Investment Advice - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 91
Morgan Stanley 90
UBS Group AG 88
Citadel Advisors Llc 86
Bank Of America Corp /de/ 85
Tower Research Capital LLC (TRC) 85
Susquehanna International Group, Llp 82
Millennium Management Llc 82
Royal Bank Of Canada 82
Jpmorgan Chase & Co 82
Wells Fargo & Company/mn 81
BlackRock, Inc. 80
Goldman Sachs Group Inc 77
Jane Street Group, Llc 77
Barclays Plc 76
Deutsche Bank Ag\ 76
Citigroup Inc 76
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 74
Geode Capital Management, Llc 71
Northern Trust Corp 70
Invesco Ltd. 69
Ameriprise Financial Inc 69
Fmr Llc 69
Vanguard Group Inc 68
State Street Corp 68
Pnc Financial Services Group, Inc. 68
Manufacturers Life Insurance Company, The 68
Marshall Wace, Llp 68
Bank Of Montreal /can/ 68
Simplex Trading, Llc 68
Renaissance Technologies Llc 67
Bnp Paribas Arbitrage, Sa 66
Advisor Group Holdings, Inc. 66
Credit Suisse Ag/ 65
Bank of New York Mellon Corp 64
American International Group, Inc. 63
Hrt Financial Lp 63
Russell Investments Group, Ltd. 62
Alliancebernstein L.p. 62
Two Sigma Investments, Lp 61
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 61
Sei Investments Co 61
Group One Trading, L.p. 61
IFP Advisors, Inc 60
Victory Capital Management Inc 60
Legal & General Group Plc 60
Panagora Asset Management Inc 60
D. E. Shaw & Co., Inc. 60
Us Bancorp \de\ 59
Creative Planning 59
Virtu Financial LLC 59
Wolverine Trading, Llc 59
Rhumbline Advisers 59
New York State Common Retirement Fund 59
Prelude Capital Management, Llc 59
Arrowstreet Capital, Limited Partnership 58
Royce & Associates Lp 58
California State Teachers Retirement System 58
SG Americas Securities, LLC 58
Walleye Trading LLC 58
LPL Financial LLC 57
Squarepoint Ops LLC 57
Charles Schwab Investment Management Inc 56
Acadian Asset Management Llc 56
Balyasny Asset Management Llc 56
Dimensional Fund Advisors Lp 56
Northwestern Mutual Wealth Management Co 56
Parallax Volatility Advisers, L.P. 56
Strs Ohio 55
Verition Fund Management LLC 55
Envestnet Asset Management Inc 55
Voya Investment Management Llc 55
American Century Companies Inc 55
Bessemer Group Inc 54
California Public Employees Retirement System 54
Steward Partners Investment Advisory, Llc 54
Cwm, Llc 54
Two Sigma Advisers, Lp 54
Stifel Financial Corp 54
Gsa Capital Partners Llp 54
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 54
Wellington Management Group Llp 54
Federated Hermes, Inc. 53
Cubist Systematic Strategies, LLC 53
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 53
Guggenheim Capital Llc 53
Paloma Partners Management Co 53
Hsbc Holdings Plc 53
Captrust Financial Advisors 53
Quantbot Technologies LP 52
Franklin Resources Inc 52
Fifth Third Bancorp 52
Aqr Capital Management Llc 52
Allianz Asset Management GmbH 52
Nomura Holdings Inc 51
Norges Bank 51
Walleye Capital LLC 51
Sterling Capital Management LLC 51
Tudor Investment Corp Et Al 51
Raymond James & Associates 51
Ameritas Investment Partners, Inc. 51
Prudential Financial Inc 51
Advisor Group, Inc. 51
Price T Rowe Associates Inc /md/ 51
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 51
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 51
Macquarie Group Ltd 51
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 50
Lazard Asset Management Llc 50
Neuberger Berman Group LLC 50
Nuveen Asset Management, LLC 50
Amalgamated Bank 50
Healthcare Of Ontario Pension Plan Trust Fund 50
Parametric Portfolio Associates Llc 50
Trexquant Investment LP 50
First Trust Advisors Lp 50
Great West Life Assurance Co /can/ 50
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 50
Schonfeld Strategic Advisors LLC 49
Advisory Services Network, LLC 49
Ubs Asset Management Americas Inc 49
Ladenburg Thalmann Financial Services Inc 49
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 49
Comerica Bank 49
Marshall Wace North America L.P. 49
Allworth Financial LP 49
Janus Henderson Group Plc 48
Engineers Gate Manager LP 48
Oxford Asset Management Llp 48
State Of Wisconsin Investment Board 48
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 48
Dynamic Technology Lab Private Ltd 48
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 48
State Board Of Administration Of Florida Retirement System 48
ProShare Advisors LLC 48
Hillsdale Investment Management Inc. 48
Parallel Advisors, LLC 48
O'shaughnessy Asset Management, Llc 48
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 47
PEAK6 Investments LLC 47
Alberta Investment Management Corp 47
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 47
Nisa Investment Advisors, Llc 47
Principal Financial Group Inc 47
Quadrature Capital Ltd 47
Cutler Group LP 47
Qube Research & Technologies Ltd 47
Public Employees Retirement System Of Ohio 46
Magnetar Financial LLC 46
Teacher Retirement System Of Texas 46
Zurcher Kantonalbank (Zurich Cantonalbank) 46
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 46
Tiaa Cref Investment Management Llc 46
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 46
ExodusPoint Capital Management, LP 46
Quadrant Capital Group Llc 46
CIBC Private Wealth Group, LLC 46
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 46
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 46
Thrivent Financial For Lutherans 46
Point72 Asset Management, L.P. 46
First Horizon Advisors, Inc. 45
Metropolitan Life Insurance Co/ny 45
Penserra Capital Management LLC 45
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 45
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 45
MetLife Investment Management, LLC 45
TCI Wealth Advisors, Inc. 45
Allspring Global Investments Holdings, LLC 45
Blair William & Co/il 45
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 45
HighTower Advisors, LLC 44
Teachers Advisors, Llc 44
Boothbay Fund Management, Llc 44
PDT Partners, LLC 44
Ubs Ag 44
Glenmede Trust Co Na 44
IWV - iSHARES TRUST - iShares Russell 3000 ETF 44
Two Sigma Securities, Llc 44
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 44
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 44
Raymond James Financial Inc 44
Huntington National Bank 44
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 44
EverSource Wealth Advisors, LLC 43
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 43
Signaturefd, Llc 43
Raymond James Financial Services Advisors, Inc. 43
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 43
BlackRock Fund Advisors 43
OMERS ADMINISTRATION Corp 43
Janney Montgomery Scott LLC 43
Centiva Capital, LP 43
Cambridge Investment Research Advisors, Inc. 43
Clearbridge Investments, LLC 43
Kcg Holdings, Inc. 43
BlackRock Investment Management, LLC 43
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 43
Meeder Asset Management Inc 43
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 43
Ancora Advisors, LLC 43
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 43
XTX Topco Ltd 43
Acrospire Investment Management LLC 42
Principal Funds Inc 42
Farther Finance Advisors, LLC 42
Assetmark, Inc 42
BlackRock Institutional Trust Company, N.A. 42
Covestor Ltd 42
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 42
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 42
Connor, Clark & Lunn Investment Management Ltd. 42
Jefferies Group LLC 42
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 42
Mirae Asset Global Investments Co., Ltd. 42
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 41
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 41
BlackRock Advisors LLC 41
Swiss National Bank 41
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 41
Rockefeller Capital Management L.P. 41
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 41
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 41
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 41
Wolverine Asset Management Llc 41
Putnam Investments Llc 41
Nationwide Fund Advisors 41
Massmutual Trust Co Fsb/adv 41
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 41
Mackenzie Financial Corp 40
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 40
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 40
GAMMA Investing LLC 40
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 40
Canada Pension Plan Investment Board 40
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 40
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 40
Man Group plc 40
Commonwealth Equity Services, Llc 40
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 40
Los Angeles Capital Management Llc 40
Global Retirement Partners, LLC 40
Lord, Abbett & Co. Llc 40
New York State Teachers Retirement System 40
GWM Advisors LLC 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
Jump Financial, LLC 40
State of Wyoming 40
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 40
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 40
Lindbrook Capital, Llc 40
BlueCrest Capital Management Ltd 40
College Retirement Equities Fund 40
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 39
Point72 Hong Kong Ltd 39
NOSGX - Northern Funds - Northern Small Cap Value Fund 39
Russell Frank Co/ 39
Schroder Investment Management Group 39
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 39
Alyeska Investment Group, L.P. 39
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 39
Alps Advisors Inc 39
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 39
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 39
Campbell & CO Investment Adviser LLC 39
Gabelli Funds Llc 39
Dupont Capital Management Corp 39
PEAK6 Investments, L.P. 38
Versant Capital Management, Inc 38
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 38
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 38
Skandinaviska Enskilda Banken AB (publ) 38
Winton Capital Group Ltd 38
NEXT Financial Group, Inc 38
FNY Investment Advisers, LLC 38
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 38
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 38
Loomis Sayles & Co L P 38
AdvisorNet Financial, Inc 38
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 38
Quarry LP 38
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 38
Ergoteles LLC 38
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 38
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 38
Susquehanna Fundamental Investments, Llc 38
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 38
Truist Financial Corp 38
Parkside Financial Bank & Trust 38
State of Tennessee, Treasury Department 38
Gamco Investors, Inc. Et Al 37
Ronald Blue Trust, Inc. 37
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 37
Fox Run Management, L.l.c. 37
Benjamin F. Edwards & Company, Inc. 37
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 37
Arizona State Retirement System 37
Larson Financial Group LLC 37
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 37
Aigen Investment Management, Lp 37
Weiss Asset Management LP 37
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 37
Geneos Wealth Management Inc. 37
Stratos Wealth Partners, LTD. 37
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 37
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 37
PineBridge Investments, L.P. 37
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 37
KBC Group NV 37
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 37
Aquatic Capital Management LLC 37
National Bank Of Canada /fi/ 37
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 37
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 37
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 37
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 37
Quantinno Capital Management LP 36
State of New Jersey Common Pension Fund D 36
Aperio Group, LLC 36
LMR Partners LLP 36
First Republic Investment Management, Inc. 36
Credit Agricole S A 36
Coldstream Capital Management Inc 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 36
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 36
Axa S.a. 36
Td Asset Management Inc 36
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 36
Corebridge Financial, Inc. 36
Voloridge Investment Management, Llc 36
Brown Brothers Harriman & Co 36
Tiaa-cref Funds 36
Eaton Vance Management 36
Police & Firemen's Retirement System of New Jersey 36
SRS Capital Advisors, Inc. 36
Y-Intercept (Hong Kong) Ltd 36
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 36
Whittier Trust Co 36
Robeco Institutional Asset Management B.V. 36
Yorktown Management & Research Co Inc 36
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 36
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 36
BlackRock Group LTD 36
Capital Fund Management S.a. 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 36
Toronto Dominion Bank 36
Ci Investments Inc. 36
Nuveen, LLC 36
MetLife Securities, Inc 36
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 36
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 35
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 35
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 35
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 35
Wealthspire Advisors, L.P. 35
VDAFX - VALIC Co I - Dynamic Allocation Fund 35
M&t Bank Corp 35
Laurion Capital Management LP 35
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 35
MAI Capital Management 35
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 35
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 35
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 35
Oppenheimer & Co Inc 35
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 35
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 35
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 35
Algert Global Llc 35
Vanguard Index Funds 35
Brown Advisory Inc 35
Highbridge Capital Management Llc 35
Private Advisor Group, LLC 35
Mariner, LLC 35
Public Employees Retirement Association Of Colorado 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
Glassman Wealth Services 35
Exchange Traded Concepts, Llc 35
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 35
National Asset Management, Inc. 35
NumerixS Investment Technologies Inc 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Holocene Advisors, LP 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 35
Cetera Advisor Networks LLC 34
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 34
Smartleaf Asset Management LLC 34
Jones Financial Companies Lllp 34
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 34
Vantagepoint Funds 34
FIL Ltd 34
Martingale Asset Management L P 34
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 34
BNP Paribas Asset Management Holding S.A. 34
Creative Financial Designs Inc /adv 34
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 34
Proficio Capital Partners LLC 34
American Portfolios Advisors 34
MUFG Americas Holdings Corp 34
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 34
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 34
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 34
Rothschild Investment Llc 34
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 34
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 34
Private Trust Co Na 34
Occudo Quantitative Strategies Lp 34
Public Sector Pension Investment Board 34
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 34
Philadelphia Financial Management of San Francisco, LLC 34
Asset Management One Co., Ltd. 34
Howe & Rusling Inc 34
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 34
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 34
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 34
First Manhattan Co 34
Clear Street Markets Llc 34
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 34
Valeo Financial Advisors, LLC 34
Skopos Labs, Inc. 34
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 34
Hudson Bay Capital Management LP 34
SBI Securities Co., Ltd. 33
CENTRAL TRUST Co 33
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 33
Bridgeway Capital Management Inc 33
Principal Securities, Inc. 33
Graham Capital Management, L.P. 33
Virginia Retirement Systems Et Al 33
Nomura Asset Management Co Ltd 33
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 33
Umb Bank N A/mo 33
Hartland & Co., LLC 33
Ensign Peak Advisors, Inc 33
Bayesian Capital Management, LP 33
Quest Partners LLC 33
Mutual Of America Capital Management Llc 33
AMP Capital Investors Ltd 33
True Wealth Design, LLC 33
A.R.T. Advisors, LLC 33
Whittier Trust Co Of Nevada Inc 33
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 33
Alpine Global Management, LLC 33
Globeflex Capital L P 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 33
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 33
Mml Investors Services, Llc 33
Jfs Wealth Advisors, Llc 33
Intech Investment Management Llc 33
Amalgamated Financial Corp. 33
Aviva Plc 33
Amundi 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Dark Forest Capital Management Lp 33
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 33
Cullen/frost Bankers, Inc. 33
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 33
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 33
Natixis 33
Point72 (DIFC) Ltd 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 33
Css Llc/il 33
Capstone Investment Advisors, Llc 33
D.a. Davidson & Co. 33
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 32
Cetera Investment Advisers 32
Vestcor Inc 32
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 32
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 32
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 32
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 32
Stephens Inc /ar/ 32
Van Eck Associates Corp 32
Maven Securities LTD 32
Regions Financial Corp 32
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 32
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 32
Bell Investment Advisors, Inc 32
Quantitative Systematic Strategies LLC 32
Belpointe Asset Management LLC 32
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 32
CIBC Asset Management Inc 32
Atria Investments Llc 32
Tfs Capital Investment Trust 32
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 32
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 32
Oppenheimer Asset Management Inc. 32
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 32
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 32
Gradient Investments LLC 32
Grantham, Mayo, Van Otterloo & Co. LLC 32
Boston Partners 32
APG Asset Management N.V. 32
FORA Capital, LLC 32
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 32
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 32
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 32
Baird Financial Group, Inc. 32
Jennison Associates Llc 32
Calamos Advisors LLC 32
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 32
DekaBank Deutsche Girozentrale 32
Assenagon Asset Management S.A. 31
Denali Advisors Llc 31
Clinton Group Inc 31
Harvest Fund Management Co., Ltd 31
Boston Private Wealth Llc 31
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 31
QS Investors, LLC 31
Ground Swell Capital, LLC 31
Picton Mahoney Asset Management 31
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 31
Cresset Asset Management, LLC 31
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 31
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 31
Brevan Howard Capital Management LP 31
Teachers Retirement System Of The State Of Kentucky 31
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 31
Handelsbanken Fonder AB 31
Amundi Pioneer Asset Management Inc 31
We Are One Seven, LLC 31
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 31
Nordea Investment Management Ab 31
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 31
First Mercantile Trust Co 31
Spire Wealth Management 31
Ellevest, Inc. 31
Maltese Capital Management Llc 31
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 31
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 31
Nbc Securities, Inc. 31
Zacks Investment Management 31
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 31
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 31
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 31
United Services Automobile Association 31
Klp Kapitalforvaltning As 31
Natixis Advisors, L.p. 31
Landscape Capital Management, L.l.c. 31
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 31
Advisors Asset Management, Inc. 31
Adage Capital Partners Gp, L.l.c. 31
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 31
Nebula Research & Development LLC 31
Petrus Trust Company, LTA 30
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 30
Sonora Investment Management, LLC 30
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 30
Aster Capital Management (DIFC) Ltd 30
Quantamental Technologies LLC 30
Cerity Partners LLC 30
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 30
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 30
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 30
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 30
Farmers & Merchants Investments Inc 30
Federation des caisses Desjardins du Quebec 30
Fiera Capital Corp 30
Spot Trading L.L.C 30
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 30
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 30
IndexIQ Advisors LLC 30
Vident Investment Advisory, LLC 30
Hbk Investments L P 30
Pictet Asset Management Holding SA 30
Blueshift Asset Management, LLC 30
Cibc World Markets Corp 30
State Farm Mutual Fund Trust 30
Seven Eight Capital, Lp 30
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 30
Wipfli Financial Advisors Llc, 30
Baker Avenue Asset Management, LP 30
Capital Performance Advisors Llp 30
EntryPoint Capital, LLC 30
Orion Portfolio Solutions, LLC 30
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 30
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 30
FDx Advisors, Inc. 29
Jefferies Financial Group Inc. 29
Venturi Wealth Management, LLC 29
State of Alaska, Department of Revenue 29
Disciplined Investments, LLC 29
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 29
HAP Trading, LLC 29
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 29
FineMark National Bank & Trust 29
State Farm Variable Product Trust 29
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 29
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 29
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 29
First Quadrant L P/ca 29
Sowell Financial Services LLC 29
Catalyst Capital Advisors LLC 29
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 29
Summit Trail Advisors, Llc 29
Rational Advisors Llc 29
Commonwealth Equity Services, Inc 29
Entropy Technologies, LP 29
Private Capital Group, LLC 29
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 29
Airain ltd 29
Managed Account Advisors Llc 29
Ellington Management Group Llc 29
Mitsubishi UFJ Trust & Banking Corp 29
Sawtooth Solutions, LLC 29
Harbour Investments, Inc. 29
SJS Investment Consulting Inc. 29
Chicago Partners Investment Group LLC 29
Synovus Financial Corp 29
Nine Chapters Capital Management LLC 29
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 29
Oregon Public Employees Retirement Fund 29
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 29
Hantz Financial Services, Inc. 29
Sofos Investments, Inc. 29
Old Mission Capital Llc 29
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
Twinbeech Capital Lp 29
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
Seacrest Wealth Management, Llc 29
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 29
Caitong International Asset Management Co., Ltd 29
Gyon Technologies Capital Management, LP 29
Manchester Capital Management LLC 29
Sunbelt Securities, Inc. 29
1832 Asset Management L.P. 29
New York Life Investment Management Llc 29
Driehaus Capital Management Llc 29
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 29
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 29
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 29
Element Capital Management Llc 29
Piedmont Investment Advisors Llc 29
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 29
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 29
Bb&t Securities, Llc 29
Xponance, Inc. 28
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 28
Convergence Investment Partners, LLC 28
Plante Moran Financial Advisors, LLC 28
Toroso Investments, LLC 28
Jupiter Asset Management Ltd 28
GAM Holding AG 28
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 28
Catalyst Funds Management Pty Ltd 28
Mercer Global Advisors Inc /adv 28
Pearl River Capital, LLC 28
Schubert & Co 28
Capital World Investors 28
Shell Asset Management Co 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
ClariVest Asset Management LLC 28
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 28
Royce Value Trust Inc 28
AE Wealth Management LLC 28
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 28
CoreCap Advisors, LLC 28
Oppenheimer Funds Inc 28
Massachusetts Financial Services Co /ma/ 28
Wealth Enhancement Advisory Services, Llc 28
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 28
Brinker Capital Investments, LLC 28
Edgestream Partners, L.P. 28
Universal- Beteiligungs- und Servicegesellschaft mbH 28
Crossmark Global Holdings, Inc. 28
Interval Partners, LP 28
CI Private Wealth, LLC 28
Jacobs Levy Equity Management, Inc 28
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 28
Rehmann Capital Advisory Group 28
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 28
Gotham Asset Management, LLC 28
Bokf, Na 28
Fred Alger Management, Llc 28
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 28
Maryland State Retirement & Pension System 28
Raymond James Trust N.a. 28
Berman Capital Advisors, LLC 28
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 27
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 27
WFG Advisors, LP 27
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 27
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 27
Brandywine Global Investment Management, LLC 27
Winslow, Evans & Crocker, Inc. 27
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 27
Pathstone Holdings, LLC 27
Twin Peaks Wealth Advisors, LLC 27
Soros Fund Management Llc 27
Axq Capital, Lp 27
Cetera Advisors LLC 27
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 27
SLPIX - Profunds - Small-cap Profund Investor Class 27
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 27
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 27
Deere & Co 27
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 27
Louisiana State Employees Retirement System 27
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 27
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 27
Profunds - Profund Vp Small-cap 27
Suntrust Banks Inc 27
Keybank National Association/oh 27
Profunds - Profund Vp Ultrasmall-cap 27
Horizon Investments, LLC 27
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 27
Ameritas Investment Corp 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 27
Yousif Capital Management, Llc 27
Westpac Banking Corp 27
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 27
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 27
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 27
Hemington Wealth Management 27
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 27
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 27
CIBC World Markets Inc. 27
Fortitude Family Office, LLC 27
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 27
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 27
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 27
Humankind Benefit Corp - Humankind US Stock ETF 27
Snowden Capital Advisors LLC 27
United Capital Financial Advisers, Llc 27
Weiss Multi-Strategy Advisers LLC 27
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 27
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 27
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 27
Hexagon Capital Partners LLC 27
First Hawaiian Bank 27
Gillson Capital LP 27
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 26
Riverview Trust Co 26
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 26
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 26
Bridgewater Associates, LP 26
Pnc Funds 26
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 26
PENN SERIES FUNDS INC - International Equity Fund 26
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 26
Steward Financial Group LLC 26
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 26
Illinois Municipal Retirement Fund 26
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 26
SOUTH STATE Corp 26
EBI - RBB Fund Trust - Longview Advantage ETF 26
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 26
R Squared Ltd 26
Moore Capital Management, Lp 26
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 26
Pictet Asset Management Sa 26
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26
Bartlett & Co. Wealth Management Llc 26
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 26
Vanguard World Fund 26
Kingsview Wealth Management, LLC 26
Evercore Wealth Management, LLC 26
Emerald Acquisition Ltd. 26
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 26
Fieldpoint Private Securities, LLC 26
Vident Advisory, LLC 26
Keebeck Alpha, LP 26
JustInvest LLC 26
IWM - iSHARES TRUST - iShares Russell 2000 ETF 26
Rialto Wealth Management, LLC 26
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 26
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 26
Sandy Spring Bank 26
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 26
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 26
BI Asset Management Fondsmaeglerselskab A/S 26
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 26
Alpine Woods Capital Investors, Llc 26
Smithfield Trust Co 26
JNBA Financial Advisors 26
Empowered Funds, LLC 26
Veritable, L.P. 26
NN Investment Partners Holdings N.V. 26
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 26
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 26
Bartlett & Co. LLC 26
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 26
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 26
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 26
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 26
NSIDX - Northern Funds - Northern Small Cap Index Fund 26
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 26
Rise Advisors, LLC 26
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 26
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 26
Hancock Whitney Corp 26
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 26
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 26
Sound Income Strategies, LLC 26
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 26
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 26
Sanctuary Advisors, LLC 26
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 26
Tfs Capital Llc 26
Pathstone Family Office, Llc 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 26
Fuller & Thaler Asset Management, Inc. 26
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 26
First Allied Advisory Services, Inc. 26
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 26
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 26
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 26
VCSLX - VALIC Co I - Small Cap Index Fund 26
Versor Investments LP 26
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 26
IHT Wealth Management, LLC 26
PENN SERIES FUNDS INC - Small Cap Index Fund 26
Wiley Bros.-aintree Capital, Llc 26
Texas Permanent School Fund 26
Carroll Financial Associates, Inc. 26
Cipher Capital LP 26
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 26
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 25
Teza Capital Management LLC 25
Eagle Asset Management Inc 25
Parkworth Wealth Management, Inc. 25
Duality Advisers, Lp 25
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 25
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 25
North Star Investment Management Corp. 25
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 25
Flagship Harbor Advisors, Llc 25
RMB Capital Management, LLC 25
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 25
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 25
Cordant, Inc. 25
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 25
Stevens Capital Management Lp 25
Profund Advisors Llc 25
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 25
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 25
Pacer Advisors, Inc. 25
Utah Retirement Systems 25
Centaurus Financial, Inc. 25
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 25
Rydex Etf Trust 25
People's United Financial, Inc. 25
Avantax Advisory Services, Inc. 25
Capula Management Ltd 25
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 25
Treasurer of the State of North Carolina 25
Grandeur Peak Global Advisors, LLC 25
Stephens Consulting, LLC 25
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 25
FJ Capital Management LLC 25
Menta Capital Llc 25
International Assets Investment Management, Llc 25
Wealthcare Advisory Partners LLC 25
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 25
DAVENPORT & Co LLC 25
FinTrust Capital Advisors, LLC 25
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 25
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 25
Claymore Exchange-traded Fund Trust 25
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 25
Hm Payson & Co 25
Azora Capital LP 25
EAM Investors, LLC 25
Oppenheimer Etf Trust 25
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 25
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 25
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 25
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 25
Sherbrooke Park Advisers Llc 25
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 25
Brookfield Asset Management Inc. 25
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 25
Patriot Financial Group Insurance Agency, LLC 25
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 25
Guggenheim Active Allocation Fund 25
Twin Tree Management, LP 25
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 25
Spark Investment Management LLC 25
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 25
Capital Advisors, Ltd. LLC 25
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 25
Avion Wealth 25
Diametric Capital, LP 25
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 25
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 24
Alpine Series Trust 24
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 24
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 24
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 24
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 24
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 24
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 24
Bridgefront Capital, LLC 24
Wasatch Advisors Inc 24
Mirabella Financial Services Llp 24
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 24
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 24
Alphacrest Capital Management Llc 24
Caxton Associates Lp 24
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 24
CVA Family Office, LLC 24
DiNuzzo Private Wealth, Inc. 24
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 24
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 24
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 24
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 24
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 24
Financial Architects, Inc 24
Prana Capital Management, LP 24
Sumitomo Mitsui Trust Holdings, Inc. 24
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 24
UMA Financial Services, Inc. 24
Jane Street Holding, LLC 24
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 24
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 24
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 24
Harbor Capital Advisors, Inc. 24
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 24
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 24
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 24
Td Private Client Wealth Llc 24
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 24
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 24
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 24
Capital International Investors 24
Pictet Asset Management Ltd 24
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 24
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
Golden State Wealth Management, LLC 24
William Blair Investment Management, Llc 24
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 24
Itau Unibanco Holding S.A. 24
Point72 Asia (Singapore) Pte. Ltd. 24
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 24
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 24
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 24
Mount Yale Investment Advisors, LLC 24
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 24
Global Financial Private Client, LLC 24
Caisse De Depot Et Placement Du Quebec 24
K2 Principal Fund, L.p. 24
Harbor Investment Advisory, Llc 24
Rafferty Asset Management, LLC 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 24
Lsv Asset Management 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 24
Asset Dedication, LLC 23
Eaton Vance Ltd Duration Income Fund 23
Advisory Research Inc 23
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 23
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 23
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 23
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 23
BDO Wealth Advisors, LLC 23
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 23
Atlantic Trust, LLC 23
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 23
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 23
Summit Global Investments 23
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 23
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 23
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 23
Kayne Anderson Rudnick Investment Management Llc 23
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 23
Pinnacle Wealth Planning Services, Inc. 23
Commerce Bank 23
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 23
BlackRock Japan Co. Ltd 23
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 23
Prudential Plc 23
Employees Retirement System of Texas 23
DRW Securities, LLC 23
USA Financial Portformulas Corp 23
Crewe Advisors LLC 23
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 23
Trustcore Financial Services, Llc 23
First Personal Financial Services 23
Ubs Oconnor Llc 23
RidgeWorth Capital Management LLC 23
Cornerstone Planning Group LLC 23
Headlands Technologies LLC 23
Inceptionr Llc 23
Cornercap Investment Counsel Inc 23
Advanced Series Trust - Ast Small-cap Growth Portfolio 23
HFM Investment Advisors, LLC 23
Gabelli Equity Trust Inc 23
Johnson Financial Group, Inc. 23
Paradigm Asset Management Co Llc 23
Stone Ridge Asset Management LLC 23
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 23
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 23
Greenwich Investment Management, Inc. 23
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 23
National Planning Corp 23
BRYN MAWR TRUST Co 23
C M Bidwell & Associates Ltd 23
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 23
Bogle Investment Management L P /de/ 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
Wbi Investments, Inc. 23
Prospera Financial Services Inc 23
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 23
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 23
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 23
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 23
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
Wesbanco Bank Inc 23
Usca Ria Llc 23
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 23
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 23
Thompson Siegel & Walmsley Llc 23
Townsquare Capital Llc 23
Valley National Advisers Inc 23
Guardian Wealth Advisors, LLC 23
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 23
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 23
Levin Capital Strategies, L.p. 23
Monashee Investment Management LLC 23
Carolinas Wealth Consulting Llc 23
Hollencrest Capital Management 23
Full18 Capital LLC 23
Ing Groep Nv 23
Bay Harbor Wealth Management, LLC 23
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 23
Atom Investors LP 23
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 22
Diversified Trust Co 22
Annis Gardner Whiting Capital Advisors, LLC 22
Crestline Management, LP 22
Envestnet Portfolio Solutions, Inc. 22
TD Waterhouse Canada Inc. 22
Caption Management, LLC 22
Colony Group Llc 22
Wilbanks Smith & Thomas Asset Management Llc 22
Janney Capital Management LLC 22
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 22
FourThought Financial, LLC 22
Iat Reinsurance Co Ltd. 22
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 22
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 22
Kestra Private Wealth Services, Llc 22
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 22
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 22
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 22
Assured Investment Management LLC 22
Invictus RG 22
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 22
Financial Advocates Investment Management 22
City Holding Co 22
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 22
Brookstone Capital Management 22
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 22
Fisher Asset Management, LLC 22
Coastal Investment Advisors, Inc. 22
IWB - iSHARES TRUST - iShares Russell 1000 ETF 22
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 22
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 22
Cornerstone Advisors, Inc. 22
Daiwa Securities Group Inc. 22
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 22
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 22
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 22
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 22
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 22
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 22
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 22
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 22
Point72 Middle East FZE 22
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 22
Moody National Bank Trust Division 22
Cadence Capital Management Llc 22
Mckinley Capital Management Llc /delaware 22
Hughes Financial Services, LLC 22
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 22
Independent Portfolio Consultants, Inc. 22
Gator Capital Management, LLC 22
Salem Investment Counselors Inc 22
BFOR - ALPS ETF Trust - Barron's 400 ETF 22
Enterprise Financial Services Corp 22
Profunds - Profund Vp Financials 22
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 22
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 22
Tocqueville Asset Management L.p. 22
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 22
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 22
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 22
Susquehanna Portfolio Strategies, LLC 22
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 22
Shelton Capital Management 22
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 22
Bank Of Nova Scotia 22
Evoke Wealth, Llc 22
Waddell & Reed Financial Inc 22
Citizens Financial Group Inc/ri 22
Apollon Wealth Management, LLC 22
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 22
Artemis Investment Management LLP 22
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 22
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 22
Optimum Investment Advisors 22
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 22
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 22
Hartford Mutual Funds Inc/ct 22
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 22
Eagle Bay Advisors LLC 22
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 22
Westport Resources Management Inc 22
UYG - PROSHARES TRUST - ProShares Ultra Financials 22
Sei Trust Co 22
Claris Advisors, Llc / Mo / 22
Mackay Shields Llc 22
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 22
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 22
Weiss Strategic Interval Fund 22
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 22
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 22
Koch Industries Inc 22
Ameritas Advisory Services, LLC 21
Ieq Capital, Llc 21
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 21
Cornerstone Capital Management Holdings Llc. 21
Castleview Partners, Llc 21
Xact Kapitalforvaltning AB 21
Mather Group, Llc. 21
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 21
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 21
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 21
GV Financial Advisors 21
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 21
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 21
Kestra Advisory Services, LLC 21
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 21
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 21
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 21
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 21
Private Wealth Management Group, LLC 21
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 21
Profunds - Profund Vp Oil & Gas 21
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 21
Maverick Capital Ltd 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 21
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 21
Lighthouse Investment Partners, LLC 21
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 21
Peak6 Llc 21
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 21
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 21
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 21
Signet Financial Management, Llc 21
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 21
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 21
NewSquare Capital LLC 21
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 21
Lenox Wealth Advisors, LLC 21
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 21
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 21
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 21
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 21
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 21
MQS Management LLC 21
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 21
Cigna Investments Inc /new 21
IYF - iSHARES TRUST - iShares U.S. Financials ETF 21
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 21
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 21
Smith Asset Management Group Lp 21
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 21
Sciencast Management LP 21
Money Concepts Capital Corp 21
Cinctive Capital Management LP 21
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 21
Contravisory Investment Management, Inc. 21
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 21
Tibra Equities Europe Ltd 21
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 21
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 21
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 21
Westwood Holdings Group Inc 21
Park Avenue Securities Llc 21
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
Kestra Investment Management, LLC 21
Ritholtz Wealth Management 21
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 21
Atria Wealth Solutions, Inc. 20
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 20
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 20
Caas Capital Management Lp 20
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 20
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
Mv Capital Management, Inc. 20
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 20
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 20
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 20
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 20
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 20
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 20
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 20
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 20
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 20
Great Lakes Advisors, Llc 20
Clear Harbor Asset Management, LLC 20
Trust Co Of Vermont 20
Quent Capital, LLC 20
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 20
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 20
Everence Capital Management Inc 20
James Investment Research Inc 20
Moneta Group Investment Advisors Llc 20
WPG Advisers, LLC 20
Optiver Holding B.V. 20
Ropes Wealth Advisors Llc 20
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 20
Tortoise Investment Management, LLC 20
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 20
Regal Investment Advisors LLC 20
Pinnacle Associates Ltd 20
Tcw Group Inc 20
Wunderlich Securities, Inc. 20
Arkadios Wealth Advisors 20
Motco 20
Erste Asset Management GmbH 20
Hotchkis & Wiley Capital Management Llc 20
Continuum Advisory, LLC 20
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 20
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 20
Concord Wealth Partners 20
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 20
Benjamin Edwards Inc 20
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 20
Securian Asset Management, Inc 20
Joel Isaacson & Co., LLC 20
Arlington Trust Co LLC 20
Wedbush Securities Inc 20
AHL Partners LLP 20
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 20
Standard Life Aberdeen plc 20
Polar Asset Management Partners Inc. 20
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 20
Moors & Cabot, Inc. 20
Algebris Investments (UK) LLP 20
LS Investment Advisors, LLC 20
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 20
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 20
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 20
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 20
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 20
Kennedy Capital Management, Inc. 20
Lee Financial Co 20
AGF Investments LLC 20
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 20
Qrg Capital Management, Inc. 20
Integrated Wealth Concepts LLC 20
San Francisco Sentry Investment Group (ca) 20
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 20
IBM Retirement Fund 20
Ajo, Lp 20
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 20
Dreman Value Management, L L C 20
Regentatlantic Capital Llc 20
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 20
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 20
Allstate Corp 20
Lido Advisors, LLC 20
Sequoia Financial Advisors, LLC 20
Bamco Inc /ny/ 20
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 20
First Citizens Bank & Trust Co 20
TFC Financial Management 20
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 20
WASHINGTON TRUST Co 20
Colonial Trust Co / SC 20
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 20
CWM Advisors, LLC 20
Washington Trust Bank 20
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 19
BlueMar Capital Management, LLC 19
Brewin Dolphin Ltd 19
New England Securities Corp /MA/ 19
Endeavour Capital Advisors Inc 19
Old Mutual Global Investors (UK) Ltd. 19
Altshuler Shaham Ltd 19
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 19
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 19
Raleigh Capital Management Inc. 19
Sit Investment Associates Inc 19
Highlander Capital Management, LLC 19
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 19
WealthPLAN Partners, LLC 19
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 19
Corton Capital Inc. 19
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 19
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 19
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 19
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 19
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 19
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 19
BerganKDV Wealth Management, LLC 19
Cnh Partners Llc 19
Reilly Financial Advisors, Llc 19
Segall Bryant & Hamill, Llc 19
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 19
WealthCollab, LLC 19
WealthTrak Capital Management LLC 19
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 19
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 19
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 19
Bruce G. Allen Investments, LLC 19
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 19
Agf Investments Inc. 19
Eqis Capital Management, Inc. 19
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 19
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 19
Compagnie Lombard Odier SCmA 19
Kore Private Wealth LLC 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
K.J. Harrison & Partners Inc 19
Bare Financial Services, Inc 19
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 19
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 19
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 19
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 19
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 19
Timber Hill LLC 19
Independent Advisor Alliance 19
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 19
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 19
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 19
Financial Management Professionals, Inc. 19
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 19
Hutchin Hill Capital, LP 19
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 19
Advantage Investment Management, Llc 19
Oppenheimer Global Multi Strategies Fund 19
Knight Capital Group, Inc. 19
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 19
Westside Investment Management, Inc. 19
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 19
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 19
Venture Visionary Partners LLC 19
Evergreen Capital Management Llc 19
Algebris (uk) Ltd 19
Emerald Mutual Fund Advisers Trust 19
Key FInancial Inc 19
Capital Bank & Trust Co 19
Zions Bancorporation, N.A. 19
Resources Investment Advisors, LLC. 19
Bogart Wealth, LLC 19
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
Innealta Capital, Llc 19
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 19
Old National Bancorp /in/ 19
Tradition Wealth Management, LLC 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
Hilton Capital Management, LLC 19
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 19
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 19
Dorsey Wright & Associates 19
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 19
Baystate Wealth Management LLC 19
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 19
Neo Ivy Capital Management 19
Boston Advisors Llc 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 19
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 19
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 19
Scientech Research LLC 19
Eaton Vance Floating-rate Income Trust 19
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 19
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 19
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 19
Forum Funds 19
Athanor Capital, Lp 19
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 19
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 19
Delpha Capital Management, Llc 19
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 19
Global X Funds 19
Commonwealth Bank Of Australia 19
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 19
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 19
LRI Investments, LLC 19
Integrated Investment Consultants, LLC 19
Advanced Series Trust - Ast Small-cap Value Portfolio 19
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
Wealthfront Inc 18
ISAM Funds (UK) Ltd 18
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 18
State Of Michigan Retirement System 18
First New York Securities Llc /ny 18
Commerzbank Aktiengesellschaft /fi 18
Winton Diversified Opportunities Fund 18
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 18
Ionic Capital Management LLC 18
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 18
Thornburg Investment Management Inc 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 18
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 18
Baldwin Brothers Inc/ma 18
Etf Managers Group, Llc 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18
Virtus Investment Advisers, Inc. 18
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 18
Point72 Europe (London) LLP 18
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 18
Placemark Investments, Inc. 18
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 18
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 18
Janus Capital Management Llc 18
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 18
New Mexico Educational Retirement Board 18
Mason Street Advisors, Llc 18
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 18
World Asset Management Inc 18
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 18
Csenge Advisory Group 18
MML Series Investment Fund II - MML Equity Rotation Fund Class II 18
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 18
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 18
Cary Street Partner Investment Advisory Llc 18
Gemmer Asset Management LLC 18
Rsm Us Wealth Management Llc 18
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 18
Jaffetilchin Investment Partners, LLC 18
Chicago Equity Partners Llc 18
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 18
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
Jain Global LLC 18
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 18
Capital Asset Advisory Services LLC 18
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 18
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 18
Avestar Capital, LLC 18
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 18
Epoch Investment Partners, Inc. 18
Pittenger & Anderson Inc 18
Ethic Inc. 18
RSSL - Global X Funds - Global X Russell 2000 ETF 18
GIMFX - GMO TRUST - GMO Implementation Fund 18
Samlyn Capital, Llc 18
Ashton Thomas Private Wealth, LLC 18
Toth Financial Advisory Corp 18
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 18
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 18
Northwestern Mutual Investment Management Company, Llc 18
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 18
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 18
Machina Capital S.a.s. 18
Quantitative Investment Management, LLC 18
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
Comerica Securities,inc. 18
FNY Partners Fund LP 18
Copeland Capital Management, LLC 18
Basswood Capital Management, L.l.c. 18
Municipal Employees' Retirement System of Michigan 18
Gupta Wealth Management LLC 18
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 18
Argent Trust Co 18
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 18
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 18
Candriam Luxembourg S.C.A. 18
Eaton Vance Senior Floating Rate Trust 18
BOK Financial Private Wealth, Inc. 18
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 18
SummitTX Capital, L.P. 18
Warren Averett Asset Management, LLC 18
Retirement Systems of Alabama 18
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 18
BNP Paribas Investment Partners S.A. 18
nVerses Capital, LLC 18
ArrowMark Colorado Holdings LLC 18
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 18
Calamos Strategic Total Return Fund 18
Glazer Capital, Llc 18
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 18
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 18
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 18
MARSHALL WACE ASIA Ltd 18
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 18
Merit Financial Group, LLC 18
MCF Advisors LLC 18
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 18
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 18
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 18
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 18
Gts Securities Llc 18
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 18
Earnest Partners Llc 18
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 18
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
Vanguard Whitehall Funds 18
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 18
Navellier & Associates Inc 18
Laffer Investments 18
First Trust Intermediate Duration Preferred & Income Fund 18
M&g Investment Management Ltd 18
CenterStar Fund, LLC 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 18
NSGRX - Northern Funds - Northern Small Cap Core Fund 18
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 18
Verus Capital Partners, Llc 18
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 18
CAPROCK Group, Inc. 18
Bailard, Inc. 17
Capital Research Global Investors 17
American Capital Advisory, LLC 17
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 17
Lucus Advisors Llc 17
Freestone Grove Partners LP 17
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 17
Beck Mack & Oliver Llc 17
Perigon Wealth Management, LLC 17
Truvestments Capital Llc 17
Spring Creek Capital Llc 17
Richard Bernstein Advisors LLC 17
Sargent Bickham Lagudis LLC 17
Zebra Capital Management LLC 17
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 17
Capital Analysts, Inc. 17
Moody Aldrich Partners Llc 17
Hennion & Walsh Asset Management, Inc. 17
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 17
Cornerstone Wealth Management, LLC 17
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 17
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 17
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 17
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 17
SAC Capital Advisors LP 17
ORG Partners LLC 17
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 17
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 17
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 17
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 17
Johnson Investment Counsel Inc 17
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 17
GHP Investment Advisors, Inc. 17
Origin Asset Management LLP 17
Brinker Capital Inc 17
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 17
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 17
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 17
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 17
B. Metzler seel. Sohn & Co. AG 17
Fiduciary Trust Co 17
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 17
Analytic Investors, LLC 17
ETRADE Capital Management LLC 17
Mendon Capital Advisors Corp 17
Kcm Investment Advisors Llc 17
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
Jackson Creek Investment Advisors LLC 17
Leuthold Group, Llc 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
Zurich Insurance Group Ltd/FI 17
Edge Advisors, Llc 17
EP Wealth Advisors, Inc. 17
Riverhead Capital Management Llc 17
Archford Capital Strategies, LLC 17
PFFD - Global X Funds - Global X U.S. Preferred ETF 17
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 17
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 17
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 17
Tokio Marine Asset Management Co Ltd 17
Checchi Capital Advisers, LLC 17
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 17
Colony Group, LLC 17
Elo Mutual Pension Insurance Co 17
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 17
Clark Capital Management Group, Inc. 17
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 17
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 17
Vantage Consulting Group Inc 17
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 17
CPSIX - Unified Series Trust - Fci Bond Fund 17
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 17
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 17
Geneva Advisors, LLC 17
Weaver Consulting Group 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 17
Glen Eagle Advisors, LLC 17
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 17
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 17
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 17
Qsemble Capital Management, LP 17
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 17
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 17
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 17
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 17
Quinn Opportunity Partners LLC 17
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 17
Andra AP-fonden 17
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 17
Sanctuary Wealth Advisors, LLC 17
Thurston, Springer, Miller, Herd & Titak, Inc. 17
Chevy Chase Trust Holdings, Inc. 17
GW&K Investment Management, LLC 17
Delta Asset Management Llc/tn 17
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 17
Wealthcare Capital Management Llc 17
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 17
Sigma Planning Corp 17
Covington Capital Management 17
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 17
Vivaldi Asset Management, LLC 17
Echo Street Capital Management LLC 17
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 17
GFS Advisors, LLC 17
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 17
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 17
Meiji Yasuda Asset Management Co Ltd. 17
Cromwell Holdings LLC 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 17
Societe Generale 17
Numeric Investors Llc 17
Korea Investment CORP 17
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 17
Cable Hill Partners, LLC 17
Activest Wealth Management 17
Livforsakringsbolaget Skandia, Omsesidigt 17
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 17
Avantax Planning Partners, Inc. 17
Koshinski Asset Management, Inc. 17
Accurate Wealth Management, LLC 17
HighVista Strategies LLC 17
Ontario Teachers Pension Plan Board 17
Mosaic Family Wealth, LLC 16
Greenleaf Trust 16
Quaker Wealth Management, LLC 16
Twin Capital Management Inc 16
Punch & Associates Investment Management, Inc. 16
Focused Wealth Management, Inc 16
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 16
CenterStar Asset Management, LLC 16
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 16
CSat Investment Advisory, L.P. 16
Hartford Investment Management Co 16
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 16
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 16
Systematic Financial Management Lp 16
HDV - iSHARES TRUST - iShares Core High Dividend ETF 16
Simon Quick Advisors, Llc 16
Vestmark Advisory Solutions, Inc. 16
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A) 16
Kornitzer Capital Management Inc /ks 16
Agf Management Ltd 16
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 16
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 16
Oak Thistle LLC 16
Kings Point Capital Management 16
Mendota Financial Group, LLC 16
UniSuper Management Pty Ltd 16
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
Northwest & Ethical Investments L.P. 16
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 16
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 16
Cribstone Capital Management, LLC 16
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 16
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 16
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 16
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 16
Hudock, Inc. 16
Wolff Wiese Magana Llc 16
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 16
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 16
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 16
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 16
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 16
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 16
Alpha Windward Llc 16
Capital International Inc /ca/ 16
Eaton Vance Senior Income Trust 16
Paces Ferry Wealth Advisors, Llc 16
Capital Guardian Trust Co 16
Guinness Asset Management LTD 16
Squar Milner Financial Services Llc 16
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 16
O'Shares Investment Advisers, LLC 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
Nuveen Core Equity Alpha Fund 16
Parkwood LLC 16
Northern Trust Co Of Connecticut 16
Visium Asset Management, LP 16
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 16
Swedbank AB 16
Pinnacle Financial Partners Inc 16
Boston Private Bank & Trust Co 16
Princeton Alpha Management LP 16
Sculptor Capital LP 16
American National Bank 16
Cassady Schiller Wealth Management, LLC 16
Capital One, National Association 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
Cape Investment Advisory, Inc. 16
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 16
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 16
Leavell Investment Management, Inc. 16
Burt Wealth Advisors 16
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 16
Strategic Wealth Partners, Ltd. 16
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 16
M&r Capital Management Inc 16
FNY Managed Accounts LLC 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
Mutual Advisors, LLC 16
First Capital Advisors Group, LLC. 16
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 16
Karp Capital Management Corp 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 16
Shapiro Robert N 16
SECOR Capital Advisors, LP 16
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 16
Whipplewood Advisors, LLC 16
Highstreet Asset Management Inc. 16
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 16
Thompson Davis & Co., Inc. 16
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 16
Column Capital Advisors, LLC 16
SG3 Management, LLC 16
Institutional & Family Asset Management, Llc 16
Elequin Capital Lp 16
Hilltop Holdings Inc. 16
Longfellow Investment Management Co Llc 16
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 16
Prestige Wealth Management Group LLC 16
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 16
Regent Peak Wealth Advisors LLC 16
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 16
Financial Gravity Companies, Inc. 16
Voya Financial Advisors, Inc. 16
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 16
Grove Bank & Trust 16
Ariel Investments, Llc 16
Meridian Wealth Partners, LLC 16
Balentine LLC 16
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 16
Camarda Financial Advisors, LLC 16
Forum Financial Management, LP 16
IMC-Chicago, LLC 16
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 16
Formidable Asset Management, LLC 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
STXK - EA Series Trust - Strive Small-Cap ETF 16
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 16
Weld Capital Management Llc 16
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 16
EJF Capital LLC 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 16
Opal Wealth Advisors, LLC 16
Edge Wealth Management LLC 16
Beacon Capital Management, LLC 16
North Capital, Inc. 16
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 16
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 16
WR Wealth Planners, LLC 16
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 16
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 16
Horizon Kinetics LLC 16
Cantab Capital Partners LLP 16
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 16
Numerai GP LLC 16
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 16
Cna Financial Corp 16
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 16
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 16
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 16
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 16
GPS Wealth Strategies Group, LLC 16
Glacier Peak Capital LLC 16
Procyon Private Wealth Partners, LLC 16
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 16
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 16
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 15
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 15
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 15
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 15
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 15
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 15
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 15
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 15
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 15
Sachetta, LLC 15
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 15
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 15
Deprince Race & Zollo Inc 15
Westfield Capital Management Co Lp 15
Sutton Wealth Advisors Inc. 15
Keeley Asset Management Corp 15
Whitener Capital Management, Inc. 15
TimesSquare Capital Management, LLC 15
Scotia Capital Inc. 15
BBVA USA Bancshares, Inc. 15
Artisan Partners Limited Partnership 15
Palisade Capital Management Llc/nj 15
Arden Investment Series Trust 15
Park Place Capital Corp 15
Bleakley Financial Group, LLC 15
King Luther Capital Management Corp 15
Wetherby Asset Management Inc 15
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 15
GeoWealth Management, LLC 15
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 15
Segantii Capital Management Ltd 15
CX Institutional 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
CenterBook Partners LP 15
Cookson Peirce & Co Inc 15
Congress Wealth Management LLC / DE / 15
Smith Group Asset Management, LLC 15
Vantage Investment Advisors, LLC 15
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 15
American Financial Group Inc 15
Advisor Resource Council 15
Miller Value Partners, Llc 15
Pinnacle Summer Investments, Inc. 15
111 Capital 15
B. Metzler seel. Sohn & Co. Holding AG 15
Shine Investment Advisory Services Inc 15
Quest Capital Management Inc /adv 15
Sumitomo Mitsui DS Asset Management Company, Ltd 15
Meritage Portfolio Management 15
Vigilant Capital Management, LLC 15
Duncker Streett & Co Inc 15
Founders Financial Alliance, LLC 15
RBF Capital, LLC 15
First Horizon Corp 15
First Interstate Bank 15
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 15
Savant Capital, LLC 15
MUFG Securities EMEA plc 15
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 15
Hanseatic Management Services Inc 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 15
Symphony Financial, Ltd. Co. 15
DnB Asset Management AS 15
Tompkins Financial Corp 15
Webster Bank, N. A. 15
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 15
Principia Wealth Advisory, LLC 15
Kistler-Tiffany Companies, LLC 15
Woodline Partners LP 15
Gulf International Bank (UK) Ltd 15
Laurel Wealth Advisors LLC 15
Macroview Investment Management Llc 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
Ledyard National Bank 15
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 15
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 15
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 15
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 15
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 15
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 15
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 15
Liberty Mutual Group Asset Management Inc. 15
Yakira Capital Management, Inc. 15
Crestwood Advisors Group LLC 15
Freestone Capital Holdings, LLC 15
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 15
Spectrum Management Group, LLC 15
VCGAX - VALIC Co I - Growth & Income Fund 15
Abound Wealth Management 15
Gabelli Equity Series Funds Inc 15
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 15
Tfo-tdc, Llc 15
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 15
Sheaff Brock Investment Advisors, LLC 15
Ramsey Quantitative Systems 15
Pitcairn Co 15
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 15
Mn Services Vermogensbeheer B.V. 15
Horan Securities, Inc. 15
Arete Wealth Advisors, LLC 15
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 15
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 15
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 15
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 15
361 Capital Llc 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 15
Junto Capital Management LP 15
Diversify Advisory Services, LLC 15
Kovitz Investment Group Partners, LLC 15
Lombard Odier Asset Management (Switzerland) SA 15
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 15
Stifel Nicolaus & Co Inc \mo\ 15
McIlrath & Eck, LLC 15
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 15
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 15
Harbour Capital Advisors, LLC 15
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 15
Jacobi Capital Management LLC 15
Kepos Capital LP 15
Elkfork Partners LLC 15
Capital Investment Advisory Services, LLC 15
JJJ Advisors Inc. 15
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 15
Glen Harbor Capital Management LLC 15
Meadow Creek Investment Management LLC 15
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 15
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 15
SpiderRock Advisors, LLC 15
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 15
Morse Asset Management, Inc 15
YorkBridge Wealth Partners, LLC 15
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 15
Spot Trading L.l.c. 15
Bb&t Investment Services, Inc. 15
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 15
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 15
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 15
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
Glenmede Investment Management, LP 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 15
Wedge Capital Management L L P/nc 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
First Financial Corp /in/ 14
Pinkerton Retirement Specialists, LLC 14
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 14
25 Llc 14
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 14
Bayforest Capital Ltd 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
Dividend & Income Fund 14
Kapitalo Investimentos Ltda 14
Symphony Asset Management Llc 14
Wagner Wealth Management, Llc 14
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 14
Norden Group Llc 14
HighPoint Advisor Group LLC 14
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 14
Integral Derivatives, LLC 14
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 14
Lingohr & Partner Asset Management GmbH 14
Invesco Bond Fund 14
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 14
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 14
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 14
Highland Capital Management Lp 14
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 14
Almanack Investment Partners, LLC. 14
West Paces Advisors Inc. 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 14
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 14
Bellwether Investment Group, LLC 14
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 14
Moisand Fitzgerald Tamayo, LLC 14
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 14
Nicholas Investment Partners, LP 14
Conning Inc. 14
Hartford Series Fund Inc 14
Cambridge Trust Co 14
Quotient Investors, LLC 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
Parametrica Management Ltd 14
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 14
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 14
Ausdal Financial Partners, Inc. 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
Eaton Vance Floating-rate Income Plus Fund 14
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 14
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 14
Irish Life Investment Managers Ltd. 14
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 14
Beacon Pointe Advisors, LLC 14
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 14
Elite Wealth Management, Inc. 14
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 14
Gryphon Financial Partners LLC 14
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF 14
STXV - EA Series Trust - Strive 1000 Value ETF 14
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 14
Wellington Shields Capital Management, LLC 14
Riggs Asset Managment Co. Inc. 14
Anchor Investment Management, LLC 14
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 14
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 14
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 14
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 14
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 14
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 14
HHM Wealth Advisors, LLC 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 14
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 14
Vise Technologies, Inc. 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 14
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 14
Impact Partnership Wealth, LLC 14
Voleon Capital Management Lp 14
Pallas Capital Advisors LLC 14
Endurance Wealth Management, Inc. 14
Sageworth Trust Co 14
Pendal Group Ltd 14
Front Row Advisors LLC 14
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 14
Nissay Asset Management Corp /japan/ /adv 14
Penn Capital Management Co Inc 14
Montag A & Associates Inc 14
Prime Capital Investment Advisors, LLC 14
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 14
Bramshill Investments, LLC 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
U S Global Investors Inc 14
Telemus Capital, Llc 14
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 14
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 14
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 14
Wealthfront Advisers Llc 14
Vontobel Holding Ltd. 14
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 14
Kovack Advisors, Inc. 14
Transamerica Financial Advisors, Inc. 14
Claro Advisors LLC 14
Baird Robert W & Co Inc /wi/ 14
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 14
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 14
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 14
RHJ International SA 14
Water Island Capital Llc 14
Ashton Thomas Securities, Llc 14
MERVX - MERGER FUND VL - The Merger Fund VL 14
Hl Financial Services Llc 14
Crow Point Partners, LLC 14
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 14
Coppell Advisory Solutions LLC 14
Bluefin Capital Management, Llc 14
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 14
Banque Cantonale Vaudoise 14
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 14
Claraphi Advisory Network, LLC 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 14
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 14
Mangrove Partners 14
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 14
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
Midas Management Corp 14
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
One Wealth Advisors, LLC 14
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 14
Aviance Capital Partners, LLC 14
Integrated Advisors Network LLC 14
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 14
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 14
Gabelli Dividend & Income Trust 14
QCVAX - Clearwater Investment Trust - Clearwater International Fund 14
Private Wealth Asset Management, LLC 14
J.w. Cole Advisors, Inc. 14
Natixis Investment Managers International 14
Caz Investments Lp 14
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 14
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 14
Equitable Holdings, Inc. 14
Horizon Kinetics Asset Management Llc 14
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 14
Samalin Investment Counsel, LLC 14
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 14
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 14
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 14
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 14
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 14
Fort Washington Investment Advisors Inc /oh/ 14
U.S. Capital Wealth Advisors, LLC 14
Legacy Financial Advisors, Inc. 14
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 14
Achmea Investment Management B.V. 14
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 14
Ziegler Capital Management, LLC 14
NewEdge Wealth, LLC 14
Arlington Partners LLC 14
SpiderRock Trading LLC 14
Northwest Investment Counselors, Llc 14
Equitec Proprietary Markets, Llc 14
Newbridge Financial Services Group, Inc. 14
Global X Management CO LLC 14
Weaver C. Barksdale & Associates, Inc. 14
Capstone Asset Management Co 14
New Age Alpha Advisors, LLC 14
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 14
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 14
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 14
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 14
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 14
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 14
Capitolis Advisors LLC 14
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 14
Cerebellum GP, LLC 13
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 13
Essex Financial Services, Inc. 13
Advocacy Wealth Management Services, LLC 13
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 13
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 13
Tredje AP-fonden 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
Abich Financial Wealth Management LLC 13
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 13
Highland Capital Management, Llc 13
Atticus Wealth Management, Llc 13
Rivernorth Capital Management, Llc 13
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 13
Avalon Advisors, Llc 13
Verdence Capital Advisors LLC 13
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 13
Emerald Advisers, Llc 13
Zweig-DiMenna Associates LLC 13
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 13
Nvwm, Llc 13
Alexandria Capital, LLC 13
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 13
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 13
Eudaimonia Partners, LLC 13
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 13
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 13
Wedmont Private Capital 13
Bowling Portfolio Management LLC 13
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 13
Heritage Wealth Advisors 13
Pine River Capital Management L.P. 13
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 13
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 13
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 13
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 13
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 13
Arrow Financial Corp 13
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 13
Loeb Partners Corp 13
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 13
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 13
I.g. Investment Management, Ltd. 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 13
Oakworth Capital, Inc. 13
Otter Creek Advisors, LLC 13
Barings Llc 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
CNB Bank 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
Equitable Trust Co 13
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 13
Wealth Quarterback LLC 13
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 13
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 13
URTH - iShares, Inc. - iShares MSCI World ETF 13
Kb Financial Partners, Llc 13
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 13
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 13
Liberty Wealth Management Llc 13
Dakota Wealth Management 13
Cordasco Financial Network 13
Integrated Wealth Management 13
STXG - EA Series Trust - Strive 1000 Growth ETF 13
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 13
Delaware Enhanced Global Dividend & Income Fund 13
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 13
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 13
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 13
Resources Management Corp /ct/ /adv 13
Van Hulzen Asset Management, LLC 13
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 13
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 13
Bbva Usa 13
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 13
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 13
Vanguard Horizon Funds 13
MBOVX - M FUND INC - M Large Cap Value Fund 13
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 13
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 13
AIA Group Ltd 13
Fulton Bank, N.a. 13
Lecap Asset Management Ltd 13
Invictus RG Pte. Ltd. 13
Rothschild Investment Corp /il 13
Forward Management, LLC 13
Espalier Global Management LLC 13
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 13
Turtle Creek Wealth Advisors, LLC 13
Strategic Blueprint, LLC 13
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 13
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 13
Tucker Asset Management Llc 13
Gateway Investment Advisers Llc 13
Mycio Wealth Partners, Llc 13
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 13
Advisors Preferred, LLC 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 13
Dana Investment Advisors, Inc. 13
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 13
Investors Research Corp 13
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 13
Redwood Investment Management, Llc 13
Northern Oak Wealth Management Inc 13
West Tower Group, LLC 13
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 13
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 13
Royal London Asset Management Ltd 13
Argent Capital Management Llc 13
Index Management Solutions, LLC 13
Financial Counselors Inc 13
Sawgrass Asset Management Llc 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 13
Turner Investments, L.p. 13
Symmetry Peak Management Llc 13
Harbor Advisors LLC 13
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 13
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 13
Banque Pictet & Cie Sa 13
Advanced Series Trust - Ast Advanced Strategies Portfolio 13
Tcwp Llc 13
Miracle Mile Advisors, LLC 13
Hazlett, Burt & Watson, Inc. 13
Gideon Capital Advisors, Inc. 13
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 13
Concurrent Investment Advisors, LLC 13
Wealthspire Advisors, LLC 13
Tradeworx Inc. 13
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 13
Frazier Financial Advisors, LLC 13
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 13
First Bank & Trust 13
Gerber Kawasaki Wealth & Investment Management 13
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 13
Oliver Lagore Vanvalin Investment Group 13
Vicus Capital 13
Security National Trust Co 13
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 13
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 13
Ossiam 13
Krilogy Financial LLC 13
Financial Network Wealth Advisors LLC 13
Chilton Capital Management Llc 13
Vectors Research Management, LLC 13
Harwood Advisory Group, LLC 13
Simplicity Wealth,LLC 13
Moran Wealth Management, LLC 13
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 13
Trust Department Mb Financial Bank N A 13
NatWest Group plc 13
Perkins Investment Management, LLC 13
Sandler Capital Management 13
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 13
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 13
SYSTM Wealth Solutions LLC 13
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 13
Kalos Management, Inc. 13
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 13
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 13
Lincoln National Corp 13
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 13
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 13
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 13
Ibex Wealth Advisors 13
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 13
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 13
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 13
Meiji Yasuda Life Insurance Co 13
Mizuho Securities Usa Llc 13
Laurel Wealth Advisors, Inc. 13
Atlas Private Wealth Advisors 13
Next Financial Holdings 13
Kayne Anderson Capital Advisors Lp 13
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 13
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 13
Relative Value Fund 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 13
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 13
Dubuque Bank & Trust Co 13
Mountain Capital Investment Advisors, Inc 13
John Hancock Hedged Equity & Income Fund 13
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 13
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 13
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 13
Donoghue Forlines LLC 13
Centerpoint Advisors, LLC 13
Schonfeld Group Holdings LLC 13
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 13
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 13
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 13
Confluence Wealth Services, Inc. 13
Ballentine Partners, LLC 13
Fjarde Ap-fonden /fourth Swedish National Pension Fund 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 13
Advisor Partners Ii, Llc 13
Veriti Management LLC 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 13
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 12
Paragon Capital Management Ltd 12
Associated Banc-corp 12
Hodges Capital Management Inc. 12
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 12
Register Financial Advisors LLC 12
Kavar Capital Partners, LLC 12
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 12
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 12
Flinton Capital Management LLC 12
Greenwood Capital Associates Llc 12
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
Callan Family Office, LLC 12
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 12
Mcdonald Partners Llc 12
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 12
Oppenheimer Quest For Value Funds 12
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 12
Mason Street Advisors, Llc 12
Amerivest Investment Management LLC 12
Glenview Trust Co 12
Icon Wealth Partners, LLC 12
Fayez Sarofim & Co 12
Hanson & Doremus Investment Management 12
CWA Asset Management Group, LLC 12
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 12
Strycker View Capital Llc 12
Frank, Rimerman Advisors LLC 12
VTL Associates, LLC 12
Cacti Asset Management Llc 12
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 12
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 12
Icon Advisers Inc/co 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
Pacitti Group Inc. 12
Legg Mason Investment Counsel, LLC 12
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 12
Dividend Asset Capital, Llc 12
Kaizen Advisory, Llc 12
Advent Capital Management /de/ 12
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 12
Ativo Capital Management LLC 12
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 12
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 12
Atlas Capital Advisors Llc 12
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 12
Exos Asset Management LLC 12
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 12
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 12
Ghisallo Capital Management LLC 12
Alaska Permanent Fund Corp 12
Americafirst Capital Management, Llc 12
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 12
PSI Advisors, LLC 12
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 12
Lloyd Advisory Services, LLC. 12
TD Capital Management LLC 12
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 12
PGGM Investments 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 12
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 12
Canton Hathaway, LLC 12
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 12
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 12
Lake Point Wealth Management 12
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 12
Norinchukin Bank, The 12
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 12
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 12
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 12
Connectus Wealth, LLC 12
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 12
Voya Senior Income Fund 12
Tradewinds Capital Management, LLC 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
GFFIX - Gator Series Trust - Gator Financial Fund 12
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 12
Silvercrest Asset Management Group Llc 12
Stonnington Group, Llc 12
Central Bank & Trust Co 12
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 12
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 12
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 12
Destination Wealth Management 12
Partnervest Advisory Services LLC 12
Heritage Wealth Management, Llc 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 12
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
Belvedere Trading LLC 12
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 12
Cohen & Steers Reit & Preferred Income Fund Inc 12
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 12
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 12
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 12
KAMES CAPITAL plc 12
Polymer Capital Management (US) LLC 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
Worldquant Millennium Advisors Llc 12
Qci Asset Management Inc/ny 12
Global Wealth Management Investment Advisory, Inc. 12
Colonial Trust Advisors 12
Teton Advisors, Inc. 12
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 12
Eastern Bank 12
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 12
Mariner Investment Group Llc 12
River & Mercantile Asset Management Llp 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
Harvest Investment Services, LLC 12
Iron Horse Wealth Management, LLC 12
Lombard Odier Asset Management (USA) Corp 12
DGS Capital Management, LLC 12
Donald L. Hagan, LLC 12
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 12
Apriem Advisors 12
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 12
Edmond De Rothschild Holding S.a. 12
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 12
Zeke Capital Advisors, Llc 12
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 12
VCULX - VALIC Co I - Growth Fund 12
Putnam Fl Investment Management Co 12
American Financial Network Advisory Services Llc 12
Washington Trust Advisors, Inc. 12
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 12
Harel Insurance Investments & Financial Services Ltd. 12
Dorsey & Whitney Trust CO LLC 12
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 12
Ahrens Investment Partners LLC 12
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF 12
Glg Llc 12
HB Wealth Management, LLC 12
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 12
First Command Advisory Services, Inc. 12
First City Capital Management, Inc. 12
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 12
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 12
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 12
Renaissance Group Llc 12
D'Orazio & Associates, Inc. 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 12
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 12
Chase Investment Counsel Corp 12
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 12
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 12
Sheets Smith Wealth Management 12
Vivaldi Capital Management, LLC 12
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 12
Seeyond 12
Forsta Ap-fonden 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 12
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 12
Three Corner Global Investors LP 12
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 12
AdvisorShares Investments LLC 12
Westchester Capital Management, LLC 12
Rockefeller Financial Services Inc 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 12
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 12
Addison Advisors LLC 12
Institute for Wealth Management, LLC. 12
Barrow Hanley Mewhinney & Strauss Llc 12
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 12
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 12
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 12
Cary Street Partners Financial Llc 12
Stonebridge Capital Advisors LLC 12
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 12
Scarborough Advisors, LLC 12
Pensionmark Financial Group, Llc 12
Arden Trust Co 12
Aaron Wealth Advisors LLC 12
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 12
Dfpg Investments, Llc 12
IFM Investors Pty Ltd 12
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 12
Planned Solutions, Inc. 12
Camelot Portfolios, LLC 12
Stoneridge Investment Partners Llc 12
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
Dogwood Wealth Management LLC 12
Zions Bancorporation 12
Absolute Return Capital, LLC 12
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 12
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 12
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 12
Central Pacific Bank - Trust Division 12
Level Four Advisory Services, Llc 12
Virtus ETF Advisers LLC 12
Cannon Global Investment Management, LLC 12
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 12
Brown Advisory Securities, LLC 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 12
Kilter Group LLC 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 12
Jpmorgan Trust Iii 12
Linden Advisors Lp 12
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 12
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 12
Royce Micro-cap Trust, Inc /md/ 12
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 12
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 12
Oppenheimer Variable Account Funds 12
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 12
Lake Street Advisors Group, Llc 12
Bluefin Trading, LLC 12
Herndon Capital Management Llc 12
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 12
Wexford Capital Lp 12
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 12
Advantage Advisers Xanthus Fund, L.l.c. 12
Tuttle Tactical Management LLC 11
TRUE Private Wealth Advisors 11
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Dai-Ichi Life Insurance Company, Ltd 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 11
Royce Global Value Trust, Inc. 11
Cowen And Company, Llc 11
Lmp Capital & Income Fund Inc. 11
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 11
Ellis Investment Partners, LLC 11
Ridgewood Investments LLC 11
Pinnacle Bancorp, Inc. 11
Steel Peak Wealth Management LLC 11
Savior LLC 11
Accel Wealth Management 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 11
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 11
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 11
Dynamic Technology Lab Pte Ltd 11
Omnia Family Wealth, LLC 11
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 11
Capital Investment Advisors, LLC 11
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 11
Ten Capital Wealth Advisors, LLC 11
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 11
Boston Trust Walden Corp 11
Calton & Associates, Inc. 11
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 11
Crawford Investment Counsel Inc 11
Fieldview Capital Management, LLC 11
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 11
Verity Asset Management, Inc. 11
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 11
Bourgeon Capital Management Llc 11
Virtue Capital Management, LLC 11
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 11
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 11
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 11
Kula Investments, LLC 11
Readystate Asset Management Lp 11
Chiron Investment Management, LLC 11
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 11
Allen Investment Management LLC 11
Bridges Investment Management Inc 11
Phocas Financial Corp. 11
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 11
Foundry Partners, LLC 11
Metis Global Partners, LLC 11
Castleark Management Llc 11
Harvest Group Wealth Management, Llc 11
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 11
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
SLIM - Janus Detroit Street Trust - The Obesity ETF 11
Castellan Group, LLC 11
PARK CIRCLE Co 11
F/M Investments LLC 11
WealthTrust-Arizona, LLC 11
Infrastructure Capital Advisors, Llc 11
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 11
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 11
Reynolds Capital Management Llc 11
Chartwell Investment Partners, Llc 11
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 11
AMG National Trust Bank 11
Serengeti Asset Management LP 11
Cannell Peter B & Co Inc 11
West Branch Capital LLC 11
Blume Capital Management, Inc. 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
Symmetry Partners, LLC 11
Moloney Securities Asset Management, LLC 11
T. Rowe Price Investment Management, Inc. 11
Alpha DNA Investment Management LLC 11
Mizuho Trust & Banking Co., Ltd. 11
Granite Investment Partners, LLC 11
Bellevue Asset Management, Llc 11
Capital A Wealth Management, LLC 11
Carmel Capital Partners, LLC 11
Old Mutual Customised Solutions (proprietary) Ltd 11
Buckingham Strategic Wealth, Llc 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
Perkins Coie Trust Co 11
RFP Financial Group LLC 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 11
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Emerald Investment Partners, Llc 11
Fifth Third Wealth Advisors LLC 11
Global Endowment Management, LP 11
Foxby Corp. 11
Tlp Group Llc 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 11
Pinnacle Holdings, LLC 11
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 11
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 11
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 11
Williams Jones & Associates LLC 11
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 11
E. Ohman J:or Asset Management AB 11
Spears Abacus Advisors LLC 11
BancorpSouth Bank 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
Great Diamond Partners, LLC 11
Gyl Financial Synergies, Llc 11
V-Square Quantitative Management LLC 11
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 11
Tiverton Asset Management Llc 11
Alpha Omega Wealth Management LLC 11
Transcend Wealth Collective, Llc 11
Triad Wealth Partners, LLC 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
Profunds - Profund Vp Ultramid-cap 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
Guggenheim Strategic Opportunities Fund 11
Rossby Financial, LCC 11
Osborn Rohs Williams & Donohoe Ltd 11
Center for Financial Planning, Inc. 11
EAM Global Investors LLC 11
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
Curi Wealth Management, LLC 11
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 11
Fft Wealth Management Llc 11
Munder Capital Management 11
Linden Thomas Advisory Services, LLC 11
Bradley Foster & Sargent Inc/ct 11
Truewealth Llc 11
Hilltop National Bank 11
Pinz Capital Management, LP 11
New Millennium Group LLC 11
Sentry Investment Management Llc 11
AlphaMark Advisors, LLC 11
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
Kentucky Retirement Systems 11
Change Path, LLC 11
Shay Capital LLC 11
Calvert Investment Management, Inc. 11
Robertson Stephens Wealth Management, LLC 11
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 11
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11
ClearAlpha Technologies LP 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
Corsair Capital Management, L.p. 11
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 11
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 11
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 11
Tri-continental Corp 11
Delos Wealth Advisors, LLC 11
Qs Batterymarch Financial Management, Inc 11
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 11
Retirement Group, LLC 11
Sandia Investment Management LP 11
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 11
BTC Capital Management, Inc. 11
Capital International Sarl 11
Tarbox Family Office, Inc. 11
Inspire Advisors, LLC 11
Orinda Asset Management LLC 11
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 11
Standard Life Investments LTD 11
Skaana Management L.P. 11
Greenland Capital Management LP 11
Pennsylvania Trust Co 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
Santa Fe Partners LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 11
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 11
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 11
Advisors Capital Management, LLC 11
Select Equity Group, L.P. 11
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 11
JBF Capital, Inc. 11
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 11
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 11
Burney Co/ 11
Highland Capital Management Fund Advisors, L.p. 11
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 11
Dean Investment Associates, Llc 11
Nbt Bank N A /ny 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 11
Wright Investors Service Inc 11
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 11
Arbiter Partners Capital Management LLC 11
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 11
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 11
Nwam Llc 11
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 11
WealthTrust Fairport, LLC 11
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 11
Fsi Group, Llc 11
MYDA Advisors LLC 11
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 11
General Motors Investment Management Corp 11
Oakbrook Investments Llc 11
Axiom Investment Management LLC 11
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 11
Portside Wealth Group, LLC 11
Foster & Motley Inc 11
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 11
Sierra Capital LLC 11
Texas Yale Capital Corp. 11
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 11
Clear Street Llc 11
First Midwest Bank Trust Division 11
Eaton Vance Short Duration Diversified Income Fund 11
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 11
Legacy Advisors, LLC 11
Community Bank, N.A. 11
Phoenix Holdings Ltd. 11
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 11
Capital Impact Advisors, LLC 11
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF 11
Alpha Paradigm Partners, LLC 11
Unigestion Holding SA 11
Transce3nd, LLC 11
Capital Advisory Group Advisory Services, LLC 11
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 11
Rathbone Brothers plc 11
Oxbow Advisors, LLC 11
Waratah Capital Advisors Ltd. 11
STXM - EA Series Trust - Strive Mid-Cap ETF 11
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 11
Kentucky Retirement Systems Insurance Trust Fund 11
Roosevelt Investment Group Llc 11
Krane Funds Advisors LLC 11
ACG Wealth 11
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 11
Buckingham Strategic Partners 11
KIFAX - Forward Funds - Salient Select Income Fund Class A 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
Knights of Columbus Asset Advisors LLC 11
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 11
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 11
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
Teton Westwood Funds 11
Confluence Investment Management Llc 11
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 11
Kingswood Wealth Advisors, Llc 11
Partners Group Private Equity (master Fund), Llc 11
Winfield Associates, Inc. 11
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 11
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 11
Dearborn Partners Llc 11
Honeywell International Inc 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 11
Mazama Capital Management Inc 11
Redpoint Investment Management Pty Ltd 11
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 11
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 11
Westover Capital Advisors, LLC 11
South Dakota Investment Council 11
Markel Corp 10
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 10
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 10
Paradigm Financial Partners, Llc 10
Wakefield Asset Management LLLP 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 10
Cornerstone Investment Partners, LLC 10
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 10
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 10
Ameriflex Group, Inc. 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 10
Kanaly Trust Co 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
Cohen & Steers Select Preferred & Income Fund, Inc. 10
Griffin Asset Management, Inc. 10
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 10
Girard Partners Ltd. 10
Comerica Securities Inc 10
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 10
Jackson Square Capital, Llc 10
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 10
MASTER BOND LLC - Master Total Return Portfolio 10
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 10
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 10
Bank Julius Baer & Co. Ltd, Zurich 10
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 10
tru Independence LLC 10
YHB Investment Advisors, Inc. 10
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 10
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 10
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 10
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 10
Primark Private Equity Investments Fund 10
Rotella Capital Management, Inc. 10
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 10
IWC - iSHARES TRUST - iShares Micro-Cap ETF 10
Equitec Specialists, Llc 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
Alpenglow Capital LP 10
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
Gofen & Glossberg Llc /il/ 10
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 10
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
NINE MASTS CAPITAL Ltd 10
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 10
Eaton Vance Floating-rate 2022 Target Term Trust 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
Appleton Partners Inc/ma 10
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 10
Main Street Group, LTD 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 10
IXG - iSHARES TRUST - iShares Global Financials ETF 10
Barrett Asset Management, LLC 10
Calamos Dynamic Convertible & Income Fund 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 10
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 10
Wealthbridge Capital Management, Llc 10
Evolution Wealth Advisors, LLC 10
NorthCoast Asset Management LLC 10
Marino, Stram & Associates Llc 10
GLG Partners LP 10
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 10
Schechter Investment Advisors, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 10
VisionPoint Advisory Group, LLC 10
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 10
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 10
Banque Transatlantique SA 10
Nova Wealth Management, Inc. 10
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 10
Rivernorth Opportunities Fund, Inc. 10
Planning Capital Management Corp 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
Millstone Evans Group, LLC 10
Dynamic Advisor Solutions LLC 10
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 10
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 10
Wayfinding Financial, LLC 10
Cantor Fitzgerald, L. P. 10
Shikiar Asset Management Inc 10
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
RFG Advisory, LLC 10
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 10
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 10
Desjardins Global Asset Management Inc. 10
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 10
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 10
VGLSX - VALIC Co I - Global Strategy Fund 10
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 10
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 10
VCSMX - VALIC Co I - Small Cap Fund 10
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10
Richardson Financial Services Inc. 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
Polaris Wealth Advisory Group, LLC 10
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 10
VBCVX - VALIC Co I - Systematic Value Fund 10
USS Investment Management Ltd 10
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 10
West Oak Capital, LLC 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
Bank Of Hawaii 10
Spdr S&p Midcap 400 Etf Trust 10
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 10
SOA Wealth Advisors, LLC. 10
Summit Financial, LLC 10
Childress Capital Advisors, Llc 10
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 10
Bremer Bank National Association 10
CBIZ Investment Advisory Services, LLC 10
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 10
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 10
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
Banco de Sabadell, S.A 10
Meketa Capital, LLC 10
Profunds - Profund Vp Mid-cap Growth 10
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 10
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 10
Choate Investment Advisors 10
Vertex One Asset Management Inc. 10
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 10
HBK Sorce Advisory LLC 10
RBB FUND, INC. - Adara Smaller Companies Fund 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Mbb Public Markets I Llc 10
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 10
Kelly Financial Services LLC 10
Phase 2 Partners, LLC 10
Hirtle Callaghan & Co LLC 10
Burgundy Asset Management Ltd. 10
Callodine Capital Management, LP 10
Parcion Private Wealth LLC 10
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 10
Kowal Investment Group, LLC 10
Western Pacific Wealth Management, LP 10
Detwiler Fenton Investment Management LLC 10
Acap Strategic Fund 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 10
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 10
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 10
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 10
Bruderman Asset Management, LLC 10
Naples Global Advisors, Llc 10
First Foundation Advisors 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 10
Taylor Hoffman Wealth Management 10
Stux Capital Management, LLC 10
Lebenthal Global Advisors, LLC 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
Jump Trading, LLC 10
Coastal Bridge Advisors, LLC 10
Banco Bilbao Vizcaya Argentaria, S.a. 10
Jamison Private Wealth Management, Inc. 10
Ostrum Asset Management 10
Nachman Norwood & Parrott, Inc 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
Bray Capital Advisors 10
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 10
Whitebox Advisors Llc 10
Transamerica Partners Funds Group Ii 10
StoneX Group Inc. 10
Private Wealth Partners, LLC 10
Cypress Capital Management LLC (WY) 10
Syon Capital Llc 10
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 10
Cramer Rosenthal Mcglynn Llc 10
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 10
River Road Asset Management, LLC 10
Maple Securities Usa Inc 10
Mount Lucas Management LP 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
Exane Derivatives 10
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
Inscription Capital, LLC 10
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Transamerica Partners Funds Group 10
Coatue Management Llc 10
Shanda Payment Holdings Ltd. 10
Qtron Investments LLC 10
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 10
Sterling Investment Advisors, Ltd. 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 10
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 10
Dunhill Financial, LLC 10
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 10
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 10
GoalVest Advisory LLC 10
Vaughan Nelson Investment Management, L.p. 10
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 10
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 10
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 10
Zions Bancorporation, National Association /ut/ 10
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 10
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 10
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 10
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 10
LBA Wealth Management, LLC 10
Ruggie Capital Group 10
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 10
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 10
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
Aurora Investment Counsel 10
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 10
Vanguard Explorer Fund 10
BlueCrest Capital Management LLP 10
Williams Jones Wealth Management, LLC. 10
Impax Asset Management Group plc 10
NorthRock Partners, LLC 10
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 10
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Personal Cfo Solutions, Llc 10
Rothschild Asset Management Inc 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
EA Series Trust 10
TrimTabs Asset Management, LLC 10
Doyle Wealth Management 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
Cvi Holdings, Llc 10
PFG Private Wealth Management, LLC 10
Binnacle Investments Inc 10
First National Trust Co 10
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10
Howard Hughes Medical Institute 10
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 10
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
Bahl & Gaynor Inc 10
Monument Capital Management 10
Eisler Capital Management Ltd. 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
Quad-Cities Investment Group, LLC 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
CI Global Investments Inc. 10
Trustmark National Bank Trust Department 10
Gen-Wealth Partners Inc 10
Adviser Investments LLC 10
Ssi Investment Management Llc 10
Clifford Swan Investment Counsel Llc 10
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 10
Rakuten Investment Management, Inc. 10
Decade Capital Management Llc 10
Wade G W & Inc 10
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 10
Stonehage Fleming Financial Services Holdings Ltd 10
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 10
Smallcap World Fund Inc 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 10
Stonebridge Financial Group, LLC 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 10
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 10
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 10
Radnor Capital Management, LLC 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 10
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 10
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 10
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 10
Prospector Partners Llc 10
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 10
Sittner & Nelson, Llc 10
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 10
683 Capital Management, LLC 10
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 10
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 10
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 10
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 10
IMA Wealth, Inc. 10
Lebenthal Asset Management, LLC 10
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 10
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 10
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 10
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 10
Carmichael Hill & Associates, Inc. 10
Scoria Capital Partners LP 10
New Amsterdam Partners Llc/ny 10
R&F Capital Advisors LP 10
Meridian Wealth Management, LLC 10
Beach Investment Counsel Inc/pa 10
M&G Plc 10
Lenox Wealth Management, Inc. 10
Nations Financial Group Inc, /ia/ /adv 10
ICA Group Wealth Management, LLC 10
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 10
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 10
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 10
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 10
Mill Creek Capital Advisors, LLC 10
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 10
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 10
Scout Investments, Inc. 10
Investment Centers Of America Inc 10
Meketa Investment Group Inc /adv 10
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10
Bremer Trust National Association 10
Counterpoint Mutual Funds LLC 10
Allred Capital Management, LLC 10
Heron Bay Capital Management 9
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 9
Ogorek Anthony Joseph /ny/ /adv 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
QCM Cayman, Ltd. 9
Graves-Light Private Wealth Management, Inc. 9
Triangle Securities Wealth Management 9
First Pacific Financial 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
Algebris (uk) Ltd 9
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 9
Winch Advisory Services, LLC 9
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 9
Orrstown Financial Services Inc 9
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 9
Clearview Wealth Advisors LLC 9
Consolidated Planning Corp 9
Essex Savings Bank 9
Winton Capital Management Ltd 9
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 9
Calamos Global Dynamic Income Fund 9
Bellwether Advisors, LLC 9
RMR Wealth Builders 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
High Note Wealth, LLC 9
Total Clarity Wealth Management, Inc. 9
Country Trust Bank 9
H2o Am Llp 9
Enlightenment Research, LLC 9
Golden State Equity Partners 9
Great Lakes Retirement, Inc. 9
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 9
Park Square Financial Group, LLC 9
New England Research & Management, Inc. 9
VNBTrust, National Association 9
Stamos Capital Partners, L.p. 9
Hohimer Wealth Management, Llc 9
Asahi Life Asset Management Co., Ltd. 9
Islet Management, LP 9
Thompson Investment Management, Inc. 9
Ridgeworth Funds 9
Mercer Capital Advisers, Inc. 9
Investment Management Corp of Ontario 9
Df Dent & Co Inc 9
Tiedemann Advisors, Llc 9
Strategic Wealth Advisors Group, LLC 9
NinePointTwo Capital 9
Basso Capital Management, L.p. 9
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 9
44 Wealth Management Llc 9
Logan Capital Management Inc 9
Lansforsakringar Fondforvaltning AB (publ) 9
Madison Wealth Management 9
Farringdon Capital, Ltd. 9
CTC Alternative Strategies, Ltd. 9
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 9
Hurley Capital, LLC 9
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 9
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 9
Princeton Global Asset Management LLC 9
Trust Co Of Toledo Na /oh/ 9
Miller Howard Investments Inc /ny 9
Gladius Capital Management LP 9
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 9
Quest 10 Wealth Builders, Inc. 9
Horizons Etf Trust I 9
Verity & Verity, LLC 9
Northeast Financial Consultants Inc 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 9
Kingfisher Capital LLC 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 9
Sugarloaf Wealth Management, LLC 9
Ninety One UK Ltd 9
Power Corp of Canada 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
Frontier Capital Management Co Llc 9
Aptus Capital Advisors, LLC 9
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 9
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 9
National Pension Service 9
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 9
Strategy Asset Managers Llc 9
Hennessy Advisors Inc 9
Next Capital Management LLC 9
Resona Asset Management Co.,Ltd. 9
Easterly Investment Partners Llc 9
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 9
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
Ranger International Management, LP 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
Family Management Corp 9
Bryce Point Capital, LLC 9
Fairfield, Bush & Co. 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 9
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 9
New Jersey Better Educational Savings Trust 9
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 9
VSR Financial Services, Inc. 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 9
SSO - PROSHARES TRUST - ProShares Ultra S&P500 9
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 9
Mraz, Amerine & Associates, Inc. 9
Amplius Wealth Advisors, LLC 9
Gluskin Sheff & Assoc Inc 9
Providence Capital Advisors, LLC 9
Chemical Bank 9
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 9
Pin Oak Investment Advisors Inc 9
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 9
Mizuho Asset Management Co.,Ltd. 9
Legato Capital Management LLC 9
Telemetry Investments, L.L.C. 9
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 9
Prosperity Consulting Group, LLC 9
Arcadia Investment Management Corp/mi 9
Stonegate Investment Group, LLC 9
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 9
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 9
Bridgecreek Investment Management, LLC 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Kohlberg Kravis Roberts & Co. L.P. 9
Clean Yield Group 9
Atlantic Union Bankshares Corp 9
Ascend Capital, Llc 9
Tsfg, Llc 9
Axiom International Investors Llc /de 9
Handelsinvest Investeringsforvaltning 9
V Wealth Advisors LLC 9
Shaolin Capital Management LLC 9
Calamos Wealth Management LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 9
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 9
Private Ocean, LLC 9
Minichmacgregor Wealth Management, Llc 9
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
ASR Vermogensbeheer N.V. 9
Mint Tower Capital Management B.V. 9
Karpus Management, Inc. 9
Old Second National Bank Of Aurora 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Horizon Investment Services, LLC 9
Ascent Group, LLC 9
Raab & Moskowitz Asset Management LLC 9
City State Bank 9
Brown, Lisle/cummings, Inc. 9
Blackstone Group Inc 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
Sterneck Capital Management, LLC 9
Kiley Juergens Wealth Management, Llc 9
Manning & Napier Advisors Llc 9
Corrado Advisors, Llc 9
J.Safra Asset Management Corp 9
Matarin Capital Management, LLC 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
My Personal CFO, LLC 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 9
Prescott Group Capital Management, L.l.c. 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
Kendall Capital Management 9
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 9
Clarus Wealth Advisors 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 9
Roble, Belko & Company, Inc 9
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 9
Bedel Financial Consulting, Inc. 9
Coe Capital Management, LLC 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 9
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 9
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 9
Advisory Alpha, LLC 9
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 9
Gables Capital Management Inc. 9
BLPIX - Profunds - Bull Profund Investor Class 9
SVPIX - Profunds - Small-cap Value Profund Investor Class 9
Wealthsource Partners, Llc 9
ULPIX - Profunds - Ultrabull Profund Investor Class 9
SGPIX - Profunds - Small-cap Growth Profund Investor Class 9
Context Capital Management, LLC 9
Highline Wealth Partners Llc 9
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 9
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 9
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 9
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 9
Cambria Investment Management, L.P. 9
Tdam Usa Inc. 9
Smh Capital Advisors Inc 9
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 9
Romano Brothers And Company 9
Citizens Business Bank 9
TCTC Holdings, LLC 9
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 9
STRV - EA Series Trust - Strive 500 ETF 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
Douglass Winthrop Advisors, LLC 9
Trifecta Capital Advisors, LLC 9
Independence Bank of Kentucky 9
Seizert Capital Partners, Llc 9
Icon Wealth Advisors, LLC 9
Redwood Wealth Management Group, LLC 9
Glass Jacobson Investment Advisors llc 9
Lombard Odier Asset Management (Europe) Ltd 9
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 9
Adirondack Trust Co 9
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 9
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 9
Channing Capital Management, LLC 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
Aberdeen Asset Management Plc/uk 9
Edge Asset Management, Inc 9
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 9
Chicago Capital, LLC 9
Meeder Advisory Services, Inc. 9
Gardner Lewis Asset Management L P 9
Dai-ichi Life Holdings, Inc. 9
Partners Group Holding AG 9
Campbell Multi-strategy Trust 9
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 9
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 9
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 9
Claybrook Capital, LLC 9
Allegis Investment Advisors, LLC 9
Advance Capital I Inc 9
Klingman & Associates, LLC 9
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 9
S&t Bank/pa 9
Morningstar Investment Services LLC 9
Munder Series Trust 9
ICONIQ Capital, LLC 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
PFG Investments, LLC 9
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 9
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 9
Atomi Financial Group, Inc. 9
Blue Arrow Capital Management Llc 9
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 9
City National Bank 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 9
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 9
iA Global Asset Management Inc. 9
Caldwell Securities, Inc 9
Avanza Fonder AB 9
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 9
Carillon Tower Advisers, Inc. 9
NuWave Investment Management, LLC 9
Peapack Gladstone Financial Corp 9
Man Investments Ltd 9
Granahan Investment Management Inc/ma 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
Formula Growth Ltd 9
Poehling Capital Management, LLC 9
Wilmington Trust, National Association 9
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 9
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 9
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 9
Migdal Insurance & Financial Holdings Ltd. 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
Corient Capital Partners, LLC 9
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 9
NOBOX - Northern Funds - Northern Bond Index Fund 9
Albion Financial Group /ut 9
M Holdings Securities, Inc. 9
First Command Financial Services, Inc. 9
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 9
Farmers & Merchants Trust Co of Chambersburg PA 9
Rakuten Securities, Inc. 9
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 9
McAdam, LLC 9
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 9
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 9
West Family Investments, Inc. 9
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 9
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 9
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 9
Total Investment Management Inc 9
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 9
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 9
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 9
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 9
Tyers Asset Management LLC 9
Neuburgh Advisers LLC 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 9
Engle Capital Management, L.P. 9
Pineridge Advisors LLC 9
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 9
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 9
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 9
Voisard Asset Management Group, Inc. 9
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 9
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 9
Us Global Investors Funds 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 9
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 9
PenderFund Capital Management Ltd. 9
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
Bfsg, Llc 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 9
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 9
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
Tiaa, Fsb 9
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 9
Profunds - Profund Vp Ultrabull 9
Profunds - Profund Vp Bull 9
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 9
Profunds - Profund Vp Small-cap Growth 9
Profunds - Profund Vp Small-cap Value 9
Close Asset Management Ltd 9
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 9
John Hancock Financial Opportunities Fund 9
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
IFG Advisory, LLC 9
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 9
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 9
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 9
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 9
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 9
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 9
WUSAX - WANGER ADVISORS TRUST - Wanger USA 9
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 9
American Funds Insurance Series 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
Plato Investment Management Ltd 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 9
TIMOTHY PLAN - Timothy Strategic Variable 9
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 9
Caitlin John, LLC 9
Voya Global Advantage & Premium Opportunity Fund 9
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 9
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 9
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 9
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 9
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 9
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 9
Gdl Fund 9
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 9
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 9
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 9
Salomon & Ludwin, LLC 9
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 9
Cim Investment Mangement Inc 9
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 9
Denver Investment Advisors Llc 9
Hussman Strategic Advisors, Inc. 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 9
Brighton Jones Llc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 9
Contrarius Investment Management Ltd 8
Empirical Finance, LLC 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 8
Pacific Capital Wealth Advisors, Inc 8
Fortis Capital Advisors, LLC 8
Longboard Asset Management, LP 8
Acorn Wealth Advisors, LLC 8
Pekin Hardy Strauss, Inc. 8
Measured Wealth Private Client Group, LLC 8
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 8
Principle Wealth Partners Llc 8
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
Summit Partners Public Asset Management, Llc 8
Brave Asset Management Inc 8
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 8
Credential Qtrade Securities Inc. 8
Nikko Asset Management Americas, Inc. 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Aspen Grove Capital, LLC 8
Banco Santander, S.A. 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 8
Todd Asset Management Llc 8
Keystone Financial Group 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 8
Fidelis Capital Partners, LLC 8
Armstrong Advisory Group, Inc 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
Trilogy Capital Inc. 8
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 8
Investors Capital Advisory Services 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
Evermay Wealth Management Llc 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 8
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 8
Charter Oak Capital Management, LLC 8
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 8
Sierra Ocean, Llc 8
Northern Right Capital Management, L.P. 8
Reby Advisors, LLC 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 8
First National Bank Sioux Falls 8
Annapolis Financial Services, LLC 8
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 8
Leap Investments Lp 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 8
Lmcg Investments, Llc 8
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 8
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 8
University Of Texas/texas Am Investment Managment Co 8
Cubic Asset Management, LLC 8
Fortis Advisors, LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 8
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 8
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 8
ProVise Management Group, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
MLPIX - Profunds - Mid-cap Value Profund Investor Class 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
Game Creek Capital, LP 8
WMS Partners, LLC 8
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 8
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 8
Axxcess Wealth Management, Llc 8
Baker Tilly Financial, Llc 8
Adams Diversified Equity Fund, Inc. 8
Bulldog Investors, LLP 8
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 8
EdgeRock Capital LLC 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 8
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
PENN SERIES FUNDS INC - Index 500 Fund 8
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
Saudi Central Bank 8
FSA Wealth Management LLC 8
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 8
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
Ellsworth Advisors, LLC 8
Obermeyer Wood Investment Counsel, Lllp 8
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 8
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 8
Fortitude Advisory Group L.L.C. 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
AUERX - Unified Series Trust - Auer Growth Fund 8
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 8
Angelo Gordon & Co., L.p. 8
Beaird Harris Wealth Management, LLC 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
Talon Private Wealth, LLC 8
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
Osterweis Capital Management Inc 8
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 8
EHP Funds Inc. 8
Offit Capital Advisors Llc 8
Clarius Group, LLC 8
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 8
Householder Group Estate & Retirement Specialist, LLC 8
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 8
AlphaCore Capital LLC 8
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 8
Coastline Trust Co 8
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 8
Keeley-Teton Advisors, LLC 8
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 8
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 8
First PREMIER Bank 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
Godsey & Gibb Associates 8
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 8
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 8
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 8
Adalta Capital Management LLC 8
DT Investment Partners, LLC 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
Corbenic Partners LLC 8
Us Financial Advisors, Llc 8
Springhouse Capital Management, LP 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
Arcus Capital Partners, LLC 8
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
Shepherd Kaplan Krochuk, Llc 8
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
Byrne Asset Management LLC 8
Oliver Luxxe Assets LLC 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 8
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 8
O'ROURKE & COMPANY, Inc 8
HighMark Wealth Management LLC 8
Guardian Wealth Management, Inc. 8
Alera Investment Advisors, LLC 8
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 8
Gq Asset Management, Llc 8
Dalton Greiner Hartman Maher & Co 8
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 8
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 8
MML Series Investment Fund II - MML Blend Fund Initial Class 8
Ab Pooling Portfolios 8
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
Cornerstone Advisory, LLC 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
Ironwood Investment Counsel, LLC 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 8
Calamos Long/Short Equity & Dynamic Income Trust 8
Ferris Capital, Llc 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
Sanders Morris Harris Llc 8
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 8
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 8
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 8
Boston Provident, L.p. 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
Operose Advisors LLC 8
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
Traub Capital Management LLC 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
Osborne Partners Capital Management, Llc 8
Spirit Of America Management Corp/ny 8
Welch & Forbes Llc 8
Bbr Partners, Llc 8
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 8
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 8
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
Profunds - Profund Vp Mid-cap Value 8
Profunds - Profund Vp Large-cap Value 8
Calamos Convertible Opportunities & Income Fund 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 8
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 8
VSTIX - VALIC Co I - Stock Index Fund 8
WFA of San Diego, LLC 8
State of New Jersey Common Pension Fund A 8
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 8
Uniplan Investment Counsel, Inc. 8
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 8
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 8
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 8
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 8
Strategic Global Advisors, LLC 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
Generali Asset Management SPA SGR 8
Affinity Investment Advisors, Llc 8
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 8
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 8
180 Wealth Advisors, Llc 8
Owl Creek Asset Management, L.P. 8
Absolute Capital Management, LLC 8
Psagot Investment House Ltd. 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
Acuity Investment Management Inc 8
USVT - Ultimus Managers Trust - US VALUE ETF 8
LVW Advisors, LLC 8
Reuter James Wealth Management, Llc 8
Intact Investment Management Inc. 8
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 8
Delta Lloyd Nv 8
Piermont Capital Management LLC 8
Graypoint LLC 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
NJ State Employees Deferred Compensation Plan 8
LMR Master Fund Ltd 8
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 8
AMCPX - AMCAP FUND - AMCAP FUND Class A 8
Glg Inc. 8
Continental Advisors Llc 8
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 8
Global Trust Asset Management, LLC 8
Stratos Wealth Advisors, LLC 8
L & S Advisors Inc 8
Calamos Convertible & High Income Fund 8
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 8
Royal Fund Management, LLC 8
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 8
Marshall & Sterling Wealth Advisors Inc. 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
STFBX - Advisers Investment Trust - State Farm Balanced Fund 8
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 8
SeaBridge Investment Advisors LLC 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 8
Herold Advisors, Inc. 8
Gilman Hill Asset Management, LLC 8
Alphasimplex Group, Llc 8
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 8
Loews Corp 8
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 8
Connable Office Inc 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 8
Cowen Group, Inc. 8
Lee Danner & Bass Inc 8
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 8
Segment Wealth Management, LLC 8
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 8
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 8
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 8
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 8
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 8
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Clarkston Capital Partners, LLC 8
Summit Financial Wealth Advisors, LLC 8
Cca Investments Trust 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
Monarch Partners Asset Management LLC 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
Live Your Vision, LLC 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Mission Wealth Management, Lp 8
Lebenthal Holdings,LLC 8
Wells Fargo Global Dividend Opportunity Fund 8
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 8
Amica Retiree Medical Trust 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
Rosenberg Matthew Hamilton 8
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 8
PFG Advisors 8
Siemens Fonds Invest GmbH 8
Bank of New Hampshire 8
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 8
Cohen & Steers Infrastructure Fund Inc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
Platform Technology Partners 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
Essex Investment Management Co Llc 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 8
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 8
Mainstay Capital Management Llc /adv 8
Costello Asset Management, INC 8
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 8
United Asset Strategies, Inc. 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 8
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 8
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 8
Garrett Wealth Advisory Group, LLC 8
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 8
Bel Air Investment Advisors Llc 8
Fiduciary Group LLC 8
Bp Plc 8
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 8
1st Global Advisors, Inc. 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
Degroof Petercam Asset Management 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
Exencial Wealth Advisors, Llc 8
Voya Global Equity Dividend & Premium Opportunity Fund 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
Cynosure Management, Llc 8
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 8
Motley Fool Asset Management LLC 8
Baltimore-Washington Financial Advisors, Inc. 8
Occidental Asset Management, LLC 8
AXS Investments LLC 8
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 8
Gladstone Institutional Advisory LLC 8
Alpha Cubed Investments, LLC 8
Perpetual Ltd 8
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 8
Cfm Wealth Partners Llc 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
Redhawk Wealth Advisors, Inc. 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
Piscataqua Savings Bank 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
Systematic Alpha Investments, LLC 8
Oarsman Capital, Inc. 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
Angel Oak Financial Strategies Income Term Trust 8
Spdr S&p 500 Etf Trust 8
Dagco, Inc. 8
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
Islay Capital Management, Llc 8
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 8
RiverFront Investment Group, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
Old North State Trust, LLC 8
Anfield Capital Management, LLC 8
Selective Wealth Management, Inc. 8
Executive Wealth Management, LLC 8
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 8
Kozak & Associates, Inc. 8
High Point Bank & Trust Co 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 8
Americana Partners, LLC 8
Manchester Financial Inc 8
Invenomic Capital Management LP 8
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 8
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 8
Wilmington Funds Management Corp 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
ORG Wealth Partners, LLC 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
Wcm Investment Management, Llc 8
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
Magnus Financial Group LLC 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 8
Intersect Capital LLC 8
Parisi Gray Wealth Management 8
Delphi Private Advisors LLC 8
Coronation Fund Managers Ltd. 8
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 8
Eagle Global Advisors Llc 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
Tritonpoint Wealth, Llc 8
Banyan Partners, LLC 8
Compton Capital Management Inc /ri 8
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 8
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 8
Raiff Partners Inc 8
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 8
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 8
Fairview Capital Investment Management, Llc 8
Mascoma Wealth Management LLC 8
CPI - IndexIQ ETF Trust - IQ Real Return ETF 8
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 8
Sirios Capital Management L P 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
Advent Claymore Convertible Securities & Income Fund 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
La Banque Postale Asset Management SA 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
Ofi Invest Asset Management 8
Vinva Investment Management Ltd 8
Mark Asset Management Lp 8
TCF National Bank 8
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 8
Interchange Capital Partners, LLC 8
Pier 88 Investment Partners Llc 8
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 8
Sumit Capital, Llc 8
Nilsine Partners, LLC 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
Custom Index Systems, Llc 8
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 8
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 8
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8
Vulcan Value Partners, LLC 8
Wetzel Investment Advisors, Inc. 8
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 8
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 8
Amica Mutual Insurance Co 8
Banco BTG Pactual S.A. 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
Cupps Capital Management, LLC 8
Northwest Financial Advisors 8
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
Hunting Hill Global Capital, LLC 8
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 8
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 8
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 8
PRW Wealth Management LLC 8
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 8
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 8
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 8
Dean Capital Management 8
Fort Point Capital Partners LLC 8
Flow Traders U.s. Llc 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 8
Polianta Ltd 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 8
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 8
Parsons Capital Management Inc/ri 8
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 8
Hcim Trust 8
RiverPark Advisors, LLC 8
Congress Asset Management Co /ma 8
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 8
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 8
Portman Square Capital LLP 8
Keebeck Wealth Management, LLC 8
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 8
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 8
CCMG - EA Series Trust - CCM Global Equity ETF 8
Green Square Capital Advisors Llc 8
Apex Capital Management 8
Periscope Capital Inc. 8
Pensionfund DSM Netherlands 8
Diamond Hill Capital Management Inc 8
SageView Advisory Group, LLC 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
Ceredex Value Advisors LLC 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 8
Bragg Financial Advisors, Inc 8
Pacific Global Investment Management Co 7
Certified Advisory Corp 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
OmniStar Financial Group, Inc. 7
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 7
Southside Capital, Llc 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Silvant Capital Management LLC 7
Whitebox Mutual Funds 7
OneAscent Financial Services LLC 7
Jump Trading, Llc 7
Braun-Bostich & Associates Inc. 7
RBA Wealth Management, LLC 7
Principal Street Partners, LLC 7
Howard Capital Management Inc. 7
Zhang Financial LLC 7
Greenline Partners, LLC 7
Aj Wealth Strategies, Llc 7
Nicolet Advisory Services, Llc 7
Cornerstone Wealth Group, LLC 7
Joseph P. Lucia & Associates, LLC 7
Great Valley Advisor Group, Inc. 7
Foundations Investment Advisors, LLC 7
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 7
Covenant Partners, LLC 7
Mid Atlantic Financial Management Inc/adv 7
Human Investing LLC 7
Bell Rock Capital Llc 7
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
Edge Capital Group, LLC 7
MorganRosel Wealth Management, LLC 7
Fortem Financial Group, Llc 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
Thoroughbred Financial Services, Llc 7
Tcg Advisors, Lp 7
Seacliff Capital, Llc 7
MBM Wealth Consultants, LLC 7
Sepio Capital, LP 7
Mizuho Securities Usa Llc 7
TrinityPoint Wealth, LLC 7
Sargent Investment Group, LLC 7
Diversify Wealth Management, Llc 7
Kingdon Capital Management, L.l.c. 7
Abn Amro Investment Solutions 7
Absolute Gestao de Investimentos Ltda. 7
Mediolanum International Funds Ltd 7
Dodge & Cox 7
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 7
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 7
Davis Selected Advisers 7
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
Creekmur Asset Management LLC 7
Whalen Wealth Management Inc. 7
Champlain Investment Partners, LLC 7
Cetera Trust Company, N.A 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
Arbor Wealth Management, LLC 7
Altfest L J & Co Inc 7
Capital Advisors Inc/ok 7
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 7
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 7
Deerfield Management Company, L.p. (series C) 7
NEOS Investment Management LLC 7
United Community Bank 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
Barr E S & Co 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
Bryn Mawr Capital Management Inc 7
Cherry Tree Wealth Management, LLC 7
Jag Capital Management, Llc 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
Miles Capital, Inc. 7
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 7
Frontier Investment Mgmt Co 7
RVRB - ADVISORS SERIES TRUST - Reverb ETF 7
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
Wilmington Trust Co 7
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 7
Coppell Advisory Solutions Corp. 7
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 7
Compass Wealth Management LLC 7
Chickasaw Capital Management Llc 7
Balasa Dinverno & Foltz Llc 7
Cowen Prime Services LLC 7
Vanguard Specialized Funds 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
London Co Of Virginia 7
Ingalls & Snyder Llc 7
Philadelphia Trust Co 7
LGT Financial Advisors LLC 7
Allstate Investment Management Co 7
Columbia Partners L L C Investment Management 7
Insigneo Advisory Services, Llc 7
Intrust Bank Na 7
Caxton Associates Llp 7
ASB Consultores, LLC 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
Czech National Bank 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 7
Tealwood Asset Management Inc 7
Keel Point, LLC 7
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 7
WESPAC Advisors, LLC 7
Jackson Wealth Management, LLC 7
Castle Wealth Management Llc 7
Triasima Portfolio Management inc. 7
Northeast Investment Management 7
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 7
Wealth Preservation Advisors, LLC 7
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 7
Baader Bank INC 7
Angeles Wealth Management, Llc 7
IFC Holdings Incorporated/FL 7
Empirical Asset Management, LLC 7
Carlson Capital L P 7
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 7
Usa Mutuals Advisors, Inc. 7
Moody Lynn & Lieberson, Llc 7
American Trust 7
Patten Group, Inc. 7
Chilton Investment Co Llc 7
Beacon Capital Management, Inc. 7
Cypress Capital Group 7
Achievement Holdings L.P. 7
Braun Stacey Associates Inc 7
Zevenbergen Capital Investments Llc 7
Tyler-Stone Wealth Management 7
EULAV Asset Management 7
Clough Capital Partners L P 7
Alphagen Securities Llc 7
EFG Asset Management (North America) Corp. 7
Zullo Investment Group, Inc. 7
Dsm Capital Partners Llc 7
Guardian Capital Lp 7
Brookwood Investment Group LLC 7
Redmont Wealth Advisors Llc 7
Delphia (USA) Inc. 7
Woodmont Investment Counsel Llc 7
Red Tortoise LLC 7
Industrial Alliance Investment Management Inc. 7
Retirement Planning Co of New England, Inc. 7
Mork Capital Management, LLC 7
Delphi Management Inc /ma/ 7
Boston Financial Mangement Llc 7
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
Reliance Trust Co Of Delaware 7
Swift Run Capital Management, LLC 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 7
Linscomb & Williams, Inc. 7
Ashfield Capital Partners, LLC 7
Mark Sheptoff Financial Planning, Llc 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Pointe Capital Management LLC 7
Eii Capital Management, Inc. 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
Goelzer Investment Management, Inc. 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
Sii Investments Inc/wi 7
Atwood & Palmer Inc 7
North Star Asset Management Inc 7
Invst, LLC 7
CSM Advisors, LLC 7
Nfj Investment Group, Llc 7
Friedenthal Financial 7
Lgt Capital Partners Ltd. 7
Shufro Rose & Co Llc 7
Hallmark Capital Management Inc 7
Silver Capital Management Llc 7
Mayflower Financial Advisors, LLC 7
Curian Capital Llc 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
SkyView Investment Advisors, LLC 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
Colonial River Wealth Management, LLC 7
WestEnd Advisors, LLC 7
Advisor Partners Llc 7
Alta Advisers Ltd 7
DHJJ Financial Advisors, Ltd. 7
CoreFirst Bank & Trust 7
New York Life Investments Alternatives 7
Legacy Capital Wealth Partners, LLC 7
MU Investments Co., Ltd. 7
TCG Advisory Services, LLC 7
Ikos Cif Ltd 7
Allegheny Financial Group LTD 7
RWM Asset Management, LLC 7
St Germain D J Co Inc 7
CHURCHILL MANAGEMENT Corp 7
Barometer Capital Management Inc. 7
Estate Counselors, LLC 7
Marshall Financial Group LLC 7
Capital Management Associates /ny/ 7
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 7
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 7
Jeppson Wealth Management, Llc 7
Gmt Capital Corp 7
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
American Trust Investment Advisors, LLC 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
TradeLink Global Equity LLC 7
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 7
Advisor OS, LLC 7
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 7
Westend Capital Management LLC 7
TIG Advisors, LLC 7
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 7
Fourth Dimension Wealth, LLC 7
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 7
Kellner Capital, LLC 7
Anchor Capital Advisors Llc 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 7
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 7
Annex Advisory Services, LLC 7
Isthmus Partners, Llc 7
Financial Advantage, Inc. 7
Core Alternative Capital 7
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 7
Accuvest Global Advisors 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
Cumberland Partners Ltd 7
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 7
FormulaFolio Investments, LLC 7
AIEQ - ETF Managers Trust - AI Powered Equity ETF 7
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 7
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 7
MBEQX - M FUND INC - M International Equity Fund 7
Shinko Asset Management Co., Ltd. 7
Walled Lake Planning & Wealth Management, Llc 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
Old Point Trust & Financial Services N A 7
Daiwa Capital Markets America Inc. 7
Malaga Cove Capital, LLC 7
GlobalBridge, Inc. 7
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 7
IMS Capital Management 7
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 7
Barnett & Company, Inc. 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
Campbell Newman Asset Management Inc 7
Filbrandt Wealth Management, LLC 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
Meristem Family Wealth, LLC 7
CrestPoint Capital Management, LLC 7
Archer Investment Corp 7
Gierl Augustine Investment Management Inc 7
Community Trust & Investment Co 7
Indiana Trust & Investment Management CO 7
Pegasus Partners Ltd. 7
Mufg Securities Americas Inc. 7
Xtx Markets Llc 7
Pensionfund Sabic 7
Stock Yards Bank & Trust Co 7
J. Goldman & Co LP 7
Modera Wealth Management, LLC 7
EPG Wealth Management LLC 7
Ovata Capital Management Ltd 7
Beacon Investment Advisory Services, Inc. 7
Marvin & Palmer Associates Inc 7
Hanlon Investment Management, Inc. 7
Lion Street Advisors, LLC 7
L2 Asset Management, LLC 7
1776 Wealth LLC 7
Marks Group Wealth Management, Inc 7
Atlas Private Wealth Management 7
Camden Capital, LLC 7
One Capital Management, LLC 7
Elevated Capital Advisors, LLC 7
Willingdon Wealth Management 7
Seaport Global Asset Management Llc 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
J.P. Turner & Co Capital Mnagement, LLC 7
Stanley-Laman Group, Ltd. 7
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 7
Lowe Brockenbrough & Co Inc 7
Ferguson Wellman Capital Management, Inc 7
S.A. Mason LLC 7
Red Door Wealth Management, LLC 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 7
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 7
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 7
Sagespring Wealth Partners, Llc 7
Boyd Watterson Asset Management Llc/oh 7
Trust Co 7
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
Berkley W R Corp 7
Aureus Asset Management, LLC 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
GM Advisory Group, Inc. 7
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 7
PartnerRe Asset Management CORP 7
Concert Wealth Management Inc. 7
Hoxton Financial, Inc. 7
Frontier Wealth Management LLC 7
Chicago Capital Management, LLC 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
Thomas J. Herzfeld Advisors, Inc. 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 7
Seawolf Capital, LLC 7
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 7
RPG Investment Advisory, LLC 7
Croft-leominster Inc 7
Trust Asset Management LLC 7
Bank Of The West 7
Douglas Lane & Associates, LLC 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 7
Li Winifred I 7
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 7
Wrapmanager Inc 7
BOSS - Global X Funds - Global X Founder-Run Companies ETF 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
Dominick & Dominick LLC 7
Vision Financial Markets Llc 7
Alta Fundamental Advisers LLC 7
Ally Financial Inc. 7
Wafra Inc. 7
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 7
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 7
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 7
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 7
Edmond de Rothschild (Europe) 7
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 7
Dynamic Capital Management Ltd 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
Jabre Capital Partners S.A. 7
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
Bank of Jackson Hole Trust 7
Lgl Partners, Llc 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 7
Redmond Asset Management, LLC 7
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 7
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 7
Zimmer Partners, LP 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
Stelac Advisory Services LLC 7
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 7
Euclid Advisors LLC 7
First National Bank Of Omaha 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
Cahill Financial Advisors Inc 7
CapWealth Advisors, LLC 7
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 7
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 7
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 7
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 7
Seelaus Asset Management LLC 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
Kera Capital Partners, Inc. 7
Mariner Wealth Advisors-NYC, LLC 7
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
SevenBridge Financial Group, LLC 7
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 7
Wintrust Investments Llc 7
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 7
York Capital Management Global Advisors, LLC 7
Transform Wealth, LLC 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
First Command Bank 7
Kohmann Bosshard Financial Services, LLC 7
Private Advisory Group LLC 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
Provenance Wealth Advisors, LLC 7
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 7
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
Sustainable Insight Capital Management, LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 7
Intrinsic Edge Capital Management LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 7
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 7
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 7
AlphaStar Capital Management, LLC 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 7
HGC Investment Management Inc. 7
Profunds - Profund Vp Large-cap Growth 7
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 7
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
Price Wealth Management, Inc. 7
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 7
DC Investments Management, LLC 7
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 7
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 7
Voya Prime Rate Trust 7
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 7
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 7
Blackrock Debt Strategies Fund, Inc. 7
Blackrock Floating Rate Income Strategies Fund, Inc. 7
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 7
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
Putnam Investors Fund 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
Core Bond Portfolio - Core Bond Portfolio 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
Cohen & Steers Total Return Realty Fund Inc 7
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 7
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 7
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 7
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 7
Transamerica Partners Portfolios 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 7
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 7
WIREX - PFS FUNDS - Wireless Fund 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Liberty All Star Growth Fund Inc. 7
Wright Managed Equity Trust 7
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 7
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 7
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 7
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 7
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 7
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 7
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 7
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 7
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 7
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 7
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 7
Legacy Wealth Managment, LLC/ID 7
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 7
Blackrock Floating Rate Income Trust 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 7
Satuit Capital Management Trust 7
Alpine Global Dynamic Dividend Fund 7
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 7
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 7
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 7
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 7
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 7
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 7
Turner Funds 7
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 7
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 7
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 7
Viking Global Investors Lp 7
Onefund, Llc 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 7
First Pacific Advisors, LP 7
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 7
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
Advanced Series Trust - Ast Mid-cap Growth Portfolio 7
Capstone Series Fund Inc 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Manning & Napier Group, LLC 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 7
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 7
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 7
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 7
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 7
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 7
Pfs Investments Inc. 7
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
Flaherty & Crumrine Preferred Income Fund Inc 6
John Hancock Preferred Income Fund Iii 6
Aspect Partners, LLC 6
John Hancock Preferred Income Fund 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Perbak Capital Partners LLP 6
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 6
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 6
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 6
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 6
Gibbs Wealth Management 6
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Blackrock Master Llc 6
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 6
Multi-strategy Growth & Income Fund 6
MD Financial Management Inc. 6
UBP Investment Advisors SA 6
Townsend & Associates, Inc 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
Ashford Capital Management Inc 6
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
Mesirow Financial Investment Management, Inc. 6
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 6
Intercontinental Wealth Advisors, LLC 6
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 6
Partners Capital Investment Group, Llp 6
Gilbert & Cook, Inc. 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
Groupama Asset Managment 6
Dimension Capital Management Llc 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
Clear Perspective Advisors, LLC 6
Global Financial Private Capital, LLC 6
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 6
Founders Capital Management 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 6
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 6
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 6
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
Wsfs Capital Management, Llc 6
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 6
Pacific Center for Financial Services 6
Intellectus Partners, LLC 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
Covenant Asset Management, LLC 6
Northwest Quadrant Wealth Management, LLC 6
Paulson Wealth Management Inc. 6
Financial Advisors Network, Inc. 6
GenTrust, LLC 6
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 6
Perennial Advisors, LLC 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 6
Oddo Bhf Asset Management Sas 6
Fairman Group, LLC 6
Independent Solutions Wealth Management, LLC 6
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 6
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 6
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Nwq Investment Management Company, Llc 6
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 6
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 6
AustralianSuper Pty Ltd 6
Pvg Asset Management Corp 6
Peregrine Capital Management Llc 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
Beck Capital Management, Llc 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
Yellowstone Partners, LLC 6
Decker Retirement Planning Inc. 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
Jackson, Grant Investment Advisers, Inc. 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
Forty4 Asset Management LLC 6
Cai Capital Management, Inc. 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
Kms Financial Services, Inc 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
Catamount Wealth Management 6
Guardian Investor Services Llc 6
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 6
Aft, Forsyth & Company, Inc. 6
Red Rocks Capital LLC 6
40 North Management LLC 6
Green Arrow Capital Management Llc 6
DVY - iSHARES TRUST - iShares Select Dividend ETF 6
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
Payden & Rygel 6
Cleararc Capital Inc 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
Bluestein R H & Co 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
Engine Capital Management, LP 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
Trajan Wealth LLC 6
Rampart Investment Management Company, LLC 6
Park Avenue Institutional Advisers LLC 6
Teachers Insurance & Annuity Association Of America 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
Toscafund Asset Management LLP 6
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
Twin Focus Capital Partners, Llc 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
Lynx Investment Advisory 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 6
Kingstown Capital Management L.p. 6
Steamboat Capital Partners, LLC 6
ZPR Investment Management 6
Avidian Wealth Solutions, LLC 6
Permal Asset Management Llc 6
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Silicon Valley Capital Partners 6
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 6
Oberweis Asset Management Inc/ 6
Rainier Investment Management Llc 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
Fedenia Advisers LLC 6
Brasada Capital Management, Lp 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
Drucker Wealth 3.0, LLC 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
Winnow Wealth Llc 6
BankPlus Trust Department 6
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 6
Granite FO LLC 6
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 6
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
Warberg Asset Management LLC 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 6
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 6
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 6
FDO Partners, LLC 6
Syntal Capital Partners, LLC 6
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 6
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 6
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 6
Hopwood Financial Services, Inc. 6
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
National Investment Services Inc /wi 6
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
Semmax Financial Advisors Inc. 6
Virginia Retirement System 6
Element Pointe Advisors, Llc 6
Meitav Dash Investments Ltd 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
one8zero8, LLC 6
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 6
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 6
Hardy Reed LLC 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
HWG Holdings LP 6
Mirova 6
Fernwood Investment Management, LLC 6
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 6
Oak Associates Ltd /oh/ 6
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 6
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
Inlet Private Wealth, LLC 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 6
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 6
EWG Elevate Inc. 6
JIHDX - John Hancock Funds II - High Yield Fund Class 1 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
Icc Capital Management Inc/ 6
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
Beese Fulmer Investment Management, Inc. 6
Actinver Wealth Management, Inc. 6
Fenimore Asset Management Inc 6
Searle & Co. 6
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 6
Founders Financial Securities Llc 6
Integrated Quantitative Investments LLC 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
Optimize Financial Inc 6
QUANTRES ASSET MANAGEMENT Ltd 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Amica Pension Fund Board Of Trustees 6
AllSquare Wealth Management LLC 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 6
Capital Investment Counsel, Inc 6
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 6
Gratus Capital LLC 6
Wells Fargo Multi-sector Income Fund 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
Canada Post Corp Registered Pension Plan 6
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 6
American National Insurance Co /tx/ 6
Meridian Wealth Advisors, LLC 6
American National Registered Investment Advisor, Inc. 6
Jacobus Wealth Management, Inc. 6
Gargoyle Investment Advisor L.L.C. 6
Rowland Carmichael Advisors Inc /adv 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
Legacy Investment Solutions, LLC 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
Homrich & Berg 6
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 6
Vestor Capital, Llc 6
Third Avenue Management Llc 6
HighTower Trust Services, LTA 6
Tcw Alternative Funds 6
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 6
Otter Creek Management Inc 6
Soltis Investment Advisors LLC 6
Groesbeck Investment Management Corp /nj/ 6
Scoggin Management Lp 6
Palo Capital, Inc. 6
N.E.W. Advisory Services LLC 6
Visionary Wealth Advisors 6
Livingston Group Asset Management CO (operating as Southport Capital Management) 6
Deseret Mutual Benefit Administrators 6
CHICAGO TRUST Co NA 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Argent Advisors, Inc. 6
Delta Investment Management, LLC 6
Beryl Capital Management LLC 6
Exxonmobil Investment Management Inc /tx 6
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 6
Exchange Capital Management, Inc. 6
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 6
Stephenson National Bank & Trust 6
Cullinan Associates Inc 6
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
Cooper Financial Group 6
Franklin Street Advisors Inc /nc 6
Lansdowne Partners Limited Partnership 6
Cohen Capital Management, Inc. 6
Landmark Investment Partners, L.p. 6
UNIVEST FINANCIAL Corp 6
MFCPX - M FUND INC - M Capital Appreciation Fund 6
Rs Investment Trust 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 6
Cim, Llc 6
Prio Wealth Limited Partnership 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 6
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 6
Brandywine Oak Private Wealth Llc 6
Strategic Advisors LLC 6
MONECO Advisors, LLC 6
Litman Gregory Asset Management LLC 6
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 6
Hexavest Inc. 6
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 6
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 6
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 6
Fort Pitt Capital Group, Llc 6
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 6
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 6
Shamrock Asset Management LLC 6
Aspire Private Capital, LLC 6
Windsor Capital Management, LLC 6
Bain Capital Public Equity Management Ii, Llc 6
Nippon Life Insurance Co 6
ZIG - ETF Series Solutions - The Acquirers Fund 6
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 6
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 6
Becker Capital Management Inc 6
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 6
Western Wealth Management, LLC 6
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 6
Carret Asset Management, Llc 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Mpwm Advisory Solutions, Llc 6
JRM Investment Counsel, LLC 6
Davy Global Fund Management Ltd 6
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 6
Bienville Capital Management, LLC 6
CG Asset Management LLC 6
Waldron Private Wealth LLC 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
Fulcrum Asset Management LLP 6
Integre Asset Management, LLC 6
Findlay Park Partners LLP 6
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 6
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 6
Kamunting Street Capital Management, L.P. 6
Avitas Wealth Management LLC 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 6
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 6
Allianz Se 6
Radcliffe Capital Management, L.P. 6
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 6
Charter Trust Co 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
E&G Advisors, LP 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
Guild Investment Management, Inc. 6
Aegon Asset Management Uk Plc 6
Fwl Investment Management, Llc 6
Johnson Midwest Financial, LLC 6
Locust Wood Capital Advisers, Llc 6
Gw Henssler & Associates Ltd 6
Mjp Associates Inc /adv 6
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 6
Rockland Trust Co 6
Ohio National Investments, Inc. 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
Thomasville National Bank 6
Wellington Shields & Co., LLC 6
Mizuho Markets Americas Llc 6
Syverson Strege & Co 6
E Fund Management Co., Ltd. 6
San Luis Wealth Advisors LLC 6
Symmetry Investments LP 6
Financial Management Network Inc 6
CFS Investment Advisory Services, LLC 6
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 6
Altus Wealth Group LLC 6
Curated Wealth Partners LLC 6
Montecito Bank & Trust 6
Wood Tarver Financial Group, LLC 6
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 6
Fort Sheridan Advisors Llc 6
First Dallas Securities Inc. 6
Urban Wealth Management, LLC 6
High Pointe Capital Management Llc 6
Orion Capital Management LLC 6
Coronation Asset Management (Pty) Ltd. 6
McMahon Financial Advisors, LLC 6
Parsec Financial Management, Inc. 6
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 6
TD Securities (USA) LLC 6
Fort Baker Capital Management LP 6
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 6
Better Money Decisions, LLC 6
Haverford Trust Co 6
Fosun International Ltd 6
Nicola Wealth Management Ltd. 6
Koss-Olinger Consulting, LLC 6
O'Neil Global Advisors, Inc. 6
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 6
Mascagni Wealth Management, Inc. 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
SOL Capital Management CO 6
Prentice Wealth Management LLC 6
Y.D. More Investments Ltd 6
Triumph Capital Management 6
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 6
Emfo, Llc 6
Knott David M 6
Pinnacle Wealth Advisors 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Investors Asset Management Of Georgia Inc /ga/ /adv 6
Patton Fund Management, Inc. 6
JTC Employer Solutions Trusteee Ltd 6
Garde Capital, Inc. 6
Eisler Capital (UK) Ltd. 6
Simply Money Advisors 6
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 6
Family Firm, Inc. 6
Cranbrook Wealth Management, LLC 6
BW Gestao de Investimentos Ltda. 6
Knott David M Jr 6
Columbia Wanger Asset Management Llc 6
Capital Group Private Client Services, Inc. 6
Garrison Bradford & Associates Inc 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Kolinsky Wealth Management, LLC 6
America First Investment Advisors, LLC 6
Perfromance Wealth Partners, LLC 6
IPG Investment Advisors LLC 6
Scissortail Wealth Management, LLC 6
HST Ventures, LLC 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 6
Sprott Inc. 6
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 6
Beech Hill Advisors, Inc. 6
Pier Capital, LLC 6
Rs Variable Products Trust 6
Eschler Asset Management LLP 6
Sagefield Capital LP 6
Journey Strategic Wealth Llc 6
Saturna Capital CORP 6
CastleKnight Management LP 6
Perella Weinberg Partners Capital Management LP 6
Mogy Joel R Investment Counsel Inc 6
Eagle Rock Investment Company, Llc 6
Relative Value Partners Group, LLC 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
Alpine Bank Wealth Management 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Ipswich Investment Management Co., Inc. 6
Ramius Advisors Llc 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 6
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
Walker Asset Management, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
LGT Group Foundation 6
Fund Management at Engine No. 1 LLC 6
Resurgent Financial Advisors LLC 6
Carnegie Capital Asset Management, LLC 6
Concentric Capital Strategies, LP 6
1620 Investment Advisors, Inc. 6
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 6
Cohen & Steers Real Estate Opportunities & Income Fund 6
Proffitt & Goodson Inc 6
Pictet & Cie (Europe) SA 6
Financial & Investment Management Group Ltd 6
Schwartz Investment Counsel Inc 6
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 6
Cidel Asset Management Inc 6
Bollard Group LLC 6
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 6
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 6
Mawer Investment Management Ltd. 6
Insight 2811, Inc. 6
PrairieView Partners, LLC 6
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
WealthPlan Investment Management, LLC 6
Perritt Capital Management Inc 6
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6
Brewin Dolphin Wealth Management Ltd 6
Pzena Investment Management Llc 6
Aspiriant, Llc 6
Seminole Management Co., Inc. 6
Opus Capital Group, LLC 6
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 6
Winslow Asset Management Inc 6
Rheos Capital Works Inc. 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
Daymark Wealth Partners, Llc 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
First Eagle Investment Management, LLC 6
Cyndeo Wealth Partners, LLC 6
Sun Life Financial Inc 6
FourThought Financial Partners, LLC 6
Cassaday & Co Wealth Management LLC 6
Keystone Investors Pte Ltd 6
Baldwin Investment Management, LLC 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 6
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 6
Oversea-Chinese Banking CORP Ltd 6
Garda Capital Partners Lp 6
Chesley Taft & Associates LLC 6
Lloyds Banking Group plc 6
Elevation Series Trust - RiverNorth Patriot ETF 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
Cornerstone Advisors Inc 6
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 6
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 6
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 6
P Schoenfeld Asset Management Lp 6
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 6
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
Weil Company, Inc. 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
Bank Of Nova Scotia Trust Co 6
Avalon Trust Co 6
Genesee Valley Trust Co 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
Monetary Management Group Inc 6
Nemes Rush Group LLC 6
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 6
Ag2r La Mondiale Gestion D'actifs 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 6
DecisionPoint Financial, LLC 6
Ford Financial Group, LLC 6
Abacus Planning Group, Inc. 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
City Of London Investment Management Co Ltd 6
Tiaa Trust, National Association 6
Atlanta Capital Management Co L L C 6
New York Life Trust Co 6
Revisor Wealth Management LLC 6
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 6
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 6
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 6
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 6
Financial Perspectives, Inc 6
TrueMark Investments, LLC 6
Hall Laurie J Trustee 6
Premier Path Wealth Partners, LLC 6
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 6
Naples Money Management LLC 6
Baillie Gifford & Co 6
New Century Financial Group, LLC 6
Nicholas Company, Inc. 6
Guardian Life Insurance Co Of America 6
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 6
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 6
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 6
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
Voss Capital, LLC 6
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 6
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 6
MIDSX - Midas Series Trust - Midas Fund 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
Himco Variable Insurance Trust 6
Vermillion & White Wealth Management Group, LLC 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 6
MML Series Investment Fund II - MML Equity Fund Initial Class 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 6
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
Cohen & Steers Quality Income Realty Fund Inc 6
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 6
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 6
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 6
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 6
Modern Wealth Management, LLC 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 6
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 6
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 6
Capitolis Liquid Global Markets LLC 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 6
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 6
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 6
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
Meritage Group LP 6
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 6
Virtus Global Dividend & Income Fund Inc. 6
Gabelli Convertible & Income Securities Fund Inc 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 6
Kavilco Inc/wa/ 6
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 6
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
LM Advisors LLC 6
Allianzgi Equity & Convertible Income Fund 6
Td Asset Management Usa Funds Inc. 6
SRB Corp 6
John Hancock Preferred Income Fund Ii 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 5
Sumitomo Life Insurance Co 5
Harvest Capital Strategies LLC 5
Osmium Partners, LLC 5
Hollow Brook Wealth Management LLC 5
Southeastern Asset Management Inc/tn/ 5
General Electric Co 5
Eminence Capital, Lp 5
Cannell Capital Llc 5
Heartland Advisors Inc 5
Zazove Associates Llc 5
Fortress Investment Group LLC 5
Consolidated Press International Holdings Ltd 5
Zuckerman Investment Group, LLC 5
Pentwater Capital Management LP 5
Integrated Core Strategies (us) Llc 5
Brown Capital Management Llc 5
Ardsley Advisory Partners Lp 5
Cohen & Steers, Inc. 5
Aristeia Capital Llc 5
Western Asset Management Company, LLC 5
Akre Capital Management Llc 5
Manatuck Hill Partners, LLC 5
Senvest Management, LLC 5
Canyon Capital Advisors Llc 5
Buckingham Capital Management Inc 5
Saba Capital Management, L.P. 5
Alkeon Capital Management Llc 5
Beach Investment Management, LLC. 5
Polen Capital Management Llc 5
Quest Investment Management Llc 5
Capital International Ltd /ca/ 5
Farr Miller & Washington Llc/dc 5
Foster Dykema Cabot & Co Inc/ma 5
Canandaigua National Bank & Trust Co 5
SCS Capital Management LLC 5
Aviance Capital Management, Llc 5
Roundview Capital LLC 5
Birinyi Associates Inc 5
Trilogy Global Advisors Lp 5
Buckhead Capital Management Llc 5
Everett Harris & Co /ca/ 5
Vanguard Windsor Funds 5
Carmignac Gestion 5
Edgemoor Investment Advisors, Inc. 5
Fishman Jay A Ltd/mi 5
Vaughan David Investments Inc/il 5
Auxier Asset Management 5
Estabrook Capital Management 5
Zevin Asset Management Llc 5
Van Berkom & Associates Inc. 5
Iridian Asset Management Llc/ct 5
Anson Funds Management LP 5
Cobblestone Capital Advisors Llc /ny/ 5
Financial Engines Advisors L.L.C. 5
Busey Wealth Management 5
Whitnell & Co. 5
Northern Capital Management Llc 5
Reinhart Partners, Inc. 5
Princeton Capital Management Llc 5
Grimes & Company, Inc. 5
Penobscot Investment Management Company, Inc. 5
Halbert Hargrove Global Advisors, Llc 5
Lowe Wealth Advisors, LLC 5
Leisure Capital Management 5
Cedar Wealth Management, LLC 5
Miura Global Management, LLC 5
Gerstein Fisher 5
Pax World Management Llc 5
Tower Bridge Advisors 5
Brant Point Investment Management Llc 5
Novare Capital Management Llc 5
Southeast Asset Advisors Inc. 5
Taconic Capital Advisors LP 5
Staley Capital Advisers Inc 5
National Penn Investors Trust Co /pa 5
Geduld E E 5
TAMRO Capital Partners LLC 5
ARGA Investment Management, LP 5
Ironsides Asset Advisors, LLC 5
First Commonwealth Financial Corp /pa/ 5
Caldwell & Orkin Inc 5
Benchmark Capital Advisors 5
Silchester International Investors LLP 5
Karpas Strategies, Llc 5
Sharkey, Howes & Javer 5
Deltec Asset Management Llc 5
Private Bank & Trust Co 5
BRC Investment Management LLC 5
Guyasuta Investment Advisors Inc 5
Falcon Point Capital, Llc 5
Argentus Capital Management, LLC 5
Nelson Capital Management, LLC 5
300 North Capital, Llc 5
Whalerock Point Partners, Llc 5
Palladium Partners Llc 5
Diligent Investors, LLC 5
Athena Capital Advisors Llc 5
Monroe Bank & Trust/mi 5
Woodley Farra Manion Portfolio Management Inc 5
Cutler Capital Management, LLC 5
Bank Of Stockton 5
Gateway Advisory, LLC 5
Community Financial Services Group, LLC 5
Lombardia Capital Partners Llc 5
Eagle Ridge Investment Management 5
W.G. Shaheen & Associates DBA Whitney & Co 5
Wunderlich Capital Managemnt 5
Nicolet Bankshares Inc 5
Quantum Capital Management 5
Steinberg Global Asset Management 5
BancorpSouth Inc 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
Solaris Asset Management Llc 5
Harfst & Associates, Inc. 5
Graybill Bartz & Assoc Ltd 5
Klingenstein Fields & Co Lp 5
Riverpark Capital Management Llc 5
Hartford Financial Management Inc. 5
Marathon Asset Management Llp 5
CenturyLink Investment Management Co 5
Stancorp Investment Advisers Inc 5
Walnut Private Equity Partners, Llc 5
Northside Capital Management, LLC 5
Abner Herrman & Brock Llc 5
Cohen Klingenstein LLC 5
Parasol Investment Management, LLC 5
BLB&B Advisors, LLC 5
Profit Investment Management, LLC 5
Regent Investment Management LLC 5
St. Johns Investment Management Company, LLC 5
Legacy Private Trust Co. 5
Van Cleef Asset Management,Inc 5
Daiwa SB Investments Ltd. 5
Patton Albertson Miller Group, Llc 5
Copper Rock Capital Partners, LLC 5
Park National Corp /oh/ 5
William Harris Investors Inc 5
Tobam 5
Boston Common Asset Management, LLC 5
ARGI Investment Services, LLC 5
DSAM Partners (London) Ltd 5
Lehman Financial Resources, Inc. 5
Pinnacle Wealth Management Advisory Group, LLC 5
Risk Paradigm Group, LLC 5
Covenant Multifamily Offices, LLC 5
Westbourne Investment Advisors, Inc. 5
Greenwich Wealth Management LLC 5
Peoples Financial Services Corp. 5
Smith, Moore & Co. 5
First American Trust, Fsb 5
Berkshire Asset Management Llc/pa 5
Cape Cod Five Cents Savings Bank 5
GVO Asset Management Ltd 5
Kessler Investment Group, LLC 5
Middleton & Co Inc/ma 5
Piershale Financial Group, Inc. 5
Harvard Management Co Inc 5
Sentinel Asset Management, Inc. 5
CR Intrinsic Investors, LLC 5
Old West Investment Management, LLC 5
Kiwi Wealth Investments Limited Partnership 5
Covey Capital Advisors, LLC 5
Kepos Capital LP 5
Kazazian Asset Management, LLC 5
Columbia Asset Management 5
First Business Financial Services, Inc. 5
Affinity Wealth Management Llc 5
EFG Asset Management (Americas) Corp. 5
Lord Abbett Developing Growth Fund, Inc. 5
Price Michael F 5
Lakeview Capital Partners, LLC 5
Bristlecone Advisors, LLC 5
Chartwell Investment Partners/pa 5
Madden Advisory Services, Inc. 5
Simmons Bank 5
Davidson Kempner Capital Management Lp 5
Insight Capital Research & Management Inc 5
Marathon Trading Investment Management LLC 5
Camden Asset Management L P /ca 5
Belmont Global Advisors, Inc. 5
Suvretta Capital Management, Llc 5
Sterling Ridge Capital Management LP 5
Omega Advisors Inc. 5
Opera Trading Capital 5
Clearbridge, Llc 5
Northwestern Mutual Investment Services Llc 5
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5
Rocky Mountain Advisers, Llc 5
Strategic Capital Alternatives LLC 5
Walter & Keenan Financial Consulting Co /mi/ /adv 5
Olstein Capital Management, L.P. 5
EverPoint Asset Management, LLC 5
Omni Partners Llp 5
Wall Street Associates 5
Railway Pension Investments Ltd 5
Gary Goldberg Planning Services Inc 5
Alerus Financial Na 5
Nuveen Fund Advisors, LLC 5
Wilmington Trust Investment Management, LLC 5
Well Done, LLC 5
Guidant Wealth Advisors 5
HMS Capital Management, LLC 5
Bnp Paribas 5
Rainier Group Investment Advisory LLC 5
Sarofim Fayez 5
Stone House Investment Management, LLC 5
Oribel Capital Management, LP 5
DLD Asset Management, LP 5
Fondren Management LP 5
GQG Partners LLC 5
Bridgeworth, LLC 5
Sage Capital Advisors,llc 5
Garner Asset Management Corp 5
MPS Loria Financial Planners, LLC 5
XR Securities LLC 5
Unison Advisors LLC 5
Rainier Investment Management Mutual Funds 5
Invesco High Income 2023 Target Term Fund 5
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 5
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 5
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
Blackrock Ltd Duration Income Trust 5
Allianzgi Convertible & Income Fund Ii 5
Allianzgi Convertible & Income Fund 5
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 5
Nuveen Preferred & Income Opportunities Fund 5
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 5
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 5
FAINX - MSS Series Trust - Fallen Angels Income Fund 5
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 5
Allianzgi Diversified Income & Convertible Fund 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 5
Eagle Growth & Income Opportunities Fund 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Nuveen S&p 500 Buywrite Income Fund 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
Olstein Funds 5
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 5
Pimco Dynamic Income Fund 5
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 5
Blackrock Enhanced Equity Dividend Trust 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Special Opportunities Fund, Inc. 5
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 5
Liberty All Star Equity Fund 5
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 5
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 5
Pioneer Floating Rate Trust 5
Deutsche Value Series, Inc 5
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 5
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 5
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 5
Flaherty & Crumrine Preferred Securities Income Fund Inc 5
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 5
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 5
Dfa Investment Trust Co - The U.s. Large Cap Value Series 5
Neuberger Berman Real Estate Securities Income Fund Inc 5
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 5
Oppenheimer Equity Income Fund 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
Clough Global Equity Fund 5
Bmc Fund Inc 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
Underlying Funds Trust 5
Aries Wealth Management 5
Sanctuary Wealth Management, L.L.C. 5
Signition Lp 5
Santori & Peters, Inc. 5
Lucia Wealth Services, Llc 5
Blackhawk Capital Partners LLC. 5
MANA Advisors LLC 5
PDS Planning, Inc 5
Deer Park Road Corp 5
SWS Partners 5
Slow Capital, Inc. 5
Entrustpermal Partners Offshore Lp 5
Vivaldi Opportunities Fund 5
Aurora Financial Advisors, Llc 5
Burleson & Company, LLC 5
Varma Mutual Pension Insurance Co 5
Factorial Partners, Llc 5
Elmwood Wealth Management, Inc. 5
Altium Wealth Management LLC 5
Pflug Koory, LLC 5
Wealthstar Advisors, Llc 5
Cozad Asset Management Inc 5
LFA - Lugano Financial Advisors SA 5
Asset Advisors Investment Management, LLC 5
Lavaca Capital Llc 5
Legacy Bridge, LLC 5
Nkcfo Llc 5
Hayden Royal, Llc 5
Shulman DeMeo Asset Management LLC 5
Acima Private Wealth, Llc 5
Community Capital Management, Inc. 5
Reston Wealth Management Llc 5
SlateStone Wealth, LLC 5
Kinneret Advisory, LLC 5
Rokos Capital Management LLP 5
Abundance Wealth Counselors 5
Clarfeld Financial Advisors, Llc 5
Surevest, LLC 5
BCJ Capital Management, LLC 5
Quilter Plc 5
FourWorld Capital Management LLC 5
TAP Consulting, LLC 5
Fundamentun, Llc 5
First National Corp /ma/ /adv 5
Sound View Wealth Advisors Group, LLC 5
Tranquility Partners, LLC 5
Stonehage Fleming (uk) Ltd 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
Ambassador Advisors, LLC 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 5
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 5
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 5
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 5
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 5
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 5
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 5
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 5
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 5
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 5
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 5
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 5
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 5
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 5
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 5
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 5
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 5
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 5
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 5
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 5
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 5
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 5
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 5
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 5
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 5
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 5
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 5
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 5
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
55i, Llc 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 5
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 5
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 5
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 5
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 5
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
VSSVX - VALIC Co I - Small Cap Special Values Fund 5
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 5
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 5
SkyOak Wealth, LLC 5
Leelyn Smith, LLC 5
Perennial Investment Advisors, LLC 5
Carolina Wealth Advisors, LLC 5
TBH Global Asset Management, LLC 5
Horizon Bancorp Inc /in/ 5
HBC Financial Services, PLLC 5
Jeereddi Investments, LP 5
Madison Asset Management, LLC 5
Okabena Investment Services Inc 5
Kathmere Capital Management, LLC 5
Capital Wealth Alliance, LLC 5
Core Wealth Advisors, Inc. 5
Ballast Advisors Llc 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Engrave Wealth Partners LLC 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
F&C Asset Management plc 5
KAMES CAPITAL management Ltd 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
Citizens National Bank Trust Department 5
Galaxy Capital Trading Ltd 5
J. W. Coons Advisors, LLC 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 5
FundVantage Trust - Verplanck Balanced Fund 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 5
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 5
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 5
Credo Capital Management, LLC 5
Rockbridge Investment Management, LCC 5
Six Circles Trust - Six Circles Global Bond Fund 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 5
Holloway Wealth Management, LLC 5
Tennessee Valley Asset Management Partners 5
Six Circles Trust - Six Circles Credit Opportunities Fund 5
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 5
Crescent Capital Consulting, LLC 5
Sage Mountain Advisors LLC 5
Centennial Wealth Advisory LLC 5
MTM Investment Management, LLC 5
McClarren Financial Advisors, Inc. 5
West Financial Advisors, LLC 5
Kesler, Norman & Wride, LLC 5
Cowa, Llc 5
OneAscent Wealth Management LLC 5
Merrion Investment Management Co, LLC 5
Liontrust Investment Partners LLP 5
Oder Investment Management, LLC 5
Privium Fund Management (UK) Ltd 5
Cadent Capital Advisors, LLC 5
Synergy Financial Management, LLC 5
Polar Capital Holdings Plc 5
SummerHaven Investment Management, LLC 5
True Link Financial Advisors, LLC 5
InterOcean Capital Group, LLC 5
Standard Family Office LLC 5
Waterfront Wealth Inc. 5
Safeguard Investment Advisory Group, LLC 5
EMC Capital Management 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 5
IronBridge Private Wealth, LLC 5
Bard Financial Services, Inc. 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
NB Crossroads Private Markets Access Fund LLC 5
Sageworth Trust Co of South Dakota 5
Conversant Capital LLC 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 5
PNC Managed Account Solutions, Inc. 5
Border to Coast Pensions Partnership Ltd 5
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Riverwater Partners LLC 5
Astrantus Ltd 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Goodman Advisory Group, LLC 5
Naviter Wealth, LLC 5
Ameliora Wealth Management Ltd. 5
FRG Family Wealth Advisors LLC 5
Masso Torrence Wealth Management Inc. 5
Sonora Investment Management Group, LLC 5
North Reef Capital Management LP 5
Taika Capital, LP 5
Fifth Lane Capital, Lp 5
RE Dickinson Investment Advisors, LLC 5
Autumn Glory Partners, LLC 5
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 5
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 5
Nuveen Multi-Asset Income Fund 5
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 5
Glassy Mountain Advisors, Inc. 5
Smallwood Wealth Investment Management, LLC 5
Safeguard Financial, LLC 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
Retireful, LLC 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
Astoria Portfolio Advisors LLC. 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
Price Jennifer C. 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
Exos TFP Holdings LLC 5
Drive Wealth Management, Llc 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
Fiduciary Alliance LLC 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
Alliance Wealth Advisors, LLC /UT 5
McGlone Suttner Wealth Management, Inc. 5
New Hampshire Trust 5
AM Squared Ltd 5
Cercano Management LLC 5
Dudley Capital Management, Llc 5
Strategic Investment Solutions, Inc. /IL 5
Freedom Wealth Alliance, Llc 5
Ruedi Wealth Management, Inc. 5
Acrisure Capital Management, LLC 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
Cm Wealth Advisors Llc 5
Barrett & Company, Inc. 5
Imprint Wealth LLC 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
Samjo Management, LLC 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
Strategic Financial Concepts, LLC 5
CGC Financial Services, LLC 5
Financiere des Professionnels - Fonds d,investissement inc. 5
Ramirez Asset Management, Inc. 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 5
PFS Partners, LLC 5
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 5
Valued Wealth Advisors LLC 5
Trust Point Inc. 5
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 5
Sapient Capital Llc 5
Unique Wealth Strategies, LLC 5
Quotient Wealth Partners, LLC 5
Savvy Advisors, Inc. 5
Atlantic Edge Private Wealth Management, LLC 5
Gold Investment Management Ltd. 5
Catalytic Wealth RIA, LLC 5
Steward Partners Investment Solutions, Llc 5
Williamson Legacy Group, LLC 5
Polymer Capital Management (HK) LTD 5
AlTi Global, Inc. 5
Vima Llc 5
Sierra Summit Advisors Llc 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
Abel Hall, LLC 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
COMMERCE FUNDS - The MidCap Value Fund Shares 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 5
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 5
Focus Financial Network, Inc. 5
Sienna Gestion 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Institutional Investment Strategy Fund 5
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 5
Global X Japan Co., Ltd. 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
Kerusso Capital Management LLC 5
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Net Worth Advisory Group 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
Retirement Wealth Solutions LLC 5
Berbice Capital Management LLC 5
YANKCOM Partnership 5
Sovran Advisors, LLC 5
Roxbury Financial LLC 5
Gwn Securities Inc. 5
Richards, Merrill & Peterson, Inc. 5
Quantessence Capital LLC 5
Credit Industriel Et Commercial 5
PharVision Advisers, LLC 5
REAP Financial Group, LLC 5
Anb Bank 5
S-Bank Fund Management Ltd 5
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 5
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
Rodgers Brothers Inc. 4
Thor Advisors, Llc 4
Gordian Capital Singapore Pte Ltd 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 4
Waddell & Reed Advisors Funds 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
XML Financial, LLC 4
Kleinwort Benson Investors Dublin Ltd 4
NDVR, Inc. 4
John Hancock Income Securities Trust 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
Trafelet Brokaw Capital Management, L.p. 4
Ronald Blue & Co Llc 4
WESPAC Advisors SoCal, LLC 4
Cypress Capital Management Llc 4
Flaherty & Crumrine Total Return Fund Inc 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
GOODX - GoodHaven Funds Trust - GoodHaven Fund 4
Wellesley Investment Partners, LLC 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
SPX Equities Gestao de Recursos Ltda 4
Folger Hill Asset Management LP 4
Trellus Management Company, LLC 4
Gabelli Global Utility & Income Trust 4
Kimelman & Baird, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 4
Sentinel Variable Products Trust 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
BigSur Wealth Management LLC 4
South Texas Money Management Ltd 4
Snow Capital Management Lp 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
Nuveen Tax-advantaged Dividend Growth Fund 4
Lewis Asset Management, LLC 4
AIA Investment Management Private Ltd 4
Meadow Creek Wealth Advisors Llc 4
Chemistry Wealth Management LLC 4
Stock Portfolio - Stock Portfolio 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
Next Level Private LLC 4
Maryland Capital Management 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
Trivant Custom Portfolio Group, LLC 4
Clearwater Capital Advisors, LLC 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
PAX Financial Group, LLC 4
Boulder Hill Capital Management Lp 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
Burford Brothers, Inc. 4
LaSalle Street Capital Management, LLC 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
PCA Investment Advisory Services Inc. 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 4
Woodard & Co Asset Management Group Inc /adv 4
NorthCrest Asset Manangement, LLC 4
Teamwork Financial Advisors, LLC 4
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 4
Carson Advisory Inc. 4
SWAN Capital LLC 4
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 4
DoubleLine ETF Adviser LP 4
Baldrige Asset Management LLC 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
Grand Jean Capital Management Inc 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 4
Sandy Cove Advisors, LLC 4
Sather Financial Group Inc 4
Morgan Dempsey Capital Management Llc 4
Brown Shipley& Co Ltd 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
Ahl Investment Management, Inc. 4
Private Advisors, LLC 4
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 4
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 4
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
Evelyn Partners Investment Management LLP 4
Resonant Capital Advisors, LLC 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
Traynor Capital Management, Inc. 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
PM CAPITAL Ltd 4
Missouri Trust & Investment Co 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
Premia Global Advisors, Llc 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
BSW Wealth Partners 4
First Washington CORP 4
Peterson Financial Group, Inc. 4
Edmond De Rothschild (suisse) S.a. 4
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 4
Ignis Investment Services Ltd 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
Game Plan Financial Advisors, LLC 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
Ruffer LLP 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
Havens Advisors Llc 4
Sanibel Captiva Trust Company, Inc. 4
Private Capital Advisors, Inc. 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
Scholtz & Company, Llc 4
Menard Financial Group LLC 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
Capital Financial Planning, LLC 4
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 4
Doliver Advisors, Lp 4
Atlantic Private Wealth, LLC 4
LRT Capital Management, LLC 4
NWK Group, Inc. 4
Empire Financial Management Company, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Mirador Capital Partners LP 4
Chesapeake Wealth Management 4
Heritage Investors Management Corp 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
Saddle Road Partners, LLC 4
Authentikos Wealth Advisory, LLC 4
LexAurum Advisors, LLC 4
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 4
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 4
Cheviot Value Management, LLC 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
GoodHaven Capital Management, LLC 4
Capital Directions Investment Advisors, LLC 4
CQS Cayman LP 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 4
Nalls Sherbakoff Group, Llc 4
Capital Management Corp /va 4
Golden Gate Private Equity, Inc. 4
Investment Management Of Virginia Llc 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
Virtus Global Multi-sector Income Fund 4
American Asset Management Inc. 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
Spinnaker Trust 4
Brandes Investment Partners, Lp 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
Enterprise Trust & Investment Co 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Carnegie Lake Advisors LLC 4
Montrusco Bolton Investments Inc. 4
Norman Fields, Gottscho Capital Management, LLC 4
Columbus Circle Investors 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
ENDW - EA Series Trust - Cambria Endowment Style ETF 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
Curbstone Financial Management Corp 4
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
Aevitas Wealth Management, Inc. 4
Landsberg, Bennett, & Dubbaneh LLC 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
Delaware Investments Dividend & Income Fund, Inc 4
WealthStone, Inc. 4
Goldentree Asset Management Lp 4
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 4
Cypress Asset Management Inc/tx 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 4
Hoover Financial Advisors, Inc. 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
Dynasty Wealth Management, Llc 4
Milestone Investment Advisors LLC 4
Julex Capital Management, Llc 4
EMG Holdings, L.P. 4
Eukles Asset Management 4
Premier Asset Management Llc 4
Iowa State Bank 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
Morningstar Investment Management LLC 4
Bank OZK 4
Somerset Trust Co 4
Ccm Investment Advisers Llc 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
Ironwood Financial, llc 4
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 4
VGI Partners Ltd 4
McElhenny Sheffield Capital Management, LLC 4
Painted Porch Advisors LLC 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
potrero capital research llc 4
Long Island Wealth Management, Inc. 4
Wallace Capital Management Inc. 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
Lockheed Martin Investment Management Co 4
Hgk Asset Management Inc 4
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 4
Hills Bank & Trust Co 4
Accident Compensation Corp 4
Tributary Capital Management, LLC 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 4
Torno Capital, Llc 4
Integrated Wealth Counsel, Llc 4
Marcum Wealth, LLC 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
Bar Harbor Trust Services 4
Armbruster Capital Management, Inc. 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
Torray Llc 4
Condor Capital Management 4
Pinnacle Advisory Group, Inc. 4
Global Thematic Partners, LLC 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
Proathlete Wealth Management Llc 4
Parameter Capital Management LLC 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
Western Asset Diversified Income Fund 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
AEGON USA Investment Management, LLC 4
Muhlenkamp & Co Inc 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 4
Trust & Fiduciary Management Services Inc 4
Tradition Capital Management Llc 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
Nuveen Preferred & Income Securities Fund 4
Moser Wealth Advisors, LLC 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 4
Fiduciary Management Associates Llc 4
NOLVX - Northern Funds - Northern Large Cap Value Fund 4
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 4
Investment House Llc 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 4
Skyline Asset Management Lp 4
Kinetic Partners Management, LP 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
D L Carlson Investment Group Inc 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
Wealth Management Associates, Inc. 4
Cowen Prime Advisors LLC 4
Washington Capital Management Inc 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
Howland Capital Management Llc 4
Putnam High Income Securities Fund 4
Overland Advisors, LLC 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
Weatherbie Capital, Llc 4
Wealth Alliance 4
MMCAP International Inc. SPC 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Kennondale Capital Management LLC 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
Grey Fox Wealth Advisors, LLC 4
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 4
Laurus Investment Counsel Inc. 4
Guardian Investment Management 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
Nuveen Flexible Investment Income Fund 4
Cobalt Capital Management, Inc. 4
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 4
One68 Global Capital, LLC 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
Heartland Bank & Trust Co 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
Pembroke Management, LTD 4
Northpointe Capital Llc 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 4
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
Harbor Asset Planning, Inc. 4
Scott & Selber, Inc. 4
MSD Partners, L.P. 4
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 4
EdgePoint Investment Group Inc. 4
Trian Fund Management, L.p. 4
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 4
KAMES CAPITAL management Ltd 4
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 4
Raiffeisen Bank International AG 4
Novem Group 4
10Elms LLP 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
Greenwood Gearhart Inc 4
Mastrapasqua Asset Management Inc 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
Regency Capital Management Inc.\DE 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
Laidlaw Wealth Management LLC 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 4
Schnieders Capital Management Llc 4
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
Commonwealth Financial Services, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 4
Fma Advisory Inc 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
Old Well Partners, LLC 4
Montag & Caldwell, Llc 4
Carnick & Kubik, LLC 4
Mattern Wealth Management LLC 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
Calamos Global Total Return Fund 4
New Wave Wealth Advisors Llc 4
Iron Financial, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
Rnc Capital Management Llc 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
Pingora Partners LLC 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
Richard W. Paul & Associates, LLC 4
B.O.S.S. Retirement Advisors, LLC 4
West Chester Capital Advisors, Inc 4
Zions Trust, National Association 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
Jensen Investment Management Inc 4
Aristides Capital LLC 4
Horan Capital Advisors, LLC. 4
Mine & Arao Wealth Creation & Management, LLC. 4
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 4
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 4
John Hancock Tax-advantaged Dividend Income Fund 4
Cobiz Investment Management, Llc 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
Fortaleza Asset Management Inc/ 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
Cavalier Investments, LLC 4
New Vernon Investment Management Llc 4
Angeles Investment Advisors, LLC 4
Grassi Investment Management 4
Everpar Advisors Llc 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
Godshalk Welsh Capital Management, Inc. 4
Darlington Partners Capital Management, Lp 4
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
Bancroft Fund Ltd 4
Everhart Financial Group, Inc. 4
Arrowgrass Capital Partners (us) Lp 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
Legacy Wealth Asset Management, LLC 4
Passport Capital, LLC 4
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 4
Western Financial Corp/CA 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
Little House Capital Llc 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
Archon Partners LLC 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
Promus Capital, LLC 4
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 4
Gallacher Capital Management LLC 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 4
Gallagher Fiduciary Advisors, LLC 4
Kmg Fiduciary Partners, Llc 4
Balter Liquid Alternatives, LLC 4
JDM Financial Group LLC 4
No Street GP LP 4
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 4
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 4
Birch Hill Investment Advisors LLC 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 4
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
Heard Capital LLC 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
First Heartland Consultants, Inc. 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
Eaton Vance Tax Advantaged Global Dividend Income Fund 4
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 4
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 4
Gratia Capital, Llc 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
Main Street Financial Solutions, LLC 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
Ransom Advisory, Ltd 4
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 4
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 4
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 4
Beacon Trust Co 4
Mandatum Life Insurance Co Ltd 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
Compass Ion Advisors, LLC 4
Accredited Wealth Management, LLC 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 4
6 Meridian 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
Maseco Llp 4
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 4
Northwest Bancshares, Inc. 4
Round Rock Advisors, LLC 4
SYM FINANCIAL Corp 4
Greenlight Capital Inc 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
Mondrian Investment Partners LTD 4
Crestone Asset Management LLC 4
Rossmore Private Capital 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
Freedman Financial Associates, Inc. 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 4
Alamea Verwaltungs GmbH 4
Ellsworth Growth & Income Fund Ltd 4
Mesirow Institutional Investment Management, Inc. 4
HoyleCohen, LLC 4
Sterne Agee Group, Inc. 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
Fragasso Group Inc. 4
Engine No. 1 Llc 4
Western Asset Corporate Loan Fund Inc. 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 4
Valmark Advisers, Inc. 4
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 4
Burling Wealth Partners, Llc 4
Lisanti Capital Growth, LLC 4
Usca All Terrain Fund 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
AMID - EA Series Trust - Argent Mid Cap ETF 4
Verdad Advisers, LP 4
West Bancorporation Inc 4
Bell Bank 4
Beutel, Goodman & Co Ltd. 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
Asset Advisors Corp 4
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 4
Boston Family Office Llc 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
qPULA Trading Management LP 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Q Global Advisors, LLC 4
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 4
Moss Adams Wealth Advisors LLC 4
MASTERINVEST Kapitalanlage GmbH 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
Folger Nolan Fleming Douglas Capital Management, Inc 4
Huber Capital Management LLC 4
Bearing Point Capital, Llc 4
Flat Footed LLC 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
IAG Wealth Partners, LLC 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
AT Bancorp 4
Cary Street Partners Asset Management Llc 4
Bright Rock Capital Management, Llc 4
Renasant Bank 4
Accretive Wealth Partners, LLC 4
New England Asset Management Inc 4
Sivia Capital Partners, LLC 4
Powell Investment Advisors, LLC 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
First National Bank of South Miami 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
De Burlo Group Inc 4
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 4
Context Capital Funds 4
Fairway Private Equity & Venture Capital Opportunities Fund 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Counsel Portfolio Services Inc. 4
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 4
CBOE Vest Financial, LLC 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
Aspen Investment Management Inc 4
Lokken Investment Group LLC 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
Swiss Helvetia Fund, Inc. 4
Mountain Hill Investment Partners Corp. 4
Blue Fin Capital, Inc. 4
Leverage Partners Absolute Return Fund SPC 4
Polar Capital LLP 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 4
Graticule Asia Macro Advisors LLC 4
Cypress Point Wealth Management, LLC 4
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 4
Phoenix Wealth Advisors 4
Landaas & Co /wi /adv 4
Fort, L.p. 4
First Merchants Corp 4
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 4
Schmidt P J Investment Management Inc 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
Advent/claymore Enhanced Growth & Income Fund 4
Boenning & Scattergood, Inc. 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
Pathway Financial Advisers, LLC 4
Galvin, Gaustad & Stein, LLC 4
Scott Marsh Financial, LLC 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
Timber Creek Capital Management LLC 4
Kaizen Financial Strategies 4
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 4
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 4
Red Cedar Capital, LLC 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
Stone Ridge Trust Iii 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
Burns Matteson Capital Management, LLC 4
Running Point Capital Advisors, LLC 4
Dowling & Yahnke Llc 4
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 4
HMI Capital Management, L.P. 4
Black Swift Group, LLC 4
Field & Main Bank 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
Sterling Manor Financial, LLC 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
Centric Wealth Management 4
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
Capstone Triton Financial Group, LLC 4
Lomas Capital Management, LLC 4
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 4
Modus Advisors, LLC 4
Brown Miller Wealth Management, LLC 4
Diversified, LLC 4
Fusion Family Wealth LLC 4
Dialectic Capital Management, Lp 4
Sugar Maple Asset Management, LLC 4
FrontFour Capital Group LLC 4
Jackson Hole Capital Partners, LLC 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 4
Capital CS Group, LLC 4
Global Assets Advisory, LLC 4
Clear Point Advisors Inc. 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 4
Country Club Trust Company, n.a. 4
Insight Folios Inc 4
Journey Advisory Group, LLC 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
Salvus Wealth Management, LLC 4
Murphy Pohlad Asset Management LLC 4
RDA Financial Network 4
Grayhawk Investment Strategies Inc. 4
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
Summit X, LLC 4
Loudon Investment Management, LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
Castlekeep Investment Advisors Llc 4
Hoey Investments, Inc 4
Gilliland Jeter Wealth Management LLC 4
University Of Notre Dame Du Lac 4
Stablepoint Partners, LLC 4
Bloom Tree Partners, Llc 4
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Bennett Lawrence Management L L C/ny 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
Almitas Capital LLC 4
Delta Lloyd Asset Management N.v. 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
First Allied Asset Management, Inc. 4
Sadoff Investment Management Llc 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
Harris Associates L P 4
Crescent Grove Advisors, LLC 4
InterOcean Capital, LLC 4
Athos Capital Ltd 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
Puff Wealth Management, Llc 4
BlackRock Capital Allocation Trust 4
Prentiss Smith & Co Inc 4
Abc Arbitrage Sa 4
Wbh Advisory Inc 4
Deroy & Devereaux Private Investment Counsel Inc 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
Chiron Capital Management, Llc 4
IMG Wealth Management, Inc. 4
Rock Creek Group, LP 4
S&co Inc 4
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 4
Mubadala Investment Co PJSC 4
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 4
River Wealth Advisors LLC 4
International Private Wealth Advisors LLC 4
Visionary Asset Management, Inc. 4
Heritage Financial Services, LLC 4
Farmer Steven Patrick 4
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
Bastion Asset Management Inc. 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
Fiduciary Family Office, Llc 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
Truadvice, LLC 4
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 4
Central Asset Investments & Management Holdings (HK) Ltd 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
MJT & Associates Financial Advisory Group, Inc. 4
Knollwood Investment Advisory, LLC 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Rs Investment Management Co Llc 4
Western Asset Middle Market Income Fund Inc. 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
Overbrook Management Corp 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 4
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 4
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 4
Miller/howard High Income Equity Fund 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 4
Private Management Group Inc 4
Aua Capital Management, Llc 4
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 4
Redwood Investments, LLC 4
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 4
ACK Asset Management LLC 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
SVA Wealth Management, LLC 4
Mark Morris Et Al 4
Penseco Financial Services Corp 4
David R. Rahn & Associates Inc. 4
AWM Investment Company, Inc. 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
BKD Wealth Advisors, LLC 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
Bingham Private Wealth, Llc 4
Private Capital Management, LLC 4
Par Capital Management Inc 4
Sig Brokerage, Lp 4
Noble Wealth Management PBC 4
Para Advisors Llc 4
Trust For Advisor Solutions 4
BBR ALO Fund, LLC 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
Oxford Financial Group Ltd 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
Beacon Financial Group 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 4
Rexford Capital Inc 4
First Financial Equity Corporation 4
Bear Mountain Capital, Inc. 4
Blue Sky Asset Management, LLC 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Dixon Hubard Feinour & Brown Inc/va 4
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
Tiff Advisory Services Inc 4
Hartwell J M Limited Partnership 4
Cloud Capital Management, LLC 4
Hunter Associates Investment Management Llc 4
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 4
DSC Advisors, L.P. 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
Wingate Wealth Advisors, Inc. 4
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 4
Jacobs Asset Management, Llc 4
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 4
Lorber David A 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 4
Wealth Alliance Advisory Group, LLC 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
Israel Discount Bank of New York 4
Banced Corp 4
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 4
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
OTA Financial Group L.P. 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 4
Parkside Investments, LLC 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
Tidemark, LLC 4
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 4
Kynikos Associates LP 4
Cue Financial Group, Inc. 4
SCP Investment, LP 4
King Wealth 4
Jasper Ridge Partners, L.P. 4
Signature Wealth Management Group 4
Sfmg, Llc 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
Hager Investment Management Services, Llc 4
Capital Growth Management Lp 4
Hendershot Investments Inc. 4
MGB Wealth Management, LLC 4
West Coast Financial LLC 4
Telos Capital Management, Inc. 4
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 4
Marsico Capital Management Llc 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
Blue Granite Capital, LLC 4
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 4
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
SILVER OAK SECURITIES, Inc 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
AMF Pensionsforsakring AB 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
Lansing Street Advisors 4
QVT Financial LP 4
Murphy & Mullick Capital Management Corp 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
Financial Sense Advisors, Inc. 4
Wills Financial Group, Inc. 4
Wimmer Associates 1, Llc 4
LGT Fund Management Co Ltd. 4
Cutter & CO Brokerage, Inc. 4
Stonebridge Financial Planning Group, LLC 4
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
Bridgewater Advisors Inc. 4
Equity Investment Corp 4
Motley Fool Wealth Management, LLC 4
Cyrus J. Lawrence, LLC 4
Luxor Capital Group, LP 4
JT Stratford LLC 4
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
Rosenblum Silverman Sutton S F Inc /ca 4
Secure Asset Management, LLC 4
SignalPoint Asset Management, LLC 4
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
Crews Bank & Trust 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
Halpern Financial, Inc. 4
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
Hunter Perkins Capital Management, LLC 4
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 4
John Hancock Premium Dividend Fund 4
Crawford Fund Management, LLC 4
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 4
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 4
VEGN - ETF Series Solutions - US Vegan Climate ETF 4
Union Bancaire Privee, UBP SA 4
Boussard & Gavaudan Investment Management LLP 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
Qvr Llc 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Fairfax Financial Holdings Ltd/ Can 4
Beck Bode, LLC 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Clough Global Opportunities Fund 4
Minot Wealth Management LLC 4
Zwj Investment Counsel Inc 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
Elkhorn Investments, LLC 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
Fir Tree Capital Management Lp 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
My Legacy Advisors, LLC 4
Strengthening Families & Communities, LLC 4
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 4
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 4
Scout Funds 4
Ibex Investors LLC 4
TBG - EA Series Trust - TBG Dividend Focus ETF 4
Granite Investment Advisors, LLC 4
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 4
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 4
PHH Investments, Ltd. 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 4
Ilmarinen Mutual Pension Insurance Co 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 4
Gunderson Capital Management Inc. 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
Winslow Capital Management, LLC 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
Matrix Trust Co 4
Clough Global Dividend & Income Fund 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 4
Jolley Asset Management, LLC 4
Taylor Frigon Capital Management LLC 4
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 4
Delek Group, Ltd. 4
Mid Continent Capital Llc/il 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Tax-managed Global Small-cap Portfolio 4
Calvert Impact Fund Inc 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
Midwest Trust Co 4
Aegis Financial Corp 4
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
Twelve Points Wealth Management LLC 4
Vanguard Morgan Growth Fund 4
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 4
Waterloo Capital, L.P. 4
Apollo Management Holdings, L.P. 4
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 4
Psagot Value Holdings Ltd. / (Israel) 4
Genesis Wealth Advisors, LLC 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
Gibraltar Capital Management, Inc. 4
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
Aristotle Capital Management, LLC 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
Nicholas Hoffman & Company, LLC. 4
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 4
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
Pacifica Partners Inc. 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
F3Logic, LLC 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
LifeWealth Investments, LLC 4
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 4
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 4
Castle Hook Partners LP 4
Stony Point Wealth Management Inc. 4
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 4
Intrepid Capital Management Inc 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
Accent Capital Management, LLC 4
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 4
Cohanzick Management, Llc 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
Pioneer Diversified High Income Trust 4
Sentinel Group Funds Inc 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
Hudson Way Capital Management LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Moab Capital Partners LLC 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
Capital City Trust Co/fl 4
Options Solutions, Llc 4
Mystic Asset Management, Inc. 4
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
Empire Life Investments Inc. 4
Leo Wealth, LLC 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 4
Cambiar Investors Llc 4
Palisade Asset Management, LLC 4
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 4
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 4
Eubel Brady & Suttman Asset Management Inc 4
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 4
Sumitomo Mitsui Financial Group, Inc. 4
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 4
Portland Investment Counsel Inc. 4
American Fidelity Dual Strategy Fund Inc 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
Oppenheimer Dividend Opportunity Fund 4
Roberts Glore & Co Inc /il/ 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 4
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Cove Private Wealth, LLC 4
Waters Parkerson & Co., Llc 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
Hc Financial Advisors Inc 4
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 4
Bivin & Associates, Inc. 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
Isi Strategy Fund Inc 4
Taube Brook 4
Foresters Investment Management Company, Inc. 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 4
Lee Capital Management LP 4
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
Seaport Global Advisors, LLC 4
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 4
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 4
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 4
Capital Counsel Llc/ny 4
Impact Capital Partners LLC 4
Repertoire Partners LP 4
Castle Creek Arbitrage, LLC 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 4
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 4
First Trust Specialty Finance & Financial Opportunities Fund 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 4
Cpwm, Llc 4
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
American Research & Management Co. 4
Capital One Financial Corp 4
Oasis Management Co Ltd. 4
Kwmg, Llc 4
Aris Wealth Services, Inc. 4
Vetamer Capital Management, L.p. 4
Disciplined Equity Management, Inc. 4
Neville Rodie & Shaw Inc 4
Curat Global, LLC 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
Smith Shellnut Wilson Llc /adv 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
Optimal Asset Management, Inc. 4
Silver Bridge Capital Management LLC 4
CTC Capital Management, LLC 4
Endex Capital Management Llc 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
Addenda Capital Inc. 4
Asset Management Corp /il/ /adv 4
Connor Clark & Lunn Investment Management Ltd 4
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 4
Cohen & Steers Mlp Income & Energy Opportunity Fund 4
Matrix Private Capital Group Llc 4
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 4
Harvest Management Llc 4
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 4
Carderock Capital Management Inc 4
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 4
Principled Equity Market Fund 4
Cheyne Capital Management (UK) LLP 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
Code Waechter LLC 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
Cortland Associates Inc/mo 3
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 3
Mattson Financial Services, LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2010 Fund Class R6 3
FORH - ETF Opportunities Trust - Formidable ETF 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
Lesa Sroufe & Co 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Tremblant Capital Group 3
Alpine Associates Management Inc. 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
Flagship Wealth Advisors, Llc 3
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Pimco Corporate & Income Strategy Fund 3
Blue Barn Wealth, LLC 3
Sage Advisors, Llc 3
Cannon Financial Strategists, Inc. 3
Blue Chip Partners, Inc. 3
Juncture Wealth Strategies, Llc 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
1st Source Bank 3
Usaa Etf Trust 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 3
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 3
First United Bank Trust/ 3
WealthTrust Axiom LLC 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
Brown Financial Advisors 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 3
Beaumont Financial Partners, LLC 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
James Hambro & Partners 3
JCP Investment Management, LLC 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
Third Point LLC 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Baker Ellis Asset Management LLC 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
Baskin Financial Services Inc. 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
Tectonic Advisors Llc 3
Inr Advisory Services Llc 3
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 3
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
Lourd Capital, LLC 3
Ariadne Wealth Management, LP 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Hershey Trust Co 3
Discovery Capital Management, Llc / Ct 3
Hermes Investment Management Ltd 3
Alaethes Wealth LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
Precision Wealth Strategies, LLC 3
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
Quadrant Private Wealth Management, LLC 3
FreeGulliver LLC 3
Fairfield Financial Advisors, LTD 3
Tiaa Cref Trust Co Fsb/mo 3
Bourne Lent Asset Management Inc 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
Invesco Senior Income Trust 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 3
Oppenheimer Capital Appreciation Fund 3
Wealthgarden F.s. Llc 3
Highfields Capital Management Lp 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
Locust Wood Capital Advisers, LLC 3
Kempen Capital Management N.v. 3
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
NOIGX - Northern Funds - Northern International Equity Fund 3
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 3
Kings Path Partners LLC 3
Valley Brook Capital Group, Inc. 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Timelo Investment Management Inc. 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 3
Investment Management Associates Inc /adv 3
Callahan Advisors, LLC 3
Firethorn Wealth Partners, Llc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 3
Botty Investors LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
Purus Wealth Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
Invesco High Income Trust Ii 3
Senator Investment Group LP 3
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 3
J. Safra Sarasin Holding AG 3
Fulcrum Capital LLC 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
Tabor Asset Management, LP 3
Tiedemann Trust Co 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 3
Tacita Capital Inc 3
HN Saltoro Capital, LP 3
Amitell Capital Pte Ltd 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
Ascendant Capital Management, LLC 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
Cion Ares Diversified Credit Fund 3
Portland Global Advisors LLC 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
Cloverfields Capital Group, Lp 3
Lederer & Associates Investment Counsel/ca 3
2Xideas AG 3
Hyman Charles D 3
City Center Advisors, LLC 3
Sovereign Financial Group, Inc. 3
Resolute Advisors LLC 3
Shelter Mutual Insurance Co 3
Baupost Group Llc/ma 3
Distillate Capital Partners LLC 3
Tower View Investment Management & Research LLC 3
Connacht Asset Management LP 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
World Equity Group, Inc. 3
PointState Capital LP 3
Tufton Capital Management 3
Murphy Capital Management Inc 3
Sand Grove Capital Management LLP 3
Trust Co Of Virginia /va 3
Mach-1 Financial Group, Inc. 3
Bank & Trust Co 3
Cassia Capital Partners, LLC 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
Bck Capital Management Lp 3
Randolph Co Inc 3
Midwest Wealth Management Inc. 3
Nautilus Advisors LLC 3
TruNorth Capital Management, LLC 3
Insight Advisors, LLC/ PA 3
Cerro Pacific Wealth Advisors LLC 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
Sawyer & Company, Inc 3
ROSS\JOHNSON & Associates LLC 3
Sterling Financial Planning, Inc. 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
Stone Point Capital Llc 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
Lumature Wealth Partners, LLC 3
Hamilton Lane Advisors Llc 3
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
Affiance Financial, LLC 3
Peddock Capital Advisors, Llc 3
Kavar Capital Partners Group, Llc 3
Corient IA LLC 3
Westwood Management Corp /il/ 3
Security National Bank 3
Turim 21 Investimentos Ltda. 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Bordeaux Wealth Advisors LLC 3
Latitude Advisors, LLC 3
Samson Rock Capital LLP 3
Lodestar Investment Counsel Llc/il 3
Oak Grove Capital LLC 3
Norris Perne & French Llp/mi 3
Highline Capital Management, L.p. 3
DB Wealth Management Group, LLC 3
Touchstone Capital, Inc. 3
Stableford Capital Ii Llc 3
Future Financial Wealth Managment LLC 3
McCarthy Asset Management, Inc. 3
Capital Planning Advisors, LLC 3
Amussen Hunsaker Associates Llc 3
Evolution Wealth Management Inc. 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
Legacy Financial Group LLC 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3
Adirondack Retirement Specialists, Inc. 3
Jlb & Associates Inc 3
Kinloch Capital, LLC 3
United Bank 3
Bennett Selby Investments Lp 3
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 3
Mowery & Schoenfeld Wealth Management, LLC 3
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Passumpsic Savings Bank 3
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
Muzinich & Co., Inc. 3
Abbot Financial Management, Inc. 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 3
North American Management Corp 3
Khp Capital, Llc 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
Atlanta Consulting Group Advisors, LLC 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
Factory Mutual Insurance Co 3
Bridge City Capital, LLC 3
Bridges Investment Counsel Inc/ 3
Integrity Alliance, Llc. 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 3
Summit Financial Group, Inc. 3
Cantor Fitzgerald Investment Adviser L.p. 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
Spirepoint Private Client, Llc 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
Catalyst Private Wealth, Llc 3
Dumont & Blake Investment Advisors Llc 3
Fortis Group Advisors, LLC 3
Carl Domino Inc 3
Breton Hill Capital Ltd. 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
Personal Capital Advisors Corp 3
Gratus Wealth Advisors, LLC 3
Ivory Investment Management, Llc 3
Bft Financial Group, Llc 3
Temasek Holdings (Private) Ltd 3
Needham Investment Management Llc 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Pacific Capital Partners Ltd 3
Sone Capital Management, LLC 3
New Mountain Vantage Advisers, L.l.c. 3
Embree Financial Group 3
WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 3
Maple Capital Management, Inc. 3
Catalina Capital Group, LLC 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
Smart Portfolios, LLC 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
HNA Group Co., Ltd. 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Taurus Asset Management, Llc 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
Gleason Group, Inc. 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
Goldman Sachs Real Estate Diversified Income Fund 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
Atherton Lane Advisers, Llc 3
Groupe la Francaise 3
Allen Capital Group, LLC 3
Missouri Valley Partners, Inc. 3
Scotia Institutional Investments US, LP 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 3
VSM Wealth Advisory, LLC 3
united american securities inc. (d/b/a uas asset management) 3
Intrua Financial, LLC 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
Fairway Wealth LLC 3
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
RBB FUND, INC. - Aquarius International Fund 3
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 3
Northstar Wealth Partners LLC 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
Paulson & Co. Inc. 3
New South Capital Management Inc 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
Heritage Trust Co 3
Myriad Asset Management Ltd. 3
Accordant Advisory Group Inc 3
Banc Funds Co Llc 3
Johanson Financial Advisors, Inc. 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
Boyar Asset Management Inc. 3
Tygh Capital Management, Inc. 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
Schneider Capital Management Corp 3
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 3
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
McKinley Carter Wealth Services, Inc. 3
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
St. James Investment Company, LLC 3
Emprise Bank 3
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Financial Synergies Wealth Advisors, Inc. 3
Avenir Corp 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 3
Corvex Management LP 3
Maestria Partners LLC 3
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 3
Newfound Research LLC 3
Linden Capital L.P. 3
TradeLink Capital LLC 3
Alpine Total Dynamic Dividend Fund 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Israel Discount Bank Of New York /gfn 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 3
Capital World Growth & Income Fund 3
Security National Bank Of Sioux City Iowa /ia/ 3
Resource Real Estate Diversified Income Fund 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
Icm Asset Management Inc/wa 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
Cliftonlarsonallen Wealth Advisors, Llc 3
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 3
Lionshead Wealth Management, LLC 3
GSB Wealth Management, LLC 3
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
Flaharty Asset Management, LLC 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
Shepherd Financial Partners LLC 3
Worth Venture Partners, LLC 3
CAMG Solamere Management, LLC 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 3
Farmers Trust Co 3
PPM Funds - PPM Small Cap Value Fund (Inst) 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
Livelsberger Financial Advisory 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
Mathes Company, Inc. 3
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
22nw, Lp 3
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 3
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
HCR Wealth Advisors 3
Bristol Advisors, LLC 3
Woodson Capital Management, LP 3
Blackrock Credit Allocation Income Trust 3
Camden National Bank 3
LQLAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Alternative Strategies Fund Class A 3
Parametric Market Neutral Portfolio 3
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 3
Green Owl Capital Management, LLC 3
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 3
Blenheim Capital Management, BV 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Master Event-Linked Bond Fund Class R6 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
Evanson Asset Management, LLC 3
Concorde Asset Management, LLC 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
Capital Income Builder 3
Richard P Slaughter Associates Inc 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 3
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 3
Hosking Partners LLP 3
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 3
Sabal Trust CO 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
Greytown Advisors Inc. 3
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
Lyell Wealth Management, Lp 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
Round Table Services, LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
Hamlin Capital Management, LLC 3
Good Life Advisors, LLC 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
Waverton Investment Management Ltd 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
Apella Capital, LLC 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Blue Bell Private Wealth Management, Llc 3
TT International Asset Management LTD 3
Forte Capital Llc /adv 3
Veracity Capital LLC 3
Kettle Hill Capital Management, Llc 3
Hoertkorn Richard Charles 3
Select Equity Group Inc 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Acropolis Investment Management, LLC 3
Wellington Global Multi-Strategy Fund 3
Laurel Grove Capital, LLC 3
Grassi Investment Management Llc 3
Barber Financial Group, Inc. 3
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 3
Croban 3
Winmill & Co. Inc 3
Benin Management CORP 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
Spotlight Asset Group, Inc. 3
Arena Investors LP 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
Abbrea Capital, LLC 3
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 3
Abrams Capital Management, L.p. 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
Sicart Associates LLC 3
Oaktree Capital Management Lp 3
Davis R M Inc 3
Rubric Capital Management LP 3
Sowa Financial Group, Inc. 3
TFG Advisers LLC 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
Hobbs Group Advisors, LLC 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 3
Oracle Alpha Inc. 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 3
ID Management A/S 3
Trent Capital Management Inc /nc/ 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
United Advisor Group, LLC 3
Gifford Fong Associates 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
MADDEN SECURITIES Corp 3
Norway Savings Bank 3
Arthur M. Cohen & Associates, Llc 3
Optimist Retirement Group LLC 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
B & T Capital Management DBA Alpha Capital Management 3
Measured Risk Portfolios, Inc. 3
FJ Investments, LLC 3
Foster Dykema Cabot & Partners, Llc 3
Pure Financial Advisors, Inc. 3
Seven Springs Wealth Group, LLC 3
Burns J W & Co Inc/ny 3
Burke & Herbert Bank & Trust Co 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
Haafor (Singapore) Pte. Ltd. 3
Private Asset Management Inc 3
Encompass More Asset Management 3
Community Bank & Trust, Waco, Texas 3
Ilex Capital Partners (UK) LLP 3
Asset Planning Services, Ltd. 3
Nexus Investment Management ULC 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
Evernest Financial Advisors, LLC 3
CT Financial Advisors LLC 3
Asio Capital, LLC 3
Mic Capital Partners (public) (us) Im, Llc 3
Aprio Wealth Management, LLC 3
Destra Investment Trust Ii 3
IFC Advisors LLC 3
Aviso Wealth Management 3
Solel Partners LP 3
Sound Financial Strategies Group, LLC 3
Samjo Capital LLC 3
Spectrum Financial Alliance Ltd LLC 3
Beacon Harbor Wealth Advisors, Inc. 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
Fortis Capital Management LLC 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
Wall Street Access Asset Management, LLC 3
RGT Wealth Advisors, LLC 3
Connecticut Wealth Management, LLC 3
Sage Rock Capital Management LP 3
Stanford Investment Group, Inc. 3
Demars Financial Group, LLC 3
Rikoon Group, LLC 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
Texas Capital Bank Wealth Management Services Inc 3
Oppenheimer Main Street Small Cap Fund 3
Hamel Associates, Inc. 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
Blue Zone Wealth Advisors, LLC 3
Live Oak Private Wealth LLC 3
Gyroscope Capital Management Group, Llc 3
First Trust Investment Solutions L.P. 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 3
Susquehanna Advisors Group, Inc. 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Adell Harriman & Carpenter Inc 3
Professional Financial Advisors, LLC 3
Reynders McVeigh Capital Management, LLC 3
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 3
Strategic Wealth Designers 3
Employers Holdings, Inc. 3
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 3
AMJ Financial Wealth Management 3
Vantage Investment Partners, LLC 3
GFG Capital, LLC 3
Stokes Family Office, LLC 3
Magellan Asset Management Ltd 3
Callan Capital, LLC 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
Sterling Global Strategies LLC 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Signal Advisors Wealth, LLC 3
BlackRock Credit Strategies Fund 3
Levitt Capital Management LLC 3
Goodwin Daniel L 3
Capital Square, LLC 3
National Investment Services of America, LLC 3
Emrys Partners, L.P. 3
Highwater Wealth Management, LLC 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
Howard Wealth Management, Llc 3
Cascade Investment Advisors, Inc. 3
Greenhaven Road Investment Management, L.P. 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
Vista Wealth Management Group, LLC 3
Cedar Mountain Advisors, LLC 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
Hi-Line Capital Management, LLC 3
Kiker Wealth Management, LLC 3
Cairn Investment Group, Inc. 3
Wharton Business Group, LLC 3
Bernzott Capital Advisors 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
First Houston Capital, Inc. 3
Trust Investment Advisors 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
American Assets Capital Advisers, LLC 3
Antonetti Capital Management LLC 3
Ws Management Lllp 3
Hartline Investment Corp/ 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
LDR Capital Management LLC 3
Beach Point Capital Management LP 3
First Long Island Investors, LLC 3
McAdams Wright Ragen, Inc. 3
Wolf Group Capital Advisors 3
Inverness Investment Group, LLC 3
Sippican Capital Advisors 3
Richardson Capital Management LLC 3
Limestone Investment Advisors LP 3
Founders Bank & Trust 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
Alpine Partners USVI, LLC 3
Farallon Capital Management Llc 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
Runnymede Capital Advisors, Inc. 3
Provident Wealth Management, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
Focus Financial Network Inc /adv 3
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
Premier Fund Managers Ltd 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
Stonebridge Capital Management Inc 3
Requisite Capital Management, LLC 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 3
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 3
Indices-Pac Research Corp. 3
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 3
Catapult Capital Management Llc 3
Account Management LLC 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Mhr Fund Management Llc 3
Cornerstone Financial Partners, LLC 3
Md Sass Investors Services Inc 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
Winthrop Capital Management, LLC 3
Btr Capital Management Inc 3
Friess Associates Llc 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
Cornerstone Capital Management Llc 3
NS Partners Ltd 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
Welch Group, LLC 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
Jabodon Pt Co 3
Crescent Park Management, L.P. 3
Keystone Financial Planning, Inc. 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
DeDora Capital, Inc. 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
Cynosure Advisors, Llc 3
Davidson Kahn Capital Management, LLC 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Waddell & Associates, Llc 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 3
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 3
Adirondack Research & Management Inc. 3
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 3
Marest Capital, LLC 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
Mitchell Mcleod Pugh & Williams Inc 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
Sentry Investments Corp. 3
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 3
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 3
Arvest Bank Trust Division 3
Invesco High Income 2024 Target Term Fund 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 3
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 3
Liberty Capital Management, Inc. 3
Atalanta Sosnoff Capital, Llc 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
Trillium Asset Management, Llc 3
Brick & Kyle, Associates 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
GURU - Global X Funds - Global X Guru Index ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
Access Investment Management LLC 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
Alken Asset Management Ltd. 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
Castalian Partners, LLC 3
AlphaOne Investment Services, LLC 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
Physicians Financial Services, Inc. 3
Financial Partners Group, Inc 3
O'Dell Group, LLC 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
Breed's Hill Capital LLC 3
Drexel Morgan & Co. 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
P.a.w. Capital Corp 3
Ray Gerald L & Associates Ltd 3
Pennsylvania Capital Management Inc /adv 3
Jackson Park Capital, Llc 3
J.P. Marvel Investment Advisors, LLC 3
Odey Asset Management Group Ltd 3
S. Muoio & Co. Llc 3
Fielder Capital Group LLC 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
Barlow Wealth Partners, Inc. 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
ARS Investment Partners, LLC 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 3
Blue Rock Advisors, LLC 3
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 3
Saiers Capital, LLC 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
Signature Resources Capital Management, LLC 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
Credit Capital Investments LLC 3
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
Kernodle & Katon Asset Management Group, LLC 3
10-15 Associates, Inc. 3
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 3
Edgewood Management Llc 3
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
Suffolk Capital Management Llc 3
Berry Wealth Group, LP 3
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 3
Peregrine Asset Advisers, Inc. 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 3
Seven Post Investment Office LP 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
Private Client Services, Llc 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Burkehill Global Management, LP 3
East Coast Asset Management, LLC. 3
Jet Capital Investors L P 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Cullen Investment Group, Ltd. 3
1492 Capital Management LLC 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
Ithaka Group Llc 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 3
JS Capital Management LLC 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
Penbrook Management LLC 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
Quadrature Capital LLP 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
Skba Capital Management Llc 3
Old Republic International Corp 3
Stone Toro Investment Advisers, LP 3
Hellman Jordan Management Co Inc /ma/ 3
Boltwood Capital Management 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
Smith, Salley & Associates 3
VCIGX - VALIC Co I - Dividend Value Fund 3
Bank of Kentucky, Inc. 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
Hudson Valley Investment Advisors Inc /adv 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
Bach Investment Advisors Ltd 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Valentine Capital Asset Management, Inc. 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 3
Bronson Point Management LLC 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
Wilks Brothers, LLC 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Newtyn Management, LLC 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 3
Matisse Capital 3
Hall Kathryn A. 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
Ulysses Management LLC 3
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 3
Trueblood Wealth Management, LLC 3
Darrell & King Llc 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Hutchens Investment Management Inc 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 3
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 3
Bessemer Securities Llc 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
BKM Wealth Management, LLC 3
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
Kiltearn Partners LLP 3
Gillespie Robinson & Grimm Inc 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
Canal Capital Management, LLC 3
Aristotle Capital Boston, LLC 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
Westerkirk Capital Inc. 3
Girard Securities, Inc. 3
High Falls Advisors, Inc 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
Bardin Hill Management Partners Lp 3
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
Schooner Investment Group, LLC. 3
Exane Asset Management 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 3
CWH Capital Management, Inc. 3
Lantz Financial LLC 3
Geneva Capital Management Llc 3
Bowen Hanes & Co Inc 3
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
Blue Clay Capital Management, LLC 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 3
RKL Wealth Management LLC 3
Sage Rhino Capital Llc 3
Vermillion Wealth Management, Inc. 3
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 3
South Street Advisors LLC 3
Enstar Group LTD 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 3
Caxton Corp 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
Means Investment Co., Inc. 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 3
Meru Capital Group, LP 3
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
Dalton Investments LLC 3
Incline Global Management LLC 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 3
Lee Capital Holdings LLC 3
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 3
Elkhorn Partners Limited Partnership 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
Oppenheimer Small Cap Value Fund 3
Opseu Pension Plan Trust Fund 3
Castle Rock Wealth Management, LLC 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
Boreal Capital Management LLC 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 3
Relyea Zuckerberg Hanson LLC 3
Okumus Fund Management Ltd. 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
Governors Lane LP 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
Paragon Advisors, LLC 3
Belmont Capital, LLC 3
Citizens & Northern Corp 3
Kalmar Investments Inc /de/ 3
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 3
BTG Pactual Global Asset Management Ltd 3
Pring Turner Capital Group Inc 3
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A 3
Tiger Management L.l.c. 3
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 3
McGowan Group Asset Management, Inc. 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
Van Leeuwen & Company, LLC 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 3
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
BluePath Capital Management, LLC 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
Guardian Capital Advisors Lp 3
BlackRock ETF Trust II - BlackRock Flexible Income ETF 3
Clare Market Investments LLC 3
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 3
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 3
IZSIX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Select Opportunities Fund CLASS R5 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
Advanced Series Trust - Ast International Growth Portfolio 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 3
Cognios Capital, LLC 3
Bainco International Investors 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 3
Provident Investment Management, Inc. 3
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 3
Fidelity Multi-Strategy Credit Fund 3
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 3
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 3
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 3
RPg Family Wealth Advisory, LLC 3
Mcmillion Capital Management Inc 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 3
Union Savings Bank 3
Buckley Wealth Management, LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 3
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 3
Eagle Capital Growth Fund, Inc. 3
Tran Capital Management, L.p. 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
Genus Capital Management Inc. 3
Fortune Financial Advisors, LLC 3
Snow Park Capital Partners, LP 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Private Capital Management Inc 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
Sweeney & Michel, Llc 3
Sage Investment Counsel LLC 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
Tuscan Ridge Asset Management Llc 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 3
Cypress Capital, LLC 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
Empower Advisory Group, LLC 3
Aequim Alternative Investments LP 3
McGuire Investment Group, LLC 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
Keeler THomas Management LLC 3
Northwest Capital Management Inc 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
Brendel Financial Advisors LLC 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
GMEZX - GuideStone Funds - Impact Equity Fund Investor 3
denkapparat Operations GmbH 3
Mpi Investment Management, Inc. 3
Madison Investment Advisors, LLC 3
Virginia National Bank 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
Titleist Asset Management, Llc 3
National Wealth Management Group, LLC 3
Pine Valley Investments Ltd Liability Co 3
Cypress Wealth Services, LLC 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
Klr Investment Advisors, Llc 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Legacy Capital Group California, Inc. 3
Dreyfus Manager Funds I 3
Western Asset Investment Grade Defined Opportunity Trust Inc. 3
Zrc Wealth Management, Llc 3
American Assets Investment Management, LLC 3
Plimoth Trust Co Llc 3
Maridea Wealth Management LLC 3
Evelyn Partners Asset Management Ltd 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
Hna Capital Group Co., Ltd. 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
Inherent Group, Lp 3
Virtus Total Return Fund Inc. 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Hnp Capital Llc 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
Lifestyle Asset Management, Inc. 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
Guidance Point Advisors, LLC 3
Wealth High Governance Capital Ltda 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Outlook Wealth Advisors, LLC 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
Courier Capital Llc 3
Prostatis Group LLC 3
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
Wambolt & Associates, LLC 3
Ocean Capital Management, LLC 3
First Niagara Bank 3
Lakewood Asset Management LLC 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
Chesapeake Asset Management Llc 3
Signature Estate & Investment Advisors Llc 3
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 3
United Income, Inc. 3
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
Ostrum Asset Management U.s., Llc 3
Cypress Funds Llc 3
Portolan Capital Management, LLC 3
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
Solstein Capital, LLC 3
PACIFIC SELECT FUND - Growth Portfolio Class I 3
Applied Finance Capital Management, LLC 3
TFB Advisors LLC 3
Board of Trustees of The Leland Stanford Junior University 3
Hugh Johnson Advisors LLC 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
Atala Financial Inc 3
Capital Group Investment Management Pte. Ltd. 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Syquant Capital Sas 3
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 3
Madison Investment Holdings Inc 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
Rbo & Co Llc 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
Summitry Llc 3
Bain Capital Public Equity, LP 3
Oak Ridge Investments Llc 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
Beverly Hills Private Wealth, LLC 3
Garden State Investment Advisory Services LLC 3
Blue Harbour Group, L.P. 3
Bruni J V & Co /co 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
Perkins Capital Management Inc 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
Sigma Investment Counselors Inc 3
RMG Wealth Management LLC 3
Team Hewins, LLC 3
Great Point Wealth Advisors, LLC 3
Riverview Capital Advisers, LLC 3
Personal Wealth Partners 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
Markston International Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Grisanti Capital Management LLC 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
Jessup Wealth Management, Inc 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
Beaumont Financial Advisors, LLC 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
Hoxton Planning & Management, LLC 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
Cadinha & Co Llc 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
CRA Financial Services, LLC 3
Noesis Capital Mangement Corp 3
IronBridge Capital Management LP 3
Retirement Financial Solutions, Llc 3
Hawkins Capital L.P. 3
Farmers & Merchants Trust Co of Long Beach 3
Creative Capital Management Investments LLC 3
Buffington Mohr McNeal 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
Fjell Capital, LLC 3
Crabel Capital Management, LLC 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
Security Benefit Life Insurance Co /ks/ 3
Richard C. Young & CO., LTD. 3
Velanne Asset Management Ltd 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 3
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 3
Troluce Capital Advisors LLC 3
Roof Eidam & Maycock/adv 3
Academy Capital Management Inc/tx 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 3
Symons Capital Management Inc 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 3
9258 Wealth Management, LLC 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
Rmr Real Estate Income Fund 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
Coston, McIsaac & Partners 3
Private Portfolio Partners Llc 3
Sims Total Return Fund, Inc. 3
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
Cornerstone Strategic Value Fund Inc 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
Ascent Wealth Partners, LLC 3
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 3
Emory University 3
Cornerstone Total Return Fund Inc 3
Greykasell Wealth Strategies, Inc. 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Ssga Master Trust 3
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 3
Garrison Point Advisors, Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - June Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - June Series II 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
Main Street Research LLC 3
Western Asset Income Fund 3
Tradewinds, LLC. 3
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 3
Western Asset Premier Bond Fund 3
Cedar Brook Financial Partners, LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 3
Ardevora Asset Management LLP 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
Hedeker Wealth, LLC 3
Dougherty Wealth Advisers LLC 3
Nippon Life Global Investors Americas, Inc. 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
Investment Partners, Ltd. 3
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 3
Gamble Jones Investment Counsel 3
Willner & Heller, Llc 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
Greystone Investment Management Llc 3
IPDP - Listed Funds Trust - Dividend Performers ETF 3
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 3
Redwood Park Advisors LLC 3
IPPP - Listed Funds Trust - Preferred-Plus ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - March Series I 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
Wealthcare Capital Partners, LLC 3
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - March Series I 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
Quantum Private Wealth, LLC 3
BFIX - Build Funds Trust - Build Bond Innovation ETF 3
Paragon Capital Management LLC 3
Comprehensive Financial Planning, Inc./PA 3
MIZAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Multi-Asset Inflation Fund Class A 3
Serenus Wealth Advisors, LLC 3
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 3
Hutchens & Kramer Investment Management Group, LLC 3
Melqart Asset Management (uk) Ltd 3
Cohen & Steers Global Income Builder, Inc 3
Worth Asset Management, LLC 3
Country Club Bank /gfn 3
Triad Financial Advisors, Inc. 3
Bank Pictet & Cie (asia) Ltd 3
Lakewood Capital Management, Lp 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
Heck Capital Advisors, LLC 3
Investmark Advisory Group LLC 3
Provence Wealth Management Group 3
Capital Insight Partners, Llc 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
FSC Wealth Advisors, LLC 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
Schneider Downs Wealth Management Advisors, LP 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
Pimco Flexible Credit Income Fund 3
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 3
SEG Partners Long/Short Equity Fund 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
Hall Capital Management Co Inc 3
Manteio Capital LLC 3
Artemis Wealth Advisors, LLC 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
Genesis Private Wealth, Llc 3
Iberiabank Corp 3
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 3
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 3
Smid-cap Portfolio 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
FirstMerit Bank N A Trustee 3
Values First Advisors, Inc. 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - December Series I 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - December Series II 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 3
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 3
AlphaCentric Advisors LLC 3
Westmount Partners, LLC 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 3
Florida Financial Advisors, Llc 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
Thomaspartners, Inc. 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
RDST Capital LLC 3
Titleist Asset Management, Ltd. 3
Schafer Cullen Capital Management Inc 3
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 3
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 3
Coordinated Financial Services, Inc. 3
Mendel Capital Management LLC 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Sprott Focus Trust Inc. 3
Thomas White International Ltd 3
Graham Capital Wealth Management, Llc 3
Sendero Wealth Management, LLC 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
Tilia Fiduciary Partners, Inc. 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
Alta Fox Capital Management, Llc 3
Knightsbridge Asset Management, Llc 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
Smart Money Group LLC 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
Settian Capital LP 3
Gould Capital, LLC 3
HFG Advisors, Inc. 3
Copley Financial Group, Inc. 3
Pluribus Labs, LLC 3
Azimuth Capital Management LLC 3
Cullen Capital Management, LLC 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
SMITH HAYES Advisers, Inc 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
Guardian Wealth Advisors, Llc / Nc 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
Gruss & Co., LLC 3
OPTIMAS CAPITAL Ltd 3
Castle Financial & Retirement Planning Associates, Inc. 3
Financial Connections Group, Inc. 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
True North Advisors, LLC 3
Nuveen Diversified Dividend & Income Fund 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 3
Clovis Capital Management Lp 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Steadfast Capital Management Lp 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
Caldwell Investment Management Ltd. 3
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
Eaton Vance Tax-managed Buy-write Income Fund 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
VR Advisory Services Ltd 3
Integrity Capital Management (HK) Ltd 3
Pioneer High Income Trust 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Paralel Advisors LLC 3
Morton Brown Family Wealth, LLC 3
Seven Grand Managers, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
Nuveen Global High Income Fund 3
Mount Capital Ltd 3
Northcape Wealth Management, Llc 3
Gabelli Go Anywhere Trust 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Privium Fund Management B.V. 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
Alan B. Lancz & Associates, Inc. 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
Lloyd Park, LLC 3
Broad Run Investment Management, LLC 3
Pinnacle Private Wealth, LLC 3
Cross Staff Investments Inc 3
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
Vista Finance, Llc 3
Greatmark Investment Partners, Inc. 3
First American Bank 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
Nuveen Real Asset Income & Growth Fund 3
Fsb Premier Wealth Management, Inc. 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
FS Series Trust - FS Market Neutral Fund Class I 3
Domani Wealth, LLC 3
Kathleen S. Wright Associates Inc. 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
Cortina Asset Management, LLC 3
Resource Consulting Group Inc 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
Ignite Planners, LLC 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
Yarbrough Capital, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
Tribune Investment Group LP 3
DMG Group, LLC 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Tanaka Capital Management Inc 3
Brookfield Real Assets Income Fund Inc. 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
Retirement Design & Management Inc /adv 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
Oppenheimer Discovery Fund 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Bangor Savings Bank 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
Ruane, Cunniff & Goldfarb Inc 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 3
Lone Pine Capital Llc 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
Promethium Advisors,llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
Everstar Asset Management, LLC 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
JB Capital LLC 3
Taylor Hoffman Capital Management LLC 3
MidAtlantic Capital Management, Inc. 3
Kennebec Savings Bank 3
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
Glenhill Advisors Llc 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - September Series II 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 3
Raffles Associates Lp 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - September Series II 3
Permanent Capital Management, LP 3
Dividend Builder Portfolio 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
Studio Investment Management Llc 3
Large-cap Value Portfolio 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Ntv Asset Management Llc 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
US Asset Management LLC 3
SeaTown Holdings Pte. Ltd. 3
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 3
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 3
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
Clear Investment Research, Llc 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
Investment Counselors Of Maryland Llc 3
Paladin Wealth, LLC 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
Jackson Square Partners, LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 3