Hotels And Motels - 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
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 104
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 95
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 91
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 79
Pacer Advisors, Inc. 79
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 73
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 71
Blackrock Ltd Duration Income Trust 70
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 69
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 69
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 69
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 68
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 68
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 67
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 66
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 65
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 65
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 64
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 64
Blackrock Corporate High Yield Fund, Inc. 62
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 62
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 62
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 61
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 61
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 61
Six Circles Trust - Six Circles Credit Opportunities Fund 60
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 60
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 59
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 59
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 58
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 58
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 58
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 58
MASTER BOND LLC - Master Total Return Portfolio 57
Blackrock Debt Strategies Fund, Inc. 57
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 56
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 56
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 56
AHIVX - American Century Investment Trust - High Income Fund Investor Class 56
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 56
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 55
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 55
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 55
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 54
Blackrock Multi-sector Income Trust 54
Blackrock Core Bond Trust 54
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 54
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 54
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 53
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 53
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 53
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 52
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 52
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 52
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 52
Blackrock Credit Allocation Income Trust 52
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 52
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 52
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 52
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 52
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 52
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 52
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 52
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 51
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 51
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 51
Goldman Sachs Group Inc 50
Morgan Stanley 50
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 50
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 50
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 50
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 50
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 50
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 50
Advanced Series Trust - Ast High Yield Portfolio 50
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 50
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 50
Alliancebernstein Global High Income Fund Inc 49
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 49
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 49
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 49
Prudential Short Duration High Yield Fund, Inc. 49
Barclays Plc 48
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 48
Wells Fargo & Company/mn 48
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 48
Jpmorgan Chase & Co 48
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 48
Royal Bank Of Canada 48
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 48
BlackRock, Inc. 47
Citigroup Inc 47
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 47
Credit Suisse Ag/ 47
Bank Of America Corp /de/ 47
UBS Group AG 47
Bank of New York Mellon Corp 47
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 47
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 47
Deutsche Bank Ag\ 46
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 46
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 46
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 46
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 46
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 46
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 46
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 46
Citadel Advisors Llc 46
BlackRock Credit Strategies Fund 46
Ameriprise Financial Inc 45
FEDERATED CORE TRUST - High Yield Bond Portfolio 45
Millennium Management Llc 45
Susquehanna International Group, Llp 45
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 45
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 45
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 45
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 45
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 44
Northern Trust Corp 44
Renaissance Technologies Llc 44
Tower Research Capital LLC (TRC) 44
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 44
Bnp Paribas Arbitrage, Sa 44
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 44
State Street Corp 44
Invesco Ltd. 44
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 44
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 44
SG Americas Securities, LLC 44
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 43
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 43
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 43
D. E. Shaw & Co., Inc. 43
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 43
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 43
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 43
Fmr Llc 42
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 42
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 42
Manufacturers Life Insurance Company, The 42
Sei Investments Co 42
Dimensional Fund Advisors Lp 42
Jane Street Group, Llc 42
Two Sigma Investments, Lp 42
Geode Capital Management, Llc 42
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 42
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 42
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 42
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 41
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 41
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 41
Vanguard Group Inc 41
Two Sigma Advisers, Lp 41
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 41
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 41
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 41
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 41
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 41
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 41
Nomura Holdings Inc 40
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 40
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 40
Rhumbline Advisers 40
Bank Of Montreal /can/ 40
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 40
Proequities, Inc. 40
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 40
Prelude Capital Management, Llc 40
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 40
Aqr Capital Management Llc 40
Wolverine Trading, Llc 39
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 39
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 39
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 39
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 39
Balyasny Asset Management Llc 39
Jefferies Group LLC 39
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 39
Paloma Partners Management Co 39
Pnc Financial Services Group, Inc. 39
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 39
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 39
Simplex Trading, Llc 39
Gsa Capital Partners Llp 39
Marshall Wace, Llp 39
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 39
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 39
Group One Trading, L.p. 39
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 38
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 38
Voya Investment Management Llc 38
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 38
Marshall Wace North America L.P. 38
California State Teachers Retirement System 38
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 38
Cutler Group LP 38
Parametric Portfolio Associates Llc 38
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 38
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 38
Creative Planning 38
New York State Common Retirement Fund 38
Charles Schwab Investment Management Inc 38
Us Bancorp \de\ 38
California Public Employees Retirement System 38
Alliancebernstein L.p. 38
Walleye Trading LLC 37
American International Group, Inc. 37
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 37
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 37
Legal & General Group Plc 37
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 37
Putnam Master Intermediate Income Trust 37
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 37
Cubist Systematic Strategies, LLC 37
Federated Hermes, Inc. 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 37
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 37
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 37
A.R.T. Advisors, LLC 37
Verition Fund Management LLC 37
Russell Investments Group, Ltd. 37
IFP Advisors, Inc 37
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 37
Victory Capital Management Inc 36
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 36
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 36
Quantbot Technologies LP 36
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 36
Allianz Asset Management GmbH 36
Prudential Global Short Duration High Yield Fund, Inc. 36
Oxford Asset Management Llp 36
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 36
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 36
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 36
Arrowstreet Capital, Limited Partnership 36
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 36
Pimco Dynamic Income Fund 36
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 36
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 36
Neuberger Berman Group LLC 36
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 36
Virtu Financial LLC 36
Wellington Management Group Llp 36
Engineers Gate Manager LP 36
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 36
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 36
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 36
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 36
Ladenburg Thalmann Financial Services Inc 36
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 36
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 36
Pimco Corporate & Income Opportunity Fund 36
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 35
Squarepoint Ops LLC 35
Pimco Flexible Credit Income Fund 35
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 35
PEAK6 Investments, L.P. 35
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 35
Putnam Premier Income Trust 35
BlackRock Institutional Trust Company, N.A. 35
Northwestern Mutual Wealth Management Co 35
First Trust Advisors Lp 35
Panagora Asset Management Inc 35
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 35
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 35
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 35
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 35
Eaton Vance Ltd Duration Income Fund 35
Putnam Investments Llc 35
Envestnet Asset Management Inc 35
Price T Rowe Associates Inc /md/ 34
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 34
Huntington National Bank 34
American Century Companies Inc 34
Nationwide Fund Advisors 34
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 34
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 34
Pimco Income Opportunity Fund 34
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 34
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 34
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 34
BlackRock ETF Trust II - BlackRock Flexible Income ETF 34
PDT Partners, LLC 34
Boothbay Fund Management, Llc 34
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 34
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 34
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 34
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 34
Mfs Multimarket Income Trust 34
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 34
Nuveen Asset Management, LLC 34
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 34
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 34
LPL Financial LLC 34
Tudor Investment Corp Et Al 34
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 34
BlackRock Capital Allocation Trust 34
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 34
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 33
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 33
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 33
Guggenheim Capital Llc 33
Hsbc Holdings Plc 33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 33
Ubs Asset Management Americas Inc 33
Quadrant Capital Group Llc 33
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 33
Principal Financial Group Inc 33
BlackRock Investment Management, LLC 33
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 33
Cwm, Llc 33
Teacher Retirement System Of Texas 33
Zurcher Kantonalbank (Zurich Cantonalbank) 33
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 33
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 33
Advisor Group, Inc. 33
Prudential Financial Inc 33
Acadian Asset Management Llc 33
Tiaa Cref Investment Management Llc 33
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 33
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 33
Strs Ohio 33
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 33
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 33
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 33
Norges Bank 33
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 33
Trexquant Investment LP 33
Metropolitan Life Insurance Co/ny 33
Mfs Charter Income Trust 33
HighTower Advisors, LLC 33
Lazard Asset Management Llc 33
Advisor Group Holdings, Inc. 32
John Hancock Income Securities Trust 32
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 32
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 32
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 32
Parallax Volatility Advisers, L.P. 32
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 32
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 32
Qube Research & Technologies Ltd 32
Driehaus Capital Management Llc 32
BlackRock Fund Advisors 32
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 32
BlueCrest Capital Management Ltd 32
Bessemer Group Inc 32
Swiss National Bank 32
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 32
Point72 Hong Kong Ltd 32
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 32
State Board Of Administration Of Florida Retirement System 32
Macquarie Group Ltd 32
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 32
Teachers Advisors, Llc 32
BlackRock Advisors LLC 32
Fifth Third Bancorp 32
Capstone Investment Advisors, Llc 32
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 32
Ubs Ag 32
Glenmede Trust Co Na 32
Point72 Asset Management, L.P. 32
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 32
Russell Frank Co/ 32
Pcm Fund, Inc. 32
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 31
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 31
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 31
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 31
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 31
Advisory Services Network, LLC 31
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 31
Kcg Holdings, Inc. 31
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 31
Wolverine Asset Management Llc 31
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 31
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 31
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 31
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 31
Signaturefd, Llc 31
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 31
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 31
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 31
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 31
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 31
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 31
Man Group plc 31
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 31
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 31
ProShare Advisors LLC 31
Axa S.a. 31
Stifel Financial Corp 31
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 30
Acrospire Investment Management LLC 30
Fs Credit Income Fund 30
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 30
Pimco Corporate & Income Strategy Fund 30
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 30
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 30
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 30
Caxton Associates Lp 30
Canada Pension Plan Investment Board 30
Hrt Financial Lp 30
Thrivent Financial For Lutherans 30
Comerica Bank 30
Los Angeles Capital Management Llc 30
Highbridge Capital Management Llc 30
Lord, Abbett & Co. Llc 30
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 30
Public Employees Retirement System Of Ohio 30
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 30
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 30
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 30
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 30
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 30
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 30
Neuberger Berman High Yield Strategies Fund Inc. 30
Hbk Investments L P 30
PEAK6 Investments LLC 30
Ubs Oconnor Llc 30
Raymond James & Associates 30
Sterling Capital Management LLC 30
Credit Agricole S A 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 30
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 30
Rockefeller Capital Management L.P. 30
O'shaughnessy Asset Management, Llc 30
AMP Capital Investors Ltd 30
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 30
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 29
Ameritas Investment Partners, Inc. 29
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 29
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 29
Pimco Income Strategy Fund 29
Schonfeld Strategic Advisors LLC 29
NOSGX - Northern Funds - Northern Small Cap Value Fund 29
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 29
ExodusPoint Capital Management, LP 29
Dupont Capital Management Corp 29
Fox Run Management, L.l.c. 29
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 29
Laurion Capital Management LP 29
Franklin Resources Inc 29
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 29
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 29
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 29
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 29
Assetmark, Inc 29
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 29
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 29
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 29
Aperio Group, LLC 29
Hudson Bay Capital Management LP 29
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 29
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 29
Capital Fund Management S.a. 29
Dynamic Technology Lab Private Ltd 29
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 29
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 29
College Retirement Equities Fund 29
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 29
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 29
Federation des caisses Desjardins du Quebec 29
Janus Henderson Group Plc 29
Principal Funds Inc 29
Voloridge Investment Management, Llc 29
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 29
Truist Financial Corp 29
Calamos Global Dynamic Income Fund 29
Winton Capital Group Ltd 29
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 29
Meeder Asset Management Inc 28
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 28
Mackenzie Financial Corp 28
Schroder Investment Management Group 28
Great West Life Assurance Co /can/ 28
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 28
Public Employees Retirement Association Of Colorado 28
Magnetar Financial LLC 28
MetLife Securities, Inc 28
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 28
MetLife Investment Management, LLC 28
Connor, Clark & Lunn Investment Management Ltd. 28
State Of Wisconsin Investment Board 28
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 28
Pimco Global Stocksplus & Income Fund 28
Pimco Dynamic Credit & Mortgage Income Fund 28
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 28
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 28
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 28
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 28
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 28
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 28
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 28
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 28
New York State Teachers Retirement System 28
Landscape Capital Management, L.l.c. 28
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 28
BlackRock Group LTD 28
Virtus Global Dividend & Income Fund Inc. 28
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 28
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 28
Invesco Senior Income Trust 28
Calamos Strategic Total Return Fund 28
Parallel Advisors, LLC 28
KBC Group NV 28
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 28
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 28
BlackRock Multi-Sector Opportunities Trust II 28
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 28
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 28
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 28
NumerixS Investment Technologies Inc 28
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 27
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 27
Ellington Management Group Llc 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 27
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 27
Mfs Intermediate High Income Fund 27
Pimco Income Strategy Fund Ii 27
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 27
Mfs Special Value Trust 27
Bamco Inc /ny/ 27
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 27
Invesco Senior Loan Fund 27
Calamos Global Total Return Fund 27
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 27
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 27
EverSource Wealth Advisors, LLC 27
Long Pond Capital, LP 27
Walleye Capital LLC 27
State of New Jersey Common Pension Fund D 27
Lindbrook Capital, Llc 27
Emerald Acquisition Ltd. 27
Quadrature Capital Ltd 27
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 27
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 27
First Republic Investment Management, Inc. 27
Jump Financial, LLC 27
Gotham Asset Management, LLC 27
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 27
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 27
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 27
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 27
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 27
Bayesian Capital Management, LP 27
Gabelli Funds Llc 27
Coldstream Capital Management Inc 27
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 27
LMR Partners LLP 27
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 27
HAP Trading, LLC 27
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 27
Stevens Capital Management Lp 27
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 27
Amalgamated Bank 27
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 27
First Horizon Advisors, Inc. 27
Clear Street Markets Llc 27
Shell Asset Management Co 27
Nisa Investment Advisors, Llc 27
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 27
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 27
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 26
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 26
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 26
Raymond James Financial Inc 26
XTX Topco Ltd 26
Mackay Shields Llc 26
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 26
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 26
Virginia Retirement Systems Et Al 26
Managed Account Advisors Llc 26
Captrust Financial Advisors 26
BNP Paribas Asset Management Holding S.A. 26
Cresset Asset Management, LLC 26
ClariVest Asset Management LLC 26
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 26
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 26
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 26
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 26
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 26
Calamos Long/Short Equity & Dynamic Income Trust 26
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 26
First Trust High Income Long/short Fund 26
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 26
Campbell & CO Investment Adviser LLC 26
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 26
GWM Advisors LLC 26
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 26
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 26
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 26
MUFG Americas Holdings Corp 26
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 26
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 26
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 26
Calamos Convertible Opportunities & Income Fund 26
Natixis 26
Weiss Multi-Strategy Advisers LLC 26
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 26
Calamos Convertible & High Income Fund 26
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 26
Oppenheimer & Co Inc 26
Cornerstone Capital Management Holdings Llc. 26
Allworth Financial LP 26
Fuller & Thaler Asset Management, Inc. 26
Glassman Wealth Services 26
Penserra Capital Management LLC 26
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 26
Brookfield Real Assets Income Fund Inc. 26
Blackrock 2022 Global Income Opportunity Trust 26
Quantitative Systematic Strategies LLC 26
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 26
Farther Finance Advisors, LLC 26
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 26
Susquehanna Fundamental Investments, Llc 26
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 26
AdvisorShares Investments LLC 26
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 26
Convergence Investment Partners, LLC 26
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 26
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 26
Blackrock Floating Rate Income Strategies Fund, Inc. 26
NEXT Financial Group, Inc 26
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 25
Two Sigma Securities, Llc 25
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 25
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 25
Arizona State Retirement System 25
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 25
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 25
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 25
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 25
Mariner, LLC 25
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 25
Natixis Advisors, L.p. 25
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 25
VDAFX - VALIC Co I - Dynamic Allocation Fund 25
Covestor Ltd 25
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 25
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 25
Invesco Bond Fund 25
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 25
Vanguard Index Funds 25
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 25
Toronto Dominion Bank 25
Zacks Investment Management 25
Parkside Financial Bank & Trust 25
Vantagepoint Funds 25
Steward Partners Investment Advisory, Llc 25
Tiaa-cref Funds 25
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 25
OMERS ADMINISTRATION Corp 25
Oppenheimer Asset Management Inc. 25
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 25
PGIM Short Duration High Yield Opportunities Fund 25
Piedmont Investment Advisors Llc 25
GAM Holding AG 25
Numeric Investors Llc 25
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 25
Amundi Pioneer Asset Management Inc 25
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 25
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 25
Blackrock Floating Rate Income Trust 25
Cambridge Investment Research Advisors, Inc. 25
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 25
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 25
Wealthspire Advisors, L.P. 25
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 25
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 25
M&t Bank Corp 25
Y-Intercept (Hong Kong) Ltd 25
Pimco High Income Fund 25
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 25
Calamos Dynamic Convertible & Income Fund 25
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 25
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 25
Jacobs Levy Equity Management, Inc 25
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 25
Janney Montgomery Scott LLC 25
TCI Wealth Advisors, Inc. 25
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 25
Algert Global Llc 25
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 25
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 25
Centiva Capital, LP 25
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 24
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 24
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 24
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 24
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 24
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 24
QS Investors, LLC 24
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 24
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 24
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 24
Teachers Retirement System Of The State Of Kentucky 24
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 24
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 24
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 24
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 24
First Quadrant L P/ca 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 24
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 24
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 24
Dreyfus High Yield Strategies Fund 24
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 24
State of Wyoming 24
Public Sector Pension Investment Board 24
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 24
Bridgeway Capital Management Inc 24
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 24
Quantamental Technologies LLC 24
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 24
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 24
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 24
Eaton Vance Management 24
Oppenheimer Funds Inc 24
Mutual Of America Capital Management Llc 24
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 24
John Hancock Hedged Equity & Income Fund 24
New America High Income Fund Inc 24
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 24
CIBC Private Wealth Group, LLC 24
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 24
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 24
Thompson Davis & Co., Inc. 24
Alpine Global Management, LLC 24
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 24
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 24
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 24
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 24
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 24
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 24
Sonora Investment Management, LLC 24
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 24
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 24
Hantz Financial Services, Inc. 24
Principal Securities, Inc. 24
Cipher Capital LP 24
High Income Opportunities Portfolio - High Income Opportunities Portfolio 24
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 24
Gamco Investors, Inc. Et Al 24
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 24
IWV - iSHARES TRUST - iShares Russell 3000 ETF 24
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 24
Alberta Investment Management Corp 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
Waterfront Capital Partners, LLC 24
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 24
Healthcare Of Ontario Pension Plan Trust Fund 24
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 24
Maverick Capital Ltd 24
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 23
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 23
Berman Capital Advisors, LLC 23
Nordea Investment Management Ab 23
Bell Investment Advisors, Inc 23
BlackRock Japan Co. Ltd 23
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 23
Nomura Asset Management Co Ltd 23
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 23
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 23
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 23
Par Capital Management Inc 23
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 23
Nuveen, LLC 23
Blackrock Multi-sector Opportunities Trust 23
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 23
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 23
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 23
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 23
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 23
Catalyst Capital Advisors LLC 23
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 23
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 23
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 23
Wexford Capital Lp 23
Larson Financial Group LLC 23
Airain ltd 23
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 23
PPM Funds - PPM High Yield Core Fund (Inst) 23
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 23
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 23
Cetera Advisor Networks LLC 23
Pimco Strategic Income Fund, Inc 23
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 23
Advent Claymore Convertible Securities & Income Fund 23
Harvest Fund Management Co., Ltd 23
Calamos Advisors LLC 23
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 23
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 23
Sculptor Capital LP 23
CENTRAL TRUST Co 23
Proficio Capital Partners LLC 23
Orion Portfolio Solutions, LLC 23
Versant Capital Management, Inc 23
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 23
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 23
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 23
DekaBank Deutsche Girozentrale 23
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 23
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 23
Allspring Global Investments Holdings, LLC 23
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 23
Caption Management, LLC 23
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 23
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 23
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 23
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 23
PineBridge Investments, L.P. 23
Ellevest, Inc. 23
Global Retirement Partners, LLC 23
Loomis Sayles & Co L P 23
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 23
Lombard Odier Asset Management (USA) Corp 23
Ci Investments Inc. 23
United Capital Financial Advisers, Llc 23
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 23
Regions Financial Corp 23
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 23
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 23
Private Advisor Group, LLC 23
Private Trust Co Na 23
Raymond James Financial Services Advisors, Inc. 23
Private Capital Group, LLC 23
PENN SERIES FUNDS INC - International Equity Fund 23
Seven Eight Capital, Lp 23
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 23
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 23
United Services Automobile Association 23
Jefferies Financial Group Inc. 23
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 23
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 23
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 23
Commonwealth Equity Services, Llc 23
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 23
Franklin Ltd Duration Income Trust 23
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 22
Municipal Employees' Retirement System of Michigan 22
Police & Firemen's Retirement System of New Jersey 22
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 22
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 22
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 22
American Portfolios Advisors 22
National Asset Management, Inc. 22
State Farm Variable Product Trust 22
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 22
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 22
State Farm Mutual Fund Trust 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 22
Great Lakes Advisors, Llc 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 22
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 22
Menta Capital Llc 22
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 22
Profunds - Profund Vp Oil & Gas 22
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 22
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 22
Dark Forest Capital Management Lp 22
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 22
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 22
Nicholas Investment Partners, LP 22
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 22
Ing Groep Nv 22
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 22
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 22
Smartleaf Asset Management LLC 22
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 22
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 22
Stratos Wealth Partners, LTD. 22
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 22
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 22
Advent Capital Management /de/ 22
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 22
Vident Investment Advisory, LLC 22
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 22
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 22
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 22
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 22
Blueshift Asset Management, LLC 22
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 22
Profund Advisors Llc 22
Alyeska Investment Group, L.P. 22
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 22
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 22
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 22
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 22
Spark Investment Management LLC 22
Brevan Howard Capital Management LP 22
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 22
Eagle Asset Management Inc 22
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 22
Mirae Asset Global Investments Co., Ltd. 22
Vanguard World Fund 22
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 22
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 22
Penn Capital Management Co Inc 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 22
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 22
First Hawaiian Bank 22
Ergoteles LLC 22
Massachusetts Financial Services Co /ma/ 22
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 22
Advisors Asset Management, Inc. 22
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 22
Brown Brothers Harriman & Co 22
J. Goldman & Co LP 22
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 22
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 22
Bluefin Trading, LLC 22
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 22
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 22
Mitsubishi UFJ Trust & Banking Corp 22
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 22
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 22
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 22
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 22
Oppenheimer Etf Trust 22
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 22
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 22
Eaton Vance Senior Income Trust 21
Louisiana State Employees Retirement System 21
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 21
Mercer Global Advisors Inc /adv 21
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 21
Jane Street Holding, LLC 21
Geneos Wealth Management Inc. 21
Cerity Partners LLC 21
Summit Trail Advisors, Llc 21
Spire Wealth Management 21
State of Tennessee, Treasury Department 21
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 21
Aviva Plc 21
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 21
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 21
Employees Retirement System of Texas 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
Mml Investors Services, Llc 21
Sowell Financial Services LLC 21
Cibc World Markets Corp 21
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 21
Aquatic Capital Management LLC 21
National Bank Of Canada /fi/ 21
Jones Financial Companies Lllp 21
Boston Partners 21
FIL Ltd 21
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 21
Ancora Advisors, LLC 21
Brandywine Global Investment Management, LLC 21
Brown Advisory Inc 21
Jennison Associates Llc 21
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 21
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 21
Ronald Blue Trust, Inc. 21
Valeo Financial Advisors, LLC 21
Western Asset High Income Fund Ii Inc. 21
Hancock Whitney Corp 21
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 21
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 21
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 21
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 21
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 21
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 21
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 21
Cadence Capital Management Llc 21
Aigen Investment Management, Lp 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 21
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 21
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 21
Voya Senior Income Fund 21
Visium Asset Management, LP 21
Pictet Asset Management Ltd 21
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 21
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 21
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 21
Eaton Vance Senior Floating Rate Trust 21
Tfs Capital Investment Trust 21
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 21
Weiss Strategic Interval Fund 21
Mason Street Advisors, Llc 21
Texas Permanent School Fund 21
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 21
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 21
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 21
CIBC Asset Management Inc 21
Karp Capital Management Corp 21
Skopos Labs, Inc. 21
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 21
LS Investment Advisors, LLC 21
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 21
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 21
Tfs Capital Llc 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 21
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 21
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 21
Eaton Vance Floating-rate Income Trust 21
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 21
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 21
Massmutual Trust Co Fsb/adv 21
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 21
First Mercantile Trust Co 21
Plante Moran Financial Advisors, LLC 21
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 21
Scopus Asset Management, L.p. 21
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF 21
Atom Investors LP 21
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 20
Whittier Trust Co 20
Soros Fund Management Llc 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 20
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 20
Pinnacle Wealth Planning Services, Inc. 20
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 20
First Trust High Yield Opportunities 2027 Term Fund 20
Westpac Banking Corp 20
MQS Management LLC 20
Point72 Asia (Singapore) Pte. Ltd. 20
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 20
Invesco Dynamic Credit Opportunities Fund 20
Umb Bank N A/mo 20
Baird Financial Group, Inc. 20
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 20
Catalyst Funds Management Pty Ltd 20
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 20
SAC Capital Advisors LP 20
Cowen Group, Inc. 20
Atria Investments Llc 20
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 20
Advanced Series Trust - Ast Advanced Strategies Portfolio 20
Twinbeech Capital Lp 20
EAM Investors, LLC 20
Brookfield Asset Management Inc. 20
Claymore Exchange-traded Fund Trust 20
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 20
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 20
Bokf, Na 20
Rafferty Asset Management, LLC 20
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 20
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 20
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 20
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 20
Quarry LP 20
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 20
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 20
K2 Principal Fund, L.p. 20
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 20
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 20
Bank Of Nova Scotia 20
AdvisorNet Financial, Inc 20
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 20
Pictet Asset Management Holding SA 20
Enterprise Financial Services Corp 20
D.a. Davidson & Co. 20
Css Llc/il 20
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 20
State of Alaska, Department of Revenue 20
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 20
Td Asset Management Inc 20
Vestcor Inc 20
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 20
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 20
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 20
GAMMA Investing LLC 20
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 20
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 20
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 20
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 20
Asset Management One Co., Ltd. 20
Crossmark Global Holdings, Inc. 20
John Hancock Investors Trust 20
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 20
Migdal Insurance & Financial Holdings Ltd. 20
HG Vora Capital Management, LLC 20
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 20
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 20
Caitong International Asset Management Co., Ltd 20
Point72 Middle East FZE 20
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 20
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 20
Sofos Investments, Inc. 20
Commonwealth Bank Of Australia 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
Hartford Mutual Funds Inc/ct 20
Corebridge Financial, Inc. 20
FORA Capital, LLC 20
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 20
Delaware Enhanced Global Dividend & Income Fund 20
SRS Capital Advisors, Inc. 20
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 20
Amalgamated Financial Corp. 20
C M Bidwell & Associates Ltd 20
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 20
Gemmer Asset Management LLC 20
Bridgefront Capital, LLC 20
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 20
Oregon Public Employees Retirement Fund 20
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 20
Echo Street Capital Management LLC 20
Graham Capital Management, L.P. 20
SBI Securities Co., Ltd. 20
Spot Trading L.L.C 20
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 20
International Assets Investment Management, Llc 20
Holocene Advisors, LP 20
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 20
Fieldpoint Private Securities, LLC 20
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 20
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 20
SG3 Management, LLC 20
Waddell & Reed Financial Inc 20
Allianzgi Diversified Income & Convertible Fund 20
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 20
MAI Capital Management 20
Cinctive Capital Management LP 20
First Manhattan Co 20
Sumitomo Mitsui Trust Holdings, Inc. 20
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 20
Brinker Capital Investments, LLC 20
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 20
RidgeWorth Capital Management LLC 19
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 19
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 19
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 19
World Asset Management Inc 19
Pathstone Family Office, Llc 19
Western Asset Global High Income Fund Inc. 19
Pictet Asset Management Sa 19
Barings Llc 19
Whittier Trust Co Of Nevada Inc 19
Sunbelt Securities, Inc. 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 19
Duality Advisers, Lp 19
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 19
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 19
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 19
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 19
Rothschild Investment Llc 19
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 19
Rydex Etf Trust 19
Princeton Alpha Management LP 19
Yousif Capital Management, Llc 19
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 19
Moody National Bank Trust Division 19
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 19
FNY Investment Advisers, LLC 19
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 19
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 19
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 19
Shellback Capital, LP 19
Chicago Equity Partners Llc 19
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 19
Skandinaviska Enskilda Banken AB (publ) 19
JustInvest LLC 19
Sciencast Management LP 19
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 19
Alps Advisors Inc 19
Sandy Spring Bank 19
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 19
Amundi 19
Patriot Financial Group Insurance Agency, LLC 19
Tcw Group Inc 19
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 19
Quantinno Capital Management LP 19
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 19
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 19
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 19
Cornerstone Advisors, Inc. 19
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 19
Evoke Wealth, Llc 19
Ontario Teachers Pension Plan Board 19
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 19
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 19
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 19
First New York Securities Llc /ny 19
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 19
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 19
Ground Swell Capital, LLC 19
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 19
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 19
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 19
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 19
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 19
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 19
Gradient Investments LLC 19
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 19
Hutchin Hill Capital, LP 19
Synovus Financial Corp 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 19
Twin Tree Management, LP 19
Capula Management Ltd 19
1832 Asset Management L.P. 19
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 19
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 19
Blackstone / Gso Long-short Credit Income Fund 19
Rehmann Capital Advisory Group 19
APG Asset Management N.V. 19
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 19
Daiwa Securities Group Inc. 19
Water Island Capital Llc 19
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 19
Quest Partners LLC 19
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 19
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 19
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 19
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 19
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 19
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 19
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 19
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 19
Capital World Investors 19
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 19
True Wealth Design, LLC 19
Davidson Kempner Capital Management Lp 19
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 19
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 19
Howe & Rusling Inc 19
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 18
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
Invesco High Income Trust Ii 18
Chartwell Investment Partners, Llc 18
Advisory Research Inc 18
Clinton Group Inc 18
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 18
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 18
Teza Capital Management LLC 18
Kkr Income Opportunities Fund 18
Hillsdale Investment Management Inc. 18
Pentwater Capital Management LP 18
Levin Capital Strategies, L.p. 18
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 18
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 18
Blackstone / Gso Strategic Credit Fund 18
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 18
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 18
Cetera Investment Advisers 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 18
Belpointe Asset Management LLC 18
Shelton Capital Management 18
Robeco Institutional Asset Management B.V. 18
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 18
Enlightenment Research, LLC 18
Intech Investment Management Llc 18
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 18
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 18
Prospera Financial Services Inc 18
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 18
Nuveen Floating Rate Income Fund 18
Nuveen Credit Strategies Income Fund 18
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Utah Retirement Systems 18
Interval Partners, LP 18
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 18
Northwestern Mutual Investment Management Company, Llc 18
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 18
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 18
Versor Investments LP 18
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 18
Pearl River Capital, LLC 18
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 18
SECOR Capital Advisors, LP 18
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 18
361 Capital Llc 18
Zweig-DiMenna Associates LLC 18
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 18
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 18
Entropy Technologies, LP 18
Alphacrest Capital Management Llc 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 18
Compagnie Lombard Odier SCmA 18
MARSHALL WACE ASIA Ltd 18
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 18
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
Suntrust Banks Inc 18
Weld Capital Management Llc 18
Blair William & Co/il 18
Parametrica Management Ltd 18
Snowden Capital Advisors LLC 18
Securian Asset Management, Inc 18
Benjamin F. Edwards & Company, Inc. 18
Point72 (DIFC) Ltd 18
Assenagon Asset Management S.A. 18
Associated Banc-corp 18
Griffin Institutional Access Credit Fund 18
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 18
Intrinsic Edge Capital Management LLC 18
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 18
FNY Managed Accounts LLC 18
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 18
EntryPoint Capital, LLC 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
Exchange Traded Concepts, Llc 18
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 18
Vantage Consulting Group Inc 18
Fs Multi-alternative Income Fund 18
Toroso Investments, LLC 18
Deere & Co 18
Athanor Capital, Lp 18
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 18
Occudo Quantitative Strategies Lp 18
L & S Advisors Inc 18
Van Eck Associates Corp 18
Ajo, Lp 18
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 18
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 18
Moore Capital Management, Lp 18
FDx Advisors, Inc. 18
Harel Insurance Investments & Financial Services Ltd. 18
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 18
Polar Asset Management Partners Inc. 18
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 17
Fred Alger Management, Llc 17
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 17
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 17
Sawtooth Solutions, LLC 17
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 17
Edgestream Partners, L.P. 17
Retirement Systems of Alabama 17
Financial Gravity Companies, Inc. 17
Nine Chapters Capital Management LLC 17
North Fourth Asset Management, LP 17
Eqis Capital Management, Inc. 17
Wipfli Financial Advisors Llc, 17
Maryland State Retirement & Pension System 17
Meridian Wealth Partners, LLC 17
Aster Capital Management (DIFC) Ltd 17
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 17
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 17
Nebula Research & Development LLC 17
Petrus Trust Company, LTA 17
Hanseatic Management Services Inc 17
New York Life Investment Management Llc 17
Alpha Paradigm Partners, LLC 17
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 17
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 17
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 17
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 17
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 17
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 17
USA Financial Portformulas Corp 17
Sound Income Strategies, LLC 17
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 17
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 17
Cnh Partners Llc 17
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 17
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 17
EBI - RBB Fund Trust - Longview Advantage ETF 17
San Francisco Sentry Investment Group (ca) 17
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 17
Boston Income Portfolio - Boston Income Portfolio 17
Stone Ridge Asset Management LLC 17
Global Income Builder Portfolio - Global Income Builder Portfolio 17
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 17
Element Capital Management Llc 17
WFG Advisors, LP 17
Clearbridge Investments, LLC 17
1060 Capital, LLC 17
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 17
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 17
Oppenheimer Quest For Value Funds 17
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 17
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 17
Picton Mahoney Asset Management 17
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 17
BNP Paribas Investment Partners S.A. 17
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 17
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 17
Zeke Capital Advisors, Llc 17
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 17
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 17
Harbour Investments, Inc. 17
Sequoia Financial Advisors, LLC 17
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 17
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 17
Capital Growth Management Lp 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
WealthTrust-Arizona, LLC 17
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 17
Standard Life Aberdeen plc 17
Hartland & Co., LLC 17
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 17
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 17
Johnson Financial Group, Inc. 17
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 17
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 17
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 17
Sutton Wealth Advisors Inc. 17
Guggenheim Strategic Opportunities Fund 17
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 17
Jaffetilchin Investment Partners, LLC 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 17
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 17
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 17
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 17
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 17
Three Peaks Capital Management, LLC 17
Td Private Client Wealth Llc 17
Golden State Wealth Management, LLC 17
Eaton Vance Short Duration Diversified Income Fund 17
Itau Unibanco Holding S.A. 17
Symphony Asset Management Llc 17
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 17
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 17
Ameritas Advisory Services, LLC 17
Delaware Investments Dividend & Income Fund, Inc 17
New Mexico Educational Retirement Board 17
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 17
Westfield Capital Management Co Lp 17
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 17
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 17
Venturi Wealth Management, LLC 17
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 17
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 17
Carroll Financial Associates, Inc. 17
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 17
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 17
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 17
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 17
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 17
Baker Avenue Asset Management, LP 17
Financial Management Professionals, Inc. 17
Manchester Capital Management LLC 17
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 16
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 16
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 16
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 16
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 16
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 16
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 16
American Funds Insurance Series 16
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 16
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 16
Vident Advisory, LLC 16
TD Waterhouse Canada Inc. 16
Putnam ETF Trust - Putnam ESG High Yield ETF - 16
Earnest Partners Llc 16
Sherbrooke Park Advisers Llc 16
Cornerstone Planning Group LLC 16
Headlands Technologies LLC 16
Inceptionr Llc 16
Global X Management CO LLC 16
Arrowgrass Capital Partners (us) Lp 16
Lsv Asset Management 16
Nuveen Multi-Asset Income Fund 16
Hartford Series Fund Inc 16
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 16
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 16
FourThought Financial, LLC 16
Wilbanks Smith & Thomas Asset Management Llc 16
Commerce Bank 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 16
Shay Capital LLC 16
Bridgewater Associates, LP 16
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 16
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 16
Wetherby Asset Management Inc 16
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
Mirabella Financial Services Llp 16
Ethic Inc. 16
Keebeck Alpha, LP 16
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 16
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 16
Universal- Beteiligungs- und Servicegesellschaft mbH 16
Checchi Capital Advisers, LLC 16
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 16
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 16
Ascend Capital, Llc 16
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 16
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 16
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 16
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 16
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 16
Farmers & Merchants Investments Inc 16
Globeflex Capital L P 16
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 16
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 16
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 16
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 16
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 16
Sumitomo Mitsui DS Asset Management Company, Ltd 16
Bb&t Securities, Llc 16
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 16
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 16
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 16
State Of Michigan Retirement System 16
Trust Co Of Vermont 16
Cullen/frost Bankers, Inc. 16
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 16
Integral Derivatives, LLC 16
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 16
Wealth Enhancement Advisory Services, Llc 16
DAVENPORT & Co LLC 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 16
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 16
Baystate Wealth Management LLC 16
Lenox Wealth Advisors, LLC 16
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 16
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 16
BBT Capital Management, LLC 16
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 16
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 16
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 16
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 16
Stephens Inc /ar/ 16
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 16
Xponance, Inc. 16
Diversified Trust Co 16
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 16
Crestline Management, LP 16
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 16
PENN SERIES FUNDS INC - Flexibly Managed Fund 16
Mv Capital Management, Inc. 16
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 16
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 16
Assured Investment Management LLC 16
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 16
Gideon Capital Advisors, Inc. 16
NN Investment Partners Holdings N.V. 16
National Planning Corp 16
Martingale Asset Management L P 16
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 16
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 16
Turner Investments, L.p. 16
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 16
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 16
Mckinley Capital Management Llc /delaware 16
First Allied Advisory Services, Inc. 16
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 16
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 16
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 16
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 16
AHL Partners LLP 16
EverPoint Asset Management, LLC 16
Boston Private Wealth Llc 16
Prudential Plc 16
Arden Investment Series Trust 16
Wealthcare Advisory Partners LLC 16
Ameritas Investment Corp 16
FinTrust Capital Advisors, LLC 16
FNY Partners Fund LP 16
We Are One Seven, LLC 16
Cigna Investments Inc /new 16
Flagship Harbor Advisors, Llc 16
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 16
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 16
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 16
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 16
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 16
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 16
Lighthouse Investment Partners, LLC 16
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 16
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 16
Aberdeen Global Income Fund Inc 16
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 16
Jpmorgan Trust Iii 16
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 16
Allianzgi Convertible & Income Fund Ii 16
Allianzgi Convertible & Income Fund 16
Forum Funds 16
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 16
Nuveen Senior Income Fund 16
Nuveen Floating Rate Income Opportunity Fund 16
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 16
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 16
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 16
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 16
Western Asset High Yield Defined Opportunity Fund Inc. 16
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 16
Oppenheimer Global Multi Strategies Fund 16
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 16
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 16
Nuveen Real Asset Income & Growth Fund 16
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 16
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 16
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 16
Jfs Wealth Advisors, Llc 15
Handelsbanken Fonder AB 15
Six Circles Trust - Six Circles Global Bond Fund 15
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 15
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 15
Zions Bancorporation, N.A. 15
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 15
Harvest Group Wealth Management, Llc 15
Valley National Advisers Inc 15
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 15
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 15
NewSquare Capital LLC 15
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 15
Prestige Wealth Management Group LLC 15
Salem Investment Counselors Inc 15
Edmond De Rothschild Holding S.a. 15
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 15
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
Elite Wealth Management, Inc. 15
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 15
Creative Financial Designs Inc /adv 15
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 15
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 15
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 15
IndexIQ Advisors LLC 15
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 15
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 15
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 15
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 15
Vanguard Whitehall Funds 15
Maven Securities LTD 15
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 15
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 15
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 15
Quent Capital, LLC 15
Empowered Funds, LLC 15
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 15
VCGAX - VALIC Co I - Growth & Income Fund 15
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 15
Diametric Capital, LP 15
Franklin Universal Trust 15
GW&K Investment Management, LLC 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 15
Kennedy Capital Management, Inc. 15
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 15
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 15
Tarbox Family Office, Inc. 15
Neo Ivy Capital Management 15
Mather Group, Llc. 15
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 15
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 15
CI Private Wealth, LLC 15
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 15
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 15
Armistice Capital, Llc 15
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 15
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 15
Wedge Capital Management L L P/nc 15
Guggenheim Active Allocation Fund 15
Gabelli Equity Trust Inc 15
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 15
Hemington Wealth Management 15
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 15
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 15
Capstone Asset Management Co 15
Fisher Asset Management, LLC 15
Axq Capital, Lp 15
CIBC World Markets Inc. 15
Timber Hill LLC 15
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 15
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF 15
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 15
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 15
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 15
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 15
General Motors Investment Management Corp 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 15
Atlantic Trust, LLC 15
Coastal Investment Advisors, Inc. 15
Pioneer High Income Trust 15
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 15
HOTL - Kelly Strategic ETF Trust - Kelly Hotel & Lodging Sector ETF 15
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 15
Caisse De Depot Et Placement Du Quebec 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 15
Tcwp Llc 15
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 15
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 15
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 15
Old Mutual Global Investors (UK) Ltd. 15
Mount Yale Investment Advisors, LLC 15
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 15
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 15
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio 15
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 15
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 15
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 15
Invictus RG 15
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 15
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 15
Bogle Investment Management L P /de/ 15
CSat Investment Advisory, L.P. 15
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 15
Allstate Corp 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 15
Capital Bank & Trust Co 15
MYDA Advisors LLC 15
DAACX - Adviser Managed Trust - Diversified Equity Fund 15
Nuveen Short Duration Credit Opportunities Fund 15
CAPROCK Group, Inc. 15
Xact Kapitalforvaltning AB 15
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 15
Fortitude Family Office, LLC 15
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 15
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 15
Csenge Advisory Group 15
CenterStar Fund, LLC 15
Adage Capital Partners Gp, L.l.c. 15
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 15
PPM Funds - PPM Floating Rate Income Fund (Inst) 15
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 15
IWB - iSHARES TRUST - iShares Russell 1000 ETF 15
Capital Advisors, Ltd. LLC 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
Treasurer of the State of North Carolina 15
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 15
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 15
Crewe Advisors LLC 15
Financial Architects, Inc 15
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 15
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 15
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 15
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 15
Advisors Preferred, LLC 15
Arkadios Wealth Advisors 15
Koch Industries Inc 15
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 15
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 15
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 15
Blackstone / Gso Floating Rate Enhanced Income Fund 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
Vanguard Horizon Funds 15
Pitcairn Co 15
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 15
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 15
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 15
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 15
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 15
JIHDX - John Hancock Funds II - High Yield Fund Class 1 15
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 15
Comerica Securities,inc. 15
Weiss Asset Management LP 15
Cornercap Investment Counsel Inc 15
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 15
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 15
Old Mutual Customised Solutions (proprietary) Ltd 15
UniSuper Management Pty Ltd 15
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 15
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 15
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 15
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 15
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 15
Segantii Capital Management Ltd 15
VCHYX - VALIC Co II - High Yield Bond Fund 15
Sanctuary Advisors, LLC 15
Scoggin Management Lp 15
Analytic Investors, LLC 15
PointState Capital LP 15
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 15
Pathstone Holdings, LLC 15
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15
Ares Dynamic Credit Allocation Fund, Inc. 15
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 15
MML Series Investment Fund II - MML Equity Rotation Fund Class II 15
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 15
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 15
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 14
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 14
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 14
GV Financial Advisors 14
Savant Capital, LLC 14
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 14
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 14
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 14
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 14
Alambic Investment Management, L.P. 14
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 14
ETRADE Capital Management LLC 14
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 14
IBM Retirement Fund 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
Reilly Financial Advisors, Llc 14
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 14
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 14
BI Asset Management Fondsmaeglerselskab A/S 14
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 14
Avion Wealth 14
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 14
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 14
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 14
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 14
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 14
Alera Investment Advisors, LLC 14
Janus Capital Management Llc 14
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 14
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 14
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 14
Keybank National Association/oh 14
Cohen & Steers, Inc. 14
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 14
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 14
Quantitative Investment Management, LLC 14
MCF Advisors LLC 14
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 14
Capital Research Global Investors 14
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 14
Wealthspire Advisors, LLC 14
Avantax Planning Partners, Inc. 14
Ensign Peak Advisors, Inc 14
HighVista Strategies LLC 14
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 14
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
Atlas Capital Advisors Llc 14
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 14
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 14
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 14
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 14
Woodline Partners LP 14
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 14
Pioneer Floating Rate Trust 14
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 14
Bartlett & Co. LLC 14
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 14
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 14
Advisor Partners Llc 14
Stonebridge Capital Advisors LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 14
Brasada Capital Management, Lp 14
Money Concepts Capital Corp 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 14
Continuum Advisory, LLC 14
Highlander Capital Management, LLC 14
Advanced Series Trust - Ast Small-cap Growth Portfolio 14
Scotia Capital Inc. 14
Blackstone Group Inc 14
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 14
First Personal Financial Services 14
Land & Buildings Investment Management, LLC 14
Capital Performance Advisors Llp 14
Systematic Financial Management Lp 14
Institutional & Family Asset Management, Llc 14
IMC-Chicago, LLC 14
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 14
Stormborn Capital Management, Llc 14
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 14
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 14
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 14
Pinnacle Associates Ltd 14
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 14
Jupiter Asset Management Ltd 14
Illinois Municipal Retirement Fund 14
North Star Investment Management Corp. 14
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 14
Guardian Wealth Advisors, LLC 14
Centaurus Financial, Inc. 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 14
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 14
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 14
Seacrest Wealth Management, Llc 14
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 14
Jnl Series Trust - Jnl/crescent High Income Fund (a) 14
NSGRX - Northern Funds - Northern Small Cap Core Fund 14
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 14
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 14
Townsquare Capital Llc 14
Ashton Thomas Private Wealth, LLC 14
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 14
Veritable, L.P. 14
CoreCap Advisors, LLC 14
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 14
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 14
Western Asset High Income Opportunity Fund Inc. 14
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 14
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 14
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 14
Brinker Capital Inc 14
BRYN MAWR TRUST Co 14
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 14
Westchester Capital Management, LLC 14
Westside Investment Management, Inc. 14
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 14
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 14
Wealthcare Capital Management Llc 14
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 14
Avantax Advisory Services, Inc. 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 14
Sanctuary Wealth Advisors, LLC 14
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 14
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 14
Caas Capital Management Lp 14
Psagot Value Holdings Ltd. / (Israel) 14
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 14
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 14
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 14
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 14
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 14
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 14
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 14
FineMark National Bank & Trust 14
Virtus Global Multi-sector Income Fund 14
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 14
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 14
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 14
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 14
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 14
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 14
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 14
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 14
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 14
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 14
Winton Diversified Opportunities Fund 14
Twin Peaks Wealth Advisors, LLC 14
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 14
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 14
Peak6 Llc 14
Capital Asset Advisory Services LLC 14
Kistler-Tiffany Companies, LLC 14
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 14
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 14
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 14
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 14
Raymond James Trust N.a. 14
Capital Guardian Trust Co 14
Envestnet Portfolio Solutions, Inc. 14
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 14
Sei Trust Co 14
James Investment Research Inc 14
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 14
Livforsakringsbolaget Skandia, Omsesidigt 14
MUFG Securities EMEA plc 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 14
Agf Investments Inc. 14
Gts Securities Llc 14
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 14
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 14
Candriam Luxembourg S.C.A. 14
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 13
Pnc Funds 13
Machina Capital S.a.s. 13
Liberty Wealth Management Llc 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 13
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 13
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 13
Quinn Opportunity Partners LLC 13
Kore Private Wealth LLC 13
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 13
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 13
Lombard Odier Asset Management (Switzerland) SA 13
VCBDX - VALIC Co I - Core Bond Fund 13
First Horizon Corp 13
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 13
Counterpoint Mutual Funds LLC 13
Zimmer Partners, LP 13
KKR Credit Opportunities Portfolio 13
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 13
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
Kestra Advisory Services, LLC 13
Paces Ferry Wealth Advisors, Llc 13
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 13
Virtus Investment Advisers, Inc. 13
Pine River Capital Management L.P. 13
Optiver Holding B.V. 13
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 13
WASHINGTON TRUST Co 13
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class 13
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 13
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
Glg Llc 13
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 13
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 13
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 13
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 13
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 13
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 13
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 13
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 13
Dorsey Wright & Associates 13
Sageworth Trust Co 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 13
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 13
Bartlett & Co. Wealth Management Llc 13
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 13
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 13
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 13
Profunds - Profund Vp Consumer Services 13
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 13
Monarch Partners Asset Management LLC 13
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 13
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 13
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 13
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 13
Monashee Investment Management LLC 13
Regentatlantic Capital Llc 13
Moors & Cabot, Inc. 13
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 13
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 13
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 13
Focused Wealth Management, Inc 13
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 13
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 13
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 13
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 13
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 13
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 13
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 13
Readystate Asset Management Lp 13
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 13
SOUTH STATE Corp 13
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 13
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 13
Aristeia Capital Llc 13
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 13
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 13
RFP Financial Group LLC 13
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 13
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 13
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 13
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 13
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 13
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 13
Horizon Investments, LLC 13
Mizuho Securities Usa Llc 13
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 13
Cookson Peirce & Co Inc 13
Senator Investment Group LP 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 13
Clough Global Opportunities Fund 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 13
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 13
VCSBX - VALIC Co II - Strategic Bond Fund 13
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 13
Farringdon Capital, Ltd. 13
Cerebellum GP, LLC 13
Usca Ria Llc 13
Ionic Capital Management LLC 13
Shepherd Kaplan Krochuk, Llc 13
I.g. Investment Management, Ltd. 13
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 13
RWC Asset Management LLP 13
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 13
Resources Investment Advisors, LLC. 13
GLG Partners LP 13
Meiji Yasuda Asset Management Co Ltd. 13
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 13
QCVAX - Clearwater Investment Trust - Clearwater International Fund 13
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
Korea Investment CORP 13
Oppenheimer Variable Account Funds 13
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 13
PENN SERIES FUNDS INC - High Yield Bond Fund 13
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 13
Dynamic Technology Lab Pte Ltd 13
Knights of Columbus Asset Advisors LLC 13
CastleKnight Management LP 13
Corton Capital Inc. 13
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 13
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 13
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 13
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 13
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 13
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 13
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 13
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 13
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 13
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 13
IFM Investors Pty Ltd 13
Ab Pooling Portfolios 13
Banque Pictet & Cie Sa 13
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 13
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 13
Asset Dedication, LLC 13
Ieq Capital, Llc 13
Trustcore Financial Services, Llc 13
Franklin Street Capital Partners, LLC 13
IHT Wealth Management, LLC 13
AE Wealth Management LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 13
Smith Asset Management Group Lp 13
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 13
Banco Santander, S.A. 13
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 13
Lee Financial Co 13
Schubert & Co 13
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 13
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 13
Oak Thistle LLC 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
Solstein Capital, LLC 13
Prime Capital Investment Advisors, LLC 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 13
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 13
Citizens Financial Group Inc/ri 13
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 13
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 13
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 13
Truvestments Capital Llc 13
Simon Quick Advisors, Llc 13
Northern Trust Co Of Connecticut 13
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 13
Invictus RG Pte. Ltd. 13
BlueMar Capital Management, LLC 13
Disciplined Investments, LLC 13
Castleark Management Llc 13
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 13
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 13
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 13
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 13
Zions Bancorporation 13
Jain Global LLC 13
Maplelane Capital, Llc 13
TRYP - Tidal ETF Trust - SonicShares Airlines, Hotels, Cruise Lines ETF 13
Bay Harbor Wealth Management, LLC 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
Global Wealth Management Investment Advisory, Inc. 13
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 13
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 13
Bailard, Inc. 13
Cable Hill Partners, LLC 12
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 12
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 12
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 12
Schonfeld Group Holdings LLC 12
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 12
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 12
Redwood Investment Management, Llc 12
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 12
PENN SERIES FUNDS INC - Small Cap Index Fund 12
Dixon Hughes Goodman Wealth Advisors LLC 12
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 12
Level Four Advisory Services, Llc 12
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 12
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 12
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 12
Waratah Capital Advisors Ltd. 12
Capital International Investors 12
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 12
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12
Capital Analysts, Inc. 12
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 12
Exane Derivatives 12
Alpine Woods Capital Investors, Llc 12
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 12
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 12
First Citizens Bank & Trust Co 12
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 12
Truewealth Llc 12
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 12
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 12
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 12
Antara Capital LP 12
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 12
Dialectic Capital Management, Lp 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 12
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 12
SpiderRock Trading LLC 12
Alpha Windward Llc 12
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 12
Samlyn Capital, Llc 12
Lafitte Capital Management LP 12
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 12
Independent Advisor Alliance 12
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 12
nVerses Capital, LLC 12
Caerus Global Investors LLC 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 12
Banque Cantonale Vaudoise 12
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 12
Jacobi Capital Management LLC 12
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 12
People's United Financial, Inc. 12
Nissay Asset Management Corp /japan/ /adv 12
IWM - iSHARES TRUST - iShares Russell 2000 ETF 12
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 12
Key FInancial Inc 12
NorthCoast Asset Management LLC 12
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 12
Wall Street Associates 12
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 12
Dubuque Bank & Trust Co 12
Edge Wealth Management LLC 12
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 12
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 12
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 12
VCCBX - VALIC Co II - Core Bond Fund 12
VHYLX - VALIC Co I - High Yield Bond Fund 12
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 12
Catapult Capital Management Llc 12
Parkwood LLC 12
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
Rakuten Securities, Inc. 12
Rise Advisors, LLC 12
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 12
Liberty Mutual Group Asset Management Inc. 12
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 12
PIMCO Dynamic Income Opportunities Fund 12
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 12
Pendal Group Ltd 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 12
MIK Capital, LP 12
One Wealth Advisors, LLC 12
Gyon Technologies Capital Management, LP 12
Spring Creek Capital Llc 12
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 12
Oberweis Asset Management Inc/ 12
Column Capital Advisors, LLC 12
Advanced Series Trust - Ast Small-cap Value Portfolio 12
Old Mission Capital Llc 12
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 12
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 12
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 12
CNB Bank 12
Elequin Capital Lp 12
Wells Fargo Multi-sector Income Fund 12
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 12
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 12
Western Asset Premier Bond Fund 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
Motco 12
Regent Peak Wealth Advisors LLC 12
Strategic Wealth Partners, Ltd. 12
GeoWealth Management, LLC 12
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 12
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 12
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 12
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Q Global Advisors, LLC 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 12
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 12
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
Bluefin Capital Management, Llc 12
BDO Wealth Advisors, LLC 12
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 12
Kayne Anderson Rudnick Investment Management Llc 12
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 12
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12
Oasis Management Co Ltd. 12
Wright Investors Service Inc 12
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 12
Yorktown Management & Research Co Inc 12
CVA Family Office, LLC 12
Smithfield Trust Co 12
Howard Hughes Medical Institute 12
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 12
Islet Management, LP 12
PACIFIC SELECT FUND - Core Income Portfolio Class I 12
Private Wealth Management Group, LLC 12
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
Nuveen S&p 500 Dynamic Overwrite Fund 12
Integrated Wealth Concepts LLC 12
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 12
Royal London Asset Management Ltd 12
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 12
Marathon Trading Investment Management LLC 12
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 12
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 12
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 12
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 12
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 12
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
American National Bank 12
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 12
Procyon Private Wealth Partners, LLC 12
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 12
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 12
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 12
Placemark Investments, Inc. 12
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 12
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 12
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 12
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 12
Sachetta, LLC 12
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 12
Columbus Circle Investors 12
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 12
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 12
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 12
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 12
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 12
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 12
Freestone Capital Holdings, LLC 12
Hartford Investment Management Co 12
Duncker Streett & Co Inc 12
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 12
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 12
Artemis Investment Management LLP 12
Boulder Hill Capital Management Lp 12
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 12
Tocqueville Asset Management L.p. 12
Boston Advisors Llc 12
Prescott Group Capital Management, L.l.c. 12
ISAM Funds (UK) Ltd 12
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 12
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
Cassady Schiller Wealth Management, LLC 12
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 12
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 12
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 12
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 12
Eagle Bay Advisors LLC 12
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12
Montag A & Associates Inc 12
Ivory Investment Management, Llc 12
Royce & Associates Lp 12
Harvest Portfolios Group Inc. 12
Teton Advisors, Inc. 12
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 12
Blackstone / Gso Senior Floating Rate Term Fund 12
AGF Investments LLC 12
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 12
CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF 12
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 12
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
Evergreen Capital Management Llc 12
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 12
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 12
Balentine LLC 12
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 12
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 12
Childress Capital Advisors, Llc 12
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 12
Advantage Investment Management, Llc 12
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 12
NSIDX - Northern Funds - Northern Small Cap Index Fund 12
Tortoise Investment Management, LLC 12
Riverview Trust Co 12
Rational Advisors Llc 12
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 12
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 12
VCSLX - VALIC Co I - Small Cap Index Fund 12
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 12
Grove Bank & Trust 12
Commonwealth Equity Services, Inc 12
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 12
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 12
Perella Weinberg Partners Capital Management LP 12
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 12
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 12
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 12
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 12
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 12
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 12
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 12
Worldquant Millennium Advisors Llc 12
Stephens Consulting, LLC 12
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 12
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 12
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 12
Koshinski Asset Management, Inc. 12
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 12
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Klp Kapitalforvaltning As 12
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 12
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 12
DRW Securities, LLC 12
BlackRock ETF Trust II - BlackRock Total Return ETF 12
Sandler Capital Management 12
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 12
Underlying Funds Trust 12
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 12
Brigade Capital Management, Lp 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
Activest Wealth Management 12
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 12
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 12
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 12
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 12
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 12
MBOVX - M FUND INC - M Large Cap Value Fund 12
CenterStar Asset Management, LLC 12
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 12
First Financial Corp /in/ 12
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 12
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 12
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 12
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 12
Nbc Securities, Inc. 12
Tfo-tdc, Llc 12
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 12
Greenleaf Trust 12
Tibra Equities Europe Ltd 12
Legacy Financial Advisors, Inc. 12
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 12
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 12
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 12
Steward Financial Group LLC 12
Bruce G. Allen Investments, LLC 12
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 12
GGBFX - GuideStone Funds - Global Bond Fund Investor 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 12
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 11
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 11
Irish Life Investment Managers Ltd. 11
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 11
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 11
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 11
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 11
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
Old National Bancorp /in/ 11
Gulf International Bank (UK) Ltd 11
K.J. Harrison & Partners Inc 11
Wells Fargo Global Dividend Opportunity Fund 11
Janney Capital Management LLC 11
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 11
Jericho Capital Asset Management L.P. 11
Bronson Point Management LLC 11
Alpine Global Premier Properties Fund 11
Eaton Vance Floating-rate Income Plus Fund 11
Myriad Asset Management Ltd. 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 11
Qrg Capital Management, Inc. 11
Toth Financial Advisory Corp 11
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 11
Empyrean Capital Partners, LP 11
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 11
SLPIX - Profunds - Small-cap Profund Investor Class 11
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 11
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 11
Western Asset Global Corporate Defined Opportunity Fund Inc. 11
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 11
Hollencrest Capital Management 11
Alpine Equity Trust 11
Navellier & Associates Inc 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
Weaver Consulting Group 11
Covington Capital Management 11
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 11
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 11
Beacon Pointe Advisors, LLC 11
Etf Managers Group, Llc 11
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 11
Epoch Investment Partners, Inc. 11
West Oak Capital, LLC 11
Anchor Investment Management, LLC 11
Cromwell Holdings LLC 11
Profunds - Profund Vp Small-cap 11
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 11
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 11
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 11
ACK Asset Management LLC 11
Profunds - Profund Vp Ultrasmall-cap 11
Fortitude Advisory Group L.L.C. 11
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 11
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 11
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 11
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 11
Counsel Portfolio Services Inc. 11
Vestmark Advisory Solutions, Inc. 11
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 11
Contravisory Investment Management, Inc. 11
Atria Wealth Solutions, Inc. 11
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 11
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 11
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 11
Orvieto Partners, L.P. 11
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 11
GEM Realty Capital 11
Thompson Siegel & Walmsley Llc 11
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 11
Wiley Bros.-aintree Capital, Llc 11
King Luther Capital Management Corp 11
Erste Asset Management GmbH 11
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 11
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 11
IBET - ETF Series Solutions - iBET Sports Betting & Gaming ETF 11
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 11
Lido Advisors, LLC 11
Rsm Us Wealth Management Llc 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
Rialto Wealth Management, LLC 11
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 11
Kornitzer Capital Management Inc /ks 11
Cim Investment Mangement Inc 11
Blackrock Master Llc 11
Scientech Research LLC 11
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 11
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 11
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 11
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11
Eminence Capital, Lp 11
Tompkins Financial Corp 11
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 11
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 11
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 11
Kingsview Wealth Management, LLC 11
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 11
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 11
Global Financial Private Client, LLC 11
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 11
Thornburg Investment Management Inc 11
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 11
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 11
J.w. Cole Advisors, Inc. 11
SpiderRock Advisors, LLC 11
TIG Advisors, LLC 11
Usa Mutuals Advisors, Inc. 11
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 11
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 11
Next Financial Holdings 11
Governors Lane LP 11
Perigon Wealth Management, LLC 11
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 11
DnB Asset Management AS 11
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 11
Cary Street Partner Investment Advisory Llc 11
Athena Capital Advisors Llc 11
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 11
Versus Capital Multi-manager Real Estate Income Fund Llc 11
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 11
Peregrine Capital Management Llc 11
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 11
SJS Investment Consulting Inc. 11
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 11
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 11
Melvin Capital Management LP 11
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 11
Oakbrook Investments Llc 11
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 11
Qs Batterymarch Financial Management, Inc 11
First Eagle Investment Management, LLC 11
Optimum Investment Advisors 11
WealthPLAN Partners, LLC 11
Cetera Advisors LLC 11
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 11
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 11
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 11
Highland Capital Management Lp 11
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 11
Clearline Capital LP 11
River & Mercantile Asset Management Llp 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
Eaton Vance Floating-rate 2022 Target Term Trust 11
AIEQ - ETF Managers Trust - AI Powered Equity ETF 11
Baldwin Brothers Inc/ma 11
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 11
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 11
Gryphon Financial Partners LLC 11
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 11
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 11
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 11
Mizuho Trust & Banking Co., Ltd. 11
Tradition Wealth Management, LLC 11
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 11
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 11
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 11
Venture Visionary Partners LLC 11
Mint Tower Capital Management B.V. 11
Wedbush Securities Inc 11
Concord Wealth Partners 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
Vontobel Holding Ltd. 11
Andra AP-fonden 11
Connacht Asset Management LP 11
NewEdge Wealth, LLC 11
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 11
FLDFX - Meeder Funds - BALANCED FUND Retail Class 11
Opal Wealth Advisors, LLC 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
Global X Funds 11
Aaron Wealth Advisors LLC 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
William Blair Investment Management, Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 11
Tradeworx Inc. 11
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 11
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 11
Caxton Associates Llp 11
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 11
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 11
VTL Associates, LLC 11
Wolff Wiese Magana Llc 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
Forsta Ap-fonden 11
Gardner Lewis Asset Management L P 11
Avestar Capital, LLC 11
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 11
Clearview Wealth Advisors LLC 11
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 11
BlackRock Private Investments Fund 11
Delaware Vip Trust - Delaware Vip Value Series Standard Class 11
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 11
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 11
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 11
Amerivest Investment Management LLC 11
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
Carolinas Wealth Consulting Llc 11
BerganKDV Wealth Management, LLC 11
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 11
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
Cordant, Inc. 11
Fort Washington Investment Advisors Inc /oh/ 11
Tri-continental Corp 11
Ropes Wealth Advisors Llc 11
Cbre Clarion Securities Llc 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
McAdam, LLC 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
Altshuler Shaham Ltd 11
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 11
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 11
Fiera Capital Corp 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 11
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 11
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 11
CX Institutional 11
Agf Management Ltd 11
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 11
Folger Hill Asset Management LP 11
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 11
ArrowMark Colorado Holdings LLC 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 11
Kula Investments, LLC 11
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 11
Voya Prime Rate Trust 11
Norinchukin Bank, The 11
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 11
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 11
Chiron Investment Management, LLC 11
Clear Harbor Asset Management, LLC 11
Resona Asset Management Co.,Ltd. 11
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 11
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 11
Polaris Wealth Advisory Group, LLC 11
Qsemble Capital Management, LP 11
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 11
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 11
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 11
Kings Point Capital Management 11
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 11
Nuveen Global High Income Fund 11
Iridian Asset Management Llc/ct 11
Bp Plc 11
Gluskin Sheff & Assoc Inc 11
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 11
Aberdeen Asset Management Plc/uk 11
STXV - EA Series Trust - Strive 1000 Value ETF 11
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 11
Redpoint Investment Management Pty Ltd 11
Hm Payson & Co 11
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 11
Wealthfront Advisers Llc 11
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 11
Armstrong Advisory Group, Inc 11
Alpine Associates Management Inc. 11
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 11
Harbour Capital Advisors, LLC 11
EJF Capital LLC 11
Advisor Partners Ii, Llc 11
Ballentine Partners, LLC 11
Gabelli Dividend & Income Trust 11
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 11
DC Investments Management, LLC 11
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 11
QCM Cayman, Ltd. 11
Clough Global Dividend & Income Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 11
Colony Group Llc 11
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 10
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 10
Independent Portfolio Consultants, Inc. 10
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 10
Mycio Wealth Partners, Llc 10
Commerzbank Aktiengesellschaft /fi 10
Transamerica Financial Advisors, Inc. 10
Carlson Capital L P 10
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10
MDPIX - Profunds - Mid-cap Profund Investor Class 10
Hughes Financial Services, LLC 10
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 10
UMPIX - Profunds - Ultramid-cap Profund Investor Class 10
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 10
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 10
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 10
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 10
Harbor Investment Advisory, Llc 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
Savior LLC 10
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
Shinko Asset Management Co., Ltd. 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
Sigma Planning Corp 10
Foundry Partners, LLC 10
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 10
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 10
Chevy Chase Trust Holdings, Inc. 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 10
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 10
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 10
Calvert Investment Management, Inc. 10
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
Profunds - Profund Vp Ultramid-cap 10
Cca Investments Trust 10
Profunds - Profund Vp Mid-cap Growth 10
Riggs Asset Managment Co. Inc. 10
Fulton Bank, N.a. 10
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 10
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 10
Connable Office Inc 10
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 10
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 10
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
SeaTown Holdings Pte. Ltd. 10
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 10
Price Capital Management, Inc. 10
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 10
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 10
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 10
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 10
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 10
Ssi Investment Management Llc 10
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 10
Winfield Associates, Inc. 10
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 10
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 10
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
VCULX - VALIC Co I - Growth Fund 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
Burney Co/ 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L 10
Mizuho Asset Management Co.,Ltd. 10
Macroview Investment Management Llc 10
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 10
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 10
Belvedere Trading LLC 10
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 10
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 10
Cohen & Steers Total Return Realty Fund Inc 10
HBK Sorce Advisory LLC 10
Capital International Inc /ca/ 10
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 10
Santa Fe Partners LLC 10
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 10
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 10
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 10
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 10
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 10
Yakira Capital Management, Inc. 10
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 10
Jump Trading, LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 10
Calamos Wealth Management LLC 10
Northwest & Ethical Investments L.P. 10
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 10
Apriem Advisors 10
Westwood Holdings Group Inc 10
Moneta Group Investment Advisors Llc 10
Bayforest Capital Ltd 10
URTH - iShares, Inc. - iShares MSCI World ETF 10
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 10
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 10
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 10
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 10
Fjarde Ap-fonden /fourth Swedish National Pension Fund 10
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 10
Foresters Investment Management Company, Inc. 10
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 10
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 10
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 10
Ashton Thomas Securities, Llc 10
Freestone Grove Partners LP 10
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 10
JNBA Financial Advisors 10
MML Series Investment Fund II - MML High Yield Fund Class II 10
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 10
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 10
Abound Wealth Management 10
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 10
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
Gerber Kawasaki Wealth & Investment Management 10
Spdr S&p Midcap 400 Etf Trust 10
Barrow Hanley Mewhinney & Strauss Llc 10
Washington Trust Bank 10
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 10
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 10
Archford Capital Strategies, LLC 10
Advisory Alpha, LLC 10
Americana Partners, LLC 10
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 10
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 10
Glen Eagle Advisors, LLC 10
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 10
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 10
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 10
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
Institute for Wealth Management, LLC. 10
Paradigm Asset Management Co Llc 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
Dana Investment Advisors, Inc. 10
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 10
HGI Capital Management, LLC 10
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 10
Fort, L.p. 10
Nokota Management, LP 10
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 10
Park Avenue Securities Llc 10
Incline Global Management LLC 10
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 10
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 10
Twin Capital Management Inc 10
Tlp Group Llc 10
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 10
Atlas Private Wealth Advisors 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
Longfellow Investment Management Co Llc 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
Cambridge Trust Co 10
TFC Financial Management 10
Artisan Partners Limited Partnership 10
Lenox Wealth Management, Inc. 10
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 10
GPS Wealth Strategies Group, LLC 10
Veriti Management LLC 10
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 10
Cleararc Capital Inc 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
Riverhead Capital Management Llc 10
Gator Capital Management, LLC 10
SOA Wealth Advisors, LLC. 10
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 10
Icon Advisers Inc/co 10
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 10
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 10
Systematic Alpha Investments, LLC 10
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 10
Pallas Capital Advisors LLC 10
WPG Advisers, LLC 10
Decade Capital Management Llc 10
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 10
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 10
Heritage Wealth Management, Llc 10
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 10
Segall Bryant & Hamill, Llc 10
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 10
Beck Bode, LLC 10
Campbell Multi-strategy Trust 10
Leap Investments Lp 10
Benjamin Edwards Inc 10
TriOaks Capital Management L.P. 10
Manchester Financial Inc 10
Societe Generale 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 10
Coronation Fund Managers Ltd. 10
VisionPoint Advisory Group, LLC 10
Advisor Resource Council 10
Fortem Financial Group, Llc 10
PRW Wealth Management LLC 10
Magnus Financial Group LLC 10
Newbridge Financial Services Group, Inc. 10
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 10
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 10
Wakefield Asset Management LLLP 10
Impax Asset Management Group plc 10
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 10
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 10
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 10
Elo Mutual Pension Insurance Co 10
Kettle Hill Capital Management, Llc 10
CLARET ASSET MANAGEMENT Corp 10
McIlrath & Eck, LLC 10
Meridian Wealth Management, LLC 10
Wagner Wealth Management, Llc 10
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 10
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 10
Centenus Global Management, Lp 10
Dai-Ichi Life Insurance Company, Ltd 10
Delpha Capital Management, Llc 10
Investors Research Corp 10
Chescapmanager LLC 10
Harbor Capital Advisors, Inc. 10
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
Retirement Planning Co of New England, Inc. 10
Western Asset Corporate Loan Fund Inc. 10
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 10
Byrne Asset Management LLC 10
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 10
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 10
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 10
Achmea Investment Management B.V. 10
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
BAD - Listed Funds Trust - B.A.D. ETF 10
Spot Trading L.l.c. 10
Kapitalo Investimentos Ltda 10
Teachers Insurance & Annuity Association Of America 10
Bogart Wealth, LLC 10
Highline Capital Management, L.p. 10
Edge Advisors, Llc 10
Coatue Management Llc 10
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 10
Wells Fargo Income Opportunities Fund 10
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 10
Arlington Partners LLC 10
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 10
Clough Global Equity Fund 10
Front Row Advisors LLC 10
Pioneer Diversified High Income Trust 10
Colonial Trust Co / SC 10
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 10
Fidelis Capital Partners, LLC 10
Standard Life Investments LTD 10
Sun Life Financial Inc 10
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 10
Mendota Financial Group, LLC 10
Rs Investment Trust 10
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
LGT Financial Advisors LLC 10
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 10
Nuveen Diversified Dividend & Income Fund 10
Ardsley Advisory Partners Lp 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 10
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 10
STXG - EA Series Trust - Strive 1000 Growth ETF 10
Vulcan Value Partners, LLC 10
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 10
Glazer Capital, Llc 10
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 10
ORG Partners LLC 10
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 10
iA Global Asset Management Inc. 10
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 10
Arlington Trust Co LLC 10
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 10
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 10
York Capital Management Global Advisors, LLC 10
West Paces Advisors Inc. 10
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 10
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 10
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 10
E. Ohman J:or Asset Management AB 10
Frazier Financial Advisors, LLC 10
New Age Alpha Advisors, LLC 10
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares 10
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 10
Cantor Fitzgerald, L. P. 10
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 10
Susquehanna Portfolio Strategies, LLC 10
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
Gabelli Multimedia Trust Inc. 10
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 10
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 10
Kanaly Trust Co 10
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 10
Gateway Investment Advisers Llc 10
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 10
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 10
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 10
Zurich Insurance Group Ltd/FI 10
Natixis Investment Managers International 10
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 10
Whipplewood Advisors, LLC 10
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 10
Nuveen Core Equity Alpha Fund 10
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 10
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 10
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 10
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 10
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 10
Oaktree Capital Management Lp 9
Sugarloaf Wealth Management, LLC 9
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 9
VCBCX - VALIC Co I - Blue Chip Growth Fund 9
40 North Management LLC 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 9
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 9
Wells Fargo Utilities & High Income Fund 9
Thurston, Springer, Miller, Herd & Titak, Inc. 9
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 9
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 9
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 9
Evercore Wealth Management, LLC 9
Bleakley Financial Group, LLC 9
Metis Global Partners, LLC 9
Symmetry Partners, LLC 9
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 9
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 9
CenterBook Partners LP 9
Centerpoint Advisors, LLC 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
Oversea-Chinese Banking CORP Ltd 9
South Dakota Investment Council 9
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 9
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 9
Lmcg Investments, Llc 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
Arrow Financial Corp 9
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 9
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 9
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 9
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 9
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 9
Glg Inc. 9
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 9
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 9
Park Place Capital Corp 9
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 9
TD Capital Management LLC 9
Mbb Public Markets I Llc 9
MLPIX - Profunds - Mid-cap Value Profund Investor Class 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 9
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 9
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 9
Kentucky Retirement Systems 9
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 9
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 9
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 9
Pinnacle Bancorp, Inc. 9
Sig Brokerage, Lp 9
Bowling Portfolio Management LLC 9
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 9
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 9
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 9
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 9
PGGM Investments 9
Alexandria Capital, LLC 9
Deprince Race & Zollo Inc 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 9
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 9
Callan Family Office, LLC 9
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 9
Raleigh Capital Management Inc. 9
American Capital Advisory, LLC 9
Gargoyle Investment Advisor L.L.C. 9
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 9
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 9
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 9
Tredje AP-fonden 9
Canyon Capital Advisors Llc 9
Sentry Investment Management Llc 9
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 9
PPM Funds - PPM Long Short Credit Fund (Inst) 9
Pacific Grove Capital LP 9
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 9
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 9
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 9
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 9
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 9
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 9
Laurel Wealth Advisors LLC 9
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
Wbi Investments, Inc. 9
Pinpoint Asset Management Ltd 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
Old North State Trust, LLC 9
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 9
Ostrum Asset Management 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 9
R Squared Ltd 9
First Command Financial Services, Inc. 9
Vigilant Capital Management, LLC 9
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 9
FundVantage Trust - Verplanck Balanced Fund 9
Eii Capital Management, Inc. 9
EP Wealth Advisors, Inc. 9
Verus Capital Partners, Llc 9
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 9
Cowen And Company, Llc 9
Nair Vinay 9
Sierra Ocean, Llc 9
Qci Asset Management Inc/ny 9
Impact Partnership Wealth, LLC 9
Central Pacific Bank - Trust Division 9
Degroof Petercam Asset Management 9
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 9
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
Deltec Asset Management Llc 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 9
Dunhill Financial, LLC 9
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 9
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 9
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
Warren Averett Asset Management, LLC 9
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 9
Sureview Capital Llc 9
Krilogy Financial LLC 9
Quantessence Capital LLC 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
Luxor Capital Group, LP 9
Waddell & Reed Advisors Funds 9
Pfs Investments Inc. 9
HFM Investment Advisors, LLC 9
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
Financial Advocates Investment Management 9
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 9
G&S Capital LLC 9
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
Kepos Capital LP 9
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 9
Pensionfund DSM Netherlands 9
Ivy High Income Opportunities Fund 9
LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF 9
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 9
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 9
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 9
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
Emerald Advisers, Llc 9
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
Winslow, Evans & Crocker, Inc. 9
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 9
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 9
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 9
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 9
Eisler Capital Management Ltd. 9
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
Turner Funds 9
Par Investment Partners Lp 9
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
Lecap Asset Management Ltd 9
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 9
BTG Pactual Global Asset Management Ltd 9
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 9
DiNuzzo Private Wealth, Inc. 9
Perkins Coie Trust Co 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
Bare Financial Services, Inc 9
Northwest Financial Advisors 9
Country Trust Bank 9
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 9
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 9
Bienville Capital Management, LLC 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
RMR Advisors LLC 9
Americafirst Capital Management, Llc 9
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 9
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 9
Kentucky Retirement Systems Insurance Trust Fund 9
Desjardins Global Asset Management Inc. 9
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 9
Morgens Waterfall Vintiadis & Co Inc 9
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 9
Caerus Investors, Llc 9
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 9
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 9
Brookstone Capital Management 9
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 9
Graticule Asia Macro Advisors LLC 9
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 9
EAM Global Investors LLC 9
Financial Counselors Inc 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 9
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 9
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A 9
Northpointe Capital Llc 9
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 9
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Cohen & Steers Global Income Builder, Inc 9
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 9
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 9
BOK Financial Private Wealth, Inc. 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 9
Aptus Capital Advisors, LLC 9
Banco BTG Pactual S.A. 9
Covalent Partners LLC 9
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 9
Pictet & Cie (Europe) SA 9
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 9
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 9
Coppell Advisory Solutions LLC 9
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 9
Humankind Benefit Corp - Humankind US Stock ETF 9
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 9
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 9
Allred Capital Management, LLC 9
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 9
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
Horan Securities, Inc. 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 9
Meadow Creek Investment Management LLC 9
Mark Asset Management Lp 9
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
E Fund Management Co., Ltd. 9
High Note Wealth, LLC 9
Tyers Asset Management LLC 9
Next Capital Management LLC 9
Adelante Capital Management LLC 9
KIFAX - Forward Funds - Salient Select Income Fund Class A 9
Ada Investment Management, LP 9
Barometer Capital Management Inc. 9
Forward Management, LLC 9
Marsico Capital Management Llc 9
Manatuck Hill Partners, LLC 9
Hill Winds Capital LP 9
Kestra Investment Management, LLC 9
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 9
Loeb Partners Corp 9
Absolute Return Capital, LLC 9
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 9
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 9
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 9
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 9
Castle Hook Partners LP 9
Bluestein R H & Co 9
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 9
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 9
Index Management Solutions, LLC 9
HighPoint Advisor Group LLC 9
Moisand Fitzgerald Tamayo, LLC 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
Private Ocean, LLC 9
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 9
Engine Capital Management, LP 9
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 9
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 9
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 9
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 9
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 9
Colony Group, LLC 9
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 9
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 9
Castleview Partners, Llc 9
National Pension Service 9
Tokio Marine Asset Management Co Ltd 9
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 9
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 9
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 9
Ledyard National Bank 9
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 9
Sageworth Trust Co of South Dakota 9
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 9
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 9
Whitebox Advisors Llc 9
BlueCrest Capital Management LLP 9
Manning & Napier Group, LLC 9
PIMCO FUNDS - PIMCO Sector Fund Series - I 9
Pacitti Group Inc. 9
Chilton Capital Management Llc 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 9
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 9
Reynolds Capital Management Llc 9
Knight Capital Group, Inc. 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 9
III Capital Management 9
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 9
Six Columns Capital, Lp 9
LRI Investments, LLC 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 9
Horizon Kinetics Asset Management Llc 9
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 9
WealthStone, Inc. 9
Private Wealth Asset Management, LLC 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Polymer Capital Management (US) LLC 9
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 9
Summit Global Investments 9
Core Bond Portfolio - Core Bond Portfolio 9
Decatur Capital Management, Inc. 9
Capital One, National Association 9
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 9
BlackRock ETF Trust II - BlackRock High Yield ETF 9
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 9
Palisade Capital Management Llc/nj 9
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 9
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 9
Emerald Investment Partners, Llc 9
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 9
Bardin Hill Management Partners Lp 9
Vanguard Explorer Fund 9
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 9
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 9
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 9
Tuscan Ridge Asset Management Llc 9
Cramer Rosenthal Mcglynn Llc 9
Laurel Wealth Advisors, Inc. 9
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 9
TRUE Private Wealth Advisors 9
Northwest Investment Counselors, Llc 9
Claro Advisors LLC 9
Atlantic Union Bankshares Corp 9
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 9
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 9
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 9
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 9
Ritholtz Wealth Management 9
Tide Point Capital Management, Lp 9
Gratia Capital, Llc 9
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 9
AlphaMark Advisors, LLC 9
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 9
Ninety One UK Ltd 9
Destination Wealth Management 9
Community Bank, N.A. 9
U.S. Capital Wealth Advisors, LLC 9
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9
Kb Financial Partners, Llc 8
Invst, LLC 8
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
CQS Cayman LP 8
JS Capital Management LLC 8
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 8
Siemens Fonds Invest GmbH 8
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 8
Mosaic Family Wealth, LLC 8
Advanced Series Trust - Ast Mid-cap Growth Portfolio 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
P Schoenfeld Asset Management Lp 8
Mariner Wealth Advisors-NYC, LLC 8
Hexagon Capital Partners LLC 8
Kestra Private Wealth Services, Llc 8
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 8
Claar Advisors LLC 8
Ilmarinen Mutual Pension Insurance Co 8
UMA Financial Services, Inc. 8
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 8
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 8
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 8
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 8
Elliott Management Corporation 8
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 8
Strategic Investment Management, Llc 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
Lombard Odier Asset Management (Europe) Ltd 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 8
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 8
Rockbridge Investment Management, LCC 8
Hodges Capital Management Inc. 8
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 8
Tiger Management L.l.c. 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 8
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 8
NuWave Investment Management, LLC 8
Northwood Liquid Management Lp 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
Castle Ridge Investment Management LP 8
HSBC FUNDS - HSBC High Yield Fund Class A 8
Quest Capital Management Inc /adv 8
Paulson & Co. Inc. 8
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
Eisler Capital (UK) Ltd. 8
Salomon & Ludwin, LLC 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 8
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 8
KRV Capital LP 8
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 8
Accurate Wealth Management, LLC 8
Carmignac Gestion 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 8
Ossiam 8
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 8
Moon Capital Management Lp 8
Wasatch Advisors Inc 8
STXM - EA Series Trust - Strive Mid-Cap ETF 8
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 8
Apollon Wealth Management, LLC 8
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 8
Stux Capital Management, LLC 8
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 8
SG Capital Management LLC 8
Cambria Investment Management, L.P. 8
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A 8
Lomas Capital Management, LLC 8
Costello Asset Management, INC 8
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 8
Personal Wealth Partners 8
Jabre Capital Partners S.A. 8
Kepos Capital LP 8
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 8
Central Asset Investments & Management Holdings (HK) Ltd 8
Rosenberg Matthew Hamilton 8
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 8
Evolution Wealth Advisors, LLC 8
Pinkerton Retirement Specialists, LLC 8
Eudaimonia Partners, LLC 8
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 8
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 8
Daiwa Capital Markets America Inc. 8
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 8
RMR Wealth Builders 8
Teton Westwood Funds 8
First Command Bank 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 8
LM Advisors LLC 8
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 8
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 8
Rubric Capital Management LP 8
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 8
King Street Capital Management, L.p. 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 8
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 8
Wealth Quarterback LLC 8
Transamerica Partners Portfolios 8
Silvant Capital Management LLC 8
Chesapeake Partners Management Co Inc/md 8
Elkfork Partners LLC 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 8
Geneva Advisors, LLC 8
Focus Financial Network, Inc. 8
JJJ Advisors Inc. 8
SummitTX Capital, L.P. 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 8
Nvwm, Llc 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 8
Transamerica Partners Funds Group Ii 8
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 8
Atreides Management, LP 8
WESPAC Advisors, LLC 8
DLD Asset Management, LP 8
Empirical Finance, LLC 8
Wedmont Private Capital 8
Adviser Investments LLC 8
PSI Advisors, LLC 8
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 8
Pinz Capital Management, LP 8
Virtus Alternative Investment Advisers, Inc. 8
CBIZ Investment Advisory Services, LLC 8
Aperture Investors, LLC 8
New England Securities Corp /MA/ 8
Three Bays Capital Lp 8
Overland Advisors, LLC 8
Thames Capital Management Llc 8
Kelly Financial Services LLC 8
Merit Financial Group, LLC 8
AllianzGI Artificial Intelligence & Technology Opportunities Fund 8
Point72 Europe (London) LLP 8
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 8
Carolina Wealth Advisors, LLC 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I 8
V3 Capital Management, L.P. 8
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 8
WR Wealth Planners, LLC 8
Southeastern Asset Management Inc/tn/ 8
Poehling Capital Management, LLC 8
Mn Services Vermogensbeheer B.V. 8
Sovarnum Capital L.p. 8
Renaissance Group Llc 8
Guardian Life Insurance Co Of America 8
MONTX - MONETTA TRUST - Monetta Fund 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
Intellectus Partners, LLC 8
Kalos Management, Inc. 8
Delta Lloyd Nv 8
Claraphi Advisory Network, LLC 8
Gdl Fund 8
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 8
Worth Venture Partners, LLC 8
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 8
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 8
Elk Creek Partners, LLC 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
Confluence Wealth Services, Inc. 8
Mitsubishi UFJ Securities Holdings Co., Ltd. 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 8
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 8
Capital World Growth & Income Fund 8
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 8
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 8
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 8
Gabelli Equity Series Funds Inc 8
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 8
Delphia (USA) Inc. 8
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 8
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 8
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 8
Griffin Institutional Access Real Estate Fund 8
Boston Private Bank & Trust Co 8
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 8
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 8
HWG Holdings LP 8
Credit Industriel Et Commercial 8
Chilton Investment Co Llc 8
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 8
Oppenheimer Global Strategic Income Fund 8
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 8
Hotchkis & Wiley Capital Management Llc 8
Dimension Capital Management Llc 8
Oliver Lagore Vanvalin Investment Group 8
GHP Investment Advisors, Inc. 8
Ridgeworth Funds 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 8
Impala Asset Management LLC 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
CGMRX - CGM TRUST - CGM Realty Fund 8
Ssga Master Trust 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 8
Axiom International Investors Llc /de 8
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 8
Kiwi Wealth Investments Limited Partnership 8
Peregrine Asset Advisers, Inc. 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
Gruss Capital Management LP 8
Concentric Capital Strategies, LP 8
Beacon Capital Management, LLC 8
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 8
Meiji Yasuda Life Insurance Co 8
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 8
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 8
Scepter Holdings, Inc. 8
Bb&t Investment Services, Inc. 8
Pinnacle Summer Investments, Inc. 8
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 8
Tcs Capital Management Llc 8
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 8
Addison Clark Management, L.l.c. 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 8
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 8
Donoghue Forlines LLC 8
Brant Point Investment Management Llc 8
Muzinich & Co., Inc. 8
Manikay Partners, LLC 8
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 8
Park West Asset Management LLC 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 8
Axxcess Wealth Management, Llc 8
Cypress Capital Management LLC (WY) 8
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 8
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 8
RMB Capital Management, LLC 8
Horizons Etf Trust I 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 8
VMCVX - VALIC Co II - Mid Cap Value Fund 8
Integrated Wealth Management 8
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 8
Kingdon Capital Management, L.l.c. 8
Hudock, Inc. 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 8
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
Highfields Capital Management Lp 8
Passport Capital, LLC 8
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 8
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 8
Aristides Capital LLC 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
Brewin Dolphin Ltd 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 8
Corsair Capital Management, L.p. 8
Maple Securities Usa Inc 8
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 8
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 8
Principia Wealth Advisory, LLC 8
Global Wealth Strategies & Associates 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
IPG Investment Advisors LLC 8
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 8
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 8
Nbt Bank N A /ny 8
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 8
VitalStone Financial, LLC 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 8
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 8
Horizon Kinetics LLC 8
Essex Investment Management Co Llc 8
Goldentree Asset Management Lp 8
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 8
SYSTM Wealth Solutions LLC 8
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 8
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 8
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 8
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 8
NINE MASTS CAPITAL Ltd 8
Viking Global Investors Lp 8
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 8
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 8
Nantahala Capital Management, LLC 8
Register Financial Advisors LLC 8
Transamerica Partners Funds Group 8
Everence Capital Management Inc 8
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 8
Willingdon Wealth Management 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 8
Gates Capital Management, Inc. 8
Bridger Management, Llc 8
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 8
Integre Asset Management, LLC 8
Psagot Investment House Ltd. 8
Cbre Clarion Global Real Estate Income Fund 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 8
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 8
CFICX - CALVERT FUND - Calvert Income Fund Class A 8
Tsfg, Llc 8
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 8
Logan Capital Management Inc 8
Rockefeller Financial Services Inc 8
Endurance Wealth Management, Inc. 8
Putnam High Income Securities Fund 8
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 8
Usaa Etf Trust 8
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 8
BW Gestao de Investimentos Ltda. 8
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 8
Monetta Financial Services Inc 8
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 8
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 8
Cape Investment Advisory, Inc. 8
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
Annis Gardner Whiting Capital Advisors, LLC 8
DG Capital Management, LLC 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 8
Shine Investment Advisory Services Inc 8
TrimTabs Asset Management, LLC 8
Savoir Faire Capital Management, L.P. 8
River Road Asset Management, LLC 8
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF 8
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF 8
Bank Of Hawaii 8
Burt Wealth Advisors 8
Livingston Group Asset Management CO (operating as Southport Capital Management) 8
Corvex Management LP 8
Trust Department Mb Financial Bank N A 8
Profunds - Profund Vp Mid-cap Value 8
Wunderlich Securities, Inc. 8
New England Research & Management, Inc. 8
Palmer Square Opportunistic Income Fund 8
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 8
Turtle Creek Wealth Advisors, LLC 8
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 8
Wetzel Investment Advisors, Inc. 8
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 8
Westport Resources Management Inc 8
ClearAlpha Technologies LP 8
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 8
Abich Financial Wealth Management LLC 8
Berylson Capital Partners, Llc 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 8
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
Quotient Investors, LLC 8
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 8
Malaga Cove Capital, LLC 8
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 8
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 8
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 8
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 8
Trust For Advisor Solutions 8
Rakuten Investment Management, Inc. 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 8
Old Point Trust & Financial Services N A 8
Cantab Capital Partners LLP 8
B. Metzler seel. Sohn & Co. Holding AG 8
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 8
Investment Management Corp of Ontario 8
Alpha DNA Investment Management LLC 8
Capitolis Advisors LLC 8
Sittner & Nelson, Llc 8
Binnacle Investments Inc 8
Eos Focused Equity Management, L.P. 8
Bryn Mawr Capital Management Inc 8
Golden State Equity Partners 8
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 8
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 8
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 8
Pacific Alternative Asset Management Company, Llc 8
Capital International Sarl 8
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 8
American Assets Investment Management, LLC 8
GoalVest Advisory LLC 8
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 8
Dai-ichi Life Holdings, Inc. 8
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 8
Aviance Capital Management, Llc 8
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 8
Bramshill Investments, LLC 7
Fir Tree Capital Management Lp 7
Sandell Asset Management Corp 7
Farallon Capital Management Llc 7
Northern Right Capital Management, L.P. 7
FrontFour Capital Group LLC 7
Loews Corp 7
Growth Fund Of America 7
Smallcap World Fund Inc 7
New World Fund Inc 7
Davis Selected Advisers 7
Nicholas Company, Inc. 7
Vaughan Nelson Investment Management, L.p. 7
Pekin Hardy Strauss, Inc. 7
M&g Investment Management Ltd 7
Harris Associates L P 7
Capital International Ltd /ca/ 7
Raiff Partners Inc 7
M&r Capital Management Inc 7
Northern Oak Wealth Management Inc 7
Hanson & Doremus Investment Management 7
Chesley Taft & Associates LLC 7
Columbia Partners L L C Investment Management 7
Brown Advisory Securities, LLC 7
Stoneridge Investment Partners Llc 7
Bollard Group LLC 7
Halbert Hargrove Global Advisors, Llc 7
Miracle Mile Advisors, LLC 7
Bank Pictet & Cie (asia) Ltd 7
Gupta Wealth Management LLC 7
Patten Group, Inc. 7
D'Orazio & Associates, Inc. 7
Wealthfront Inc 7
First City Capital Management, Inc. 7
Clough Capital Partners L P 7
Alphagen Securities Llc 7
First Foundation Advisors 7
Independence Capital Asset Partners, LLC 7
Dorsey & Whitney Trust CO LLC 7
Taconic Capital Advisors LP 7
APG Asset Management US Inc. 7
Reliance Trust Co Of Delaware 7
Rathbone Brothers plc 7
Vantage Investment Advisors, LLC 7
Wesbanco Bank Inc 7
Falcon Point Capital, Llc 7
Honeywell International Inc 7
Emerald Mutual Fund Advisers Trust 7
WestEnd Advisors, LLC 7
Blackthorn Investment Group Llc 7
Regal Investment Advisors LLC 7
Rothschild Investment Corp /il 7
Bridges Investment Management Inc 7
RBF Capital, LLC 7
Avalon Advisors, Llc 7
Brighton Jones Llc 7
Redwood Investments, LLC 7
TradeLink Global Equity LLC 7
Lorber David A 7
ProVise Management Group, LLC 7
Conning Inc. 7
Denver Investment Advisors Llc 7
First Interstate Bank 7
TradeLink Capital LLC 7
Hussman Strategic Advisors, Inc. 7
Camarda Financial Advisors, LLC 7
Bray Capital Advisors 7
Highstreet Asset Management Inc. 7
DT Investment Partners, LLC 7
FormulaFolio Investments, LLC 7
1st Global Advisors, Inc. 7
Webster Bank, N. A. 7
Telemus Capital, Llc 7
Denali Advisors Llc 7
Hilton Capital Management, LLC 7
Kassirer Asset Management Corp 7
Tobam 7
DSAM Partners (London) Ltd 7
ACG Wealth 7
Chicago Partners Investment Group LLC 7
Bremer Trust National Association 7
Orinda Asset Management LLC 7
Frontier Capital Management Co Llc 7
QUANTRES ASSET MANAGEMENT Ltd 7
Skylands Capital, LLC 7
Cornerstone Investment Partners, LLC 7
Oakworth Capital, Inc. 7
Rotella Capital Management, Inc. 7
Family Management Corp 7
CR Intrinsic Investors, LLC 7
KeyPoint Capital Management, LLC 7
Highland Capital Management, Llc 7
Zebra Capital Management LLC 7
Telemetry Investments, L.L.C. 7
USS Investment Management Ltd 7
Thomas J. Herzfeld Advisors, Inc. 7
Sanders Morris Harris Llc 7
Virginia Retirement System 7
RPG Investment Advisory, LLC 7
Sheaff Brock Investment Advisors, LLC 7
Bank Of The West 7
Old Second National Bank Of Aurora 7
Ariose Capital Management Ltd 7
Apertura Capital, LLC 7
Shapiro Robert N 7
U S Global Investors Inc 7
Granite Point Capital Management, L.P. 7
Hawk Ridge Capital Management Lp 7
Suvretta Capital Management, Llc 7
Omega Advisors Inc. 7
Signet Financial Management, Llc 7
Avidian Wealth Solutions, LLC 7
Kovitz Investment Group Partners, LLC 7
Stifel Nicolaus & Co Inc \mo\ 7
Rampart Investment Management Company, LLC 7
Congress Asset Management Co /ma 7
Sumit Capital, Llc 7
Baird Robert W & Co Inc /wi/ 7
Legg Mason Investment Counsel, LLC 7
Davidson Kempner Capital Management LLC 7
Telluride Asset Management LLC 7
Delphi Private Advisors LLC 7
Wilmington Funds Management Corp 7
Quad Capital Management Advisors LLC 7
Corient Capital Partners, LLC 7
Harbor Advisors LLC 7
Farmers & Merchants Trust Co of Chambersburg PA 7
First Capital Advisors Group, LLC. 7
Capital Investment Advisory Services, LLC 7
Glen Harbor Capital Management LLC 7
R&F Capital Advisors LP 7
Pacific Center for Financial Services 7
Almanack Investment Partners, LLC. 7
Omnia Family Wealth, LLC 7
YorkBridge Wealth Partners, LLC 7
Hazelview Securities Inc. 7
Ranger Global Real Estate Advisors, LLC 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
Phoenix Holdings Ltd. 7
Tiaa, Fsb 7
American Financial Network Advisory Services Llc 7
XR Securities LLC 7
CPSIX - Unified Series Trust - Fci Bond Fund 7
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 7
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 7
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 7
Allianzgi Convertible & Income 2024 Target Term Fund 7
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 7
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 7
Allianzgi Equity & Convertible Income Fund 7
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 7
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 7
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 7
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
Cohen & Steers Quality Income Realty Fund Inc 7
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 7
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 7
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 7
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 7
Virtus Total Return Fund Inc. 7
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 7
Oppenheimer Global Multi-asset Growth Fund 7
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 7
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 7
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 7
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 7
Vanguard Morgan Growth Fund 7
Insight Select Income Fund 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
Calton & Associates, Inc. 7
Bedel Financial Consulting, Inc. 7
Carmichael Hill & Associates, Inc. 7
Mutual Advisors, LLC 7
Carillon Tower Advisers, Inc. 7
Parisi Gray Wealth Management 7
Icon Wealth Partners, LLC 7
MANA Advisors LLC 7
First Command Advisory Services, Inc. 7
Certified Advisory Corp 7
Xai Octagon Floating Rate & Alternative Income Term Trust 7
Minichmacgregor Wealth Management, Llc 7
Equitable Holdings, Inc. 7
AIA Group Ltd 7
Dfpg Investments, Llc 7
Coastal Capital Group, Inc. 7
Windsor Creek Advisors, Llc 7
HHM Wealth Advisors, LLC 7
Innealta Capital, Llc 7
Asahi Life Asset Management Co., Ltd. 7
Aspire Private Capital, LLC 7
Bremer Bank National Association 7
Principal Street Partners, LLC 7
Chimera Capital Management LLC 7
Variable Insurance Trust 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 7
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
NOSIX - Northern Funds - Northern Stock Index Fund 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
BSBAX - Northern Funds - Northern Short Bond Fund 7
NOBOX - Northern Funds - Northern Bond Index Fund 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A 7
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 7
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 7
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
PACIFIC SELECT FUND - Equity Index Portfolio Class I 7
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 7
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 7
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 7
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 7
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 7
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 7
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 7
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 7
MML Series Investment Fund II - MML Equity Fund Initial Class 7
MML Series Investment Fund II - MML Blend Fund Initial Class 7
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 7
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 7
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
Securian Funds Trust - SFT Index 500 Fund Class 1 7
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
PENN SERIES FUNDS INC - Index 500 Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 7
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 7
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 7
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 7
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 7
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 7
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 7
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 7
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 7
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 7
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 7
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 7
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 7
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 7
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 7
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 7
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
Profunds - Profund Vp Large-cap Value 7
Profunds - Profund Vp Large-cap Growth 7
Profunds - Profund Vp Bull 7
Profunds - Profund Vp Ultrabull 7
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 7
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 7
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 7
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 7
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 7
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 7
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 7
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 7
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 7
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 7
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 7
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 7
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 7
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 7
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 7
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 7
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 7
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class 7
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 7
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class 7
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 7
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 7
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 7
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 7
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 7
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 7
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 7
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 7
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
LVPIX - Profunds - Large-cap Value Profund Investor Class 7
ULPIX - Profunds - Ultrabull Profund Investor Class 7
BLPIX - Profunds - Bull Profund Investor Class 7
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 7
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 7
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 7
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 7
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 7
Modus Advisors, LLC 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 7
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 7
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 7
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 7
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 7
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 7
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 7
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 7
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 7
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 7
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 7
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 7
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 7
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 7
VSTIX - VALIC Co I - Stock Index Fund 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 7
VGLSX - VALIC Co I - Global Strategy Fund 7
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 7
SSO - PROSHARES TRUST - ProShares Ultra S&P500 7
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 7
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 7
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 7
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 7
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 7
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 7
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 7
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 7
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 7
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
AMCPX - AMCAP FUND - AMCAP FUND Class A 7
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 7
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 7
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 7
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 7
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 7
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 7
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 7
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 7
Atticus Wealth Management, Llc 7
Samalin Investment Counsel, LLC 7
PIMCO Energy & Tactical Credit Opportunities Fund 7
Spdr S&p 500 Etf Trust 7
Mine & Arao Wealth Creation & Management, LLC. 7
Capital Wealth Alliance, LLC 7
Solel Partners LP 7
Bellevue Asset Management, Llc 7
Candlestick Capital Management LP 7
Archer Investment Corp 7
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 7
HighMark Wealth Management LLC 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 7
F&C Asset Management plc 7
Ziegler Capital Management, LLC 7
LMR Master Fund Ltd 7
Royal Fund Management, LLC 7
Symphony Financial, Ltd. Co. 7
Bank Julius Baer & Co. Ltd, Zurich 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
tru Independence LLC 7
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 7
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 7
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 7
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 7
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 7
Core Alternative Capital 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 7
RBB FUND, INC. - Adara Smaller Companies Fund 7
BETZ - Listed Funds Trust - Roundhill Sports Betting & iGaming ETF 7
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 7
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 7
Axiom Investment Management LLC 7
Jackson Creek Investment Advisors LLC 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 7
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 7
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 7
Addison Advisors LLC 7
Symmetry Investments LP 7
Allegheny Financial Group LTD 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Resolute Advisors LLC 7
Interchange Capital Partners, LLC 7
Standard Family Office LLC 7
HN Saltoro Capital, LP 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 7
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 7
Sargent Bickham Lagudis LLC 7
VVSCX - VALIC Co I - Small Cap Value Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 7
STFBX - Advisers Investment Trust - State Farm Balanced Fund 7
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
AHHX - Starboard Investment Trust - Adaptive High Income ETF 7
Carmel Capital Partners, LLC 7
Congress Wealth Management LLC / DE / 7
Buckingham Strategic Partners 7
B. Metzler seel. Sohn & Co. AG 7
Mane Global Capital Management Lp 7
Sender Co & Partners, Inc. 7
Tyler-Stone Wealth Management 7
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 7
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 7
City State Bank 7
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 7
Beaird Harris Wealth Management, LLC 7
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 7
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 7
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Schechter Investment Advisors, LLC 7
Eisler Capital (US) LLC 7
Strategic Investment Solutions, Inc. /IL 7
Numerai GP LLC 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
STXK - EA Series Trust - Strive Small-Cap ETF 7
V-Square Quantitative Management LLC 7
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 7
Tucker Asset Management Llc 7
Ofi Invest Asset Management 7
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 7
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 7
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 7
Tema ETF Trust - Tema Luxury ETF 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
EA Series Trust 7
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 7
DecisionPoint Financial, LLC 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
Syon Capital Llc 7
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 7
Custom Index Systems, Llc 7
Kodai Capital Management LP 7
Polymer Capital Management (HK) LTD 7
Planning Capital Management Corp 7
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 7
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 7
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 7
Highline Wealth Partners Llc 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 7
Stonebridge Financial Group, LLC 7
Parkworth Wealth Management, Inc. 7
Landmark Investment Partners, L.p. 7
Mpwm Advisory Solutions, Llc 7
Zions Bancorporation, National Association /ut/ 7
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
Nuveen Real Estate Income Fund 6
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 6
Coastline Trust Co 6
Banco de Sabadell, S.A 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
Garrett Wealth Advisory Group, LLC 6
Ellis Investment Partners, LLC 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
Delta Asset Management Llc/tn 6
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 6
Investment Centers Of America Inc 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
Semanteon Capital Management, LP 6
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 6
Herold Advisors, Inc. 6
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 6
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 6
Stanley-Laman Group, Ltd. 6
APBAX - Cavanal Hill Funds - Active Core Fund Investor 6
Crow Point Partners, LLC 6
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 6
Mediolanum International Funds Ltd 6
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 6
Oxbow Advisors, LLC 6
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 6
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 6
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 6
Connor Clark & Lunn Investment Management Ltd 6
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 6
Institutional Investment Strategy Fund 6
Quaker Wealth Management, LLC 6
Tributary Capital Management, LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
Ferguson Wellman Capital Management, Inc 6
Partnervest Advisory Services LLC 6
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Ninety One North America, Inc. 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
St Germain D J Co Inc 6
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 6
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 6
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 6
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 6
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 6
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 6
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 6
Lake Street Advisors Group, Llc 6
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
Owl Creek Asset Management, L.P. 6
Achievement Holdings L.P. 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 6
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 6
Lucus Advisors Llc 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
Rs Investment Management Co Llc 6
Czech National Bank 6
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 6
Patton Fund Management, Inc. 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 6
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 6
Landsberg, Bennett, & Dubbaneh LLC 6
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 6
Glaxis Capital Management, LLC 6
Meghalaya Partners, L.p. 6
Braun Stacey Associates Inc 6
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 6
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 6
Cohen Capital Management, Inc. 6
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 6
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 6
Avenue Income Credit Strategies Fund 6
683 Capital Management, LLC 6
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
Truadvice, LLC 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
Morse Asset Management, Inc 6
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 6
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 6
Wilmington Trust Investment Management, LLC 6
Providence Capital Advisors, LLC 6
Householder Group Estate & Retirement Specialist, LLC 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
VVMCX - VALIC Co I - Mid Cap Value Fund 6
Centre Asset Management, LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
Pittenger & Anderson Inc 6
Central Bank & Trust Co 6
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 6
Accuvest Global Advisors 6
Integrated Investment Consultants, LLC 6
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 6
Haafor (Singapore) Pte. Ltd. 6
Ikos Cif Ltd 6
Ashford Investment Management, LLC 6
Rothschild Asset Management Inc 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 6
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 6
Appaloosa Lp 6
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 6
Gerstein Fisher 6
Financial Perspectives, Inc 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
111 Capital 6
Cambiar Investors Llc 6
ICA Group Wealth Management, LLC 6
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 6
Crabel Capital Management, LLC 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
FS Series Trust - FS Market Neutral Fund Class I 6
YHB Investment Advisors, Inc. 6
Perennial Investment Advisors, LLC 6
Voya Financial Advisors, Inc. 6
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 6
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 6
Van Hulzen Asset Management, LLC 6
Peoples Financial Services Corp. 6
Newbrook Capital Advisors LP 6
Meru Capital Group, LP 6
Personal Cfo Solutions, Llc 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 6
Jeppson Wealth Management, Llc 6
WealthTrak Capital Management LLC 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
Great Lakes Retirement, Inc. 6
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 6
Chiron Capital Management, Llc 6
Coe Capital Management, LLC 6
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 6
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 6
Alden Global Capital LLC 6
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Anson Funds Management LP 6
Bks Advisors, Llc 6
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 6
Symmetry Peak Management Llc 6
TCTC Holdings, LLC 6
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 6
Virtus ETF Advisers LLC 6
WealthPlan Investment Management, LLC 6
Crestwood Capital Management, L.P. 6
Cribstone Capital Management, LLC 6
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 6
Kohlberg Kravis Roberts & Co. L.P. 6
Alkeon Capital Management Llc 6
Rmr Real Estate Income Fund 6
Heritage Wealth Advisors 6
Old Mission Capital, Llc 6
SkyOak Wealth, LLC 6
New Wave Wealth Advisors Llc 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 6
Diameter Capital Partners LP 6
Lodge Hill Capital, LLC 6
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 6
Quantum Capital Management 6
Human Investing LLC 6
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 6
Joseph P. Lucia & Associates, LLC 6
REAP Financial Group, LLC 6
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 6
Simplicity Wealth,LLC 6
Red Door Wealth Management, LLC 6
Signition Lp 6
Meridian Investment Counsel Inc. 6
Joel Isaacson & Co., LLC 6
RK Capital Management, LLC 6
Mariner Investment Group Llc 6
Winch Advisory Services, LLC 6
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 6
Verity Asset Management, Inc. 6
Gabelli Global Small & Mid Cap Value Trust 6
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 6
FS Global Credit Opportunities Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 6
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 6
Neuburgh Advisers LLC 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
Westend Capital Management LLC 6
MSRBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - US Real Estate Portfolio Class II 6
Putnam High Yield Trust 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II 6
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 6
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 6
Western Wealth Management, LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 6
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 6
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 6
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
Cohen & Steers Capital Management Inc 6
Cohen & Steers Institutional Global Realty Shares, Inc. 6
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 6
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 6
Bell Rock Capital Llc 6
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 6
Equitec Specialists, Llc 6
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 6
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 6
Perpetual Ltd 6
T. Rowe Price Investment Management, Inc. 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S 6
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 6
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 6
Allstate Investment Management Co 6
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 6
Exane Asset Management 6
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 6
MTM Investment Management, LLC 6
Accel Wealth Management 6
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 6
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 6
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 6
Equitec Proprietary Markets, Llc 6
Havens Advisors Llc 6
SPX Equities Gestao de Recursos Ltda 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
Intrust Bank Na 6
Bellwether Advisors, LLC 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
Principal Real Estate Income Fund 6
Columbia Wanger Asset Management Llc 6
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 6
Cornerstone Advisory, LLC 6
Mount Lucas Management LP 6
Vivaldi Asset Management, LLC 6
Fiduciary Alliance LLC 6
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
Doyle Wealth Management 6
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 6
Tiger Eye Capital LLC 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
Cedar Wealth Management, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 6
MPS Loria Financial Planners, LLC 6
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 6
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 6
Dakota Wealth Management 6
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 6
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 6
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 6
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 6
Dogwood Wealth Management LLC 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 6
Cypress Point Wealth Management, LLC 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 6
Canada Post Corp Registered Pension Plan 6
Hood River Capital Management LLC 6
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 6
Tcw Strategic Income Fund Inc 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
S. Muoio & Co. Llc 6
XML Financial, LLC 6
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 6
Credit Suisse Asset Management Income Fund Inc 6
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 6
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C 6
Oddo Bhf Asset Management Sas 6
Kaizen Advisory, Llc 6
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 6
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 6
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 6
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
SLIM - Janus Detroit Street Trust - The Obesity ETF 6
Bain Capital Public Equity Management Ii, Llc 6
Colonial Trust Advisors 6
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
Avitas Wealth Management LLC 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 6
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
Neuberger Berman Real Estate Securities Income Fund Inc 6
Heck Capital Advisors, LLC 6
City National Bank 6
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 6
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 6
One Capital Management, LLC 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 6
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 6
Pinnacle Financial Partners Inc 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
Family Firm, Inc. 6
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
NJ State Employees Deferred Compensation Plan 6
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 6
Oppenheimer Global High Yield Fund 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 6
Legacy Advisors, LLC 6
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 6
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 6
Nwi Management Lp 6
Exxonmobil Investment Management Inc /tx 6
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 6
Mizuho Securities Usa Llc 6
Bridgecreek Investment Management, LLC 6
Amplius Wealth Advisors, LLC 6
Credit Suisse High Yield Bond Fund 6
First National Bank Of Omaha 6
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 6
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 6
Creekmur Asset Management LLC 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
Lloyds Banking Group plc 6
Qtron Investments LLC 6
Ibex Wealth Advisors 6
Charter Oak Capital Management, LLC 6
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 6
Barnett & Company, Inc. 6
Mufg Securities Americas Inc. 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 6
Saiers Capital, LLC 6
Harvest Management Llc 6
AQGNX - AQR Funds - AQR Global Equity Fund Class N 6
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 6
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 6
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 6
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y 6
Columbus Hill Capital Management, L.P. 6
Summit Financial, LLC 6
Channing Capital Management, LLC 6
Tygh Capital Management, Inc. 6
Mowery & Schoenfeld Wealth Management, LLC 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
Munder Capital Management 6
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 6
1492 Capital Management LLC 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
Claris Advisors, Llc / Mo / 6
Integrated Advisors Network LLC 6
Sterling Investment Advisors, Ltd. 6
Nemes Rush Group LLC 6
Roubaix Capital, LLC 6
First Midwest Bank Trust Division 6
Groupama Asset Managment 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
Vertex One Asset Management Inc. 6
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 6
Schwab Charitable Fund 6
Oppenheimer Senior Floating Rate Plus Fund 6
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 6
Bradley Foster & Sargent Inc/ct 6
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 6
Alpha Cubed Investments, LLC 6
Apollo Management Holdings, L.P. 6
American Assets Capital Advisers, LLC 6
Man Investments Ltd 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
Crestwood Advisors Group LLC 6
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 6
PACIFIC SELECT FUND - Real Estate Portfolio Class I 6
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 6
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 6
Consolidated Investment Group LLC 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 6
Bellwether Investment Group, LLC 6
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 6
Richard Bernstein Advisors LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
Contrarian Capital Management, L.l.c. 6
Mfs Intermediate Income Trust 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A 6
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 6
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 6
Ahrens Investment Partners LLC 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
Advanced Series Trust - Ast Cohen & Steers Realty Portfolio 6
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Exos Asset Management LLC 6
Guggenheim Taxable Municipal Managed Duration Trust 6
Jump Trading, Llc 6
DoubleLine ETF Adviser LP 6
Delos Wealth Advisors, LLC 6
Johnson Investment Counsel Inc 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Hennessy Advisors Inc 6
Ausdal Financial Partners, Inc. 6
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 6
Freedman Financial Associates, Inc. 6
CHICAGO TRUST Co NA 6
Frank, Rimerman Advisors LLC 6
Gyl Financial Synergies, Llc 6
Marshall & Sterling Wealth Advisors Inc. 6
Meritage Group LP 6
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 6
Vinva Investment Management Ltd 6
PFG Investments, LLC 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 6
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 6
GATEX - Gateway Trust - Gateway Fund Class A Shares 6
Selz Capital LLC 6
Tuttle Tactical Management LLC 6
Silver Point Capital L.P. 6
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 6
Euclid Advisors LLC 6
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund 6
Infrastructure Capital Advisors, Llc 6
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 6
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 6
Total Investment Management Inc 6
Fieldview Capital Management, LLC 6
Oppenheimer Senior Floating Rate Fund 6
Venator Capital Management Ltd. 6
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 6
Affinity Investment Advisors, Llc 6
Glass Jacobson Investment Advisors llc 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
Cooperman Leon G 6
Teamwork Financial Advisors, LLC 6
Trust Asset Management LLC 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 6
Putnam Investors Fund 6
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 6
PENN SERIES FUNDS INC - Real Estate Securities Fund 6
Capital Income Builder 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
Rs Variable Products Trust 6
Dynamic Advisor Solutions LLC 6
Delta Global Management LP 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
Osborne Partners Capital Management, Llc 6
Exencial Wealth Advisors, Llc 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 6
Optimal Asset Management, Inc. 6
JHL Capital Group LLC 6
Fiduciary Trust Co 6
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Crystal Rock Capital Management 6
Red Tortoise LLC 6
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 6
Onefund, Llc 6
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 6
Fayez Sarofim & Co 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
Concurrent Investment Advisors, LLC 6
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
Us Financial Advisors, Llc 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 6
Curi Wealth Management, LLC 6
Princeton Global Asset Management LLC 6
NOIEX - Northern Funds - Northern Income Equity Fund 6
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 6
Hoxton Financial, Inc. 6
Mason Street Advisors, Llc 6
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 6
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
China Universal Asset Management Co., Ltd. 6
Balasa Dinverno & Foltz Llc 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 6
Geduld E E 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
Garde Capital, Inc. 6
Securian Funds Trust - SFT Core Bond Fund Class 1 6
Cloud Gate Capital, LLC 6
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6
Redwood Wealth Management Group, LLC 6
Southpoint Capital Advisors LP 6
Frontier Wealth Management LLC 6
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
RHJ International SA 6
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 6
State of New Jersey Common Pension Fund A 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 6
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 6
Plaisance Capital LLC 6
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 6
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 6
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 6
Seeyond 6
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 6
Lincoln National Corp 6
Ceredex Value Advisors LLC 6
American Research & Management Co. 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 6
Bank of Jackson Hole Trust 6
Leisure Capital Management 6
Centersquare Investment Management Llc 6
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I 6
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 6
Fortis Advisors, LLC 6
Clarius Group, LLC 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 6
Wealthbridge Capital Management, Llc 6
MSUSX - Morgan Stanley Institutional Fund Inc - U.s. Real Estate Portfolio Class I 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 6
Strategic Blueprint, LLC 6
O'Neil Global Advisors, Inc. 6
Security Capital Research & Management Inc 6
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 6
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 6
Nkcfo Llc 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 6
Signature Resources Capital Management, LLC 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 6
Washington Trust Advisors, Inc. 6
Investmark Advisory Group LLC 6
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 6
Blockhouse Capital Management Lp 6
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 6
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV 6
Coppell Advisory Solutions Corp. 6
NatWest Group plc 6
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
Scout Investments, Inc. 6
Unique Wealth Strategies, LLC 6
Fortress Investment Group LLC 6
Barr E S & Co 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 6
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
Zazove Associates Llc 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 5
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 5
Starwood Real Estate Securities, LLC 5
Colony Capital, Inc. 5
Ghisallo Capital Management LLC 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 5
Masterton Capital Management, LP 5
Voya Global Advantage & Premium Opportunity Fund 5
Friess Associates Llc 5
New Perspective Fund 5
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 5
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 5
VanEck Funds 5
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A 5
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 5
Trivest Advisors Ltd 5
Nova Wealth Management, Inc. 5
Kowal Investment Group, LLC 5
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 5
25 Llc 5
Retirement Group, LLC 5
Kavi Asset Management, LP 5
Fifth Third Wealth Advisors LLC 5
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 5
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5
First Business Financial Services, Inc. 5
Strategic Global Advisors, LLC 5
Blume Capital Management, Inc. 5
BCJ Capital Management, LLC 5
VELA Funds - VELA Large Cap 130/30 Fund Class I 5
Ferris Capital, Llc 5
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
SkyView Investment Advisors, LLC 5
Key Colony Management, LLC 5
Beech Hill Advisors, Inc. 5
Cohen & Steers Reit & Preferred Income Fund Inc 5
Encompass Wealth Advisors, Llc 5
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
Flaharty Asset Management, LLC 5
Phocas Financial Corp. 5
Groupe la Francaise 5
Jag Capital Management, Llc 5
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 5
Baron Silver Stevens Financial Advisors, Llc 5
Rvb Capital Management Llc 5
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 5
Advent Claymore Convertible Securities & Income Fund Ii 5
Quilter Plc 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
Tiverton Asset Management Llc 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 5
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 5
Securian Funds Trust - SFT T. Rowe Price Value Fund 5
NOFIX - Northern Funds - Northern Fixed Income Fund 5
GFS Advisors, LLC 5
Securian Funds Trust - SFT Real Estate Securities Fund Class 2 5
Key Square Capital Management LLC 5
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 5
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 5
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 5
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 5
Change Path, LLC 5
Mesirow Financial Investment Management, Inc. 5
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 5
Alpine Total Dynamic Dividend Fund 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
Blackrock Defined Opportunity Credit Trust 5
Cohen & Steers Infrastructure Fund Inc 5
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 5
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
Deutsche Multi-market Income Trust 5
Better Money Decisions, LLC 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
Voya Global Equity Dividend & Premium Opportunity Fund 5
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 5
Eii Realty Securities Trust 5
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 5
Pacholder High Yield Fund Inc 5
Tran Capital Management, L.p. 5
Ray Gerald L & Associates Ltd 5
Allegis Investment Advisors, LLC 5
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 5
Keeley Asset Management Corp 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
Stonnington Group, Llc 5
Pensionfund Sabic 5
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 5
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 5
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
Virtus Total Return Fund 5
Peapack Gladstone Financial Corp 5
Seven Bridges Advisors LLC 5
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 5
West Branch Capital LLC 5
Silvercrest Asset Management Group Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 5
Meitav Dash Investments Ltd 5
Ccm Investment Group, Llc 5
Steel Peak Wealth Management LLC 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 5
Mill Creek Capital Advisors, LLC 5
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 5
Edmond De Rothschild (suisse) S.a. 5
Deutsche Strategic Income Trust 5
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 5
Soroban Capital Partners LP 5
Brown, Lisle/cummings, Inc. 5
Provenance Wealth Advisors, LLC 5
Amici Capital, LLC 5
AMG National Trust Bank 5
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 5
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 5
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
Factorial Partners, Llc 5
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 5
Greenland Capital Management LP 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
Amtrust Financial Services, Inc. 5
Garda Capital Partners Lp 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
Thor Advisors, Llc 5
Global X Japan Co., Ltd. 5
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 5
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND 5
Waldron Private Wealth LLC 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
Serengeti Asset Management LP 5
Hirtle Callaghan & Co LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
AM Squared Ltd 5
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 5
Kellner Capital, LLC 5
Advent/claymore Enhanced Growth & Income Fund 5
Buckingham Strategic Wealth, Llc 5
McGlone Suttner Wealth Management, Inc. 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 5
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 5
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
Eaton Vance Tax Advantaged Global Dividend Income Fund 5
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 5
PACIFIC SELECT FUND - Growth Portfolio Class I 5
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 5
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 5
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 5
Arden Trust Co 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
EOPS - Emles Trust - Emles Alpha Opportunities ETF 5
American Funds Fundamental Investors 5
Buckley Wealth Management, LLC 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 5
Cpwm, Llc 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
Palo Capital, Inc. 5
Pagoda Asset Management, LP 5
Marino, Stram & Associates Llc 5
Circle Wealth Management, LLC 5
Honeycomb Asset Management LP 5
Flinton Capital Management LLC 5
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
Oliver Luxxe Assets LLC 5
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 5
Silphium Asset Management Ltd 5
Trifecta Capital Advisors, LLC 5
Manning & Napier Advisors Llc 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 5
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 5
Intact Investment Management Inc. 5
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 5
Cion Ares Diversified Credit Fund 5
MBEQX - M FUND INC - M International Equity Fund 5
Duquesne Family Office LLC 5
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 5
Clearfield Capital Management Lp 5
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 5
Ramsey Quantitative Systems 5
Hexavest Inc. 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
Falcon Edge Capital, LP 5
Paulson Wealth Management Inc. 5
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 5
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
Discovery Capital Management, Llc / Ct 5
Murphy & Mullick Capital Management Corp 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
Hall Laurie J Trustee 5
Great Diamond Partners, LLC 5
Granite Investment Partners, LLC 5
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 5
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 5
EMG Holdings, L.P. 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
Albion Financial Group /ut 5
Romano Brothers And Company 5
Worm Capital, Llc 5
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Meyer Handelman Co 5
Glenmede Investment Management, LP 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
Bourgeon Capital Management Llc 5
BlackRock ESG Capital Allocation Trust 5
Bruderman Asset Management, LLC 5
Prentice Capital Management, LP 5
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 5
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
Himco Variable Insurance Trust 5
WCG Wealth Advisors LLC 5
Scarborough Advisors, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
Credential Qtrade Securities Inc. 5
Opera Trading Capital 5
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 5
LRT Capital Management, LLC 5
Level Financial Advisors, Inc. 5
Formidable Asset Management, LLC 5
Contrarius Investment Management Ltd 5
Li Winifred I 5
Glade Brook Capital Partners Llc 5
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Kendall Capital Management 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
Ogorek Anthony Joseph /ny/ /adv 5
Pomelo Capital LLC 5
GFG Capital, LLC 5
Alpine Series Trust 5
Chartwell Investment Partners/pa 5
Heitman Real Estate Securities Llc 5
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 5
Nuveen High Income November 2021 Target Term Fund 5
Advantage Advisers Xanthus Fund, L.l.c. 5
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
Fsb Premier Wealth Management, Inc. 5
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 5
Strategic Wealth Advisors Group, LLC 5
State of New Jersey Common Pension Fund E 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 5
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 5
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 5
Matarin Capital Management, LLC 5
Industrial Alliance Investment Management Inc. 5
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 5
Kamunting Street Capital Management, L.P. 5
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
Pinnbrook Capital Management Lp 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
1620 Investment Advisors, Inc. 5
Primecap Management Co/ca/ 5
Rovida Advisors Inc. 5
PACIFIC FUNDS SERIES TRUST - PF Real Estate Fund CLASS P 5
Fosun International Ltd 5
Provence Wealth Management Group 5
Oppenheimer Discovery Mid Cap Growth Fund 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
Dynamic Capital Management Ltd 5
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 5
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 5
Calixto Global Investors, LP 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 5
Platinum Investment Management Ltd 5
Resolute Capital Asset Partners LLC 5
HB Wealth Management, LLC 5
Winnow Wealth Llc 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
Arete Wealth Advisors, LLC 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
Kiley Juergens Wealth Management, Llc 5
First National Bank of South Miami 5
NorthRock Partners, LLC 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Forum Financial Management, LP 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
Western Standard LLC 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
Cornerstone Wealth Management, LLC 5
Adams Diversified Equity Fund, Inc. 5
Smallwood Wealth Investment Management, LLC 5
Strengthening Families & Communities, LLC 5
6 Meridian 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 5
Cobalt Capital Management, Inc. 5
British Airways Pensions Investment Management Ltd 5
Apollo Tactical Income Fund Inc. 5
Sigma Capital Management Llc 5
Abn Amro Investment Solutions 5
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 5
Stonehage Fleming Financial Services Holdings Ltd 5
Laffer Investments 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
Beryl Capital Management LLC 5
Eidelman Virant Capital 5
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 5
DoubleLine Yield Opportunities Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 5
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 5
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 5
Kcm Investment Advisors Llc 5
Ascent Group, LLC 5
AMF Pensionsforsakring AB 5
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 5
Tourbillon Capital Partners, L.P. 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
Insight Capital Research & Management Inc 5
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 5
Anandar Capital Management LP 5
Marks Group Wealth Management, Inc 5
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
Todd Asset Management Llc 5
Perbak Capital Partners LLP 5
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 5
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 5
Clarfeld Financial Advisors, Llc 5
Robertson Stephens Wealth Management, LLC 5
Hilltop Holdings Inc. 5
Karpas Strategies, Llc 5
Rock Creek Group, LP 5
Stratos Wealth Advisors, LLC 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
Spirit Of America Management Corp/ny 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
Mason Capital Management Llc 5
Price Wealth Management, Inc. 5
TCW ETF Trust - TCW Flexible Income ETF 5
Garnet Equity Capital Holdings, Inc. 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Centerline Investment Partners, LP 5
Ivy Variable Insurance Portfolios - Ivy VIP Securian Real Estate Securities Class II 5
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 5
Goodwin Daniel L 5
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 5
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 5
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 5
Cedar Brook Financial Partners, LLC 5
Lehman Financial Resources, Inc. 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 5
Lloyd Advisory Services, LLC. 5
Swedbank AB 5
Copeland Capital Management, LLC 5
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 5
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 5
Brandywine Oak Private Wealth Llc 5
Herndon Capital Management Llc 5
L2 Asset Management, LLC 5
Mark Sheptoff Financial Planning, Llc 5
Boussard & Gavaudan Investment Management LLP 5
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 5
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 5
Breton Hill Capital Ltd. 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
Foster & Motley Inc 5
Deroy & Devereaux Private Investment Counsel Inc 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 5
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 5
HCREX - HC CAPITAL TRUST - The Real Estate Securities Portfolio HC Strategic Shares 5
SevenBridge Financial Group, LLC 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 5
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 5
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 5
Game Plan Financial Advisors, LLC 5
New Generation Advisors, Llc 5
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 5
Makena Capital Management Llc 5
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 5
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
Aew Capital Management L P 5
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
Lake Point Wealth Management 5
Strategy Asset Managers Llc 5
Private Bank & Trust Co 5
Security National Trust Co 5
Motley Fool Asset Management LLC 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
Putnam Fl Investment Management Co 5
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 5
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 5
Virtus Insight Trust 5
Verdence Capital Advisors LLC 5
Intersect Capital LLC 5
Ovata Capital Management Ltd 5
WMS Partners, LLC 5
N.E.W. Advisory Services LLC 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
Harwood Advisory Group, LLC 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
Plato Investment Management Ltd 5
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5
Pensionmark Financial Group, Llc 5
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 5
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 5
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 5
Curian Series Trust 5
WFA of San Diego, LLC 5
Tidemark, LLC 5
StoneX Group Inc. 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
Alerus Financial Na 5
Atlantic Edge Private Wealth Management, LLC 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Cordatus Wealth Management LLC 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 5
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 5
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
Doubleline Income Solutions Fund 5
Wellington Shields Capital Management, LLC 5
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 5
Mfs Intermarket Income Trust I 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
Shenkman Capital Management Inc 5
Emory University 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
Green Square Capital Advisors Llc 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
Select Equity Group, L.P. 5
Greenwood Capital Associates Llc 5
Gilliland Jeter Wealth Management LLC 5
PIMCO FUNDS - PIMCO Sector Fund Series - H 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 5
Center for Financial Planning, Inc. 5
Atwood & Palmer Inc 5
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 5
PRAEX - PRINCIPAL FUNDS INC - Real Estate Securities Fund R-1 5
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 5
Pacific Capital Wealth Advisors, Inc 5
AllSquare Wealth Management LLC 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 5
Graves-Light Private Wealth Management, Inc. 5
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 5
Isi Strategy Fund Inc 5
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 5
Hosking Partners LLP 5
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 5
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 5
Mascagni Wealth Management, Inc. 5
Oppenheimer Master Loan Fund, Llc 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
Lowe Wealth Advisors, LLC 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 5
Signature Estate & Investment Advisors Llc 5
Tennessee Valley Asset Management Partners 5
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
Jabodon Pt Co 5
Wilmington Trust Co 5
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 5
Oppenheimer Discovery Fund 5
Cooper Financial Group 5
Hohimer Wealth Management, Llc 5
Munder Series Trust 5
Marquette Asset Management, LLC 5
Wade G W & Inc 5
TCW ETF Trust - TCW Multisector Credit Income ETF 5
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 5
Dendur Capital Lp 5
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 5
ADAR Investment Management LP 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
Actinver Wealth Management, Inc. 5
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
EULAV Asset Management 5
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
Jamison Private Wealth Management, Inc. 5
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 5
Founders Financial Alliance, LLC 5
Armstrong Shaw Associates Inc/ct 5
Argentus Capital Management, LLC 5
LBA Wealth Management, LLC 5
Ten Capital Wealth Advisors, LLC 5
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 5
Nelson Capital Management, LLC 5
Raiffeisen Bank International AG 5
Girard Partners Ltd. 5
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 5
Thomas White International Ltd 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 5
Tradewinds Capital Management, LLC 5
Lisanti Capital Growth, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 5
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 5
Morningstar Investment Services LLC 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
FSA Wealth Management LLC 5
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 5
Haverford Trust Co 5
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 5
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 5
Burnham Asset Management Corp /ny/ 5
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
American Beacon Apollo Total Return Fund 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 5
Hallmark Capital Management Inc 5
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 5
PKO Investment Management Joint-Stock Co 5
Gf Fund Management Co. Ltd. 5
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 5
Aurora Investment Counsel 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 5
Cornerstone Wealth Group, LLC 5
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Caldwell Securities, Inc 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
ACVF - ETF Opportunities Trust - American Conservative Values ETF 5
Tiedemann Advisors, Llc 5
Evermay Wealth Management Llc 5
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 5
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 5
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 5
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 5
Oxinas Partners Wealth Management LLC 5
Balter Liquid Alternatives, LLC 5
Dsm Capital Partners Llc 5
Cupps Capital Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
Atalanta Sosnoff Capital, Llc 5
Silver Capital Management Llc 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 5
Dagco, Inc. 5
TAP Consulting, LLC 5
Franklin Templeton ETF Trust - Western Asset Bond ETF 5
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 5
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
Kavar Capital Partners, LLC 5
Accent Capital Management, LLC 5
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 5
NEOS Investment Management LLC 5
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
Forty4 Asset Management LLC 5
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 5
Point View Wealth Management, Inc. 5
Mizuho Markets Americas Llc 5
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 5
Selective Wealth Management, Inc. 5
Canton Hathaway, LLC 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
CrestPoint Capital Management, LLC 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
AlphaOne Investment Services, LLC 5
TD Securities (USA) LLC 5
Norden Group Llc 5
Ayalon Holdings Ltd. 5
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
Fortaleza Asset Management Inc/ 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 5
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 5
Merrion Investment Management Co, LLC 5
Berkley W R Corp 5
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 5
IAG Wealth Partners, LLC 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
TRANSAMERICA FUNDS - Transamerica Total Return I2 5
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 5
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 5
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 5
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 5
Pflug Koory, LLC 5
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 5
Alydar Partners Llc 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 5
Fdp Series, Inc. 5
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 5
O'Shares Investment Advisers, LLC 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
Bck Capital Management Lp 5
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 5
Reby Advisors, LLC 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 5
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 5
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 5
Halpern Financial, Inc. 5
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 5
Mach-1 Financial Group, Inc. 5
qPULA Trading Management LP 5
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 5
Deutsche High Income Opportunities Fund, Inc. 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
Fidelity Multi-Strategy Credit Fund 5
Aureus Asset Management, LLC 5
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 5
Piermont Capital Management LLC 5
TruNorth Capital Management, LLC 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
Unigestion Holding SA 5
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
Aj Wealth Strategies, Llc 5
Keeley-Teton Advisors, LLC 5
Cai Capital Management, Inc. 5
Total Clarity Wealth Management, Inc. 5
Woodward Diversified Capital, Llc 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 5
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 5
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 5
Hilltop National Bank 5
Pineridge Advisors LLC 5
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1 5
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 5
Third Point LLC 5
EWG Elevate Inc. 5
Atomi Financial Group, Inc. 5
Argent Capital Management Llc 5
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 5
Jones Road Capital Management, L.p. 5
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 5
Private Advisory Group LLC 5
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 5
Inscription Capital, LLC 5
Elliott Investment Management L.P. 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
Voleon Capital Management Lp 4
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 4
Stancorp Investment Advisers Inc 4
D1 Capital Partners L.P. 4
Appleton Partners Inc/ma 4
Executive Wealth Management, LLC 4
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 4
Bfsg, Llc 4
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 4
CenturyLink Investment Management Co 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
DORCHESTER WEALTH MANAGEMENT Co 4
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
Paragon Capital Management Ltd 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Dfa Investment Trust Co - The Continental Small Company Series 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 4
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 4
3G Capital Partners LP 4
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
Archipel Asset Management AB 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
WealthTrust Fairport, LLC 4
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 4
Sheets Smith Wealth Management 4
Chelsea Counsel Co 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
Sterneck Capital Management, LLC 4
Madison Street Partners, LLC 4
Easterly Investment Partners Llc 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 4
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 4
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 4
Financial Synergies Wealth Advisors, Inc. 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
Baltimore-Washington Financial Advisors, Inc. 4
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
USAF - 2023 ETF Series Trust - Atlas America Fund 4
Pax World Management Llc 4
North Capital, Inc. 4
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 4
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 4
Guardian Capital Lp 4
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 4
Richardson Financial Services Inc. 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Leonard Capital Management, Inc 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 4
Choate Investment Advisors 4
VASMX - VALIC Co II - Small Cap Growth Fund 4
McAdams Wright Ragen, Inc. 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
RBA Wealth Management, LLC 4
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 4
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 4
Legato Capital Management LLC 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
ARGA Investment Management, LP 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
Mork Capital Management, LLC 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 4
VCTPX - VALIC Co I - Inflation Protected Fund 4
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 4
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 4
Ninety One SA (PTY) Ltd 4
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 4
CI Global Investments Inc. 4
Forum Securities Ltd 4
Jackson Credit Opportunities Fund 4
PGIM Credit Income Fund 4
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 4
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 4
Fca Corp /tx 4
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 4
Clark Capital Management Group, Inc. 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 4
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4
Voisard Asset Management Group, Inc. 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 4
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 4
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
OneAscent Financial Services LLC 4
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 4
Vima Llc 4
Capital Impact Advisors, LLC 4
Jet Capital Investors L P 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
Fore Research & Management, LP 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
Linden Advisors Lp 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I 4
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 4
Brookside Capital Management Llc 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
Marietta Investment Partners Llc 4
Gmt Capital Corp 4
Aspect Partners, LLC 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Markel Corp 4
FJ Investments, LLC 4
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 4
Personal Capital Advisors Corp 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
Visionary Asset Management, Inc. 4
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 4
Charter Trust Co 4
Factory Mutual Insurance Co 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
New England Investment & Retirement Group, Inc. 4
Sphinx Trading, Lp 4
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 4
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 4
Marcato Capital Management Lp 4
Fulton Breakefield Broenniman Llc 4
Parkside Investments, LLC 4
Putnam Voyager Fund 4
Caitlin John, LLC 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
GURU - Global X Funds - Global X Guru Index ETF 4
BRC Investment Management LLC 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 4
Founders Capital Management 4
Cornerstone Real Estate Advisers LLC 4
KAMES CAPITAL plc 4
Catalytic Wealth RIA, LLC 4
Focus Financial Network Inc /adv 4
Capital Management Associates /ny/ 4
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 4
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 4
Ohio National Investments, Inc. 4
Corbenic Partners LLC 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
Wellington Shields & Co., LLC 4
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
Sii Investments Inc/wi 4
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 4
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A 4
CHURCHILL MANAGEMENT Corp 4
Heritage Trust Co 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 4
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 4
Union Square Park Capital Management, LLC 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
North Star Asset Management Inc 4
Sapient Capital Llc 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 4
Scott & Selber, Inc. 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
Private Wealth Partners, LLC 4
Trust Point Inc. 4
TCW ETF Trust - TCW Senior Loan ETF 4
Moab Capital Partners LLC 4
TCW ETF Trust - TCW High Yield Bond ETF 4
Valued Wealth Advisors LLC 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
Lourd Capital, LLC 4
Friedenthal Financial 4
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Thompson Investment Management, Inc. 4
Lansforsakringar Fondforvaltning AB (publ) 4
Acap Strategic Fund 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
Trust Co Of Toledo Na /oh/ 4
Loeb Offshore Management LP 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 4
Alaska Permanent Fund Corp 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
Guardian Investor Services Llc 4
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A 4
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
Wood Tarver Financial Group, LLC 4
Kilter Group LLC 4
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 4
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 4
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 4
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 4
Kempen Capital Management N.v. 4
Locust Wood Capital Advisers, LLC 4
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 4
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 4
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 4
Curian Capital Llc 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 4
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 4
Prosperity Wealth Management, Inc. 4
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 4
Franklin Templeton ETF Trust - Franklin Income Focus ETF 4
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 4
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 4
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Genus Capital Management Inc. 4
Kingswood Wealth Advisors, Llc 4
Deutsche Global High Income Fund, Inc. 4
Cherry Tree Wealth Management, LLC 4
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A 4
Andromeda Capital LLC 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
Lincoln Capital Corp 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 4
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 4
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 4
Lazari Capital Management, Inc. 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
Green Arrow Capital Management Llc 4
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Advanced Portfolio Management, LLC 4
First Trust Senior Floating Rate Income Fund Ii 4
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 4
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 4
Osterweis Capital Management Inc 4
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 4
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 4
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 4
Booth Park Capital Management LLC 4
Pacific Global Investment Management Co 4
CWA Asset Management Group, LLC 4
Steadfast Capital Management Lp 4
Barrett & Company, Inc. 4
Grey Street Capital, LLC 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Omni Partners Llp 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
Southport Management, L.l.c. 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I 4
Glovista Investments LLC 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Eaton Financial Holdings Company, LLC 4
Spears Abacus Advisors LLC 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund 4
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 4
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 4
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 4
KCS Wealth Advisory 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
Cortina Asset Management, LLC 4
Portman Square Capital LLP 4
Eos Management, L.P. 4
Compass Wealth Management LLC 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
Blue Rock Advisors, LLC 4
Stillwater Investment Management, L.P. 4
Applied Finance Capital Management, LLC 4
Dreyfus Manager Funds I 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
Credit Capital Investments LLC 4
Kernodle & Katon Asset Management Group, LLC 4
Crawford Lake Capital Management, LLC 4
Cahill Financial Advisors Inc 4
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio 4
Capital Group Investment Management Pte. Ltd. 4
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 4
Trustmark National Bank Trust Department 4
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 4
Glenhill Advisors Llc 4
Strategic Capital Alternatives LLC 4
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 4
Delap Wealth Advisory, Llc 4
Cna Financial Corp 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 4
Wcm Investment Management, Llc 4
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 4
Monument Capital Management 4
Clarus Wealth Advisors 4
Advanced Series Trust - Ast Mfs Growth Portfolio 4
Jackson Square Partners, LLC 4
Park Avenue Institutional Advisers LLC 4
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 4
Keystone Investors Pte Ltd 4
Summit Partners Public Asset Management, Llc 4
Thrax Management, LLC 4
Maple Rock Capital Partners Inc. 4
Blackstone Real Estate Income Master Fund 4
Northwest Capital Management Inc 4
New England Capital Financial Advisors LLC 4
Tyvor Capital LLC 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
Pennant Capital Management, LLC 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 4
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 4
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 4
Wealthstreet Investment Advisors, LLC 4
Icon Wealth Advisors, LLC 4
Trilogy Capital Inc. 4
Squar Milner Financial Services Llc 4
Independence Bank of Kentucky 4
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F 4
Toscafund Asset Management LLP 4
Sessa Capital IM, L.P. 4
Miller Value Partners, Llc 4
AidennLair Capital Management LP 4
Tremblant Capital Group 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 4
Gallacher Capital Management LLC 4
Creative Capital Management Investments LLC 4
Oaktree Funds 4
ThornTree Capital Partners LP 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
STRV - EA Series Trust - Strive 500 ETF 4
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
Northwestern Mutual Investment Services Llc 4
Guggenheim Credit Allocation Fund 4
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
Mesirow Institutional Investment Management, Inc. 4
Covalis Capital Llp 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
Kemnay Advisory Services Inc. 4
black-and-white Capital LP 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
Cove Street Capital, LLC 4
Coston, McIsaac & Partners 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
Ford Financial Group, LLC 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
Alpine Global Dynamic Dividend Fund 4
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 4
Eagle Growth & Income Opportunities Fund 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
Grayhawk Investment Strategies Inc. 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 4
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 4
Pinpoint Asset Management (Singapore) Pte. Ltd. 4
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 4
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 4
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 4
Angelo Gordon & Co., L.p. 4
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 4
180 Wealth Advisors, Llc 4
Rainier Investment Management Llc 4
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
Synergy Investment Management, LLC 4
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 4
Liberty All Star Growth Fund Inc. 4
BFIX - Build Funds Trust - Build Bond Innovation ETF 4
Baader Bank INC 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
Peconic Partners Llc 4
Palestra Capital Management LLC 4
Empirical Asset Management, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 4
Hazlett, Burt & Watson, Inc. 4
Melqart Asset Management (uk) Ltd 4
My Personal CFO, LLC 4
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 4
Williams Jones & Associates LLC 4
Beck Capital Management, Llc 4
Aft, Forsyth & Company, Inc. 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
Senvest Management, LLC 4
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 4
Long Focus Capital Management, Llc 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 4
Western Asset Middle Market Income Fund Inc. 4
SNS Financial Group, LLC 4
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 4
Western Asset Middle Market Debt Fund Inc. 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 4
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
Broad Peak Investment Holdings Ltd. 4
Bolton Lp 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
Oaktree Diversified Income Fund Inc. 4
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 4
MABCX - MORGAN STANLEY INSTITUTIONAL FUND INC - U.S. Focus Real Estate Portfolio Class IS 4
Harrison Street Securities, LLC 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 4
Tcw Alternative Funds 4
Atala Financial Inc 4
AlphaCentric Advisors LLC 4
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 4
Fondren Management LP 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 4
Ally Financial Inc. 4
Marlowe Partners LP 4
Starwood Capital Group Management, L.L.C. 4
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 4
Generali Asset Management SPA SGR 4
Royce Value Trust Inc 4
Eaton Vance Tax-managed Buy-write Income Fund 4
Regatta Capital Group, Llc 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
Alta Fundamental Advisers LLC 4
Josh Arnold Investment Consultant, Llc 4
Cavalier Investments, LLC 4
CWM Advisors, LLC 4
Vanguard Capital Wealth Advisors 4
Icapital Wealth Llc 4
Tilia Fiduciary Partners, Inc. 4
Springowl Associates Llc 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
Redmont Wealth Advisors Llc 4
Cadian Capital Management, Lp 4
Gordian Capital Singapore Pte Ltd 4
Bwcp, Lp 4
Valinor Management, Llc 4
Snow Park Capital Partners, LP 4
Woodard & Co Asset Management Group Inc /adv 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
Gilder Gagnon Howe & Co Llc 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 4
Solus Alternative Asset Management LP 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 4
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
Invesco Dynamic Credit Opportunity Fund 4
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A 4
Widmann Financial Services, Inc. 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
Virtue Capital Management, LLC 4
Burgundy Asset Management Ltd. 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
Saba Capital Management, L.P. 4
Hilltop Park Associates LLC 4
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 4
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 4
Claymore Exchange-traded Fund Trust 2 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
Clear Street Llc 4
Close Asset Management Ltd 4
Syntal Capital Partners, LLC 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
Pin Oak Investment Advisors Inc 4
Amica Mutual Insurance Co 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 4
D.B. Root & Company, LLC 4
Hellman Jordan Management Co Inc /ma/ 4
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS 4
Lakeview Capital Partners, LLC 4
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
Smith Group Asset Management, LLC 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
DW Partners, LP 4
McElhenny Sheffield Capital Management, LLC 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 4
Crown Advisors Management, Inc. 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
Handelsinvest Investeringsforvaltning 4
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 4
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 4
OmniStar Financial Group, Inc. 4
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 4
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 4
Hoplite Capital Management, L.p. 4
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 4
Bryce Point Capital, LLC 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
Clean Yield Group 4
Whale Rock Capital Management LLC 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
Bennett Lawrence Management L L C/ny 4
Rheos Capital Works Inc. 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 4
WESPAC Advisors SoCal, LLC 4
VIOPX - VALIC Co I - International Opportunities Fund 4
New York Life Trust Co 4
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 4
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 4
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 4
Sand Hill Global Advisors, LLC 4
Granahan Investment Management Inc/ma 4
Newtyn Management, LLC 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
Heartland Bank & Trust Co 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
Quest Investment Management Llc 4
Sierra Capital LLC 4
Glenview Capital Management, Llc 4
Artal Group S.A. 4
Bernard Wealth Management Corp. 4
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 4
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 4
Nfj Investment Group, Llc 4
Gries Financial Llc 4
Hennion & Walsh Asset Management, Inc. 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
Gitterman Wealth Management, LLC 4
Greenwoods Asset Management Hong Kong Ltd. 4
Eubel Brady & Suttman Asset Management Inc 4
AXS Investments LLC 4
Roosevelt Investment Group Llc 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
Richards, Merrill & Peterson, Inc. 4
Connectus Wealth, LLC 4
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 4
Vanguard Chester Funds 4
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 4
Matthews International Capital Management Llc 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
Optimize Financial Inc 4
Oppenheimer Capital Income Fund 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Canandaigua National Bank & Trust Co 4
Valley Brook Capital Group, Inc. 4
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 4
Concert Wealth Management Inc. 4
Tru Independence Asset Management 2, Llc 4
Navis Wealth Advisors, LLC 4
Northwest Wealth Management, Llc 4
Robbins Farley Llc 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
Sirios Capital Management L P 4
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 4
PENN SERIES FUNDS INC - Large Growth Stock Fund 4
Transce3nd, LLC 4
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 4
EMC Capital Management 4
Orion Capital Management LLC 4
Kozak & Associates, Inc. 4
Round Rock Advisors, LLC 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
Potomac Capital Management, Inc. 4
PartnerRe Asset Management CORP 4
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 4
Stone Toro Investment Advisers, LP 4
BFAM Partners (Cayman) Ltd 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 4
Jat Capital Management, L.p. 4
Chesapeake Wealth Management 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
Nicola Wealth Management Ltd. 4
GM Advisory Group, Inc. 4
Greenline Partners, LLC 4
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 4
Scout Funds 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
Quest 10 Wealth Builders, Inc. 4
White Pine Capital Llc 4
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 4
Strycker View Capital Llc 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
Capital Wealth Planning, LLC 4
WUSAX - WANGER ADVISORS TRUST - Wanger USA 4
Kohmann Bosshard Financial Services, LLC 4
Synergy Financial Management, LLC 4
Genesee Valley Trust Co 4
Centerbridge Partners, L.P. 4
Westover Capital Advisors, LLC 4
Everett Capital Advisors UK LLP 4
Inspire Advisors, LLC 4
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 4
Altus Wealth Group LLC 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Locust Wood Capital Advisers, Llc 4
Lee Capital Holdings LLC 4
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 4
Equitable Trust Co 4
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 4
Mascoma Wealth Management LLC 4
Global Trust Asset Management, LLC 4
Oder Investment Management, LLC 4
Octavia Wealth Advisors, LLC 4
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 4
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 4
Waycross Partners, Llc 4
Norway Savings Bank 4
Leverage Partners Absolute Return Fund SPC 4
Odey Asset Management Group Ltd 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
Cowa, Llc 4
San Luis Wealth Advisors LLC 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Miles Capital, Inc. 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 4
SCS Capital Management LLC 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
Rossby Financial, LCC 4
Eaton Vance High Income 2021 Target Term Trust 4
Piershale Financial Group, Inc. 4
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 4
Baker Tilly Financial, Llc 4
TimesSquare Capital Management, LLC 4
DB Wealth Management Group, LLC 4
Syverson Strege & Co 4
Black Swift Group, LLC 4
Frontier Investment Mgmt Co 4
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 4
Kessler Investment Group, LLC 4
Pergamon Offshore Advisors, L.P. 4
Taikang Asset Management (Hong Kong) Co Ltd 4
Kemper Corp Master Retirement Trust 4
First Bank & Trust 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
BBVA USA Bancshares, Inc. 4
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
Golden Green, Inc. 4
Vectors Research Management, LLC 4
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 4
Crescent Capital Consulting, LLC 4
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
Mirador Capital Partners LP 4
Redhawk Wealth Advisors, Inc. 4
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 4
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc. 4
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
Sumitomo Life Insurance Co 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
Flow Traders U.s. Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 4
Hillhouse Capital Advisors, Ltd. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 4
Quadrant Private Wealth Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 4
Nachman Norwood & Parrott, Inc 4
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 4
Allianz Se 4
PIMCO FUNDS - PIMCO Short Asset Portfolio 4
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 4
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 4
Amica Retiree Medical Trust 4
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 4
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 4
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 4
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
Power Corp of Canada 4
Portolan Capital Management, LLC 4
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
Trilogy Global Advisors Lp 4
Mrj Capital Inc 4
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 4
Quantedge Capital Pte Ltd 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 4
Kingfisher Capital LLC 4
Comerica Securities Inc 4
Apex Capital Management 4
Ocean Capital Management, LLC 4
RGT Wealth Advisors, LLC 4
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 4
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 4
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 4
Century Capital Management, LLC 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 4
United Asset Strategies, Inc. 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
TFRIX - TRUST FOR PROFESSIONAL MANAGERS - Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares 4
Syquant Capital Sas 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
Argent Trust Co 4
Cowen Prime Services LLC 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
Gladius Capital Management LP 4
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
Progeny 3, Inc. 4
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 4
Beach Point Capital Management LP 4
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 4
Painted Porch Advisors LLC 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 4
Ironwood Financial, llc 4
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 4
potrero capital research llc 4
Lyon Street Capital, LLC 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 4
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares 4
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 4
Athos Capital Ltd 4
Brave Asset Management Inc 4
Vanguard Windsor Funds 4
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 4
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
Hurley Capital, LLC 4
Pinnacle Wealth Management Advisory Group, LLC 4
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
Oarsman Capital, Inc. 4
NITE - Capitol Series Trust - The Nightview Fund 4
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
Adirondack Trust Co 4
Lasry Marc 4
Leuthold Group, Llc 4
Sepio Capital, LP 4
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 4
Nwam Llc 4
Sensato Investors LLC 4
Markston International Llc 4
Hanlon Investment Management, Inc. 4
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 4
Relative Value Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Heritage Family Offices, LLP 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 4
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 4
Kera Capital Partners, Inc. 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
Jana Partners Llc 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Transform Wealth, LLC 4
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 4
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund 4
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 4
Spouting Rock Asset Management, LLC 4
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 4
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 4
Modera Wealth Management, LLC 4
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 4
E Fund Management (Hong Kong) Co., Ltd. 4
World Equity Group, Inc. 4
Abundance Wealth Counselors 4
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
Winton Capital Management Ltd 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
Isomer Partners LP 4
Magnolia Capital Advisors Llc 4
Copper Rock Capital Partners, LLC 4
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 4
Nishkama Capital, LLC 4
Profunds - Profund Vp Small-cap Value 4
Danda Trouve Investment Management, Inc. 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
Sophron Capital Management L.P. 4
Lehman & Derafelo Financial Resources LLC 4
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 4
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 4
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Formula Growth Ltd 4
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 4
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
Transcend Wealth Collective, Llc 4
Perritt Capital Management Inc 4
Tdam Usa Inc. 4
Amplify ETF Trust - Amplify AI Powered Equity ETF 4
Hoover Financial Advisors, Inc. 4
Deseret Mutual Benefit Administrators 4
Optas, LLC 4
Tech Square Trading Lp 4
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
First PREMIER Bank 4
Capital Advisory Group Advisory Services, LLC 4
Hidden Lake Asset Management LP 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Core Wealth Advisors, Inc. 4
Fiduciary Planning LLC 4
Keel Point, LLC 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 4
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
POM Investment Strategies, LLC 4
Investment Research & Advisory Group, Inc. 4
Jackson Wealth Management, LLC 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
Vigilare Wealth Management 4
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 4
Kathmere Capital Management, LLC 4
Lion Street Advisors, LLC 4
Jackson, Grant Investment Advisers, Inc. 4
Court Place Advisors, LLC 4
Soros Capital Management Llc 4
Wealth Alliance 4
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 4
Ardevora Asset Management LLP 4
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
Kehrs Ridge Capital,LLC 4
Atlas Private Wealth Management 4
Strategic Wealth Designers 4
M&G Plc 4
Edge Capital Group, LLC 4
City Holding Co 4
Camden Capital, LLC 4
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 4
New Century Investment Management, Inc 4
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
Aspex Management (HK) Ltd 4
Eastern Bank 4
PBMares Wealth Management LLC 4
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 4
Mid Atlantic Financial Management Inc/adv 4
Tobias Financial Advisors, Inc. 4
Obermeyer Wood Investment Counsel, Lllp 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
PharVision Advisers, LLC 4
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 4
Arrow Investment Advisors, LLC 4
Leavell Investment Management, Inc. 4
Campbell Capital Management Inc 4
Kwmg, Llc 4
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 4
Ruedi Wealth Management, Inc. 3
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
Rokos Capital Management LLP 3
Geller Advisors LLC 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
Wingate Wealth Advisors, Inc. 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
HNASX - HOMESTEAD FUNDS INC - Growth Fund 3
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3
Principal Diversified Select Real Asset Fund 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Eaton Vance Tax-managed Global Diversified Equity Income Fund 3
America First Investment Advisors, LLC 3
Semmax Financial Advisors Inc. 3
Nuveen High Income 2023 Target Term Fund 3
Advance Capital I Inc 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
VCIEX - VALIC Co I - International Equities Index Fund 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Klingman & Associates, LLC 3
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 3
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 3
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 3
WT Asset Management Ltd 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
Eagle Capital Management Llc 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
Shepherd Financial Partners LLC 3
Glenview Trust Co 3
Delphi Management Inc /ma/ 3
GenTrust, LLC 3
Prostatis Group LLC 3
Trillium Asset Management, Llc 3
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
Canvas Wealth Advisors, LLC 3
Gs Investments, Inc. 3
Payden & Rygel 3
Wilmington Trust, National Association 3
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 3
Graypoint LLC 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
Deutsche Value Series, Inc 3
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
Ironsides Asset Advisors, LLC 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 3
MIG Capital, LLC 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
EFG Asset Management (Americas) Corp. 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Gilbert & Cook, Inc. 3
Legacy Wealth Asset Management, LLC 3
Aviance Capital Partners, LLC 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
Sylebra Capital Ltd 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 3
Valentine Capital Asset Management, Inc. 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 3
UYG - PROSHARES TRUST - ProShares Ultra Financials 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 3
Western Asset Investment Grade Defined Opportunity Trust Inc. 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 3
NMIEX - Northern Funds - Active M International Equity Fund 3
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 3
First Trust Senior Floating Rate 2022 Target Term Fund 3
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Baron Wealth Management LLC 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Pecaut & Co. 3
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 3
NGREX - Northern Funds - Northern Global Real Estate Index Fund 3
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Mazama Capital Management Inc 3
Authentikos Wealth Advisory, LLC 3
Invesco Bldrs Index Funds Trust 3
Lebenthal Asset Management, LLC 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
Cliffwater Corporate Lending Fund 3
URE - PROSHARES TRUST - ProShares Ultra Real Estate 3
Investment Counsel Co Of Nevada 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
Gables Capital Management Inc. 3
Bbr Partners, Llc 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
Tikehau Investment Management 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
Cooper Investors Pty Ltd 3
Fernwood Investment Management, LLC 3
PHH Investments, Ltd. 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
Sawgrass Asset Management Llc 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Vision Capital Management, Inc. 3
Stone House Investment Management, LLC 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
Midas Management Corp 3
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
DIP - ETF Series Solutions - BTD Capital Fund 3
Kerrisdale Advisers, LLC 3
ICONIQ Capital, LLC 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 3
Capital Square, LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
Maryland Capital Management 3
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 3
TCELX - T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund 3
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 3
Wittenberg Investment Management, Inc. 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
Canoe Financial LP 3
Zrc Wealth Management, Llc 3
Tabor Asset Management, LP 3
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 3
Nilsine Partners, LLC 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
Night Squared LP 3
Longboard Asset Management, LP 3
FINE - Themes ETF Trust - Themes European Luxury ETF 3
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 3
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 3
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 3
AWH Capital, L.P. 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
Safeguard Investment Advisory Group, LLC 3
Sowa Financial Group, Inc. 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
NS Partners Ltd 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 3
Rainier Investment Management Mutual Funds 3
Banque Transatlantique SA 3
First National Bank of Mount Dora, Trust Investment Services 3
Leith Wheeler Investment Counsel Ltd. 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
La Banque Postale Asset Management SA 3
Md Sass Investors Services Inc 3
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 3
140 Summer Partners LP 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
Engrave Wealth Partners LLC 3
Oak Associates Ltd /oh/ 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Cornerstone Financial Partners, LLC 3
National Wealth Management Group, LLC 3
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 3
Cynosure Advisors, Llc 3
Stance Capital Llc 3
Israel Discount Bank Of New York /gfn 3
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 3
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
Acuity Investment Management Inc 3
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 3
Profunds - Profund Vp Small-cap Growth 3
Profunds - Profund Vp Financials 3
XN Exponent Advisors LLC 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
Kensico Capital Management Corp 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
CoreFirst Bank & Trust 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
Sovereign Financial Group, Inc. 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Ag2r La Mondiale Gestion D'actifs 3
Profunds - Profund Vp Real Estate 3
Financial Life Planners 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
Round Table Services, LLC 3
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 3
Prevail Innovative Wealth Advisors, Llc 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
Railway Pension Investments Ltd 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
Daiwa SB Investments Ltd. 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
Banyan Partners, LLC 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
Sand Grove Capital Management LLP 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
Mcdonald Partners Llc 3
Curated Wealth Partners LLC 3
Rice Hall James & Associates, Llc 3
Sandhill Capital Partners LLC 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
Collaborative Holdings Management LP 3
Polar Capital Holdings Plc 3
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1 3
FundVantage Trust - Polen High Income ETF 3
Fox Point Capital Management LLC 3
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 3
O'Dell Group, LLC 3
Sterne Agee Group, Inc. 3
B&D White Capital Company, LLC 3
Financial Sense Advisors, Inc. 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 3
McKinley Carter Wealth Services, Inc. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
Berry Street Capital Management LLP 3
Community Trust & Investment Co 3
Archon Partners LLC 3
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF 3
Highmount Capital, LLC 3
TCG Advisory Services, LLC 3
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
GFFIX - Gator Series Trust - Gator Financial Fund 3
Gq Asset Management, Llc 3
Garner Asset Management Corp 3
Cassia Capital Partners, LLC 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 3
Lebenthal Global Advisors, LLC 3
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 3
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
Stonebridge Financial Planning Group, LLC 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
Re Advisers Corp 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
Birch Grove Capital LP 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
Annapolis Financial Services, LLC 3
Aris Wealth Services, Inc. 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Advisors Capital Management, LLC 3
Catalina Capital Group, LLC 3
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 3
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 3
Cary Street Partners Asset Management Llc 3
Accretive Wealth Partners, LLC 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
Cruiser Capital Advisors, Llc 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Midwest Wealth Management Inc. 3
AB CarVal Credit Opportunities Fund 3
Cozad Asset Management Inc 3
Sentinel Asset Management, Inc. 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Deane Retirement Strategies, Inc. 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
Insight Advisors, LLC/ PA 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Mitchell & Pahl Private Wealth, Llc 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
OneAscent Wealth Management LLC 3
Gierl Augustine Investment Management Inc 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
ODHY - Spinnaker ETF Series - Obra Defensive High Yield ETF 3
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 3
Tiaa Cref Trust Co Fsb/mo 3
Orrstown Financial Services Inc 3
Union Bancaire Privee, UBP SA 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
Tower Bridge Advisors 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 3
PCJ Investment Counsel Ltd. 3
Narwhal Capital Management 3
Jnl Strategic Income Fund Llc 3
Essex Financial Services, Inc. 3
United Community Bank 3
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class 3
Sorin Capital Management LLC 3
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 3
Nicholas Hoffman & Company, LLC. 3
Beese Fulmer Investment Management, Inc. 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
Patriot Investment Management Inc. 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Gofen & Glossberg Llc /il/ 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
Zwj Investment Counsel Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 3
Samson Rock Capital LLP 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
Syntax Research, Inc. 3
H2o Am Llp 3
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 3
Nuveen Fund Advisors, LLC 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
Stableford Capital Ii Llc 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 3
Blue Harbour Group, L.P. 3
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 3
Fenimore Asset Management Inc 3
Triangle Securities Wealth Management 3
Nippon Life Insurance Co 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
McCarthy Asset Management, Inc. 3
Western Asset Mortgage Defined Opportunity Fund Inc. 3
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 3
Hl Financial Services Llc 3
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
Lionsbridge Wealth Management LLC 3
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 3
Hosking & Co Ltd 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 3
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
Searle & Co. 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
Clark Estates Inc/ny 3
AIA Investment Management Private Ltd 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Orange Capital, Llc 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Diligent Investors, LLC 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 3
Total Income (plus) Real Estate Fund 3
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 3
Blue Grotto Capital, LLC 3
Corbyn Investment Management Inc/md 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
High Point Bank & Trust Co 3
Cullinan Associates Inc 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
Sage Mountain Advisors LLC 3
Henry James International Management Inc. 3
Ridgewood Investments LLC 3
Annex Advisory Services, LLC 3
Johnson Midwest Financial, LLC 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
Asset Planning Services, Ltd. 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
Berkshire Asset Management Llc/pa 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
Resources Management Corp /ct/ /adv 3
Oak Harvest Investment Services 3
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
Iron Horse Wealth Management, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 3
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 3
First Dallas Securities Inc. 3
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 3
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares 3
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
Alta Advisers Ltd 3
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund 3
R.m.sincerbeaux Capital Management Llc 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
BERIX - Chartwell Funds - Berwyn Income Fund 3
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 3
Cascade Investment Advisors, Inc. 3
Hermes Investment Management Ltd 3
Sentinel Group Funds Inc 3
55i, Llc 3
Ballast Advisors Llc 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Shamrock Asset Management LLC 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
PICTET BANK & TRUST Ltd 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Gerry Farber, LLC 3
Mercer Capital Advisers, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Abner Herrman & Brock Llc 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
Windward Capital Management Co /ca 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
PFS Partners, LLC 3
Roundview Capital LLC 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
Fairman Group, LLC 3
Burns Matteson Capital Management, LLC 3
PM CAPITAL Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
Pennsylvania Trust Co 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
TB Alternative Assets Ltd. 3
300 North Capital, Llc 3
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
Tt International 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
IMA Wealth, Inc. 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF 3
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 3
Carnick & Kubik, LLC 3
Cumberland Partners Ltd 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
Fortis Group Advisors, LLC 3
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 3
Clear Perspective Advisors, LLC 3
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 3
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 3
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 3
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 3
SOL Capital Management CO 3
Texas Yale Capital Corp. 3
Keebeck Wealth Management, LLC 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 3
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 3
Pillar Pacific Capital Management Llc 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
AT Bancorp 3
First Pacific Financial 3
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 3
Fagan Associates, Inc. 3
Gateway Advisory, LLC 3
ASR Vermogensbeheer N.V. 3
Soundwatch Capital LLC 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
Camelot Portfolios, LLC 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
Holloway Wealth Management, LLC 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 3
Birinyi Associates Inc 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Lakewood Capital Management, Lp 3
Mid Continent Capital Llc/il 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
Amica Pension Fund Board Of Trustees 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares 3
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
Grassi Investment Management 3
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Asset Management Corp /il/ /adv 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Visionary Wealth Advisors 3
Condor Capital Management 3
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 3
Axonic Funds - Axonic Strategic Income Fund Class A Shares 3
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Nalls Sherbakoff Group, Llc 3
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 3
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
Ckw Financial Group 3
WealthCollab, LLC 3
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 3
Sugar Maple Asset Management, LLC 3
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 3
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 3
GETCO Holding Company, LLC 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 3
Princeton Capital Management Llc 3
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 3
Db-x Exchange-traded Funds Inc. 3
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 3
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
Penseco Financial Services Corp 3
JBF Capital, Inc. 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
Blackstone Holdings III L.P. 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
Kmg Fiduciary Partners, Llc 3
Tarsadia Capital, LLC 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
Hcim Trust 3
AlphaCore Capital LLC 3
Bear Mountain Capital, Inc. 3
CIM Real Assets & Credit Fund 3
Pyrrho Capital Management, LP 3
Fure Financial Corp 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
Horan Capital Advisors, LLC. 3
Whitebox Mutual Funds 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 3
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 3
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
Ipswich Investment Management Co., Inc. 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
First United Bank Trust/ 3
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
PenderFund Capital Management Ltd. 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
NTHEX - Northeast Investors Trust - Northeast Investors Trust 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
Asio Capital, LLC 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
AI-Squared Management Ltd 3
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
Vista Investment Partners Llc 3
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 3
Northeast Financial Consultants Inc 3
Westend Partners Lp 3
Hyperion Capital Advisors LP 3
Lebenthal Holdings,LLC 3
Financial Engines Advisors L.L.C. 3
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
Verity & Verity, LLC 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 3
EPG Wealth Management LLC 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
Vision Capital Corp 3
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
BTC Capital Management, Inc. 3
Stratton Management Co 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
Watts Gwilliam & Co., LLC 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
Invenomic Capital Management LP 3
Newport Asia LLC 3
Prudent Man Advisors, LLC 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
Intercontinental Wealth Advisors, LLC 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
Principle Wealth Partners Llc 3
Legacy Wealth Managment, LLC/ID 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
RBB FUND, INC. - Aquarius International Fund 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class 3
Waterfall Asset Management, LLC 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
Delta Lloyd Asset Management N.v. 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
Legacy Investment Solutions, LLC 3
Wiser Advisor Group LLC 3
JARIX - SARATOGA ADVANTAGE TRUST - James Alpha Global Real Estate Investments Portfolio Class I Shares 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Hsbc Portfolios 3
Meritage Portfolio Management 3
Global Thematic Partners, LLC 3
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
Surevest, LLC 3
MorganRosel Wealth Management, LLC 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
One68 Global Capital, LLC 3
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 3
Financial Network Wealth Advisors LLC 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
Triad Investment Management 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
Vanguard Specialized Funds 3
Great Valley Advisor Group, Inc. 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
D L Carlson Investment Group Inc 3
Alliancebernstein Income Fund Inc 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
Clifford Swan Investment Counsel Llc 3
SCIU - Global X Funds - Global X Scientific Beta US ETF 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Ilex Capital Partners (UK) LLP 3
Triad Wealth Partners, LLC 3
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 3
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund 3
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 3
Lee Danner & Bass Inc 3
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
Western Asset Global Partners Income Fund Inc. 3
American National Insurance Co /tx/ 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Systematic Portfolios LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 3
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 3
Crawford Fund Management, LLC 3
NWK Group, Inc. 3
IFG Advisory, LLC 3
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 3
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 3
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 3
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
Stone Ridge Trust Iii 3
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 3
Marcum Wealth, LLC 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
Winslow Capital Management, LLC 3
Temasek Holdings (Private) Ltd 3
Segment Wealth Management, LLC 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
Trust Investment Advisors 3
Corsair Opportunity Fund 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 3
Palladiem, Llc 3
Punch & Associates Investment Management, Inc. 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
REET - iSHARES TRUST - iShares Global REIT ETF 3
American National Registered Investment Advisor, Inc. 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
Diversify Advisory Services, LLC 3
Global Endowment Management, LP 3
Benchstone Capital Management LP 3
Foster Dykema Cabot & Partners, Llc 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
KG&L Capital Management,LLC 3
IMS Capital Management 3
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 3
Deutsche High Income Trust 3
Magee Thomson Investment Partners Llc 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
Oppenheimer Limited-term Bond Fund 3
HMS Capital Management, LLC 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 3
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 3
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 3
Stonehill Capital Management Llc 3
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A 3
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 3
Philadelphia Trust Co 3
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
Wbh Advisory Inc 3
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
Retirement Wealth Solutions LLC 3
Investment Counselors Of Maryland Llc 3
Okabena Investment Services Inc 3
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 3
Carl Domino Inc 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 3
Whitnell & Co. 3
RFG Advisory, LLC 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 3
Fourth Dimension Wealth, LLC 3
IYF - iSHARES TRUST - iShares U.S. Financials ETF 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
Adams Wealth Management 3
Cranbrook Wealth Management, LLC 3
Wunderlich Capital Managemnt 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
Pettee Investors, Inc. 3
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF 3
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
Eagle Global Advisors Llc 3
Davidson Kempner Partners 3
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 3
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 3
1776 Wealth LLC 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
Optimist Retirement Group LLC 3
Gilman Hill Asset Management, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
Causeway Capital Management Llc 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
Geneva Partners, LLC 3
Oak Ridge Investments Llc 3
Sargent Investment Group, LLC 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
CTC Alternative Strategies, Ltd. 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
Fairfax Financial Holdings Ltd/ Can 3
Vantage Investment Partners, LLC 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
Cary Street Partners Financial Llc 3
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 3
Mastrapasqua Asset Management Inc 3
Thrivent Core Funds - Thrivent Core International Equity Fund 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
Waverton Investment Management Ltd 3
Linscomb & Williams, Inc. 3
Lafitte Capital, LLC 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
Jd Capital Management Llc 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
Overbrook Management Corp 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
Capital Management Corp /va 3
Rr Partners Lp 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
Sound Point Capital Management, LP 3
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 3
Nwq Investment Management Company, Llc 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
Schneider Capital Management Corp 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 3
LeJeune Puetz Investment Counsel LLC 3
Crawford Investment Counsel Inc 3
Parnassus Investments /ca 3
Mizuho Securities Co. Ltd. 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
Cooper Creek Partners Management Llc 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
American Money Management, LLC 3
New South Capital Management Inc 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
American Trust 3
Apollo Senior Floating Rate Fund Inc. 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Strategic Capital Group LLC 3
Donaldson Capital Management, Llc 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
Third Avenue Management Llc 3
Ascent Wealth Partners, LLC 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 3
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF 3
Deer Park Road Corp 3
Gladstone Institutional Advisory LLC 3
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
Private Portfolio Partners Llc 3
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3
Premia Global Advisors, Llc 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
Franklin Street Advisors Inc /nc 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 3
Yg Partners, Llc 3
Amcap Fund 3
Egerton Capital (UK) LLP 3
Ariel Investments, Llc 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 3
Walker Asset Management, LLC 3
Sustainable Insight Capital Management, LLC 3
Safeguard Financial, LLC 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
Eaton Vance Enhanced Equity Income Fund Ii 3
Mystic Asset Management, Inc. 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C 3
Rather & Kittrell, Inc. 3
Carroll Investors, Inc 3
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 3
Buckingham Capital Management Inc 3
Zullo Investment Group, Inc. 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
Traub Capital Management LLC 3
RiverPark Advisors, LLC 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
SRS Investment Management, LLC 3
Beaconlight Capital, Llc 3
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 3
Blackhawk Capital Partners LLC. 3
Nokomis Capital, L.L.C. 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 3
Measured Wealth Private Client Group, LLC 3
Hampton Road Capital Management LP 3
Fullerton Fund Management Co Ltd 3
Veritas Asset Management LLP 3
Divisadero Street Capital Management, LP 3
Wealthsource Partners, Llc 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
Silverleafe Capital Partners, LLC 3
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 3
Nuveen S&p 500 Buywrite Income Fund 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
VSM Wealth Advisory, LLC 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor 3
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 3
Brenner West Capital Advisors, LLC 3
Gillson Capital LP 3
Flight Deck Capital, LP 3
Solidarilty Wealth, LLC 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
Dominick & Dominick LLC 3
Mass Ave Global Inc. 3
Cyrus J. Lawrence, LLC 3
Capricorn Fund Managers Ltd 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
SWS Partners 3
Capital Markets Trading UK LLP 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 3
Herbst Group, Llc 3
Think Investments LP 3
Crescent Capital Group LP 3
Kenfarb & Co. 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
OPTIMAS CAPITAL Ltd 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
Eschler Asset Management LLP 3
Fore Capital, LLC 3
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 3
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Hitchwood Capital Management LP 3
MONECO Advisors, LLC 3
University Of Texas/texas Am Investment Managment Co 3
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A 3
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A 3
Taika Capital, LP 3
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 3
Gabelli Go Anywhere Trust 3
Professional Financial Advisors, LLC 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
BancorpSouth Inc 3
Dodge & Cox 3
Fund Management at Engine No. 1 LLC 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Jolley Asset Management, LLC 3
Dividend & Income Fund 3
Claren Road Asset Management, LLC 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF 3
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund 3
Morton Brown Family Wealth, LLC 3
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 3
Oppenheimer Equity Income Fund 3
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
PIMCO Access Income Fund 3
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
NorthCrest Asset Manangement, LLC 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
Saudi Central Bank 3
Hedges Asset Management LLC 3
Polygon Management Ltd. 3
J.Safra Asset Management Corp 3
Pinnacle Private Wealth, LLC 3
Villere St Denis J & Co Llc 3
Vise Technologies, Inc. 3
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 3
Sandy Cove Advisors, LLC 3
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
Alphasimplex Group, Llc 3
Scoria Capital Partners LP 3
Blue Ridge Capital, L.L.C. 3
FDO Partners, LLC 3
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
Zenyatta Capital Management LP 3
Fairscale Capital, LLC 3
LDR Capital Management LLC 3
KADENSA CAPITAL Ltd 3
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 3
Hillhouse Capital Management, Ltd. 3
White Square Capital Llp 3
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 3
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF 3
Boardman Bay Capital Management Llc 3
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 3
Sterling Ridge Capital Management LP 3
Millstone Evans Group, LLC 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 3
Orbis Allan Gray Ltd 3
Scion Asset Management, LLC 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF 3
Lee Capital Management LP 3
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 3
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
ALTTX - FS Series Trust - FS Global Macro Fund Class A 3
Highview Capital Management LLC/DE/ 3
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 3
CWH Capital Management, Inc. 3
Sentry Investments Corp. 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
Blackrock Enhanced Global Dividend Trust 3
Islay Capital Management, Llc 3
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 3
American Independence Funds Trust 3
Lumina Fund Management LLC 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
Blackrock Enhanced International Dividend Trust 3
Madison Wealth Management 3
Telos Capital Management, Inc. 3
Altegris Advisors, L.l.c. 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 3
Boston Common Asset Management, LLC 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Fiduciary Management Associates Llc 3
Redwood Capital Management, Llc 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
RMG Wealth Management LLC 3
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 3
Raab & Moskowitz Asset Management LLC 3
Global Assets Advisory, LLC 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
Alpha Omega Wealth Management LLC 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
EIREX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Real Estate Fund Class I 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
Tybourne Capital Management (hk) Ltd 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
Tiger Pacific Capital LP 3
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund 3
Stansberry Asset Management, Llc 3
Fpc Investment Advisory, Inc. 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Armbruster Capital Management, Inc. 3
Compass Planning Associates Inc 3
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
M Holdings Securities, Inc. 3
Atika Capital Management LLC 3
Little House Capital Llc 3
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 3
Bach Investment Advisors Ltd 3
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 3
CastleArk Alternatives, LLC 3
Limestone Investment Advisors LP 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
Capital Group Private Client Services, Inc. 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Bessemer Securities Llc 3
Graney & King, LLC 3
Uncommon Cents Investing LLC 3
Taylor Hoffman Wealth Management 3
Allen Investment Management LLC 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
Strategic Asset Management, LLC 3
Drive Wealth Management, Llc 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares 3
Thoroughbred Financial Services, Llc 3
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 3
Summit Wealth Group, LLC 3
Baupost Group Llc/ma 3
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 3
Vivaldi Capital Management, LLC 3
Scholtz & Company, Llc 3
Firestone Capital Management 3
Ruggie Capital Group 3
Ulysses Management LLC 3
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
First Affirmative Financial Network 3
Croft-leominster Inc 3
Balboa Wealth Partners 3
CMT Capital Markets Trading GmbH 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
Us Global Investors Funds 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
ASB Consultores, LLC 3
Nuveen Preferred & Income Opportunities Fund 3
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
Oppenheimer Developing Markets Fund 3
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
Matthew 25 Management Corp 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF 3
Simcoe Capital Management, LLC 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
Abc Arbitrage Sa 3
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 3
Findlay Park Partners LLP 3
Supplemental Annuity Collective Trust of NJ 3
PFM Health Sciences, LP 3
Holistic Financial Partners 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 3
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 3
V Wealth Advisors LLC 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
Western Financial Corp/CA 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
denkapparat Operations GmbH 3
Partner Investment Management, L.P. 3
Legend Financial Advisors, Inc. 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
New Jersey Better Educational Savings Trust 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 3
Sheffield Asset Management, L.L.C. 3
Daymark Wealth Partners, Llc 3
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 3
Covenant Asset Management, LLC 3
Maridea Wealth Management LLC 3
Ratan Capital Management LP 3
Northern Capital Management Llc 3
Rossmore Private Capital 3
Blackrock Allocation Target Shares - Bats Series A 3
Keeler THomas Management LLC 3
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 3
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 3
Wildermuth Endowment Strategy Fund 3
LG Capital Management, LP 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
ATFV - Alger ETF Trust - Alger 35 ETF 3
MRCap LP 3
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 3
AMJ Financial Wealth Management 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Orbitronix, LP 3
Cassaday & Co Wealth Management LLC 3
LREOX - LAZARD FUNDS INC - Lazard US Realty Equity Portfolio Open Shares 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 3
Confluence Investment Management Llc 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
VSR Financial Services, Inc. 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 3
Argonautica Private Wealth Management, Inc 3
Financial Advisors Network, Inc. 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
Bornite Capital Management LP 3
Oppenheimer Integrity Funds 3
Price Michael F 3
Carleon Capital Partners LLC 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
Insigneo Advisory Services, Llc 3
Ativo Capital Management LLC 3
Beverly Hills Private Wealth, LLC 3
Aries Wealth Management 3
New England Asset Management Inc 3
Moran Wealth Management, LLC 3
Shannon River Fund Management LLC 3
Aspen Grove Capital, LLC 3
BRILLIANCE ASSET MANAGEMENT Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
Kestrel Investment Management Corp 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I 3
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 3
Oakmont Corp 3
Walled Lake Planning & Wealth Management, Llc 3
Lone Pine Capital Llc 3
Suffolk Capital Management Llc 3
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
Triton Wealth Management, PLLC 3
Fortis Capital Advisors, LLC 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
Nations Financial Group Inc, /ia/ /adv 3
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund 3
Brookfield Public Securities Group LLC 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 3
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 3
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Cordasco Financial Network 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
Century Capital Management Trust 3
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
Silver Rock Financial LLC 3
Freedom Wealth Alliance, Llc 3
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 3
SageView Advisory Group, LLC 3
Ameriflex Group, Inc. 3
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A 3
Emfo, Llc 3
Solaris Asset Management Llc 3
Benchmark Capital Advisors 3
Triumph Capital Management 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
Value Partners Ltd /adv 3
Riverpark Capital Management Llc 3
WealthTrust Asset Management, LLC 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
Patten & Patten Inc/tn 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
Atlanta Capital Management Co L L C 3
Nuveen Credit Opportunities 2022 Target Term Fund 3
Cannell Capital Llc 3
Rowland Carmichael Advisors Inc /adv 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
Estabrook Capital Management 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
MRESX - AMG Funds I - AMG Managers CenterSquare Real Estate Fund Class N 3
Private Capital Advisors, Inc. 3
Kms Financial Services, Inc 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
Winton Series Trust 3
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 3
Silverlake Wealth Management Llc 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
Rangeley Capital, LLC 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
QVT Financial LP 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3