7
National Wealth Management Group, LLC 7
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 7
SJCP - Manager Directed Portfolios - SanJac Alpha Core Plus Bond ETF 7
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 7
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 7
Newday Solutions, Llc 7
JBJ Investment Partners, LLC 7
Financial Strategy Network, LLC 7
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 7
Foresight Capital Management Advisors, Inc. 7
Swift Run Capital Management, LLC 7
Forty4 Asset Management LLC 7
Cohen & Steers Mlp Income & Energy Opportunity Fund 7
M. Kulyk & Associates, LLC 7
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 7
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 7
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 7
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 7
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 7
Centric Wealth Management 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
Mohican Financial Management, LLC 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
Factory Mutual Insurance Co 7
LVZ Advisors, Inc. 7
TriOaks Capital Management L.P. 7
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 7
Ruffer LLP 7
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 7
Kesler, Norman & Wride, LLC 7
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 7
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 7
Samson Rock Capital LLP 7
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 7
Staley Capital Advisers Inc 7
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 7
Mfs Government Markets Income Trust 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 7
Waverton Investment Management Ltd 7
Burns J W & Co Inc/ny 7
Cortland Advisers Llc 7
JNE Partners LLP 7
Mb, Levis & Associates, Llc 7
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 7
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 7
Elevated Capital Advisors, LLC 7
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 7
Alpha Family Trust 7
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 7
CWS Financial Advisors, LLC 7
New Mountain Vantage Advisers, L.l.c. 7
Old Dominion Capital Management Inc 7
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 7
Cypress Point Wealth Management, LLC 7
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 7
William Allan, Llc 7
Lowe Brockenbrough & Co Inc 7
Kiely Wealth Advisory Group, Inc. 7
UNIVEST FINANCIAL Corp 7
Leverage Partners Absolute Return Fund SPC 7
NCP Inc. 7
Pco Investment Management Lp 7
Dodge & Cox 7
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 7
Glovista Investments LLC 7
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 7
Blue Zone Wealth Advisors, LLC 7
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 7
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
Weitz Investment Management, Inc. 7
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 7
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 7
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 7
Lokken Investment Group LLC 7
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 7
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A 7
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 7
Gabelli Equity Series Funds Inc 7
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 7
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 7
Orange Capital, Llc 7
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 7
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 7
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 7
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 7
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 7
Carrera Capital Advisors 7
Westerkirk Capital Inc. 7
Silicon Hills Wealth Management, LLC 7
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 7
Inverness Counsel Llc /ny/ 7
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 7
Family Wealth Partners, Llc 7
Garrison Point Advisors, Llc 7
Kenfarb & Co. 7
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 7
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 7
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 7
Investment Advisory Services Inc /tx /adv 7
Bridger Management, Llc 7
Graney & King, LLC 7
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
NWF Advisory Services Inc. 7
Principled Equity Market Fund 7
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 7
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 7
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 7
Jupiter Wealth Management LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 7
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 7
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 7
Maseco Llp 7
Blue Arrow Capital Management Llc 7
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 7
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 7
Tygh Capital Management, Inc. 7
Van Den Berg Management I, Inc 7
First Niagara Bank 7
Port Capital LLC 7
Edmond de Rothschild (Europe) 7
Cohen Klingenstein LLC 7
Watts Gwilliam & Co., LLC 7
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 7
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 7
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 7
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 7
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 7
Retirement Planning Group 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 7
Novare Capital Management Llc 7
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 7
KPP Advisory Services LLC 7
Rockland Trust Co 7
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 7
Alteri Wealth LLC 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 7
Investure, LLC 7
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 7
Collar Capital Management, LLC 7
Pinnacle Wealth Management Group, Inc. 7
Tema ETF Trust - Tema Global Royalties ETF 7
Paragon Associates & Paragon Associates Ii Joint Venture 7
Kennebec Savings Bank 7
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 7
Goldstein Advisors, LLC 7
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 7
Occidental Asset Management, LLC 7
Motley Fool Funds Trust 7
HFM Investment Advisors, LLC 7
Vista Private Wealth Partners. LLC 7
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 7
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 7
Pershing Square Capital Management, L.P. 7
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 7
Hovde Eric D 7
Cura Wealth Advisors, Llc 7
Hara Capital LLC 7
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 7
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 7
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 7
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 7
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 7
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 7
Prostatis Group LLC 7
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 7
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 7
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 7
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 7
XT - iSHARES TRUST - iShares Exponential Technologies ETF 7
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 7
NCM Capital Advisers, Inc. 7
Herr Investment Group LLC 7
Sab Capital Management Lp 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 7
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 7
Oppenheimer Rochester California Municipal Fund 7
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 7
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 7
Tradition Capital Management Llc 7
Carlton Hofferkamp & Jenks Wealth Management, LLC 7
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 7
Pale Fire Capital SE 7
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 7
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 7
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 7
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 7
Barton Investment Management 7
Flagship Wealth Advisors, Llc 7
Cooper Investors Pty Ltd 7
Matisse Capital 7
Carl Domino Inc 7
H2o Am Llp 7
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 7
Tempus Wealth Planning, LLC 7
Doliver Advisors, Lp 7
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 7
One Charles Private Wealth Services, LLC 7
National Investment Services Inc /wi 7
Deep Field Asset Management LLC 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
Butensky & Cohen Financial Security, Inc 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 7
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 7
First Washington CORP 7
Investment House Llc 7
Matrix Private Capital Group Llc 7
Marsico Capital Management Llc 7
Amarillo National Bank 7
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 7
BYTE - Listed Funds Trust - Roundhill IO Digital Infrastructure ETF 7
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 7
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 7
Sandhill Capital Partners LLC 7
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF 7
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 7
Knightsbridge Asset Management, Llc 7
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 7
MFLDX - TRUST FOR PROFESSIONAL MANAGERS - Marketfield Fund - Class I 7
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 7
Richwood Investment Advisors, LLC 7
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 7
GHMS - Collaborative Investment Series Trust - Goose Hollow Multi-Strategy Income ETF 7
Investment Management Of Virginia Llc 7
Franklin Street Capital Partners, LLC 7
Pinnacle Advisory Group, Inc. 7
New Hampshire Trust 7
Essex LLC 7
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 7
Liontrust Investment Partners LLP 7
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 7
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 7
Resolute Capital Asset Partners LLC 7
Lighthouse Financial Advisors, Inc. 7
Insight Advisors, LLC/ PA 7
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 7
Legacy Wealth Management, Inc 7
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF 7
GGIIX - GuideStone Funds - Global Impact Fund Investor 7
Octavia Wealth Advisors, LLC 7
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 7
First American Bank 7
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 7
Paragon Capital Management LLC 7
Delap Wealth Advisory, Llc 7
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 7
FSM Wealth Advisors, LLC 7
Usca All Terrain Fund 7
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 7
Signet Management Usa, Llc 7
Killen Group Inc 7
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 7
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 7
Loveless Wealth Management LLC 7
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 7
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 7
Iberiabank Corp 7
Randolph Co Inc 7
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 7
Large-cap Value Portfolio 7
Dunvegan Associates, Inc. 7
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 7
Kmg Fiduciary Partners, Llc 7
Vanguard Capital Wealth Advisors 7
Softbank Group Corp 7
Avondale Wealth Management 7
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 7
Ambassador Advisors, LLC 7
Zevin Asset Management Llc 7
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 7
Hartford Funds Management Co LLC 7
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 7
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 7
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 7
Advanced Series Trust - Ast International Value Portfolio 7
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 7
Lummis Asset Management, LP 7
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 7
Henssler Funds Inc 7
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 7
Cypress Capital Management Llc 7
Torray Llc 7
Dividend Builder Portfolio 7
Tahithromos, L.L.C. 7
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 7
Findlay Park Partners LLP 7
Stratton Funds, Inc. 7
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 7
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 7
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 7
Wsfs Capital Management, Llc 7
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 7
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 7
Capital Insight Partners, Llc 7
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 7
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 7
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 7
GMEZX - GuideStone Funds - Impact Equity Fund Investor 7
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 7
Barnes Dennig Private Wealth Management LLC 7
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
Endicott Management Co 7
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 7
Dumont & Blake Investment Advisors Llc 7
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 7
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 7
Crescent Park Management, L.P. 7
Destra Investment Trust Ii 7
Northstar Investment Advisors Llc 7
Ayrshire Capital Management LLC 7
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 7
StrategIQ Financial Group, LLC 7
BOS Asset Management, LLC 7
Somerville Kurt F 7
PHH Investments, Ltd. 7
Firsthand Capital Management, Inc. 7
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 7
Bridgewealth Advisory Group, LLC 7
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 7
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 7
Alliance Wealth Advisors, LLC /UT 6
Tourbillon Capital Partners, L.P. 6
Boxer Capital, LLC 6
Marcato Capital Management Lp 6
Black Diamond Capital Management, L.l.c. 6
Casablanca Capital LP 6
Hayman Capital Management, L.p. 6
Lansdowne Partners Austria Gmbh 6
Jarislowsky, Fraser Ltd 6
Menora Mivtachim Holdings Ltd. 6
Manulife Financial Corp 6
Zelman Capital LLC 6
Jackson Square Partners, LLC 6
Tremblant Capital Group 6
Rock Springs Capital Management LP 6
Knighthead Capital Management, LLC 6
Crosslink Capital Inc 6
AWM Investment Company, Inc. 6
New South Capital Management Inc 6
Prentice Capital Management, LP 6
Bach Investment Advisors Ltd 6
Bessemer Securities Llc 6
Permit Capital, LLC 6
JCSD Capital, LLC 6
Greenwood Gearhart Inc 6
South Street Advisors LLC 6
Fcg Advisors, Llc 6
Atlanta Capital Management Co L L C 6
Artal Group S.A. 6
Provident Investment Management, Inc. 6
Welch Capital Partners Llc/ny 6
Mazama Capital Management Inc 6
R.m.sincerbeaux Capital Management Llc 6
Valiant Capital Management, L.P. 6
Forest Hill Capital, LLC 6
Bingham Osborn & Scarborough Llc 6
United Fire Group Inc 6
New Generation Advisors, Llc 6
Rbo & Co Llc 6
Cincinnati Insurance Co 6
Oak Ridge Investments Llc 6
Winslow Asset Management Inc 6
Hawkins Capital L.P. 6
Schaper Benz & Wise Investment Counsel Inc/wi 6
BARING ASSET MANAGEMENT Ltd 6
Mad River Investors 6
Schneider Downs Wealth Management Advisors, LP 6
Cypress Wealth Advisors LLC 6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6
Achievement Holdings L.P. 6
Alphagen Securities Llc 6
Fox Point Capital Management LLC 6
Outfitter Advisors, Ltd. 6
Cincinnati Financial Corp 6
First Commonwealth Financial Corp /pa/ 6
Benedict Financial Advisors Inc 6
Balestra Capital Ltd. 6
Morgens Waterfall Vintiadis & Co Inc 6
Weybosset Research & Management Llc 6
Callahan Advisors, LLC 6
Addison Capital Co 6
Millie Capital Management, Llc 6
North American Management Corp 6
Marietta Investment Partners Llc 6
Tang Capital Management Llc 6
Criterion Capital Management Llc 6
CoreCommodity Management, LLC 6
Hartz Capital, Inc. 6
Chatham Capital Group, Inc. 6
Papp L Roy & Associates 6
Stonehearth Capital Management, LLC 6
King Investment Advisors Inc/tx 6
Atlas Brown,Inc. 6
Kwmg, Llc 6
New Century Investment Management, Inc 6
Hoertkorn Richard Charles 6
Franklin Street Advisors Inc /nc 6
Filament LLC 6
AMG Funds LLC 6
Nixon Peabody Trust Co 6
Interactive Financial Advisors 6
B & T Capital Management DBA Alpha Capital Management 6
Montrusco Bolton Investments Inc. 6
Lawson Kroeker Investment Management Inc/ne 6
Texas Capital Bancshares Inc/tx 6
Smithbridge Asset Management Inc/de 6
Moreno Evelyn V 6
Act Ii Management, Lp 6
EagleClaw Capital Managment, LLC 6
Sigma Capital Management Llc 6
Otter Creek Management Inc 6
Private Harbour Investment Management & Counsel, LLC 6
Progeny 3, Inc. 6
Gladius Capital Management LP 6
Wolf Group Capital Advisors 6
Swedbank 6
Sippican Capital Advisors 6
Palisade Asset Management, LLC 6
iAB Financial Bank 6
Anderson Hoagland & Co 6
Ami Investment Management Inc 6
Alydar Partners Llc 6
10-15 Associates, Inc. 6
Stilwell Value LLC 6
NS Advisors, LLC 6
Potomac Capital Management, Inc. 6
Pear Tree Advisors Inc 6
Gruber & Mcbaine Capital Management Llc 6
Millrace Asset Group, Inc. 6
Appaloosa Lp 6
RK Capital Management, LLC 6
Smith & Howard Wealth Management, LLC 6
Lomas Capital Management, LLC 6
SeaStone Capital Management, L.P. 6
Freshford Capital Management, LLC 6
Nitorum Capital, L.P. 6
Centaur Capital Partners, L.P. 6
Permanens Capital L.P. 6
Panning Capital Management, LP 6
Contour Asset Management LLC 6
Kernodle & Katon Asset Management Group, LLC 6
Cottage Street Advisors LLC 6
Mizuho Bank, Ltd. 6
NS Partners Ltd 6
Apis Capital Advisors, LLC 6
American Beacon Advisors, Inc. 6
Portfolio Strategies Inc 6
Intrepid Capital Management Inc /de/ 6
Sureview Capital Llc 6
Baring International Investment Ltd 6
CNO Financial Group, Inc. 6
Elgethun Capital Management 6
White Square Capital Llp 6
LeJeune Puetz Investment Counsel LLC 6
Old Mission Capital, Llc 6
Vantage Financial Partners Ltd., Inc. 6
ThornTree Capital Partners LP 6
Florence Capital Advisors, LLC 6
PagnatoKarp Partners LLC 6
Lincoln Capital Corp 6
Harspring Capital Management, LLC 6
Mubadala Investment Co PJSC 6
Providence First Trust Co 6
Abbot Financial Management, Inc. 6
Gs Investments, Inc. 6
Harrington Investments, INC 6
Cito Capital Group, LLC 6
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 6
Putnam Investors Fund 6
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 6
Barings Global Short Duration High Yield Fund 6
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 6
First Trust Enhanced Equity Income Fund 6
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
Jnl Strategic Income Fund Llc 6
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 6
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 6
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 6
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 6
MIDSX - Midas Series Trust - Midas Fund 6
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 6
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 6
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 6
Kkr Income Opportunities Fund 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 6
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 6
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 6
Touchstone Investment Trust 6
Capital Wealth Management, Llc 6
Oak Asset Management, LLC 6
James Hambro & Partners 6
Martin Capital Partners, LLC 6
Diamant Asset Management, Inc. 6
Skye Global Management LP 6
Cooper/haims Advisors, Llc 6
Silverleafe Capital Partners, LLC 6
Aristotle Atlantic Partners, Llc 6
Newport Wealth Strategies, Inc. 6
Altman Advisors, Inc. 6
New Potomac Partners, LLC 6
SYM FINANCIAL Corp 6
Stony Point Wealth Management Inc. 6
Windsor Group LTD 6
Xai Octagon Floating Rate & Alternative Income Term Trust 6
Aurora Financial Advisors, Llc 6
Rheos Capital Works Inc. 6
Tortoise Tax-advantaged Social Infrastructure Fund, Inc. 6
Pennant Investors, Lp 6
B. Riley Fbr, Inc. 6
Triad Investment Management 6
TPG Financial Advisors, LLC 6
Summit Wealth & Retirement Planning, Inc. 6
Hamilton Wealth, LLC 6
Planning Solutions Group Llc 6
Mountaineer Partners Management, LLC 6
London & Capital Asset Management Ltd 6
Enterprise Bank & Trust Co 6
Ccg Wealth Management, Llc 6
Kent Lake Capital LLC 6
O'Keefe Stevens Advisory, Inc. 6
Legend Financial Advisors, Inc. 6
HBW Advisory Services LLC 6
Curian Series Trust 6
Self Storage Group, Inc. 6
Loeb King Trust 6
Gunderson Capital Management Inc. 6
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 6
MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 6
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 6
Jnl Series Trust - Jnl/wmc Value Fund (a) 6
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 6
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 6
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 6
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 6
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 6
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 6
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 6
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 6
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 6
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 6
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 6
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 6
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 6
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 6
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 6
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 6
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 6
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 6
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 6
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 6
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 6
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 6
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 6
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 6
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 6
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 6
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 6
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 6
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 6
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 6
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 6
MML Series Investment Fund II - MML Special Situations Fund Class II 6
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 6
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 6
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 6
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 6
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 6
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 6
PENN SERIES FUNDS INC - Quality Bond Fund 6
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 6
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 6
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 6
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 6
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 6
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 6
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 6
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 6
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 6
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 6
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 6
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 6
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 6
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 6
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 6
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 6
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 6
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 6
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 6
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 6
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 6
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 6
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 6
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 6
SMEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR EURO STOXX Small Cap ETF 6
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 6
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 6
CFVLX - COMMERCE FUNDS - The Value Fund Shares 6
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 6
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 6
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 6
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 6
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 6
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 6
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 6
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 6
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 6
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 6
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A 6
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 6
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 6
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 6
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 6
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 6
TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I 6
IFEU - iSHARES TRUST - iShares Europe Developed Real Estate ETF 6
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 6
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 6
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 6
RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A 6
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 6
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 6
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 6
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 6
EEIDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Emerging Markets Debt Fund Class I 6
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 6
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 6
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 6
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 6
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 6
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 6
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 6
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 6
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 6
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 6
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 6
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 6
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 6
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 6
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 6
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 6
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 6
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 6
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 6
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 6
Peterson Wealth Management 6
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 6
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 6
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 6
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 6
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 6
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 6
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 6
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 6
AUGAX - Columbia Funds Series Trust II - Columbia Quality Income Fund Class A 6
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 6
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 6
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 6
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 6
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 6
GDAT - Goldman Sachs ETF Trust - Goldman Sachs Motif Data-Driven World ETF 6
VCIFX - VALIC Co I - International Government Bond Fund 6
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 6
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 6
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 6
PEX - PROSHARES TRUST - ProShares Global Listed Private Equity ETF 6
VACVX - VALIC Co II - Large Cap Value Fund 6
VAMGX - VALIC Co II - Mid Cap Growth Fund 6
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 6
Meadow Creek Wealth Advisors Llc 6
Townsend Asset Management Corp /nc/ /adv 6
Curtis Advisory Group, LLC 6
Hummer Financial Advisory Services Inc 6
Alhambra Investment Partners LLC 6
BCS Wealth Management 6
Crumly & Associates Inc. 6
Strategic Wealth Designers 6
Marks Group Wealth Management, Inc 6
Jeereddi Investments, LP 6
Element Wealth, LLC 6
Mattern Capital Management, Llc 6
BEAM Asset Management, LLC 6
No Street GP LP 6
Six Columns Capital, Lp 6
Bayberry Capital Partners LP 6
Atlas Principals, LLC 6
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 6
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 6
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 6
KAMES CAPITAL management Ltd 6
Silver Bridge Capital Management LLC 6
TT International Asset Management LTD 6
Triton Wealth Management, PLLC 6
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 6
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 6
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 6
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 6
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 6
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 6
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 6
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 6
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 6
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 6
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 6
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 6
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 6
DCDEX - FundVantage Trust - DuPont Capital Emerging Markets Debt Fund Class I 6
EICVX - FundVantage Trust - EIC Value Fund Class A 6
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 6
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares 6
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 6
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 6
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 6
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 6
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 6
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 6
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 6
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 6
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 6
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 6
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 6
Am Investment Strategies Llc 6
Intelligence Driven Advisers, LLC 6
Grant Street Asset Management, Inc. 6
Tri-Star Advisors Inc. 6
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 6
Penseco Financial Services Corp 6
Advanced Investment Partners, LLC 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 6
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 6
KKR Credit Opportunities Portfolio 6
Claudia M.p. Batlle, Crp (r) Llc 6
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 6
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 6
Prairiewood Capital, LLC 6
Brown Miller Wealth Management, LLC 6
ForthRight Wealth Management, LLC 6
Rye Brook Capital LLC 6
Latitude Advisors, LLC 6
Monticello Wealth Management, Llc 6
Clearlake Capital Group, L.p. 6
ARS Wealth Advisors, LLC 6
Proquility Private Wealth Partners, LLC 6
Johnson Bixby & Associates, LLC 6
Hickory Lane Capital Management LP 6
Cadent Capital Advisors, LLC 6
Polar Capital Holdings Plc 6
Anomaly Capital Management, LP 6
Hudson Value Partners, LLC 6
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 6
Patron Partners Advisors, Llc 6
Alliance Wealth Advisors, LLC 6
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 6
Monumental Financial Group Inc. 6
Ridgecrest Wealth Partners, Llc 6
Kennicott Capital Management Llc 6
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 6
17 Capital Partners, Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 6
Klk Capital Management Llc 6
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 6
Nuveen Core Plus Impact Fund 6
Amplify ETF Trust - Amplify Thematic All-Stars ETF 6
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 6
AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF 6
Strong Tower Advisory Services 6
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 6
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 6
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 6
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 6
Tpg Gp A, Llc 6
TKG Advisors, LLC 6
Kolinsky Wealth Management, LLC 6
Agate Pass Investment Management, LLC 6
DGS Capital Management, LLC 6
DMG Group, LLC 6
Riverwater Partners LLC 6
Perfromance Wealth Partners, LLC 6
Ahl Investment Management, Inc. 6
Vista Finance, Llc 6
Connective Portfolio Management, LLC 6
Aire Advisors, Llc 6
Eagle Strategies LLC 6
Taika Capital, LP 6
Jmac Enterprises Llc 6
Sora Investors Llc 6
Carl Stuart Investment Advisor, Inc 6
Kraematon Investment Advisors, Inc 6
Jenkins Wealth 6
Granite Bay Wealth Management, LLC 6
Carroll Investors, Inc 6
Regatta Capital Group, Llc 6
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 6
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 6
Key Client Fiduciary Advisors, LLC 6
Twelve Points Wealth Management LLC 6
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 6
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 6
Spartan Planning & Wealth Management 6
Range Financial Group LLC 6
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 6
Funicular Funds, LP 6
GDS Wealth Management 6
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 6
Grayhawk Investment Strategies Inc. 6
Plan Group Financial, LLC 6
First National Advisers, LLC 6
1060 Capital Opportunity Fund, LP 6
Second Half Financial Partners, LLC 6
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 6
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 6
Dakota Community Bank & Trust NA 6
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 6
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 6
Beaumont Financial Advisors, LLC 6
B.O.S.S. Retirement Advisors, LLC 6
HF Advisory Group, LLC 6
AM Squared Ltd 6
Longbow Finance SA 6
Applied Capital LLC/FL 6
Gallagher Benefit Services, Inc. 6
Franklin BSP Private Credit Fund 6
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 6
Titleist Asset Management, Llc 6
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 6
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 6
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 6
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 6
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 6
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 6
Trueblood Wealth Management, LLC 6
Lewis Asset Management, LLC 6
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 6
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 6
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 6
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 6
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 6
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 6
HTLF Bank 6
Access Investment Management LLC 6
Central Valley Advisors, Llc 6
Stablepoint Partners, LLC 6
Richardson Capital Management LLC 6
Maia Wealth LLC 6
SIH Partners, LLLP 6
Eight 31 Financial Llc 6
Prospect Financial Services LLC 6
Sierra Summit Advisors Llc 6
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 6
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 6
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 6
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 6
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 6
Atlanta Consulting Group Advisors, LLC 6
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 6
Motiv8 Investments LLC 6
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 6
Bank & Trust Co 6
Fiduciary Financial Group, Llc 6
Fullcircle Wealth Llc 6
Generate Investment Management Ltd 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 6
Granite FO LLC 6
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 6
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund 6
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 6
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 6
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 6
Blake Schutter Theil Wealth Advisors, LLC 6
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 6
BCONX - Perpetual Americas Funds Trust - Barrow Hanley Credit Opportunities Fund Institutional Shares 6
Copley Financial Group, Inc. 6
Arcadia Investment Advisors Llc 6
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 6
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 6
Westmount Partners, LLC 6
Pines Wealth Management, LLC 6
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 6
Eq Wealth Advisors, Llc 6
Lightrock Netherlands B.V. 6
Argentarii, LLC 6
Hopwood Financial Services, Inc. 6
Burkehill Global Management, LP 6
Curio Wealth, Llc 6
denkapparat Operations GmbH 6
Conquis Financial Llc 6
Burling Wealth Partners, Llc 6
Chapman Financial Group, Llc 6
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 6
EUSM - Strategy Shares - Eventide US Market ETF 6
Aspetuck Financial Management LLC 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
Horizon Funds - HORIZON EXPEDITION PLUS ETF 6
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 6
Wealth Management Associates, Inc. 6
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 6
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 6
Militia Capital Partners, LP 6
Harbor Asset Planning, Inc. 6
ENDW - EA Series Trust - Cambria Endowment Style ETF 6
Evelyn Partners Investment Management LLP 6
ABN AMRO Bank N.V. 6
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 6
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 5
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 5
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 5
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 5
VELA Investment Management, LLC 5
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 5
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 5
Sendero Wealth Management, LLC 5
BKA Wealth Consulting, Inc. 5
Dynamo Internacional Gestao De Recursos Ltda. 5
Fort Warren Capital Management, LP 5
CCLA Investment Management Ltd 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
Oaktree Funds 5
Tarsadia Capital, LLC 5
Retireful, LLC 5
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 5
Burkett Financial Services, Llc 5
Liberty Street Advisors, Inc. 5
Private Capital Advisors, Inc. 5
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 5
Williamson Legacy Group, LLC 5
EnRich Financial Partners LLC 5
McNamara Financial Services, Inc. 5
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 5
Lockerman Financial Group, Inc. 5
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 5
1858 Wealth Management, Llc 5
Caldwell & Orkin Inc 5
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 5
Red Spruce Capital, LLC 5
Karani Asset Management LLC 5
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 5
Waterstone Capital Management, L.P. 5
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A 5
KEMPER Corp 5
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 5
Polymer Capital Management (HK) LTD 5
Mendel Money Management 5
FHK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Hong Kong AlphaDEX Fund 5
Guerra Pan Advisors, Llc 5
Wimmer Associates 1, Llc 5
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 5
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 5
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 5
O'Brien Wealth Partners LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 5
CHGX - EA Series Trust - Stance Sustainable Beta ETF 5
Kcg Americas Llc 5
BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund 5
Lapides Asset Management, LLC 5
Eudaimonia Advisors Llc 5
Varde Management, L.P. 5
Mango Five Family, Inc. 5
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 5
Vision Capital Management, Inc. 5
Encompass More Asset Management 5
GIC Private Ltd 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
Oakwell Private Wealth Management, LLC 5
Virginia National Bank 5
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 5
Harris Associates L P 5
Cincinnati Specialty Underwriters Insurance CO 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 5
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
Junson Asset Management (Hong Kong) Ltd 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
Austin Private Wealth, LLC 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
Boltwood Capital Management 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 5
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 5
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 5
Investors Financial Group, LLC 5
High Probability Advisors, LLC 5
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 5
Amster Howard 5
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 5
Centurion Wealth Management LLC 5
Mattern Wealth Management LLC 5
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 5
Green Holdings Ltd 5
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 5
Mainstream Capital Management LLC 5
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 5
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 5
David J Yvars Group 5
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 5
Arbor Capital Management Llc 5
Provenire Capital, LLC 5
Eversept Partners, LP 5
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 5
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 5
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 5
Adams Natural Resources Fund, Inc. 5
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 5
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 5
VAVAX - VALIC Co I - Value Fund 5
Plimoth Trust Co Llc 5
Franklin Templeton International Trust 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF 5
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 5
Goldstone Financial Group, LLC 5
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 5
Steadfast Advisors Lp 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 5
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 5
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 5
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 5
Clovis Capital Management Lp 5
Fisher Funds Management LTD 5
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 5
Cascadia Advisory Services, LLC 5
Convergence Financial, LLC 5
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 5
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 5
Kalmar Investments Inc /de/ 5
Oak Associates Ltd /oh/ 5
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
Aldebaran Financial Inc. 5
PENN SERIES FUNDS INC - Large Cap Value Fund 5
Verde Capital Management 5
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 5
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 5
Tcfg Wealth Management, Llc 5
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 5
Willis Investment Counsel 5
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 5
Paladin Wealth, LLC 5
Milestone Asset Management, Llc 5
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 5
Bvf Inc/il 5
Scharf Investments, Llc 5
Good Steward Wealth Advisors,LLC 5
Sunpointe, LLC 5
Columbia Trust Co 01012016 5
Montgomery Investment Management Inc 5
Acuity Investment Management Inc 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
Value Partners Investments Inc. 5
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 5
Saybrook Capital /nc 5
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 5
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 5
Hays Advisory Llc 5
XY Capital Ltd 5
Lodge Hill Capital, LLC 5
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 5
Riverloft Capital Management L.P. 5
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 5
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 5
Kinloch Capital, LLC 5
Hutchens Investment Management Inc 5
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 5
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 5
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 5
Huber Capital Management LLC 5
Hutchinson Capital Management/ca 5
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 5
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 5
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 5
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 5
Dohj, Llc 5
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 5
Sage Advisors, Llc 5
Heritage Wealth Management, Inc. 5
AllianzGI Artificial Intelligence & Technology Opportunities Fund 5
Tanglewood Legacy Advisors, LLC 5
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 5
MSF Capital, LLC 5
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 5
Peterson Wealth Services 5
National Investment Services of America, LLC 5
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 5
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 5
Empire Capital Management, L.L.C. 5
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 5
Epiq Partners, Llc 5
Delta Financial Group, Inc. 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 5
Hahn Capital Management Llc 5
Emmett Investment Management, LP 5
EMSH - PROSHARES TRUST - ProShares Short Term USD Emerging Markets Bond ETF 5
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 5
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 5
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 5
Jordan Park Group LLC 5
Sirios Capital Management L P 5
Jackson Credit Opportunities Fund 5
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 5
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 5
Capital Counsel Llc/ny 5
ICW Investment Advisors LLC 5
Atlas Wealth Partners, LLC 5
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 5
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 5
Aspen Grove Capital, LLC 5
Permian Investment Partners, LP 5
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 5
Irenic Capital Management LP 5
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 5
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 5
Starr International Co Inc 5
VAUGHAN & Co SECURITIES, INC. 5
Hall Capital Management Co Inc 5
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 5
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 5
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 5
Cairn Investment Group, Inc. 5
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 5
Hemenway Trust Co LLC 5
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 5
Cfm Wealth Partners Llc 5
Highview Capital Management LLC/DE/ 5
Bristol John W & Co Inc /ny/ 5
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 5
VCCAX - VALIC Co II - Capital Appreciation Fund 5
PIMCO Flexible Emerging Markets Income Fund 5
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 5
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 5
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 5
Alken Asset Management Ltd. 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
Carleon Capital Partners LLC 5
Netols Asset Management, Inc. 5
Marlowe Partners LP 5
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 5
Corient IA LLC 5
Efficient Advisors, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 5
Oak Family Advisors, Llc 5
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 5
Concourse Capital Management, LLC 5
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 5
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 5
Wavelength Asset Management LLC 5
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 5
Reyes Financial Architecture, Inc. 5
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 5
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 5
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 5
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 5
GVO Asset Management Ltd 5
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 5
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 5
Chris Bulman Inc 5
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 5
Wilen Investment Management Corp. 5
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 5
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 5
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 5
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 5
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 5
Straight Path Wealth Management 5
Patriot Wealth Management, Inc. 5
Sandbox Financial Partners, LLC 5
Signature Financial Management, Inc. 5
Grandfield & Dodd, Llc 5
Greystone Investment Management Llc 5
Yelin Lapidot Holdings Management Ltd. 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 5
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 5
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 5
Bensler, LLC 5
OneAscent Investment Solutions LLC 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 5
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 5
Meru Capital Group, LP 5
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 5
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 5
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 5
TCLD - Managed Portfolio Series - Tortoise Cloud Infrastructure Fund 5
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 5
Strait & Sound Wealth Management LLC 5
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 5
Beaumont Asset Management, L.L.C. 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
Adirondack Retirement Specialists, Inc. 5
Birch Run Capital Advisors, LP 5
Sab Capital Advisors Llc 5
Sone Capital Management, LLC 5
Ninety One North America, Inc. 5
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 5
Peloton Wealth Strategists 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
Covington Investment Advisors Inc. 5
Cartenna Capital, LP 5
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 5
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A 5
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
Tmd & Associates, Inc 5
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 5
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 5
Boys Arnold & Co Inc 5
ULTRA SERIES FUND - Large Cap Value Fund Class I 5
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 5
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 5
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 5
Violich Capital Management, Inc. 5
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 5
Affinity Asset Advisors, LLC 5
Spirepoint Private Client, Llc 5
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 5
Public Investment Fund 5
Umpqua Bank 5
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 5
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 5
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 5
Lyell Wealth Management, Lp 5
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 5
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 5
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 5
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
RLIGX - Series Portfolios Trust - Rareview Longevity Income Generation Fund Retail Class 5
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 5
Northwest Bancshares, Inc. 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 5
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 5
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 5
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 5
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 5
Richard C. Young & CO., LTD. 5
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 5
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 5
Werba Rubin Papier Wealth Management 5
Seminole Management Co., Inc. 5
Todd Asset Management Llc 5
Noesis Capital Mangement Corp 5
Clear Point Advisors Inc. 5
Auxier Asset Management 5
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 5
Compass Financial Advisors Llc 5
MRCap LP 5
Sigma Investment Counselors Inc 5
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 5
B, B, H, & B Inc. 5
Dumac, Inc. 5
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 5
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 5
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 5
Baxter Bros Inc 5
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 5
Svenska Handelsbanken AB (publ) 5
Paladin Advisory Group, LLC 5
Ws Management Lllp 5
Three Seasons Wealth, LLC 5
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 5
Jwest, Llc 5
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 5
Windham Capital Management, LLC 5
Continental Investors Services, Inc. 5
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 5
Marshall & Sullivan Inc /wa/ 5
Cedar Hill Associates, Llc 5
Tortoise Index Solutions, LLC 5
Hudson Way Capital Management LLC 5
Sax Wealth Advisors, Llc 5
Verdad Advisers, LP 5
22nw, Lp 5
Gargoyle Investment Advisor L.L.C. 5
Wealth Architects, LLC 5
Partners Capital Investment Group Llc 5
Anthion Management, Llc 5
Susquehanna International Group Ltd. 5
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 5
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 5
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 5
JFG Wealth Management, LLC 5
Consolidated Capital Management, Llc 5
Parian Global Management LP 5
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 5
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 5
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 5
DIP - ETF Series Solutions - BTD Capital Fund 5
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 5
Tech Square Trading Lp 5
KONG - ETF Opportunities Trust - Formidable Fortress ETF 5
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 5
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 5
American Financial Advisors, LLC 5
Bill Few Associates, Inc. 5
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 5
Voleon Capital Management Lp 5
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 5
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 5
MIC Capital Management UK LLP 5
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 5
Alight Capital Management LP 5
Requisite Energy Fund I Lp 5
Southside Capital, Llc 5
Silver Point Capital L.P. 5
Valinor Management, Llc 5
Tuscan Ridge Asset Management Llc 5
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 5
Johnson Financial Group, LLC 5
Adirondack Research & Management Inc. 5
Barington Capital Group, L.p. 5
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 5
Seamans Capital Management, LLC 5
FMIJX - FMI FUNDS INC - International Fund Investor Class 5
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 5
TYHYX - Victory Portfolios IV - Victory Pioneer High Yield Fund Class Y 5
Union Investments & Development Ltd. 5
Eliot Finkel Investment Counsel, LLC 5
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 5
ARS Wealth Advisors Group, LLC 5
Think Investments LP 5
Blue Clay Capital Management, LLC 5
Permanent Capital Management, LP 5
BIP Wealth, LLC 5
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 5
Adalta Capital Management LLC 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
Peconic Partners Llc 5
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 5
Marvin & Palmer Associates Inc 5
Van Leeuwen & Company, LLC 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
Yoder Wealth Management, Inc. 5
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 5
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 5
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 5
Murphy, Middleton, Hinkle & Parker, Inc. 5
Engaged Capital LLC 5
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 5
Litespeed Management, L.L.C. 5
Kaufman Rossin Wealth, LLC 5
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 5
Atwater Malick LLC 5
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 5
Tipp Hill Capital Management LLC 5
Roubaix Capital, LLC 5
Conestoga Capital Advisors, LLC 5
Navigoe, LLC 5
Stewart & Patten Co Llc 5
Oak Harbor Wealth Partners, Llc 5
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 5
Silverarc Capital Management, Llc 5
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 5
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 5
GETCO Holding Company, LLC 5
Verger Capital Management LLC 5
Fdp Series Ii, Inc. 5
Ascendant Capital Management, LLC 5
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 5
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 5
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 5
Zhang Financial LLC 5
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 5
Asset Allocation & Management Company, LLC 5
Lindenwold Advisors 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 5
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 5
Wolf Hill Capital Management, LP 5
Elm Advisors, Llc 5
Bryce Point Capital, LLC 5
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 5
Southport Management, L.l.c. 5
Greenfield Savings Bank 5
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund 5
Monolith Advisors 5
Prairie Sky Financial Group LLC 5
Summit Financial Group, Inc. 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Bridge City Capital, LLC 5
Caerus Global Investors LLC 5
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 5
Marathon Asset Management Llp 5
Vista Investment Management 5
First County Bank /CT/ 5
Vista Equity Partners Management, Llc 5
ICMCX - Intrepid Capital Management Funds Trust - Intrepid Disciplined Value Fund Investor Class 5
Pinnacle Family Advisors, LLC 5
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 5
Values Added Financial LLC 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
Intrepid Family Office Llc 5
Cornerstone Capital, Inc. 5
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 5
Hosking Partners LLP 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
Cunning Capital Partners, LP 5
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
May Hill Capital, LLC 5
Staar Investment Trust 5
Rudd International, Inc. 5
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 5
Shilanski & Associates, Inc. 5
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 5
Global Alpha Capital Management Ltd. 5
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 5
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
Varenne Capital Partners 5
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 5
Elevatus Welath Management 5
LLSCX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Small-Cap Fund 5
Hilltop Park Associates LLC 5
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 5
DDD Partners, LLC 5
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 5
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 5
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 5
Putnam High Yield Trust 5
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 5
Mengis Capital Management, Inc. 5
Blackhill Capital Inc 5
Miller Wealth Advisors, Llc 5
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
Bickling Financial Services, Inc. 5
3G Capital Partners LP 5
Purkiss Capital Advisors LLC 5
Bks Advisors, Llc 5
Northwest Bank & Trust Co 5
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 5
Nuveen Global Equity Income Fund 5
RDFI - Collaborative Investment Series Trust - RAREVIEW DYNAMIC FIXED INCOME ETF 5
IYVAX - IVY FUNDS - Ivy Value Fund Class A 5
FOURPOINTS Investment Managers, S.A.S. 5
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 5
Rothschild Capital Partners, LLC 5
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 5
Blackrock Health Sciences Trust 5
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 5
Verde Servicos Internacionais S.A. 5
Rit Capital Partners Plc 5
Epstein & White Financial LLC 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
Bluepoint Investment Series Trust 5
JRM Investment Counsel, LLC 5
Orser Capital Management, Llc 5
Silvia Mccoll Wealth Management, Llc 5
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 5
Boardman Bay Capital Management Llc 5
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 5
Capital One Financial Corp 5
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 5
Sage Private Wealth Group, Llc 5
PEAK6 Capital Management LLC 5
Aegis Financial Corp 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
Lafitte Capital Management LP 5
Stewart West Indies Trading Co., Ltd 5
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 5
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 5
1ws Credit Income Fund 5
Capital Growth Management Lp 5
First Trust/aberdeen Global Opportunity Income Fund 5
Schrum Private Wealth Management LLC 5
Baugh & Associates, LLC 5
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 5
Westend Partners Lp 5
Missouri Valley Partners, Inc. 5
Abound Financial, Llc 5
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 5
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 5
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 5
Horizon Family Wealth, Inc. 5
High Falls Advisors, Inc 5
Brookside Capital Management Llc 5
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 5
Tiger Legatus Capital Management, LLC 5
Marshall Investment Management, Llc 5
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 5
Investment Advisory Group, LLC 5
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 5
Pacific Financial Group Inc 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 5
Pacific View Asset Management, Llc 5
Strategic Advocates LLC 5
Werlinich Asset Management, LLC 5
Tensile Capital Management LP 5
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 5
WUSAX - WANGER ADVISORS TRUST - Wanger USA 5
Amcap Fund 5
Integrated Quantitative Investments LLC 5
Legacy Wealth Management, LLC / MS 5
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 5
Wescott Financial Advisory Group, LLC 5
Lee Capital Holdings LLC 5
IronBridge Private Wealth, LLC 5
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 5
CM Management, LLC 5
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 5
Cape Ann Savings Bank 5
Delta Capital Management Llc 5
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 5
Kavi Asset Management, LP 5
Orca Investment Management, LLC 5
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 5
Country Club Trust Company, n.a. 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 5
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 5
Cla Strategic Allocation Fund 5
Mezzasalma Advisors, LLC 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
Magnolia Group, Llc 5
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A 5
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 5
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 5
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class 5
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 5
Capital Planning Advisors, LLC 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O 5
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 5
Certior Financial Group, Llc 5
SC&H Financial Advisors, Inc. 5
W.H. Cornerstone Investments Inc. 5
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 5
Berkshire Bank 5
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 5
Warther Private Wealth, LLC 5
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 5
Perkins Capital Management Inc 5
Secrest Blakey & Associates, LLC 5
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 5
DHNAX - DIAMOND HILL FUNDS - Diamond Hill Core Plus Bond Fund Investor 5
He Zhengxu 5
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund 5
NCM Capital Management, LLC 5
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 5
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 5
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 5
Davidson Capital Management Inc. 5
Windward Capital Management Co /ca 5
Fragasso Group Inc. 5
Nuveen Short Duration Credit Opportunities Fund 5
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 5
Numina Capital Management, LLC 5
LJI Wealth Management, LLC 5
Oskie Capital Management, Llc 5
Optimize Financial Inc 5
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 5
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 5
Nuveen Equity Premium Opportunity Fund 5
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF 5
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 5
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 5
Villere St Denis J & Co Llc 5
Point View Wealth Management, Inc. 5
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 5
ATPAX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald High Income Fund Class A 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
Round Table Investment Management Company, Lp 5
Canvas Wealth Advisors, LLC 5
Duquesne Family Office LLC 5
Precision Wealth Strategies, LLC 5
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 5
Cedrus LLC 5
American Institute for Advanced Investment Management, LLP 5
Westerly Capital Management, Llc 5
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 5
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 5
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
West Michigan Advisors, Llc 5
Oppenheimer Main Street Mid Cap Fund 5
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 5
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 5
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 5
Milestone Advisory Partners 5
New Age Alpha Trust - AVDR US LargeCap Leading ETF 5
New Age Alpha Trust - AVDR US LargeCap ESG ETF 5
Gabelli Healthcare & Wellnessrx Trust 5
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 5
Dorsal Capital Management, LLC 5
Sequent Asset Management, LLC 5
Pacific Global Investment Management Co 5
SOL Capital Management CO 5
GMOIX - GMO TRUST - GMO International Equity Fund Class III 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 5
Yost Capital Management, L.L.C. 5
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 5
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 5
Brooktree Capital Management 5
LifePlan Financial, LLC 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 5
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 5
Prosiris Capital Management LP 5
First Bancorp, Inc /ME/ 5
Roaring Blue Lion Capital Management, L.P. 5
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 5
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 5
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 5
Scoria Capital Partners LP 5
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 5
Stormborn Capital Management, Llc 5
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
T2 Partners Management, LP 5
Truxt Investmentos Ltda. 5
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 5
General Partner, Inc. 5
VCI Wealth Management LLC 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Berry Wealth Group, LP 5
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 5
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 5
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 5
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 5
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 5
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 5
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 5
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 5
IHSPX - Voya VARIABLE PORTFOLIOS INC - Voya Hang Seng Index Portfolio Class ADV 5
Roumell Asset Management, LLC 5
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 5
North Run Capital, Lp 5
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 5
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 5
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 5
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 5
OMNI 360 Wealth, Inc. 5
Alleghany Corp /de 5
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 5
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 5
Laurel Wealth Planning LLC 5
Angel Oak Capital Advisors, LLC 5
TCW ETF Trust - TCW Multisector Credit Income ETF 5
Wd Rutherford Llc 5
BayBridge Capital Group, LLC 5
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 5
Anb Bank 5
JPL Wealth Management, LLC 5
Egerton Capital (UK) LLP 5
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 5
Aristotle Capital Management, LLC 5
Western Financial Corp/CA 5
Limestone Investment Advisors LP 5
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 5
Miller Investment Management, LP 4
Summer Road Llc 4
Deimos Asset Management LLC 4
Kennondale Capital Management LLC 4
Bell & Brown Wealth Advisors, Llc 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
Bullseye Investment Management, LLC 4
MayTech Global Investments, LLC 4
X-Square Capital, LLC 4
Rainey & Randall Investment Management Inc. 4
Pinnacle Wealth Management, LLC 4
Rs Crum Inc. 4
Sands Capital Management, Llc 4
General Catalyst Group Management, Llc 4
McDonough Capital Management, Inc 4
Capasso Planning Partners LLC 4
Stordahl Capital Management, Inc. 4
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class 4
Ttp Investments, Inc. 4
Uncommon Cents Investing LLC 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 4
Sheffield Asset Management, L.L.C. 4
Meros Investment Management, LP 4
Wealth Advisors of Tampa Bay, LLC 4
Grant/GrossMendelsohn, LLC 4
Morgan Creek Series Trust 4
Hampton Road Capital Management LP 4
Divisadero Street Capital Management, LP 4
James Reed Financial Services, Inc. 4
TrueWealth Advisors, LLC 4
Columbia Etf Trust 4
SLT Holdings LLC 4
Pacholder High Yield Fund Inc 4
Highmount Capital, LLC 4
Disciplined Equity Management, Inc. 4
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A 4
Investors Trust Inc 4
Horizon Wealth Management, LLC 4
G2 Capital Management, Llc / Oh 4
Sio Capital Management, LLC 4
Sender Co & Partners, Inc. 4
Morris Capital Advisors, LLC 4
Keystone Wealth Services, LLC 4
IVC Wealth Advisors LLC 4
Sterling Manor Financial, LLC 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
Alpha Omega Group, Inc. 4
Wulff, Hansen & Co. 4
Perimeter Capital Partners, LLC 4
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 4
Tenere Capital LLC 4
SFG Wealth Management, LLC. 4
Eschler Asset Management LLP 4
Deutsche High Income Opportunities Fund, Inc. 4
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 4
Axiom Advisory, LLC 4
Afg Fiduciary Services Limited Partnership 4
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 4
Highside Capital Management L P 4
Turning Point Benefit Group, Inc. 4
Resource Credit Income Fund 4
Eaton Vance High Income 2021 Target Term Trust 4
Barnes Pettey Financial Advisors, Llc 4
Paradigm Capital Management, LLC/NV 4
Century Capital Management Trust 4
MEMBERS Trust Co 4
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 4
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 4
Day & Ennis, LLC 4
Highwater Wealth Management, LLC 4
FRG Family Wealth Advisors LLC 4
Capital & Planning, Llc 4
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 4
Advyzon Investment Management, LLC 4
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 4
Alan B. Lancz & Associates, Inc. 4
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 4
Aquire Wealth Advisors, LLC 4
Wealthstream Advisors, Inc. 4
Birch Capital Management, LLC 4
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 4
Localshares Investment Trust 4
Mitchell & Pahl Private Wealth, Llc 4
Annandale Capital, LLC 4
Norwood Financial Corp 4
Coulter & Justus Financial Services, LLC 4
Pinnacle Private Wealth, LLC 4
Websterrogers Financial Advisors, Llc 4
Cerro Pacific Wealth Advisors LLC 4
Sweet Financial Partners, LLC 4
Sandy Cove Advisors, LLC 4
ANTIPODES PARTNERS Ltd 4
Revolve Wealth Partners, LLC 4
Zimmermann Investment Management & Planning Llc 4
Wealth Management Solutions, LLC 4
Peapod Lane Capital LLC 4
Oppenheimer Discovery Mid Cap Growth Fund 4
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 4
Resource Consulting Group Inc 4
Yarbrough Capital, LLC 4
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF 4
GenTrust, LLC 4
Riverpoint Wealth Management Holdings, LLC 4
Shelton Wealth Management, Llc 4
Soma Equity Partners Lp 4
Thrive Capital Management, LLC 4
Oppenheimer Series Fund 4
Oppenheimer Rising Dividends Fund 4
Multisector Income Portfolio 4
Smith Shellnut Wilson Llc /adv 4
Distillate Capital Partners LLC 4
William Marsh Rice University 4
Lee Capital Management LP 4
Advance Capital Management, Inc. 4
Arxis Securities Llc 4
FLFR - Franklin Templeton ETF Trust - Franklin FTSE France ETF 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
Ullmann Financial Group, Inc. 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
black-and-white Capital LP 4
Tnf Llc 4
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 4
Oxler Private Wealth LLC 4
VKSGX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Value Fund Class R6 4
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 4
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 4
Route One Investment Company, L.P. 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
Baltimore Capital Management, Inc 4
P-Solve Investments Ltd 4
MBL Wealth, LLC 4
Kensington Investment Counsel, LLC 4
Innova Wealth Partners 4
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 4
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 4
Avantra Family Wealth, Inc. 4
Deutsche Multi-market Income Trust 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
Deutsche Strategic Income Trust 4
Trinity Financial Advisors LLC 4
Hixon Zuercher, LLC 4
Threadgill Financial, Llc 4
Roberts Wealth Advisors, LLC 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 4
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF 4
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 4
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 4
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 4
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 4
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 4
Liberty All Star Growth Fund Inc. 4
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 4
Forum CRE Income Fund 4
Crestone Asset Management LLC 4
Endeavor Private Wealth, Inc. 4
Blue Barn Wealth, LLC 4
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 4
Turim 21 Investimentos Ltda. 4
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF 4
Close Asset Management Ltd 4
Nellore Capital Management LLC 4
Fortress Wealth Group, LLC 4
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 4
Fourth Sail Capital LP 4
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 4
Cerebellum GP, LLC 4
Pratt Collard Advisory Partners LLC 4
Derbend Asset Management 4
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 4
Unison Advisors LLC 4
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 4
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
Blackrock Enhanced Capital & Income Fund, Inc. 4
First Trust/aberdeen Emerging Opportunity Fund 4
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 4
Foundation Asset Management, LP 4
NZS Capital, LLC 4
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 4
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 4
WealthTrust Asset Management, LLC 4
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
Smith Anglin Financial, LLC 4
Hall Private Wealth Advisors 4
Voya Asia Pacific High Dividend Equity Income Fund 4
Sls Management Llc 4
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 4
Shapiro Capital Management Llc 4
Bingham Private Wealth, Llc 4
VABS - Virtus ETF Trust II - Virtus Newfleet ABS/MBS ETF 4
Columbia Seligman Premium Technology Growth Fund, Inc. 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 4
Rollins Financial 4
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 4
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
MVP - Listed Funds Trust - Roundhill MVP ETF 4
Abrams Capital Management, L.p. 4
NB Crossroads Private Markets Access Fund LLC 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 4
Nuveen Preferred & Income Term Fund 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 4
John W. Brooker & Co., CPAs 4
Amplify ETF Trust - Amplify CWP Growth & Income ETF 4
Syntax Advisors, Llc 4
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 4
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 4
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 4
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 4
GLDAX - Gabelli Gold Fund, Inc. - GABELLI GOLD FUND INC CLASS A 4
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 4
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 4
Cyrus Capital Partners, L.p. 4
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 4
Benedetti & Gucer, Inc. 4
Acas, Llc 4
SZEAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Emerging Markets Fixed Income Fund Class A 4
Next Century Growth Investors Llc 4
GP Brinson Investments LLC 4
Palumbo Wealth Management LLC 4
Camden National Corp 4
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 4
SRB Corp 4
Orchard Capital Managment, LLC 4
Brookfield Global Listed Infrastructure Income Fund Inc. 4
NWXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Emerging Markets Debt Fund Class A 4
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I 4
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 4
SDBNX - SCHRODER SERIES TRUST - Schroder Short Duration Bond Fund Investor Shares 4
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 4
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 4
TCI Fund Management Ltd 4
Samjo Capital LLC 4
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
WOOD - iSHARES TRUST - iShares Global Timber & Forestry ETF 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 4
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 4
Tamarack Advisers, LP 4
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 4
Rutabaga Capital Management Llc/ma 4
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 4
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF 4
Ics Opportunities, Ltd. 4
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 4
Nabity-Jensen Investment Management Inc 4
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 4
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 4
Valued Retirements, Inc. 4
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 4
Brophy Wealth Management, LLC 4
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 4
Diversified Enterprises, LLC 4
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 4
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 4
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 4
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 4
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 4
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 4
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 4
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 4
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 4
AGF Investments America Inc. 4
MidAtlantic Capital Management, Inc. 4
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 4
VSSGX - VALIC Co I - Small-Mid Growth Fund 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 4
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 4
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF 4
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 4
PENN SERIES FUNDS INC - Smid Cap Growth Fund 4
Axecap Investments, LLC 4
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 4
Disciplined Growth Investors Inc /mn 4
ROM - PROSHARES TRUST - ProShares Ultra Technology 4
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 4
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 4
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 4
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 4
Forbes J M & Co Llp 4
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 4
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 4
Spo Advisory Corp 4
Portland Investment Counsel Inc. 4
Brown Financial Advisors 4
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 4
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 4
Eagle Point Enhanced Income Trust 4
Nottingham Advisors, Inc. 4
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers 4
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 4
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 4
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 4
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I 4
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 4
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 4
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
VASMX - VALIC Co II - Small Cap Growth Fund 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
Suncoast Equity Management 4
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 4
Capital Investment Counsel, LLC 4
John Hancock Funds II - Science & Technology Fund Class NAV 4
Correct Capital Wealth Management 4
FreeGulliver LLC 4
Fairfield Financial Advisors, LTD 4
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 4
FOINX - Tributary Funds, Inc. - Income Fund Institutional 4
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 4
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 4
Gentry Private Wealth, Llc 4
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 4
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 4
CacheTech Inc. 4
CUT - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF 4
Kings Path Partners LLC 4
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 4
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 4
QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
Board of Trustees of The Leland Stanford Junior University 4
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 4
Hardman Johnston Global Advisors LLC 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
Paradice Investment Management LLC 4
Axar Capital Management L.p. 4
CGHY - Capital Group Fixed Income ETF Trust - Capital Group High Yield Bond ETF Share class 4
Pennsylvania Capital Management Inc /adv 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 4
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 4
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 4
EWGS - iSHARES TRUST - iShares MSCI Germany Small-Cap ETF 4
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 4
EWQ - iShares, Inc. - iShares MSCI France ETF 4
West Chester Capital Advisors, Inc 4
EPP - iShares, Inc. - iShares MSCI Pacific ex Japan ETF 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Mosaic Financial Group, Llc 4
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 4
RW Investment Management LLC 4
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 4
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 4
Verus Financial Partners, Inc. 4
Trajan Wealth LLC 4
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 4
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 4
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 4
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 4
Mason Capital Fund Trust - Fundamentals First ETF 4
Rockport Wealth LLC 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
Gratus Wealth Advisors, LLC 4
V2 Financial group LLC 4
Fpc Investment Advisory, Inc. 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
Nichols & Pratt Advisers Llp /ma 4
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 4
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 4
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 4
Court Place Advisors, LLC 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 4
Crossvault Capital Management LLC 4
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 4
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 4
ASA Gold & Precious Metals Ltd 4
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 4
EKWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Precious Metals Fund Class A 4
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 4
Aull & Monroe Investment Management Corp 4
AA Financial Advisors, LLC 4
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A 4
Promethos Capital, LLC 4
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 4
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 4
TOWER TRUST & INVESTMENT Co 4
British Airways Pensions Investment Management Ltd 4
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 4
OHIO NATIONAL FUND INC - ON Foreign Portfolio 4
Livelsberger Financial Advisory 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 4
Pavion Blue Capital, LLC 4
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 4
PMC FIG Opportunities LLC 4
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 4
Vista Wealth Management Group, LLC 4
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 4
Usa Mutuals Advisors, Inc. 4
FirstMerit Bank N A Trustee 4
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
Horizon Investment Services, LLC 4
Miura Global Management, LLC 4
Blackstone Holdings III L.P. 4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 4
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 4
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
JHL Capital Group LLC 4
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 4
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 4
Lord Abbett Credit Opportunities Fund 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 4
Mogy Joel R Investment Counsel Inc 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
Akanthos Capital Management Llc 4
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 4
Clarity Capital Partners LLC 4
Sachem Head Capital Management LP 4
GLOBALT Investments LLC / GA 4
Heard Capital LLC 4
Corbett Road Capital Management, Llc 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 4
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 4
Copperleaf Capital, LLC 4
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 4
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 4
ADVANCED SERIES TRUST - AST Jennison Global Infrastructure Portfolio 4
Security National Bank Of So Dak 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 4
Mcdaniel Terry & Co 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
LaFleur & Godfrey LLC 4
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 4
Palisades Hudson Asset Management, L.P. 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
TAMRO Capital Partners LLC 4
Washburn Capital Management, Inc. 4
Harrell Investment Partners, Llc 4
Magnolia Capital Management Ltd 4
Pension Partners, LLC 4
Battery Global Advisors, LLC 4
Paragon Advisors, LLC 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 4
Wellington Wealth Strategies, LLC. 4
PYA Waltman Capital, LLC 4
Detalus Advisors, LLC 4
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 4
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 4
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 4
Christopher J. Hasenberg, Inc 4
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 4
Retirement Design & Management Inc /adv 4
FCG Investment Co 4
Asio Capital, LLC 4
Armor Advisors, L.l.c. 4
Mosaic Financial Partners, Inc. 4
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 4
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 4
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 4
Second Line Capital, LLC 4
Profunds - Profund Vp Technology 4
Private Wealth Strategies, L.L.C. 4
Constellation Wealth Advisors, LLC 4
12 West Capital Management LP 4
Whetstone Capital Advisors, LLC 4
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) 4
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 4
PKO Investment Management Joint-Stock Co 4
Patrick M Sweeney & Associates, Inc 4
Blue Grotto Capital, LLC 4
Carlyle Group Inc. 4
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 4
Davidson Trust Co 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
Barlow Wealth Partners, Inc. 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 4
Juncture Wealth Strategies, Llc 4
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 4
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 4
Macguire, Cheswick & Tuttle Investment Counsel Llc 4
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Rakuten Securities, Inc. 4
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 4
Compass Ion Advisors, LLC 4
Dalton Investments LLC 4
Ironwood Investment Management Llc 4
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 4
360 Financial, Inc. 4
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 4
Capital Management Associates, Inc 4
Insight Wealth Partners, LLC 4
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
Visionary Horizons, LLC 4
Sabadell Asset Management, S.A S.G.I.I.C 4
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 4
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 4
Locust Wood Capital Advisers, LLC 4
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 4
Blue Square Asset Management, Llc 4
Coronation Asset Management (Pty) Ltd. 4
Small Cap Value Fund, Inc. 4
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 4
Nuveen Global Income Opportunities Fund 4
Portland Global Advisors LLC 4
Dondero James D 4
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 4
Stolper Co 4
Hartford Schroders Opportunistic Income Fund 4
Gibbs Wealth Management 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
Phoenix Investment Adviser LLC 4
Rare Infrastructure Ltd 4
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 4
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 4
Hamilton Lane Advisors Llc 4
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 4
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 4
Savoie Capital LLC 4
Team Financial Group, LLC 4
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 4
Select Equity Group Inc 4
Stratton Mid Cap Value Fund, Inc. 4
Global Strategic Investment Solutions, LLC 4
Bridges Investment Counsel Inc/ 4
Magee Thomson Investment Partners Llc 4
Wallington Asset Management, LLC 4
Bedel Financial Consulting Inc 4
SHEH - Precidian ETFs Trust - Shell plc ADRhedged 4
Wunderlich Capital Managemnt 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Iams Wealth Management, Llc 4
Hsbc Portfolios 4
Gmt Capital Corp 4
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A 4
Causeway Capital Management Llc 4
Needham Investment Management Llc 4
Souders Financial Advisors 4
Keane Capital Management Inc 4
Aberdeen Funds - Aberdeen Income Builder Fund Class A 4
APSPX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series SP CoreBuilder Shares Series SP 4
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional 4
Harbourvest Partners Llc 4
Alesco Advisors Llc 4
Mountain Lake Investment Management LLC 4
Auxano Advisors, LLC 4
Stevard, LLC 4
Smart Portfolios, LLC 4
Prosperity Wealth Management, Inc. 4
Prosperity Financial Group, Inc. 4
Franklin Templeton ETF Trust - Franklin Income Focus ETF 4
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 4
Bpv Family Of Funds 4
Colrain Capital Llc 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
Evanston Investments, Inc., dba Evanston Advisors 4
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 4
TINAX - Investment Managers Series Trust II - AXS Tactical Income Fund Class A Shares 4
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 4
Chemung Canal Trust Co 4
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 4
Rappaport Reiches Capital Management, LLC 4
Oppenheimer Equity Fund 4
Brookfield Mortgage Opportunity Income Fund Inc. 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
New Harbor Financial Group, LLC 4
Majedie Asset Management Ltd 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Summit Financial Strategies, Inc. 4
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 4
Armstrong, Fleming & Moore, Inc 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
Roffman Miller Associates Inc /pa/ 4
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 4
Independence Trust CO 4
Westhampton Capital, LLC 4
LKBAX - LKCM Funds - LKCM Balanced Fund 4
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 4
RedJay Asset Management Inc. 4
Green Owl Capital Management, LLC 4
Parr Mcknight Wealth Management Group, Llc 4
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 4
Penn Davis Mcfarland Inc 4
Private Capital Management Llc 4
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 4
Vega Investment Solutions 4
Cliffwater Corporate Lending Fund 4
Davide Leone & Partners Investment Co Ltd. 4
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 4
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 4
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 4
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 4
Blue Rock Wealth Management LLC 4
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 4
Lincoln Capital LLC 4
Campbell Newman Asset Management Inc 4
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 4
Cherokee Insurance Co 4
Bouchey Financial Group Ltd 4
Ewa, Llc 4
Carlson Capital Management 4
Bath Savings Trust Co 4
Brown Shipley& Co Ltd 4
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 4
Aspen Wealth Strategies, LLC 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
Cacti Asset Management Llc 4
Financial Insights, Inc. 4
EisnerAmper Wealth Management Corporate Benefits, LLC 4
Columbia Pacific Advisors, LLC 4
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class 4
ERn Financial, LLC 4
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 4
1248 Management, LLC 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Royal Capital Management, LLC 4
IFC Advisors LLC 4
TINIX - NORTHERN LIGHTS FUND TRUST III - ACM Tactical Income Fund Class I 4
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 4
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 4
Texas Bank & Trust Co 4
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 4
Bernardo Wealth Planning LLC 4
Full Sail Capital, LLC 4
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 4
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 4
PPM Funds - PPM Small Cap Value Fund (Inst) 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Opti Capital Management, Lp 4
Vantage Investment Partners, LLC 4
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 4
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 4
Accredited Wealth Management, LLC 4
Magellan Asset Management Ltd 4
Minot DeBlois Advisors LLC 4
Whitaker-Myers Wealth Managers, LTD. 4
Orchard Hill Capital Management LP 4
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 4
Empire Financial Management Company, LLC 4
CF Capital LLC 4
Baron Wealth Management LLC 4
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 4
Bedell Frazier Investment Counseling, LLC 4
PMV Capital Advisers, LLC 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
RFTDX - Ranger Funds Investment Trust - Ranger Quest For Income And Growth Fund Investor Class 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
Emerson Investment Management, Llc 4
BBAX - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia ex-Japan ETF 4
American Assets Inc 4
Asahi Life Asset Management Co., Ltd. 4
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 4
One William Street Capital Management, L.p. 4
Ycg, Llc 4
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
KSL Advisors, LLC 4
ADPV - Series Portfolios Trust - Adaptiv Select ETF 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 4
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 4
Panoramic Investment Advisors, Llc 4
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 4
Investor's Fiduciary Advisor Network, LLC 4
MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund 4
Montag & Caldwell, Llc 4
Alerus Investment Advisors Corp 4
MPUSX - Gallery Trust - MONDRIAN U.S. SMALL CAP EQUITY FUND Mondrian U.S. Small Cap Equity Fund 4
Cornerstone Select Advisors, LLC 4
Dougherty Wealth Advisers LLC 4
TLW Wealth Management, LLC 4
Strategic Wealth Management Inc 4
John G Ullman & Associates Inc 4
CRA Financial Services, LLC 4
Jabodon Pt Co 4
PSquared Asset Management AG 4
Castlekeep Investment Advisors Llc 4
Credit Industriel Et Commercial 4
TB Alternative Assets Ltd. 4
Berkshire Asset Management Llc/pa 4
Capital Group Investment Management Pte. Ltd. 4
Oak Hill Wealth Advisors, Llc 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
Brooks, Moore & Associates, Inc. 4
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 4
Atlas Wealth LLC 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
Herald Investment Management Ltd 4
Odey Asset Management Group Ltd 4
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 4
Longview Financial Advisors LLC 4
Benchstone Capital Management LP 4
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 4
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I 4
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 4
ADVIX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Advisor Class 4
BLI - Banque de Luxembourg Investments 4
Parametric Risk Advisors LLC 4
CLOU - Global X Funds - Global X Cloud Computing ETF 4
American Beacon Sound Point Enhanced Income Fund 4
Viawealth, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 4
Icc Capital Management Inc/ 4
Arista Wealth Management, LLC 4
Archon Partners LLC 4
Sunflower Bank, N.A. 4
Curat Global, LLC 4
Beacon Bridge Wealth Partners, LLC 4
TRB Advisors LP 4
Qsemble Capital Management, LP 4
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 4
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 4
RIA Advisory Group LLC 4
Triglav Skladi, D.o.o. 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
Mkd Wealth Coaches, Llc 4
Tiff Advisory Services Inc 4
Evelyn Partners Investment Management Services Ltd 4
Turn8 Private Wealth Inc. 4
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 4
Bridge Generations Wealth Management Llc 4
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 4
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 4
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 4
Great Waters Wealth Management 4
Seed Wealth Management, Inc. 4
Chapin Davis, Inc. 4
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional 4
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 4
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 4
Sophrosyne Capital Llc 4
Taikang Asset Management (Hong Kong) Co Ltd 4
Wood Asset Management Inc 4
Rangeley Capital, LLC 4
Evelyn Partners Asset Management Ltd 4
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF 4
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 4
Steigerwald, Gordon & Koch Inc. 4
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 4
PAYDEN & RYGEL INVESTMENT GROUP - Payden Securitized Income Fund Investor Class 4
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 4
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
RENN Fund, Inc. 4
Cantor Fitzgerald Sustainable Infrastructure Fund 4
Goldman Capital Management Inc 4
JW Asset Management, LLC 4
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 4
Axim Planning & Wealth 4
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 4
Shakespeare Wealth Management, Inc. 4
TRFM - ETF Series Solutions - AAM Transformers ETF 4
Providence Wealth Advisors, LLC 4
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
JGP Wealth Management, LLC 4
Bridge Creek Capital Management LLC 4
Peak Financial Management, Inc. 4
VELA Funds - VELA Income Opportunities Fund Class A 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 4
Tower Square Investment Management, Llc 4
Sunesis Advisors, LLC 4
Horizons Wealth Management 4
Weintraub Capital Management, L.p. 4
DW Partners, LP 4
RFG - Bristol Wealth Advisors, LLC 4
Confluence Wealth Management LLC 4
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 4
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 4
Barings Funds Trust - Barings Emerging Markets Debt Blended Total Return Fund Class C Shares 4
Mcclain Value Management Llc 4
Schooner Investment Group, LLC. 4
Angel Oak Strategic Credit Fund 4
Strategic Financial Services, Inc, 4
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 4
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 4
Princeton Capital Management Inc 4
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 4
Tradewinds Global Investors, LLC 4
Legacy Financial Strategies, LLC 4
Elefante Michael B 4
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
Blue Chip Wealth Management, Inc. 4
Spectrum Financial Alliance Ltd LLC 4
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 4
Zeke Lp /pa 4
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 4
Strid Group, LLC 4
Fenimore Asset Management Trust 4
Winthrop Advisory Group LLC 4
Rushmore Investment Advisors, Inc. 4
Vontobel Swiss Wealth Advisors AG 4
Corundum Group, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
Dominick & Dominick LLC 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Simmons Bank 4
Broad Run Investment Management, LLC 4
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 4
BLACKROCK FUNDS - BlackRock International Impact Fund Class K 4
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 4
New Vernon Capital Holdings II LLC 4
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 4
New Vernon Investment Management Llc 4
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 4
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 4
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 4
Bandera Partners LLC 4
Perry Corp 4
CLARET ASSET MANAGEMENT Corp 4
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 4
Sava Infond d.o.o. 4
Bolton Lp 4
Brown Capital Management Llc 4
Guardian Capital Advisors Lp 4
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 4
SS&H Financial Advisors, Inc. 4
American Capital Mortgage Management, LLC 4
Ruane, Cunniff & Goldfarb Inc 4
Espalier Global Management LLC 4
Lansing Street Advisors 4
Titus Wealth Management 4
Central Asset Investments & Management Holdings (HK) Ltd 4
West Wealth Group, LLC 4
Thunderbird Partners Llp 4
Antipodean Advisors LLC 4
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 4
Solidarilty Wealth, LLC 4
Connors Funds - Connors Hedged Equity Fund Institutional Class 4
Tekne Capital Management, LLC 4
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 4
Greenspring Advisors, LLC 4
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 4
Wallace Capital Management Inc. 4
Hunt Lane Capital LP 4
Junto Capital Management LP 4
Hefty Wealth Partners 4
Simcoe Capital Management, LLC 4
First Western Trust Bank 4
RMG Wealth Management LLC 4
Harber Asset Management Llc 4
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 4
First Trust High Yield Opportunities 2027 Term Fund 4
VALUED ADVISERS TRUST - Genuine Investors ETF 4
Runnymede Capital Advisors, Inc. 4
Foxhaven Asset Management, LP 4
Eachwin Capital, Lp 4
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 4
Alpenglow Capital LP 4
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 4
Smart Money Group LLC 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 4
Prana Capital Management, LP 4
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 4
Europacific Growth Fund 4
Strategic Vision Investment Ltd 4
Caerus Investors, Llc 4
American National Bank & Trust Co /va/ 4
Fluent Financial, LLC 4
Generali Investments, Management Co LLC 4
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 4
aeris Capital Holding GmbH 4
Sitrin Capital Management LLC 4
Eos Focused Equity Management, L.P. 4
Centenus Global Management, Lp 4
Hamilton Capital, LLC 4
Rex Capital Advisors, LLC 4
Unio Capital LLC 4
Clark Financial Services Group Inc /bd 3
Darsana Capital Partners LP 3
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 3
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 3
Marathon Capital Management 3
Drill Craig A 3
Maltin Wealth Management, Inc. 3
Solus Alternative Asset Management LP 3
Gamco Natural Resources, Gold & Income Trust 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares 3
Wealth & Pension Services Group, Inc. 3
Trust Co Of Oklahoma 3
Maple-Brown Abbott Ltd 3
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 3
Navalign, LLC 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
Independence Advisors, LLC 3
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
Roystone Capital Management LP 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 3
Peoples Bank /oh 3
Guggenheim Energy & Income Fund 3
Gamco Global Gold, Natural Resources & Income Trust 3
Cullen Investment Group, Ltd. 3
Eaton Vance Enhanced Equity Income Fund Ii 3
CA Family Wealth, LLC 3
Stellar Capital Management, LLC 3
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
Capital Markets Trading UK LLP 3
MBA Advisors LLC 3
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 3
Wilkinson Global Asset Management LLC 3
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 3
Philip James Wealth Mangement, LLC 3
Global Strategic Management Inc 3
AO Asset Management, LLC 3
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
Barings Participation Investors 3
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
Tandem Capital Management Corp /adv 3
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 3
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF 3
Deschaine & Company, Llc 3
Wealthspan Partners, Llc 3
Hitchwood Capital Management LP 3
300 North Capital, Llc 3
DSPC - Investment Managers Series Trust II - AXS De-SPAC ETF 3
Birmingham Capital Management Co Inc/al 3
Cambrian Capital Limited Partnership 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 3
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 3
LNZ Capital LP 3
Pantheon Investment Group, LLC 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
Flynn Zito Capital Management, Llc 3
Charles Schwab Trust Co 3
Silverberg Bernstein Capital Management LLC 3
Enzi Wealth 3
Sun Valley Gold Llc 3
Kanawha Capital Management Llc 3
Tairen Capital Ltd 3
WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund 3
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
Klein Pavlis & Peasley Financial, Inc. 3
Bull Street Advisors, LLC 3
Troluce Capital Advisors LLC 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
Silver Rock Financial LLC 3
LongView Wealth Management 3
Johnson & White Wealth Management, LLC 3
SPROTT FUNDS TRUST - Sprott Gold Equity Fund Institutional Class 3
Brian Low Financial Group, Llc 3
Leibman Financial Services, Inc. 3
Deutsche Money Funds 3
Morgan Stanley Global Infrastructure Fund 3
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 3
Nuveen Equity Premium Advantage Fund 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
Sky Investment Group LLC 3
Seven Harbour Global, LP 3
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 3
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 3
SQN Investors LP 3
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 3
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 3
Pegasus Asset Management, Inc. 3
Oppenheimer Corporate Bond Fund 3
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class 3
S.E.E.D. Planning Group LLC 3
Oppenheimer Main Street All Cap Fund 3
Capital Advisors Wealth Management, LLC 3
Olympus Peak Asset Management LP 3
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 3
Salvus Wealth Management, LLC 3
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A 3
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 3
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 3
R. W. Roge & Company, Inc. 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
Nuveen Preferred & Income 2022 Term Fund 3
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 3
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
Biondo Investment Advisors, LLC 3
Charter Research & Investment Group, Inc. 3
Willis Johnson & Associates, Inc. 3
Aspen Investment Management Inc 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 3
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 3
Berkeley, Inc 3
Elessar Funds Investment Trust 3
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 3
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 3
PCG Wealth Advisors, LLC 3
Oak Harvest Investment Services 3
Ballast, Inc. 3
Nvest Financial, LLC 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 3
Transamerica Income Shares, Inc. 3
Fairholme Capital Management Llc 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
BBH Trust - BBH Partner Fund - Select Short Term Assets 3
Mak Capital One Llc 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 3
Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF 3
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 3
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3
United Bank 3
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
Compass Efficient Model Portfolios, LLC 3
Sanibel Captiva Investment Advisers, Inc. 3
Saxon Interests, Inc. 3
Montgomery Street Income Securities, Inc 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
Triple8, LLC 3
Kirr Marbach & Co Llc /in/ 3
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 3
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 3
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
Ballast Asset Management, LP 3
Greenwood Investments, Inc. 3
Pinnbrook Capital Management Lp 3
1623 Capital LLC 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
Sadoff Investment Management Llc 3
Selkirk Management LLC 3
Sectoral Asset Management Inc 3
Delta Financial Advisors Llc 3
Bellevue Group AG 3
Wilsey Asset Management Inc 3
NTHEX - Northeast Investors Trust - Northeast Investors Trust 3
Glade Brook Capital Partners Llc 3
Ivy High Income Opportunities Fund 3
Hovde Capital Advisors Llc 3
Orbis Holdings Ltd 3
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 3
Fundrise Income Real Estate Fund, LLC 3
Vernier Capital Partners, Lp 3
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 3
Nierenberg Investment Management Company, Inc. 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
Cooperatieve Rabobank U.A. 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 3
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 3
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 3
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
Life Planning Partners, Inc 3
Saddle Road Partners, LLC 3
Altrinsic Global Advisors Llc 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 3
E Fund Management (Hong Kong) Co., Ltd. 3
SHLMX - Stone Harbor Investment Funds - Stone Harbor Local Markets Fund Institutional Class 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Local Multi-Sector Account Portfolio 3
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 3
Lansdowne Partners (uk) Llp 3
Rithm Capital Corp. 3
Lee Financial Group Hawaii, Inc. 3
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 3
All Terrain Financial Advisors, LLC 3
Nicolet Bankshares Inc 3
Wildcat Capital Management, LLC 3
Financial Advisory Partners, Llc 3
Wilkinson Ogrady & Co Inc /ny 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 3
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 3
Taylor Asset Management Inc 3
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 3
BancorpSouth Inc 3
Chimera Capital Management LLC 3
Platinum Investment Management Ltd 3
Atlas Financial Advisors, Inc. 3
Kendall Square Capital, LLC 3
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 3
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF 3
Drexel Morgan & Co. 3
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 3
Mallini Complete Financial Planning LLC 3
Retirement Income Solutions, Inc 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
Sterling Financial Group, Inc. 3
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 3
Timberline Asset Management LLC 3
Nwi Management Lp 3
WJ Interests, LLC 3
Putnam ETF Trust - Putnam Sustainable Future ETF - 3
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 3
Post Resch Tallon Group Inc. 3
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 3
Jackson Park Capital, Llc 3
Yale University 3
TISVX - TRANSAMERICA FUNDS - Transamerica International Small Cap Value I 3
FT Options LLC 3
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 3
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 3
Davlin Philanthropic Funds 3
Agnc Investment Corp. 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
Energy Income Partners, LLC 3
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 3
Spence Asset Management 3
Helix Partners Management LP 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 3
Deutsche High Income Trust 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
Talara Capital Management, LLC 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares 3
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
Silverhawk Asset Management, Llc 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
Landmark Financial Advisors, LLC 3
BBR ALO Fund, LLC 3
Blackrock Science & Technology Trust 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 3
Manor Road Capital Partners, Llc 3
MOATX - PFS FUNDS - Castle Focus Fund Investor 3
LWM Advisory Services, LLC 3
Future Fund Board of Guardians 3
Brightworth 3
Subin Neil S 3
Riversedge Advisors, Llc 3
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 3
Bank Hapoalim Bm 3
Zweig Advisers Llc 3
Sapphire Star Partners LP 3
Endowment Wealth Management, Inc. 3
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 3
Professional Planning 3
Birch Hill Investment Advisors LLC 3
Newgate Capital Management Llc 3
Invesco, Llc 3
Blackrock Utility & Infrastructure Trust 3
PFW Advisors LLC 3
Makaira Partners LLC 3
Oak Point Wealth Management 3
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund 3
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 3
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
Limestone Value Partners, LLC 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 3
Seven Mile Advisory 3
Camac Fund, LP 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
Beacon Harbor Wealth Advisors, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
Banc Funds Co Llc 3
GoodHaven Capital Management, LLC 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
BDKAX - Investment Managers Series Trust - Braddock Multi-Strategy Income Fund Class A Shares 3
Hudson Canyon Capital Management 3
Hochman Cole Investment Advisors, Inc. 3
Samjo Management, LLC 3
Oaktree Fund Advisors, LLC 3
Covalis (Gibraltar) Ltd 3
Swiss Helvetia Fund, Inc. 3
Plan Investment Fund Inc 3
Passive Capital Management, LLC. 3
Riverpark Capital Management Llc 3
Jacobsen Capital Management 3
Bornite Capital Management LP 3
Apollo Tactical Income Fund Inc. 3
Manhattan West Asset Management, LLC 3
Royce Global Value Trust, Inc. 3
January Capital Advisors LLC 3
Rayner & Haynor 3
Tallon Kerry Patrick 3
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares 3
Genesis Private Wealth, Llc 3
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 3
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 3
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
Michels Family Financial, LLC 3
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class 3
Foxby Corp. 3
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 3
Pinney & Scofield, Inc. 3
Stockbridge Partners LLC 3
Sightline Wealth Advisors, LLC 3
Beaton Management Co. Inc. 3
Investment Management Corp /va/ /adv 3
Staton Financial Advisors, Llc 3
Euclidean Technologies Management, LLC 3
Freemont Management S.A. 3
Forum Private Client Group LLC 3
Strategies Wealth Advisors, LLC 3
Santa Monica Partners Lp 3
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 3
Apertura Capital, LLC 3
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 3
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 3
Ksa Capital Management, Llc 3
Stillwater Capital Advisors, LLC 3
Frontier Capital Management Co Llc 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
Union Bancaire Privee Asset Management LLC 3
Khp Capital, Llc 3
Eagle Point Credit Co Inc. 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
Pioneer Trust Bank N A/or 3
Satovsky Asset Management Llc 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
Salem Capital Management Inc 3
GOAU - ETF Series Solutions - U.S. Global GO GOLD and Precious Metal Miners ETF 3
Meketa Investment Group Inc /adv 3
Woodbridge CO LTD 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
Abner Herrman & Brock Llc 3
Eagle Point Credit Management LLC 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
Means Investment Co., Inc. 3
BankPlus Wealth Management LLC 3
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 3
Howard Capital Management 3
Intellus Advisors LLC 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
Tolleson Wealth Management, Inc. 3
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 3
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 3
Foundation Resource Management Inc 3
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 3
Benin Management CORP 3
SAM Advisors, LLC 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
SevenOneSeven Capital Management 3
Flagship Private Wealth, LLC 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
Washington Harbour Partners LP 3
Peninsula Wealth, LLC 3
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund 3
Oppenheimer Global High Yield Fund 3
George Zachary 3
Hartwell J M Limited Partnership 3
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 3
Condorcet Global Opportunity Fund, LLC 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
Schusterman Interests, LLC 3
AIGH Capital Management LLC 3
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 3
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 3
Capricorn Fund Managers Ltd 3
PPM Funds - PPM Mid Cap Value Fund (Inst) 3
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 3
ABLE Financial Group, LLC 3
TigerShark Management, LLC 3
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares 3
Pacific Oak Strategic Opportunity REIT, Inc. 3
Dynamo Administracao de Recursos Ltda. 3
CMC Financial Group 3
Wingspan Investment Management, LP 3
Root Financial Partners, LLC 3
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 3
Cs Mckee Lp 3
Berkshire Capital Holdings Inc 3
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 3
Vornado Realty Trust 3
ANSIX - ANCORA TRUST - Ancora Special Opportunity Fund Class I 3
Mainstream Investment Advisers LLC 3
Blankinship & Foster, LLC 3
Mader & Shannon Wealth Management, Inc. 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
Farmhouse Investment Management LLC 3
Sensato Investors LLC 3
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 3
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 3
Alta Park Capital, LP 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
ISMIX - FORUM FUNDS - LMCG International Small Cap Fund Institutional Shares 3
White Elm Capital, LLC 3
Leonard Rickey Investment Advisors P.L.L.C. 3
Planning Directions Inc 3
Constitution Capital LLC 3
SFI Advisors, LLC 3
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 3
Lasry Marc 3
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class 3
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF 3
Absolute Investment Advisers Llc 3
Boxwood Ventures, Inc. 3
FLHK - Franklin Templeton ETF Trust - Franklin FTSE Hong Kong ETF 3
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 3
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 3
North Ridge Wealth Advisors, Inc. 3
Alexander Randolph Advisory Inc 3
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 3
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund 3
Fidgeon Timothy F 3
Canoe Financial LP 3
Osmium Partners, LLC 3
OneAscent Family Office, LLC 3
Venor Capital Management LP 3
Westwood Wealth Management 3
Security Asset Management 3
Adirondack Funds 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
Win Advisors, Inc 3
MorganRosel Wealth Management, LLC 3
MSS Series Trust - One Rock Fund 3
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 3
Octahedron Capital Management L.P. 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
Fintech Masala Holdings, Llc 3
Black Diamond Financial, LLC 3
Genworth Financial Inc 3
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 3
New Perspective Fund 3
Fiduciary Management Inc /wi/ 3
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 3
TPG-AXON Management LP 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 3
GOODX - GoodHaven Funds Trust - GoodHaven Fund 3
Crown Wealth Group, LLC 3
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 3
Marketfield Asset Management LLC 3
Red Rocks Capital LLC 3
Frisch Financial Group, Inc. 3
SCP Investment, LP 3
Beirne Wealth Consulting Services, LLC 3
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 3
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 3
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 3
Kismet Sponsor Ltd 3
Vulcan Value Partners, LLC 3
Partner Investment Management, L.P. 3
Round Hill Asset Management 3
CRS Consulting, LLC 3
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 3
Engle Capital Management, L.P. 3
Aster Investment Management Co Inc 3
AAIFX - 360 Funds - Timber Point Alternative Income Fund Investor Class Shares 3
Bay Rivers Group 3
Nixon Capital, LLC 3
Lehman & Derafelo Financial Resources LLC 3
Axis Wealth Partners, LLC 3
Lifestyle Asset Management, Inc. 3
Lorem Ipsum Management, LLC 3
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 3
Park Edge Advisors, LLC 3
Eaton Financial Holdings Company, LLC 3
NewFocus Financial Group, LLC 3
Vetamer Capital Management, L.p. 3
McLean Asset Management Corp 3
VPR Management LLC 3
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 3
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 3
LeVasseur Capital Partners LLC 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
Isomer Partners LP 3
Meketa Capital, LLC 3
Legacy Trust 3
MFN Partners Management, LP 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 3
Wharton Business Group, LLC 3
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 3
Yong Rong (HK) Asset Management Ltd 3
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 3
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 3
First Houston Capital, Inc. 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Diversified Portfolios, Inc. 3
Springowl Associates Llc 3
NEMDX - Nuveen Managed Accounts Portfolios Trust - Nuveen Emerging Markets Debt Managed Accounts Portfolio Common Shares 3
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 3
Factorial Partners, Llc 3
Crestmont Private Wealth LLC 3
First International Bank & Trust 3
Qvr Llc 3
Greytown Advisors Inc. 3
ESDIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Select Fund Institutional Class 3
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 3
Acrisure Capital Management, LLC 3
Long Run Wealth Advisors, LLC 3
China Investment Corp 3
Lehman Brothers Holdings Inc. 3
Repertoire Partners LP 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 3
ADVLX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Institutional Class 3
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 3
Blue Ridge Capital, L.L.C. 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF 3
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 3
Rivulet Capital, Llc 3
Garrett Investment Advisors LLC 3
Manitou Investment Management Ltd. 3
Iyo Bank, Ltd. 3
Presidio Capital Management, LLC 3
Aberdeen Standard Global Infrastructure Income Fund 3
LOM Asset Management Ltd 3
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 3
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 3
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 3
Garcia Hamilton & Associates Lp/de 3
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 3
Stratford Consulting, LLC 3
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 3
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 3
Macquarie/first Trust Global Infrastr/util Div & Inc Fund 3
Jacobson & Schmitt Advisors, Llc 3
Lingohr & Partner Asset Management GmbH 3
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 3
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
4wealth Advisors, Inc. 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 3
Newfoundland Capital Management 3
Shoker Investment Counsel, Inc. 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
Raptor Capital Management Lp 3
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 3
S.C. Financial Services, Inc. 3
Polianta Ltd 3
Soapstone Management L.p. 3
TruWealth Advisors, LLC 3
Ophir Asset Management Pty Ltd 3
Pelorus Jack Capital, L.p. 3
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 3
TFB Advisors LLC 3
Brooklands Fund Management Ltd 3
Mason & Associates Inc 3
Willow Creek Wealth Management Inc. 3
Raub Brock Capital Management LP 3
MITSUBISHI UFJ SECURITIES (USA), Inc. 3
Mill Capital Management, LLC 3
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3
Voit & Company, Llc 3
Louisbourg Investments Inc. 3
Innovis Asset Management Llc 3
Main Management ETF Advisors, LLC 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Scge Management, L.p. 3
Principal Global Investors 3
Putnam Fund For Growth & Income 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 3
Nia Impact Advisors, Llc 3
AAFMAA Wealth Management & Trust LLC 3
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
Everest Capital Llc 3
Maxi Investments CY Ltd 3
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 3
Broderick Brian C 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
ETF Store, Inc. 3
Meriwether Wealth & Planning, LLC 3
United Bank 3
Mosaic Family Wealth Partners, Llc 3
WHV Investments, Inc. 3
Blossom Wealth Management 3
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 3
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 3
Amplify ETF Trust - Amplify Junior Silver Miners ETF 3
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 3
Alta Capital Management Llc/ 3
Stuyvesant Capital Management 3
Partners Group Private Equity (institutional Tei), Llc 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
Greylin Investment Mangement Inc 3
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF 3
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
Weaver Capital Management LLC 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
Vista Investment Partners Llc 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 3
Giovine Capital Group Llc 3
R. G. Niederhoffer Capital Management Inc 3
Quantum Private Wealth, LLC 3
RELIANCE TRUST Co 3
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 3
Bearing Point Capital, Llc 3
Sound Point Capital Management, LP 3
Brio Consultants, LLC 3
Meketa Infrastructure Fund 3
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 3
RR Advisors, LLC 3
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 3
Traphagen Investment Advisors Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 3
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 3
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 3
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 3
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 3
Partners Group Private Equity, Llc 3
ACR Alpine Capital Research, LLC 3
Evercore Trust Company, N.A. 3
Vaughan David Investments Inc/il 3
Robertson Stephens Advisors Llc 3
Twin City Private Wealth, Llc 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 3
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 3
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
BigSur Wealth Management LLC 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
Sylebra Capital Ltd 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
Citizens & Northern Corp 3
Bill & Melinda Gates Foundation Trust 3
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 3
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 3
Keating Investment Counselors Inc 3
Flippin Bruce & Porter Inc 3
Cottonwood Capital Advisors, Llc 3
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 3
Seaport Global Advisors, LLC 3
Asset Planning Services Inc /la/ /adv 3
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 3
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I 3
FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund 3
Carr Financial Group Corp 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 3
Strycker View Capital Llc 3
SRN Advisors, LLC 3
Bowman & Co S.C. 3
MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund 3
IEMV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Emerging Markets Debt Value ETF 3
VCRAX - Voya MUTUAL FUNDS - Voya CBRE Global Infrastructure Fund Class A 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 3
Spectrum Asset Management, Inc. 3
Wealth Group, Ltd. 3
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 3
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 3
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 3
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C 3
Mitchell Capital Management Co 3
Western Investment Llc 3
SVA Wealth Management, LLC 3
New Insight Wealth Advisors 3
Alley Co LLC 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
Beutel, Goodman & Co Ltd. 3
EWH - iShares, Inc. - iShares MSCI Hong Kong ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Government Mortgage Fund Class 3 3
LG Capital Management, LP 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
Rail-Splitter Capital Management, LLC 3
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 3
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 3
Northstar Asset Management Llc 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 3
Keystone Financial Services 3
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
First Trust Bank, Ltd. 3
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 3
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 3
Embree Financial Group 3
ATLANTIC INVESTMENT Co 3
American Capital Management Inc 3
Mason & Associates, LLC 3
Arthur M. Cohen & Associates, Llc 3
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Spurstone Advisory Services, LLC 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 3
Temasek Holdings (Private) Ltd 3
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 3
QTR Family Wealth, LLC 3
Timpani Capital Management LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 3
Consector Capital, LP 3
Dfa Investment Trust Co - The Asia Pacific Small Company Series 3
Apex Capital Management 3
Uhlmann Price Securities, Llc 3
Ironsides Partners LLC 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
Birinyi Associates Inc 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 3
Darrow Company, Inc. 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 3
Boyle Capital Management, LLC 3
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 3
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 3
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
Trafelet Brokaw Capital Management, L.p. 3
Barbara Oil Co. 3
Westport Asset Management Inc 3
University Of Notre Dame Du Lac 3
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
Ardevora Asset Management LLP 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
BRC Partners Opportunity Fund, LP 3
Cooke & Bieler Lp 3
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 3
JBR Co Financial Management Inc 3
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 3
Brass Tax Wealth Management, Inc 3
Saiers Capital, LLC 3
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 3
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 3
PKS Advisory Services, LLC 3
Emprise Bank 3
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Heritage Family Offices, LLP 3
Quantum Capital Management, LLC / NJ 3
Strategic Family Wealth Counselors, L.L.C. 3
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 3
Lyons Wealth Management, LLC. 3
Monterey Private Wealth, Inc. 3
Ledecky Jonathan J 3
Wills Financial Group, Inc. 3
Gray Financial Group /ga /adv /adv 3
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 3
TAM Capital Management Inc. 3
Bernicke Wealth Management, Ltd. 3
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 3
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio 3
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
John Hancock Tax-advantaged Dividend Income Fund 3
FSAGX - FIDELITY SELECT PORTFOLIOS - Gold Portfolio 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
Holowesko Partners Ltd. 3
IYW - iSHARES TRUST - iShares U.S. Technology ETF 3
Herring Creek Capital Management, LLC 3
PICTET BANK & TRUST Ltd 3
Sovereign's Capital Management, LLC 3
Lombard Odier Transatlantic, Limited Partnership 3
TBG - EA Series Trust - TBG Dividend Focus ETF 3
Oppenheimer & Close, LLC 3
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 3
Diversified Investment Strategies, LLC 3
Napatree Capital Llc 3
Veritas Investment Management (UK) Ltd 3
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 3
Aristotle Fund, L.p. 3
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 3
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
Key Group Holdings (cayman), Ltd. 3
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
Goff John C 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 3
Gibson Wealth Advisors LLC 3
BlueChip Wealth Advisors LLC 3
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 3
Ted Buchan & Co 3
Covey Capital Advisors, LLC 3
Carl P. Sherr & Co., LLC 3
Walden Wealth Partners Llc 3
Reitz Capital Advisors LLC 3
Spreng Capital Management, Inc. 3
Lodestone Wealth Management LLC 3
Euro Pacific Asset Management, LLC 3
Yeomans Consulting Group, Inc. 3
Coastal Investment Management, L.p. 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I 3
Cove Private Wealth, LLC 3
Hilltop Wealth Advisors, Llc 3
Nearwater Capital Markets, Ltd 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 3
Full Value Advisors LLC 3
Delek Group, Ltd. 3
JACKSON VARIABLE SERIES TRUST - JNL/VanEck International Gold Fund (A) 3
Flynn James E 3
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 3
Master's Wealth Management Inc. 3
Madison Street Partners, LLC 3
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF 3
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
Keystone Investors Pte Ltd 3
Gates Capital Management, Inc. 3
Heritage Oak Wealth Advisors Llc 3
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 3
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 3
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 3
Commonwealth Retirement Investments LLC 3
Weber Alan W 3
Partners Group Private Equity (institutional), Llc 3
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
Clark Asset Management, LLC 3
Harvest Capital Management Inc 3
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 3
Partners Group Private Equity (tei), Llc 3
Goodwin Investment Advisory 3
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund 3
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 3
Baker Street Capital Management, LLC 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
Thomaspartners, Inc. 3
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 3
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 3
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 3
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 3
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 3
Copperwynd Financial, LLC 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Neumeier Poma Investment Counsel Llc 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 3
Bip Gp Llc 3
United States Steel & Carnegie Pension Fund 3
Highland Peak Capital, LLC 3
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 3
ELCO Management Co., LLC 3
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 3
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 3
Figure 8 Investment Strategies Llc 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 3
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 3
Vista Investment Partners Ii, Llc 3
FOCAX - SunAmerica Specialty Series - AIG Focused Growth Fund Class A 3
Hillhouse Capital Advisors, Ltd. 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 3
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 3
Simmons First Trust Co Na 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 3
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 3
Paragon Capital Management Inc 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
Acadia Trust Na 3
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 3
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 3
First Trust Strategic High Income Fund Ii 3
Natixis ETF Trust - Natixis Gateway Quality Income ETF 3
Securian Funds Trust - SFT International Bond Fund Class 2 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 3
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 3
Dsm Capital Partners Llc 3
Ai Financial Services Llc 3
City Of London Investment Management Co Ltd 3
Aperture Investors, LLC 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 3
Collective Family Office Llc 3
Timucuan Asset Management Inc/fl 3
Cladis Investment Advisory, LLC 3
Duff & Phelps Global Utility Income Fund Inc. 3
SCIX - Global X Funds - Global X Scientific Beta Asia ex-Japan ETF 3
AQDIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Dividend Fund Institutional Class 3
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class 3
Valueworks Llc 3
Edgar Lomax Co/va 3
Accelerate Investment Advisors LLC 3
General Atlantic Llc 3
Cross Staff Investments Inc 3
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 3
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A 3
Secured Retirement Advisors, Llc 3
PENN SERIES FUNDS INC - Large Core Growth Fund 3
Nicholson Wealth Management Group, LLC 3
Cambridge Financial Group, Inc. 3
Jat Capital Management, L.p. 3
Second Nature Series Trust 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
ZHOK - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Hong Kong ETF 3
CWC Advisors, LLC. 3
Old North State Wealth Management, LLC 3
PACIFIC SELECT FUND - Technology Portfolio Class I 3
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 3
Santa Barbara Asset Management, Llc 3
True Bearing Asset Management LP 3
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 3
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3
PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class 3
Breakwater Capital Group 3
Silver Lake Group, L.L.C. 3
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 3
Fieldpoint Private Advisors, Inc 3
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 3
Beddow Capital Management Inc 3
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 3
WPWealth LLP 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
Canandaigua National Trust Co of Florida 3
Quartz Partners, LLC 3
CFC Planning Co LLC 3
Divergent Planning, LLC 3
Old Republic International Corp 3
Pier Capital, LLC 3
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 3
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 3
DBLIX - DoubleLine Funds Trust - DoubleLine Income Fund Class I 3
Jessup Wealth Management, Inc 3
Kuhn & Co Investment Counsel 3
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 3
Altimeter Capital Management, LP 3
Satuit Capital Management Trust 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A 3
Clarity Asset Management, Inc. 3
Bulltick Wealth Management, LLC 3
Grandmaster Capital Management LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 3
Sustainable Growth Advisers, LP 3
Bank of Marin 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
KKR Credit Advisors (US) LLC 3
Soros Capital Management Llc 3
Peg Capital Management Inc /nh/ 3
SPROTT FUNDS TRUST - Sprott Gold Miners ETF 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Essex Private Wealth Management, LLC 3
Shum Financial Group, Inc. 3
PUREfi Wealth, LLC 3
Stony Point Capital LLC 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
Cloverdale Capital Management, LLC 3
FCHSX - FIDELITY CONCORD STREET TRUST - Fidelity Advisor Event Driven Opportunities Fund Class A 3
Triad Financial Advisors, Inc. 3
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. 3
Hutner Capital Management Inc 3
Laidlaw Group, LLC 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 3
Triangle Peak Partners, LP 3
Wincap Financial Llc 3
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 3
CSU Producer Resources, Inc. 3
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 3
Lone Pine Capital Llc 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
BlackRock Portfolio Management LLC 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
Belmont Capital, LLC 3
Stonerise Capital Management, LLC 3
Croft Funds Corp 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 3
Seascape Capital Management 3
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
Primoris Wealth Advisors, Llc 3
Tybourne Capital Management (hk) Ltd 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
Insight Inv LLC 3
HOVLX - HOMESTEAD FUNDS INC - Value Fund 3
Canopy Partners, LLC 3
Edmond De Rothschild Asset Management (france) 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
Apollo Principal Holdings III GP Ltd 3
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 3
Tanaka Capital Management Inc 3
Capitolis Liquid Global Markets LLC 3
Vigilare Wealth Management 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
Relyea Zuckerberg Hanson LLC 3
Brookfield BHS Advisors LLC 3
Conway Capital Management, Inc. 3
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 3
Aberdeen Wealth Management LLC 3
Glenview State Bank Trust Dept. 3
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 3
Champlain Investment Partners, LLC 3
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 3
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 3
TMD Wealth Management, LLC 3
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 3
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 3
Argus Investors' Counsel, Inc. 3
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 3
Petix & Botte Co 3
AGH Wealth Advisors, LLC 3
Swisher Financial Concepts, Inc. 3
Contrarius Investment Management Ltd 3
Brouwer & Janachowski, LLC 3
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
Glynn Capital Management Llc 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
Aviso Wealth Management 3
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 3
WELLINGTON TRUST Co N A 3
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
Divco West Real Estate Services, LLC 3
Vantage Financial Partners, LLC 3
Trigran Investments, Inc. 3
MN Wealth Advisors, LLC 3
Blue Harbour Group, L.P. 3
IEV - iSHARES TRUST - iShares Europe ETF 3
Eagle Growth & Income Fund 3
Western Asset Middle Market Income Fund Inc. 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 3
Rench Wealth Management, Inc. 3
Hidden Lake Asset Management LP 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 3
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 3
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 3
Banta Asset Management Lp 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
Heron Financial Group, Llc 3
Terril Brothers, Inc. 3
Evermore Global Advisors, LLC 3
Long Wharf Investors, Inc. 3
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 3
Franklin Mutual Advisers Llc 3
Shira Ridge Wealth Management 3
Chancellor Financial Group WB LP 3
United Capital Management of KS, Inc. 3
State Farm Mutual Automobile Insurance Co 3
Lcnb Corp 3
Ota Llc 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
Advantage Trust Co 3
Brooklyn FI, LLC 3
Front Barnett Associates Llc 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
Cortland Associates Inc/mo 3
Alta Wealth Advisors LLC 3
Elite Financial, Inc. 3
Fidelity National Financial, Inc. 3
Capricorn Investment Group LLC 3
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF 3
TFR Capital, LLC. 3
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 3
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 3
Lesa Sroufe & Co 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
Heritage Investment Group, Inc. 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
Sullivan Wood Capital Management LLC 3
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
Bullseye Asset Management LLC 3
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 3
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 3
Lbmc Investment Advisors, Llc 3
Strategic Income Management, LLC 3
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 3
Kerntke Otto McGlone Wealth Management Group 3
Marathon Partners Equity Management, LLC 3
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares 3
Madrona Financial Services, LLC 3
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 3
Blackstone Real Estate Income Fund 3
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 3
Elevation Series Trust - TrueShares Active Yield ETF 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 3
Nekton Capital Ltd. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
Blackstone Real Estate Income Fund Ii 3
Opinicus Capital, Inc. 3
Semanteon Capital Management, LP 3
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 3
Integrity Advisory, LLC 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
Madison Park Capital Advisors, LLC 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
BXEIX - MassMutual Advantage Funds - MassMutual Emerging Markets Debt Blended Total Return Fund Class I 3
Hudson Portfolio Management LLC 3
Cadence Wealth Management LLC 3
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 3
Guardian Investment Management 3