Life Insurance - 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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 148
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 146
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 109
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 108
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 105
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 104
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 95
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 90
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 86
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 86
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 85
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 83
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 78
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 78
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 76
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 76
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 74
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 71
Pnc Financial Services Group, Inc. 71
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 68
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 67
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 66
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 65
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 64
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 64
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 62
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 62
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 61
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 61
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 60
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 60
Ameriprise Financial Inc 54
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 52
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 52
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 52
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 51
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 51
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 49
BlackRock, Inc. 49
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 48
Parametric Portfolio Associates Llc 48
IFP Advisors, Inc 48
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 48
Cohen & Steers Reit & Preferred Income Fund Inc 47
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 47
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 47
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 47
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 47
UBS Group AG 46
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 46
Royal Bank Of Canada 46
Northern Trust Corp 46
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 45
Deutsche Bank Ag\ 45
Barclays Plc 45
Cohen & Steers Select Preferred & Income Fund, Inc. 45
Bank Of America Corp /de/ 45
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 45
Wells Fargo & Company/mn 45
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 44
Morgan Stanley 44
Steward Partners Investment Advisory, Llc 44
Jpmorgan Chase & Co 43
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 43
Glenmede Trust Co Na 43
Citigroup Inc 43
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 43
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 42
Vanguard Group Inc 42
Fmr Llc 42
Tower Research Capital LLC (TRC) 42
Goldman Sachs Group Inc 42
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 42
Susquehanna International Group, Llp 42
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 42
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 41
Geode Capital Management, Llc 41
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 41
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 41
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 41
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 41
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 41
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 41
American International Group, Inc. 41
Manufacturers Life Insurance Company, The 40
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 40
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 40
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 40
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 40
Bnp Paribas Arbitrage, Sa 40
Citadel Advisors Llc 40
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 40
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 40
Victory Capital Management Inc 39
Millennium Management Llc 39
Proequities, Inc. 39
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 39
Invesco Ltd. 39
Captrust Financial Advisors 39
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 39
Bessemer Group Inc 38
First Trust Intermediate Duration Preferred & Income Fund 38
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 38
Bank of New York Mellon Corp 38
Sonora Investment Management, LLC 38
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 38
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 38
Huntington National Bank 38
Rhumbline Advisers 38
Comerica Bank 37
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 37
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 37
Dimensional Fund Advisors Lp 37
State Street Corp 37
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 37
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 37
Bank Of Montreal /can/ 37
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 37
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 37
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 37
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 37
Credit Suisse Ag/ 37
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 36
Nuveen Preferred & Income Opportunities Fund 36
Nuveen Preferred & Income Securities Fund 36
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 36
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 36
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 36
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 36
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 36
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 36
First Horizon Advisors, Inc. 36
PFFD - Global X Funds - Global X U.S. Preferred ETF 36
Renaissance Technologies Llc 36
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 36
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 36
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 36
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 36
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 35
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 35
Creative Planning 35
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 35
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 35
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 35
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 35
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 35
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 35
Sofos Investments, Inc. 35
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34
Advisor Group Holdings, Inc. 34
Us Bancorp \de\ 34
Quadrant Capital Group Llc 34
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 34
Principal Funds Inc 34
Sterling Capital Management LLC 34
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 34
Northwestern Mutual Wealth Management Co 34
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 34
BlackRock Investment Management, LLC 34
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Ubs Ag 33
Simplex Trading, Llc 33
Two Sigma Investments, Lp 33
Massmutual Trust Co Fsb/adv 33
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 33
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 33
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 33
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 33
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 33
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 33
California Public Employees Retirement System 32
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 32
QCVAX - Clearwater Investment Trust - Clearwater International Fund 32
Private Capital Group, LLC 32
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 32
NOBOX - Northern Funds - Northern Bond Index Fund 32
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 32
Jane Street Group, Llc 32
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 32
SG Americas Securities, LLC 32
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 32
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 32
Aperio Group, LLC 32
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 32
Pacer Advisors, Inc. 32
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 32
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 32
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 32
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 32
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 32
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 32
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 31
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 31
Cohen & Steers Infrastructure Fund Inc 31
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 31
Two Sigma Advisers, Lp 31
Macquarie Group Ltd 31
Envestnet Asset Management Inc 31
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 31
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 31
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 31
Russell Investments Group, Ltd. 31
Sei Investments Co 31
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 31
Group One Trading, L.p. 31
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 31
Charles Schwab Investment Management Inc 31
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 31
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 31
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 31
Fifth Third Bancorp 31
Ladenburg Thalmann Financial Services Inc 31
Legal & General Group Plc 31
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 31
Janney Montgomery Scott LLC 31
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 30
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 30
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 30
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 30
Stifel Financial Corp 30
First Trust Advisors Lp 30
New York State Common Retirement Fund 30
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 30
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 30
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 30
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 30
LPL Financial LLC 30
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 30
Vanguard World Fund 30
Alliancebernstein L.p. 30
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 30
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 30
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 30
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 30
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 30
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 30
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 30
BlackRock Fund Advisors 30
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 30
O'shaughnessy Asset Management, Llc 29
Voya Investment Management Llc 29
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 29
Private Trust Co Na 29
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 29
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 29
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 29
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 29
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 29
Franklin Resources Inc 29
Guggenheim Capital Llc 29
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 29
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 29
California State Teachers Retirement System 29
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 29
GIMFX - GMO TRUST - GMO Implementation Fund 29
Advisors Asset Management, Inc. 29
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 29
National Asset Management, Inc. 29
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 29
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 29
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 29
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 29
Cwm, Llc 29
Marshall Wace, Llp 29
Neuberger Berman Group LLC 29
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 29
VDAFX - VALIC Co I - Dynamic Allocation Fund 28
Thrivent Financial For Lutherans 28
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 28
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 28
Ubs Asset Management Americas Inc 28
Arrowstreet Capital, Limited Partnership 28
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 28
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 28
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 28
Hrt Financial Lp 28
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 28
Wellington Management Group Llp 28
PDT Partners, LLC 28
CIBC Private Wealth Group, LLC 28
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 28
Allianz Asset Management GmbH 28
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 28
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 28
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 28
D. E. Shaw & Co., Inc. 28
Kcg Holdings, Inc. 28
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 28
Prudential Financial Inc 28
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 28
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 28
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 28
Parallel Advisors, LLC 28
HighTower Advisors, LLC 28
MUFG Americas Holdings Corp 28
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 28
Verition Fund Management LLC 28
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 28
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 28
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 28
Signaturefd, Llc 28
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 28
Nuveen Preferred & Income Term Fund 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 27
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 27
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 27
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 27
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 27
Ancora Advisors, LLC 27
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 27
Aqr Capital Management Llc 27
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 27
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 27
Squarepoint Ops LLC 27
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 27
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 27
CENTRAL TRUST Co 27
NOSGX - Northern Funds - Northern Small Cap Value Fund 27
Hsbc Holdings Plc 27
Axa S.a. 27
Nbc Securities, Inc. 27
Norges Bank 27
Qube Research & Technologies Ltd 27
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 27
Toronto Dominion Bank 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
Nomura Holdings Inc 27
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 27
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 27
Prelude Capital Management, Llc 27
Strs Ohio 27
Oppenheimer Etf Trust 27
Federated Hermes, Inc. 27
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 27
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 27
Raymond James & Associates 26
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 26
FNY Investment Advisers, LLC 26
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 26
Meeder Asset Management Inc 26
Paloma Partners Management Co 26
First Manhattan Co 26
Connor, Clark & Lunn Investment Management Ltd. 26
Balyasny Asset Management Llc 26
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 26
Advisor Group, Inc. 26
Glassman Wealth Services 26
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 26
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 26
Bridgeway Capital Management Inc 26
Price T Rowe Associates Inc /md/ 26
Assetmark, Inc 26
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 26
Acadian Asset Management Llc 26
Schonfeld Strategic Advisors LLC 26
BlackRock Institutional Trust Company, N.A. 26
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 26
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 26
Virtu Financial LLC 26
Jefferies Group LLC 26
Six Circles Trust - Six Circles Global Bond Fund 26
Whittier Trust Co 26
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 26
ExodusPoint Capital Management, LP 26
Cutler Group LP 26
Allworth Financial LP 26
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 25
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 25
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 25
Nomura Asset Management Co Ltd 25
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 25
Nuveen Asset Management, LLC 25
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 25
Parallax Volatility Advisers, L.P. 25
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 25
Advisory Services Network, LLC 25
Nuveen Multi-Asset Income Fund 25
Gsa Capital Partners Llp 25
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 25
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 25
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 25
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 25
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 25
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 25
Zurcher Kantonalbank (Zurich Cantonalbank) 25
AMP Capital Investors Ltd 25
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 25
Yousif Capital Management, Llc 25
PEAK6 Investments LLC 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 25
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 25
Orion Portfolio Solutions, LLC 25
Cubist Systematic Strategies, LLC 25
Russell Frank Co/ 25
Nationwide Fund Advisors 25
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 25
FDx Advisors, Inc. 25
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 25
Cambridge Investment Research Advisors, Inc. 25
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 25
Schroder Investment Management Group 25
Swiss National Bank 25
PEAK6 Investments, L.P. 25
Raymond James Financial Services Advisors, Inc. 25
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 25
Wolverine Trading, Llc 25
Rockefeller Capital Management L.P. 25
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
College Retirement Equities Fund 25
Walleye Trading LLC 25
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 25
Vanguard Whitehall Funds 25
Bartlett & Co. LLC 25
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 24
EverSource Wealth Advisors, LLC 24
Crossmark Global Holdings, Inc. 24
GWM Advisors LLC 24
State Board Of Administration Of Florida Retirement System 24
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 24
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 24
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 24
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 24
Metropolitan Life Insurance Co/ny 24
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 24
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 24
Lsv Asset Management 24
Invesco Bond Fund 24
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 24
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 24
Eaton Vance Tax Advantaged Global Dividend Income Fund 24
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 24
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 24
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 24
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 24
Vident Investment Advisory, LLC 24
BlackRock Advisors LLC 24
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 24
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 24
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 24
Credit Agricole S A 24
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 24
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 24
Tiaa Cref Investment Management Llc 24
John Hancock Preferred Income Fund Iii 24
American Century Companies Inc 24
Mackenzie Financial Corp 24
Engineers Gate Manager LP 24
John Hancock Preferred Income Fund Ii 24
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 24
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 24
Lazard Asset Management Llc 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 24
Harbour Investments, Inc. 24
Geneos Wealth Management Inc. 24
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 24
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 24
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 24
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 24
Quantbot Technologies LP 24
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 23
Dynamic Technology Lab Private Ltd 23
Global Retirement Partners, LLC 23
MetLife Investment Management, LLC 23
Mercer Global Advisors Inc /adv 23
Suntrust Banks Inc 23
Walleye Capital LLC 23
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 23
John Hancock Preferred Income Fund 23
MetLife Securities, Inc 23
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 23
Nisa Investment Advisors, Llc 23
Teachers Retirement System Of The State Of Kentucky 23
Panagora Asset Management Inc 23
Magnetar Financial LLC 23
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 23
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 23
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 23
Eaton Vance Management 23
Acrospire Investment Management LLC 23
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 23
Convergence Investment Partners, LLC 23
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 23
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 23
AdvisorNet Financial, Inc 23
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 23
MBOVX - M FUND INC - M Large Cap Value Fund 23
Allspring Global Investments Holdings, LLC 23
Kestra Advisory Services, LLC 23
Nuveen Preferred & Income 2022 Term Fund 23
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 23
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 23
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 23
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 23
Css Llc/il 23
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 23
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 23
Raymond James Financial Inc 23
Wealthspire Advisors, L.P. 23
XTX Topco Ltd 23
Skopos Labs, Inc. 23
First Hawaiian Bank 23
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 23
Public Employees Retirement System Of Ohio 23
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 23
Canada Pension Plan Investment Board 23
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 23
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 23
Two Sigma Securities, Llc 23
TCI Wealth Advisors, Inc. 23
Teachers Advisors, Llc 23
M&t Bank Corp 23
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 23
Flaherty & Crumrine Preferred Securities Income Fund Inc 23
Janus Henderson Group Plc 23
Great West Life Assurance Co /can/ 23
Oregon Public Employees Retirement Fund 23
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 23
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 23
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 23
Brandywine Global Investment Management, LLC 22
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 22
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 22
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 22
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 22
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
Hartland & Co., LLC 22
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 22
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 22
Berman Capital Advisors, LLC 22
MAI Capital Management 22
Brown Brothers Harriman & Co 22
OMERS ADMINISTRATION Corp 22
Bell Investment Advisors, Inc 22
Marshall Wace North America L.P. 22
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 22
Denali Advisors Llc 22
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 22
Principal Financial Group Inc 22
Ameritas Investment Partners, Inc. 22
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 22
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 22
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 22
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 22
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 22
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 22
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 22
Truist Financial Corp 22
Oxford Asset Management Llp 22
Ground Swell Capital, LLC 22
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 22
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 22
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 22
Teacher Retirement System Of Texas 22
Flaherty & Crumrine Total Return Fund Inc 22
GAMMA Investing LLC 22
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 22
Los Angeles Capital Management Llc 22
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 22
Farther Finance Advisors, LLC 22
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 22
State Of Wisconsin Investment Board 22
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 22
Parkside Financial Bank & Trust 22
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 22
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 22
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 22
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 22
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 22
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 22
JustInvest LLC 22
Umb Bank N A/mo 22
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 22
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 22
Commonwealth Equity Services, Llc 22
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 22
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 22
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 22
Public Sector Pension Investment Board 22
Tudor Investment Corp Et Al 22
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 22
Blair William & Co/il 22
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 22
Ronald Blue Trust, Inc. 22
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 22
Lindbrook Capital, Llc 22
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 22
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 22
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 22
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 22
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 22
Ergoteles LLC 22
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 22
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 22
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 22
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 22
World Asset Management Inc 22
Bartlett & Co. Wealth Management Llc 22
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 22
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 22
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 22
Karp Capital Management Corp 22
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 22
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 22
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 22
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 21
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 21
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 21
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 21
Sandy Spring Bank 21
Natixis 21
Jfs Wealth Advisors, Llc 21
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 21
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 21
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 21
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 21
Healthcare Of Ontario Pension Plan Trust Fund 21
Westpac Banking Corp 21
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 21
Gradient Investments LLC 21
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 21
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 21
Private Advisor Group, LLC 21
United Capital Financial Advisers, Llc 21
Versant Capital Management, Inc 21
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 21
Federation des caisses Desjardins du Quebec 21
Farmers & Merchants Investments Inc 21
Tocqueville Asset Management L.p. 21
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 21
Gemmer Asset Management LLC 21
Jones Financial Companies Lllp 21
Capstone Investment Advisors, Llc 21
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 21
Snowden Capital Advisors LLC 21
Shell Asset Management Co 21
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 21
CoreCap Advisors, LLC 21
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 21
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 21
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 21
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 21
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 21
Atria Investments Llc 21
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 21
Flaherty & Crumrine Preferred Income Fund Inc 21
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 21
BlackRock Group LTD 21
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 21
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 21
BlueCrest Capital Management Ltd 21
International Assets Investment Management, Llc 21
Natixis Advisors, L.p. 21
Boston Private Wealth Llc 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 21
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 21
Point72 Asset Management, L.P. 21
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 21
Synovus Financial Corp 21
Public Employees Retirement Association Of Colorado 21
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 21
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 21
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 21
Enterprise Financial Services Corp 21
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 21
KBC Group NV 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 21
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 21
LS Investment Advisors, LLC 21
Motco 21
Creative Financial Designs Inc /adv 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
ProShare Advisors LLC 21
Mariner, LLC 21
Deere & Co 21
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 21
DekaBank Deutsche Girozentrale 21
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 21
Spire Wealth Management 21
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 20
Cornerstone Planning Group LLC 20
Hancock Whitney Corp 20
Principal Securities, Inc. 20
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 20
Vantagepoint Funds 20
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 20
Employees Retirement System of Texas 20
Grantham, Mayo, Van Otterloo & Co. LLC 20
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 20
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 20
Money Concepts Capital Corp 20
John Hancock Hedged Equity & Income Fund 20
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 20
Vanguard Index Funds 20
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 20
Twin Tree Management, LP 20
RMB Capital Management, LLC 20
Boothbay Fund Management, Llc 20
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 20
RidgeWorth Capital Management LLC 20
Fieldpoint Private Securities, LLC 20
CIBC World Markets Inc. 20
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 20
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 20
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 20
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 20
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 20
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 20
CIBC Asset Management Inc 20
Winton Capital Group Ltd 20
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 20
Schubert & Co 20
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 20
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 20
D.a. Davidson & Co. 20
Aigen Investment Management, Lp 20
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 20
Trexquant Investment LP 20
Carroll Financial Associates, Inc. 20
Alberta Investment Management Corp 20
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 20
Daiwa Securities Group Inc. 20
Centiva Capital, LP 20
Capital Fund Management S.a. 20
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 20
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 20
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 20
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 20
Pinnacle Wealth Planning Services, Inc. 20
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 20
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 20
Dreman Value Management, L L C 20
Benjamin F. Edwards & Company, Inc. 20
Cerity Partners LLC 20
Tfs Capital Llc 20
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 20
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 20
Oppenheimer Funds Inc 20
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 20
ORG Partners LLC 20
Regions Financial Corp 20
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 20
Susquehanna Fundamental Investments, Llc 20
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 20
Nordea Investment Management Ab 20
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 20
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 20
Stevens Capital Management Lp 20
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 20
Virginia Retirement Systems Et Al 20
Brookstone Capital Management 20
Sowell Financial Services LLC 20
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 20
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 20
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 20
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 20
1832 Asset Management L.P. 20
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 20
Cresset Asset Management, LLC 20
Brown Advisory Inc 20
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 20
Alpine Global Management, LLC 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 19
Smartleaf Asset Management LLC 19
Fox Run Management, L.l.c. 19
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 19
Wealth Enhancement Advisory Services, Llc 19
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 19
Old Mission Capital Llc 19
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 19
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
Exchange Traded Concepts, Llc 19
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 19
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 19
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 19
Great Lakes Advisors, Llc 19
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 19
Virtus Global Dividend & Income Fund Inc. 19
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 19
Cetera Advisor Networks LLC 19
Prestige Wealth Management Group LLC 19
Amundi 19
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 19
Quadrature Capital Ltd 19
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 19
Bank Of Nova Scotia 19
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 19
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 19
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 19
Stratos Wealth Partners, LTD. 19
State of Tennessee, Treasury Department 19
Man Group plc 19
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 19
NEXT Financial Group, Inc 19
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 19
Y-Intercept (Hong Kong) Ltd 19
Wolverine Asset Management Llc 19
Quantinno Capital Management LP 19
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 19
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 19
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 19
Coldstream Capital Management Inc 19
Hillsdale Investment Management Inc. 19
Guggenheim Strategic Opportunities Fund 19
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 19
Sawtooth Solutions, LLC 19
A.R.T. Advisors, LLC 19
Belpointe Asset Management LLC 19
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 19
Valeo Financial Advisors, LLC 19
Mitsubishi UFJ Trust & Banking Corp 19
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 19
Cetera Investment Advisers 19
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 19
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 19
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 19
Fiera Capital Corp 19
C M Bidwell & Associates Ltd 19
Keybank National Association/oh 19
Barings Llc 19
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 19
Mml Investors Services, Llc 19
Managed Account Advisors Llc 19
Optiver Holding B.V. 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 19
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 19
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 19
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 19
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 19
Skandinaviska Enskilda Banken AB (publ) 19
Campbell & CO Investment Adviser LLC 19
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 19
Catalyst Capital Advisors LLC 19
Ameritas Advisory Services, LLC 19
Plante Moran Financial Advisors, LLC 19
Patriot Financial Group Insurance Agency, LLC 19
IPPP - Listed Funds Trust - Preferred-Plus ETF 19
Proficio Capital Partners LLC 19
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 19
Commonwealth Equity Services, Inc 19
Voloridge Investment Management, Llc 19
Atlas Capital Advisors Llc 19
Clear Street Markets Llc 19
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 19
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 19
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 19
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 19
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 18
Quantitative Systematic Strategies LLC 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 18
Graham Capital Management, L.P. 18
Point72 Hong Kong Ltd 18
Ethic Inc. 18
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 18
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 18
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 18
Arizona State Retirement System 18
American Portfolios Advisors 18
Versor Investments LP 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 18
Candriam Luxembourg S.C.A. 18
Massachusetts Financial Services Co /ma/ 18
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 18
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 18
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 18
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 18
Gotham Asset Management, LLC 18
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 18
Oppenheimer & Co Inc 18
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 18
Menta Capital Llc 18
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 18
Winton Diversified Opportunities Fund 18
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 18
Laurion Capital Management LP 18
First Mercantile Trust Co 18
Numeric Investors Llc 18
Brinker Capital Investments, LLC 18
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 18
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 18
URTH - iShares, Inc. - iShares MSCI World ETF 18
Jupiter Asset Management Ltd 18
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 18
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 18
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 18
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 18
Trust Co Of Vermont 18
State Farm Mutual Fund Trust 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 18
FIL Ltd 18
Hartford Mutual Funds Inc/ct 18
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 18
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 18
Brookfield Asset Management Inc. 18
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 18
Cullen/frost Bankers, Inc. 18
Td Asset Management Inc 18
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 18
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 18
Ajo, Lp 18
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 18
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 18
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 18
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 18
Pathstone Holdings, LLC 18
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 18
Global X Funds 18
Whittier Trust Co Of Nevada Inc 18
National Bank Of Canada /fi/ 18
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 18
Larson Financial Group LLC 18
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 18
Guggenheim Active Allocation Fund 18
Golden State Wealth Management, LLC 18
Covestor Ltd 18
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 18
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 18
United Services Automobile Association 18
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 18
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 18
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 18
IWV - iSHARES TRUST - iShares Russell 3000 ETF 18
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 18
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 18
Interval Partners, LP 18
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 18
Centaurus Financial, Inc. 18
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 18
WFG Advisors, LP 18
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 18
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 18
Ontario Teachers Pension Plan Board 18
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 18
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 18
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 18
Bayesian Capital Management, LP 18
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 18
Polar Asset Management Partners Inc. 18
Hudson Bay Capital Management LP 18
State Farm Variable Product Trust 18
Loomis Sayles & Co L P 18
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 18
Rehmann Capital Advisory Group 18
Bokf, Na 18
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 18
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 18
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 18
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 18
Highlander Capital Management, LLC 18
FineMark National Bank & Trust 18
Tiaa-cref Funds 18
Rothschild Investment Llc 18
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 18
FinTrust Capital Advisors, LLC 18
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 18
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 18
HAP Trading, LLC 18
Highbridge Capital Management Llc 18
MBEQX - M FUND INC - M International Equity Fund 18
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 18
FORA Capital, LLC 18
CAPROCK Group, Inc. 18
Amalgamated Bank 18
Baird Financial Group, Inc. 18
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 18
Pathstone Family Office, Llc 18
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 17
IXG - iSHARES TRUST - iShares Global Financials ETF 17
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 17
Blueshift Asset Management, LLC 17
Hbk Investments L P 17
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 17
APG Asset Management N.V. 17
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 17
Royce & Associates Lp 17
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 17
Kayne Anderson Rudnick Investment Management Llc 17
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 17
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 17
Advanced Series Trust - Ast Advanced Strategies Portfolio 17
Prospera Financial Services Inc 17
Regentatlantic Capital Llc 17
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 17
Ropes Wealth Advisors Llc 17
Freestone Capital Holdings, LLC 17
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 17
Hexagon Capital Partners LLC 17
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 17
Perigon Wealth Management, LLC 17
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 17
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 17
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 17
Guardian Wealth Advisors, LLC 17
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 17
Commerce Bank 17
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 17
First Republic Investment Management, Inc. 17
Commonwealth Bank Of Australia 17
JNBA Financial Advisors 17
Ellington Management Group Llc 17
Stonebridge Capital Advisors LLC 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 17
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 17
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 17
Caisse De Depot Et Placement Du Quebec 17
Old National Bancorp /in/ 17
IndexIQ Advisors LLC 17
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 17
Seven Eight Capital, Lp 17
Financial Management Professionals, Inc. 17
Ensign Peak Advisors, Inc 17
Chicago Equity Partners Llc 17
We Are One Seven, LLC 17
Xponance, Inc. 17
Td Private Client Wealth Llc 17
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 17
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 17
Sound Income Strategies, LLC 17
Quent Capital, LLC 17
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 17
Cary Street Partner Investment Advisory Llc 17
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 17
Summit Trail Advisors, Llc 17
Smithfield Trust Co 17
Global Income Builder Portfolio - Global Income Builder Portfolio 17
First Quadrant L P/ca 17
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 17
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 17
Asset Management One Co., Ltd. 17
Pictet Asset Management Sa 17
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 17
Capital Advisors, Ltd. LLC 17
LMR Partners LLP 17
BNP Paribas Asset Management Holding S.A. 17
North Star Investment Management Corp. 17
Wipfli Financial Advisors Llc, 17
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 17
SAC Capital Advisors LP 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 17
Riverhead Capital Management Llc 17
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 17
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
Harbor Investment Advisory, Llc 17
Wetherby Asset Management Inc 17
QS Investors, LLC 17
Evergreen Capital Management Llc 17
Eqis Capital Management, Inc. 17
NumerixS Investment Technologies Inc 17
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 17
Sanctuary Advisors, LLC 17
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 17
Diversified Trust Co 17
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 17
Old Mutual Global Investors (UK) Ltd. 17
AE Wealth Management LLC 17
Piedmont Investment Advisors Llc 17
Pnc Funds 17
Usca Ria Llc 17
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 17
Assenagon Asset Management S.A. 17
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 17
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 17
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 17
Advisor Partners Llc 17
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 17
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 17
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 17
Nuveen Variable Rate Preferred & Income Fund 17
Jane Street Holding, LLC 17
Accel Wealth Management 17
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 17
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 17
Sequoia Financial Advisors, LLC 17
Compagnie Lombard Odier SCmA 17
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 17
Kennedy Capital Management, Inc. 16
Stephens Inc /ar/ 16
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 16
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 16
James Investment Research Inc 16
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 16
Oakworth Capital, Inc. 16
CVA Family Office, LLC 16
Meridian Wealth Partners, LLC 16
Wbi Investments, Inc. 16
PENN SERIES FUNDS INC - International Equity Fund 16
Gyon Technologies Capital Management, LP 16
Earnest Partners Llc 16
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 16
Ieq Capital, Llc 16
Highland Capital Management, Llc 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 16
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 16
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 16
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 16
Claymore Exchange-traded Fund Trust 16
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 16
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 16
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 16
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 16
Erste Asset Management GmbH 16
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 16
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 16
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 16
Colony Group Llc 16
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 16
Aviva Plc 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 16
SRS Capital Advisors, Inc. 16
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 16
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 16
Fortitude Family Office, LLC 16
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 16
Kore Private Wealth LLC 16
Cornercap Investment Counsel Inc 16
Toroso Investments, LLC 16
GAM Holding AG 16
Johnson Financial Group, Inc. 16
Paradigm Asset Management Co Llc 16
DRW Securities, LLC 16
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 16
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 16
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 16
Ameritas Investment Corp 16
CI Private Wealth, LLC 16
Nuveen, LLC 16
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 16
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 16
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 16
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 16
Cornerstone Capital Management Holdings Llc. 16
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 16
BRYN MAWR TRUST Co 16
Wealthcare Capital Management Llc 16
Quantamental Technologies LLC 16
Ellevest, Inc. 16
Fuller & Thaler Asset Management, Inc. 16
Venturi Wealth Management, LLC 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
Sciencast Management LP 16
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 16
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 16
Intech Investment Management Llc 16
Oppenheimer Asset Management Inc. 16
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 16
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 16
Hantz Financial Services, Inc. 16
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 16
Cohen & Steers Real Estate Opportunities & Income Fund 16
Tcwp Llc 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
Evercore Wealth Management, LLC 16
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 16
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 16
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 16
Airain ltd 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 16
Manchester Capital Management LLC 16
Forum Financial Management, LP 16
Jacobs Levy Equity Management, Inc 16
Calvert Investment Management, Inc. 16
Rational Advisors Llc 16
Timber Hill LLC 16
State of Wyoming 16
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 16
Covington Capital Management 16
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 16
FourThought Financial, LLC 16
Joel Isaacson & Co., LLC 16
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 16
U.S. Capital Wealth Advisors, LLC 16
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 16
First Allied Advisory Services, Inc. 16
JNL SERIES TRUST - JNL Bond Index Fund (I) 16
MASTER BOND LLC - Master Total Return Portfolio 16
Dark Forest Capital Management Lp 16
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 16
Eagle Bay Advisors LLC 16
Rafferty Asset Management, LLC 16
Howe & Rusling Inc 16
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 16
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 16
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 16
PineBridge Investments, L.P. 16
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 16
Bridgefront Capital, LLC 16
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 16
Veriti Management LLC 16
Martingale Asset Management L P 16
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 16
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 16
National Planning Corp 16
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 16
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 16
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
Penserra Capital Management LLC 16
New York State Teachers Retirement System 16
Jump Financial, LLC 16
Washington Trust Bank 16
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 16
Capstone Asset Management Co 16
SBI Securities Co., Ltd. 16
First Horizon Corp 16
Ing Groep Nv 16
Tfs Capital Investment Trust 16
Weiss Asset Management LP 16
John Hancock Premium Dividend Fund 16
Gulf International Bank (UK) Ltd 16
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 16
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 16
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
VGLSX - VALIC Co I - Global Strategy Fund 15
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 15
Advisor Partners Ii, Llc 15
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 15
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 15
TD Waterhouse Canada Inc. 15
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 15
IHT Wealth Management, LLC 15
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 15
Tfo-tdc, Llc 15
Vident Advisory, LLC 15
Veritable, L.P. 15
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 15
Pictet Asset Management Holding SA 15
Placemark Investments, Inc. 15
VTL Associates, LLC 15
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 15
Balentine LLC 15
Handelsbanken Fonder AB 15
Wealthfront Inc 15
Grove Bank & Trust 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 15
Putnam Investments Llc 15
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 15
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 15
Archford Capital Strategies, LLC 15
Humankind Benefit Corp - Humankind US Stock ETF 15
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 15
DAVENPORT & Co LLC 15
Alyeska Investment Group, L.P. 15
Algert Global Llc 15
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 15
Jacobi Capital Management LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 15
Sugarloaf Wealth Management, LLC 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 15
Bruce G. Allen Investments, LLC 15
WealthPLAN Partners, LLC 15
Asset Dedication, LLC 15
Twin Peaks Wealth Advisors, LLC 15
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 15
DAINX - Dunham Funds - Dunham International Stock Fund Class A 15
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 15
People's United Financial, Inc. 15
Caxton Associates Lp 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
Axq Capital, Lp 15
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 15
General Motors Investment Management Corp 15
Quarry LP 15
Livforsakringsbolaget Skandia, Omsesidigt 15
Ci Investments Inc. 15
Mackay Shields Llc 15
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 15
San Francisco Sentry Investment Group (ca) 15
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 15
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
Headlands Technologies LLC 15
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 15
Empowered Funds, LLC 15
Jefferies Financial Group Inc. 15
Disciplined Investments, LLC 15
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 15
Landscape Capital Management, L.l.c. 15
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 15
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 15
Westside Investment Management, Inc. 15
Janney Capital Management LLC 15
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 15
Thompson Siegel & Walmsley Llc 15
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 15
Raymond James Trust N.a. 15
Vestcor Inc 15
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 15
Emerald Acquisition Ltd. 15
ClariVest Asset Management LLC 15
Alps Advisors Inc 15
Capital Returns Management, LLC 15
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 15
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 15
Crewe Advisors LLC 15
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 15
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 15
Occudo Quantitative Strategies Lp 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
Jaffetilchin Investment Partners, LLC 15
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 15
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 15
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 15
Elkfork Partners LLC 15
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 15
Zions Bancorporation, N.A. 15
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 15
Clark Capital Management Group, Inc. 15
Profund Advisors Llc 15
Teza Capital Management LLC 15
Maryland State Retirement & Pension System 15
Princeton Alpha Management LP 15
Vanguard Horizon Funds 15
Resources Investment Advisors, LLC. 15
FNY Managed Accounts LLC 15
Jpmorgan Trust Iii 15
Hexavest Inc. 15
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 15
Greenleaf Trust 15
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 15
BlackRock Japan Co. Ltd 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
McIlrath & Eck, LLC 15
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 15
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 15
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 15
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 15
Advisors Preferred, LLC 15
Citizens Financial Group Inc/ri 15
Capital Performance Advisors Llp 15
BI Asset Management Fondsmaeglerselskab A/S 15
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 15
Horizon Investments, LLC 15
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 15
UMA Financial Services, Inc. 15
Glen Eagle Advisors, LLC 15
Police & Firemen's Retirement System of New Jersey 15
RBB FUND, INC. - Aquarius International Fund 15
Cornerstone Advisors, Inc. 15
Vigilant Capital Management, LLC 15
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 15
Alera Investment Advisors, LLC 15
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 15
Operose Advisors LLC 15
Commerzbank Aktiengesellschaft /fi 15
Reilly Financial Advisors, Llc 15
Evoke Wealth, Llc 15
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 15
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 15
NewSquare Capital LLC 15
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 15
Ausdal Financial Partners, Inc. 15
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 15
Steward Financial Group LLC 15
Caitong International Asset Management Co., Ltd 15
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 15
Salem Investment Counselors Inc 15
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 15
MML Series Investment Fund II - MML Blend Fund Initial Class 15
Savant Capital, LLC 15
Weld Capital Management Llc 14
Rydex Etf Trust 14
Zions Bancorporation 14
Boston Private Bank & Trust Co 14
Glen Harbor Capital Management LLC 14
Pinnacle Associates Ltd 14
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
Eagle Asset Management Inc 14
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 14
WASHINGTON TRUST Co 14
Measured Wealth Private Client Group, LLC 14
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 14
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 14
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 14
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 14
Mutual Of America Capital Management Llc 14
Csenge Advisory Group 14
Lord, Abbett & Co. Llc 14
USS Investment Management Ltd 14
MUFG Securities EMEA plc 14
Nuveen Tax-advantaged Dividend Growth Fund 14
Flagship Harbor Advisors, Llc 14
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 14
Atria Wealth Solutions, Inc. 14
Royal London Asset Management Ltd 14
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 14
Arkadios Wealth Advisors 14
Contravisory Investment Management, Inc. 14
Korea Investment CORP 14
Hemington Wealth Management 14
Salomon & Ludwin, LLC 14
Sunbelt Securities, Inc. 14
Campbell Multi-strategy Trust 14
Fortitude Advisory Group L.L.C. 14
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 14
Weiss Multi-Strategy Advisers LLC 14
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 14
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 14
Woodline Partners LP 14
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 14
PENN SERIES FUNDS INC - Developed International Index Fund 14
Spot Trading L.L.C 14
Petrus Trust Company, LTA 14
Soros Fund Management Llc 14
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 14
Fisher Asset Management, LLC 14
Prudential Plc 14
Maverick Capital Ltd 14
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 14
Optimum Investment Advisors 14
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 14
Amundi Pioneer Asset Management Inc 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 14
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 14
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 14
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 14
Cipher Capital LP 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 14
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 14
NN Investment Partners Holdings N.V. 14
Chevy Chase Trust Holdings, Inc. 14
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 14
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 14
SJS Investment Consulting Inc. 14
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 14
Silvercrest Asset Management Group Llc 14
Scotia Capital Inc. 14
Mirae Asset Global Investments Co., Ltd. 14
WealthStone, Inc. 14
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 14
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 14
Atlantic Trust, LLC 14
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 14
Wilbanks Smith & Thomas Asset Management Llc 14
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 14
Hm Payson & Co 14
Avantax Planning Partners, Inc. 14
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 14
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 14
Lee Financial Co 14
Entropy Technologies, LP 14
Meritage Portfolio Management 14
Aquatic Capital Management LLC 14
Independent Portfolio Consultants, Inc. 14
ETRADE Capital Management LLC 14
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 14
Analytic Investors, LLC 14
Whipplewood Advisors, LLC 14
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 14
Bb&t Securities, Llc 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 14
Financial Architects, Inc 14
Key FInancial Inc 14
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 14
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 14
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 14
Element Capital Management Llc 14
Thomas White International Ltd 14
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 14
Warren Averett Asset Management, LLC 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 14
Rise Advisors, LLC 14
Bowling Portfolio Management LLC 14
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 14
John Hancock Income Securities Trust 14
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 14
Itau Unibanco Holding S.A. 14
Avestar Capital, LLC 14
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 14
Associated Banc-corp 14
JJJ Advisors Inc. 14
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 14
Stephens Consulting, LLC 14
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 14
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 14
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 14
Beacon Pointe Advisors, LLC 14
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 14
EBI - RBB Fund Trust - Longview Advantage ETF 14
Cromwell Holdings LLC 14
Pathway Financial Advisors LLC 14
Bogart Wealth, LLC 14
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 14
IAK - iSHARES TRUST - iShares U.S. Insurance ETF 14
Seacrest Wealth Management, Llc 14
Pearl River Capital, LLC 14
Arlington Partners LLC 14
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 14
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 14
Baker Avenue Asset Management, LP 14
Blackrock Core Bond Trust 14
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 14
Cigna Investments Inc /new 14
Utah Retirement Systems 14
First Personal Financial Services 14
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 14
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 14
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 14
Clearbridge Investments, LLC 14
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 14
Intellectus Partners, LLC 14
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 14
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 14
WR Wealth Planners, LLC 14
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 14
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 14
Cable Hill Partners, LLC 14
Dupont Capital Management Corp 14
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 14
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 14
Virtus Global Multi-sector Income Fund 14
Trust Department Mb Financial Bank N A 14
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 14
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 14
Mycio Wealth Partners, Llc 14
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 14
NorthCoast Asset Management LLC 14
Financial Gravity Companies, Inc. 14
Systematic Financial Management Lp 14
Lenox Wealth Advisors, LLC 14
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 14
Vantage Consulting Group Inc 14
Amalgamated Financial Corp. 13
Mutual Advisors, LLC 13
Diametric Capital, LP 13
VCAAX - VALIC Co I - Asset Allocation Fund 13
Raleigh Capital Management Inc. 13
Trustcore Financial Services, Llc 13
Invictus RG Pte. Ltd. 13
Profunds - Profund Vp Small-cap 13
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 13
LRI Investments, LLC 13
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 13
Signet Financial Management, Llc 13
Globeflex Capital L P 13
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 13
Capital Bank & Trust Co 13
Capital Asset Advisory Services LLC 13
Thompson Davis & Co., Inc. 13
Integrated Investment Consultants, LLC 13
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 13
Edgestream Partners, L.P. 13
Sumitomo Mitsui Trust Holdings, Inc. 13
Van Eck Associates Corp 13
Rsm Us Wealth Management Llc 13
Pine River Capital Management L.P. 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
Winslow, Evans & Crocker, Inc. 13
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 13
Advisor Resource Council 13
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 13
Boston Advisors Llc 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 13
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 13
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 13
CX Institutional 13
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 13
State of New Jersey Common Pension Fund D 13
VCBDX - VALIC Co I - Core Bond Fund 13
GV Financial Advisors 13
Texas Permanent School Fund 13
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 13
CSat Investment Advisory, L.P. 13
Boston Partners 13
Shelton Capital Management 13
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 13
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 13
Sierra Capital LLC 13
Truvestments Capital Llc 13
Sargent Bickham Lagudis LLC 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 13
Pictet Asset Management Ltd 13
Continuum Advisory, LLC 13
New York Life Investment Management Llc 13
Point72 Asia (Singapore) Pte. Ltd. 13
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13
Kanaly Trust Co 13
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 13
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 13
Moneta Group Investment Advisors Llc 13
Picton Mahoney Asset Management 13
Trustmark National Bank Trust Department 13
Sanctuary Wealth Advisors, LLC 13
Wiley Bros.-aintree Capital, Llc 13
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 13
RBF Capital, LLC 13
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 13
Natixis Investment Managers International 13
Global Financial Private Client, LLC 13
Checchi Capital Advisers, LLC 13
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 13
VCSBX - VALIC Co II - Strategic Bond Fund 13
Capula Management Ltd 13
Summit Global Investments 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 13
Next Capital Management LLC 13
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 13
Freedman Financial Associates, Inc. 13
True Wealth Design, LLC 13
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 13
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 13
Concord Wealth Partners 13
Valley National Advisers Inc 13
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 13
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 13
Montag A & Associates Inc 13
Meadow Creek Investment Management LLC 13
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 13
Calamos Strategic Total Return Fund 13
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 13
Calamos Global Dynamic Income Fund 13
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 13
Nebula Research & Development LLC 13
Old Mutual Customised Solutions (proprietary) Ltd 13
Mather Group, Llc. 13
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 13
Robeco Institutional Asset Management B.V. 13
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 13
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 13
State of Alaska, Department of Revenue 13
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
Gamco Investors, Inc. Et Al 13
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 13
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 13
State Of Michigan Retirement System 13
Oppenheimer Variable Account Funds 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
Hanseatic Management Services Inc 13
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 13
Johnson Investment Counsel Inc 13
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 13
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 13
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 13
BNP Paribas Investment Partners S.A. 13
Brevan Howard Capital Management LP 13
Nine Chapters Capital Management LLC 13
Paragon Capital Management Ltd 13
Retirement Systems of Alabama 13
Balasa Dinverno & Foltz Llc 13
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 13
Next Financial Holdings 13
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 13
Cibc World Markets Corp 13
Sit Investment Associates Inc 13
Coastal Investment Advisors, Inc. 13
Cordant, Inc. 13
Eudaimonia Partners, LLC 13
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 13
BerganKDV Wealth Management, LLC 13
Weaver Consulting Group 13
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 13
TFC Financial Management 13
Kestra Private Wealth Services, Llc 13
Northern Trust Co Of Connecticut 13
Delta Asset Management Llc/tn 13
Quest Partners LLC 13
Symphony Asset Management Llc 13
Corebridge Financial, Inc. 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 13
Shapiro Robert N 13
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 13
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 13
EntryPoint Capital, LLC 13
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 13
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 13
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 13
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 13
Webster Bank, N. A. 13
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 13
Andra AP-fonden 13
Harvest Fund Management Co., Ltd 13
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 13
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 13
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 13
Colony Group, LLC 13
John Hancock Tax-advantaged Dividend Income Fund 13
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 13
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 13
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 13
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 13
Hollencrest Capital Management 13
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 13
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 13
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 13
CPSIX - Unified Series Trust - Fci Bond Fund 13
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 13
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 13
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 13
Catalyst Funds Management Pty Ltd 13
Lighthouse Investment Partners, LLC 13
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 13
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 13
Visium Asset Management, LP 13
Aster Capital Management (DIFC) Ltd 13
Standard Life Aberdeen plc 13
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 13
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 13
Moors & Cabot, Inc. 13
Private Ocean, LLC 13
Illinois Municipal Retirement Fund 13
Atticus Wealth Management, Llc 13
Liberty Mutual Group Asset Management Inc. 13
Connor Clark & Lunn Investment Management Ltd 13
Capital Analysts, Inc. 13
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 13
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 13
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 13
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 13
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 13
Jain Global LLC 13
Carolinas Wealth Consulting Llc 13
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 13
Cinctive Capital Management LP 13
Twinbeech Capital Lp 13
AQGNX - AQR Funds - AQR Global Equity Fund Class N 13
Verus Capital Partners, Llc 13
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 13
Holocene Advisors, LP 13
Truewealth Llc 13
Cambria Investment Management, L.P. 13
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 13
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 13
Ledyard National Bank 13
Voya Global Advantage & Premium Opportunity Fund 13
MQS Management LLC 13
Adage Capital Partners Gp, L.l.c. 13
Stone Ridge Asset Management LLC 13
Ballentine Partners, LLC 13
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 13
HFM Investment Advisors, LLC 12
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 12
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 12
Sei Trust Co 12
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 12
AHL Partners LLP 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 12
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 12
Gabelli Funds Llc 12
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 12
Ab Pooling Portfolios 12
Heritage Wealth Advisors 12
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 12
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 12
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 12
Edge Wealth Management LLC 12
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 12
Bay Harbor Wealth Management, LLC 12
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 12
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 12
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 12
Icon Wealth Partners, LLC 12
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 12
Wunderlich Securities, Inc. 12
National Pension Service 12
SECOR Capital Advisors, LP 12
Calamos Advisors LLC 12
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 12
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 12
Cca Investments Trust 12
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 12
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 12
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 12
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Man Investments Ltd 12
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 12
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
Horan Securities, Inc. 12
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 12
Mn Services Vermogensbeheer B.V. 12
Parkwood LLC 12
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12
Cribstone Capital Management, LLC 12
SOUTH STATE Corp 12
Cetera Advisors LLC 12
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 12
FundVantage Trust - Verplanck Balanced Fund 12
Dixon Hughes Goodman Wealth Advisors LLC 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 12
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 12
Duality Advisers, Lp 12
Ashton Thomas Private Wealth, LLC 12
Absolute Return Capital, LLC 12
Caption Management, LLC 12
Achmea Investment Management B.V. 12
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 12
Lomas Capital Management, LLC 12
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 12
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 12
Eaton Vance Ltd Duration Income Fund 12
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 12
Riverview Trust Co 12
Alphacrest Capital Management Llc 12
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 12
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 12
Profunds - Profund Vp Financials 12
Front Row Advisors LLC 12
Mason Street Advisors, Llc 12
Xact Kapitalforvaltning AB 12
Iat Reinsurance Co Ltd. 12
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 12
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 12
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 12
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 12
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12
Wealthcare Advisory Partners LLC 12
Etf Managers Group, Llc 12
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 12
Cahill Financial Advisors Inc 12
Gupta Wealth Management LLC 12
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 12
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 12
VIDI - ETF Series Solutions - Vident International Equity Fund 12
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 12
Buckingham Strategic Partners 12
ENDW - EA Series Trust - Cambria Endowment Style ETF 12
Point72 (DIFC) Ltd 12
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
EP Wealth Advisors, Inc. 12
Duncker Streett & Co Inc 12
GHP Investment Advisors, Inc. 12
Colonial Trust Co / SC 12
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 12
Klp Kapitalforvaltning As 12
Financial Advocates Investment Management 12
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 12
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 12
OHIO NATIONAL FUND INC - ON International Equity Portfolio 12
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
Prime Capital Investment Advisors, LLC 12
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 12
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
Ritholtz Wealth Management 12
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 12
Zacks Investment Management 12
UYG - PROSHARES TRUST - ProShares Ultra Financials 12
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 12
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 12
Forum Funds 12
Lombard Odier Asset Management (Switzerland) SA 12
Kovitz Investment Group Partners, LLC 12
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 12
CenterStar Fund, LLC 12
Louisiana State Employees Retirement System 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
Counterpoint Mutual Funds LLC 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 12
Delpha Capital Management, Llc 12
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 12
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 12
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 12
Sumitomo Mitsui DS Asset Management Company, Ltd 12
Arbiter Partners Capital Management LLC 12
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 12
Legacy Financial Advisors, Inc. 12
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 12
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 12
Edmond De Rothschild Holding S.a. 12
Eaton Vance Tax Advantaged Dividend Income Fund 12
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 12
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 12
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 12
Savior LLC 12
Spark Investment Management LLC 12
Banco Bilbao Vizcaya Argentaria, S.a. 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
Profunds - Profund Vp Ultrasmall-cap 12
Lenox Wealth Management, Inc. 12
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 12
New England Securities Corp /MA/ 12
Burney Co/ 12
VCSLX - VALIC Co I - Small Cap Index Fund 12
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 12
GeoWealth Management, LLC 12
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 12
Abound Wealth Management 12
Baird Robert W & Co Inc /wi/ 12
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 12
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 12
Bridgewater Associates, LP 12
HB Wealth Management, LLC 12
Index Management Solutions, LLC 12
Washington Trust Advisors, Inc. 12
Forsta Ap-fonden 12
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 12
I.g. Investment Management, Ltd. 12
Sachetta, LLC 12
Comerica Securities,inc. 12
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 12
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 12
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 12
IBM Retirement Fund 12
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 12
NSIDX - Northern Funds - Northern Small Cap Index Fund 12
Qrg Capital Management, Inc. 12
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 12
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 12
Rialto Wealth Management, LLC 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 12
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 12
Regal Investment Advisors LLC 12
Icon Advisers Inc/co 12
Sutton Wealth Advisors Inc. 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 12
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 12
Baldwin Brothers Inc/ma 12
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 12
Crestline Management, LP 12
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 12
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 12
Moore Capital Management, Lp 12
Treasurer of the State of North Carolina 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
Lingohr & Partner Asset Management GmbH 12
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 12
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 12
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 12
UniSuper Management Pty Ltd 12
AustralianSuper Pty Ltd 12
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 12
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Qtron Investments LLC 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 12
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 12
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 12
Agf Investments Inc. 12
Philadelphia Financial Management of San Francisco, LLC 12
BDO Wealth Advisors, LLC 12
Chicago Partners Investment Group LLC 12
High Note Wealth, LLC 12
Avion Wealth 12
Estabrook Capital Management 12
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 12
Parkworth Wealth Management, Inc. 12
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 11
FNY Partners Fund LP 11
First Capital Advisors Group, LLC. 11
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 11
Capital Investment Advisory Services, LLC 11
Maven Securities LTD 11
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11
Independent Advisor Alliance 11
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 11
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 11
Omnia Family Wealth, LLC 11
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 11
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 11
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 11
Usaa Etf Trust 11
Lido Advisors, LLC 11
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 11
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 11
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 11
Algebris (uk) Ltd 11
Keeley Asset Management Corp 11
Bb&t Investment Services, Inc. 11
Glenmede Investment Management, LP 11
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 11
Northwest & Ethical Investments L.P. 11
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 11
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 11
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 11
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 11
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 11
Kapitalo Investimentos Ltda 11
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 11
Pacitti Group Inc. 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 11
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 11
IWB - iSHARES TRUST - iShares Russell 1000 ETF 11
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
Munder Series Trust 11
SA FUNDS INVESTMENT TRUST - SA International Value Fund 11
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 11
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 11
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 11
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 11
NMIEX - Northern Funds - Active M International Equity Fund 11
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 11
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 11
Roosevelt Investment Group Llc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
Susquehanna Portfolio Strategies, LLC 11
M&r Capital Management Inc 11
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 11
Bank Of Nova Scotia Trust Co 11
Private Wealth Management Group, LLC 11
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 11
BBVA USA Bancshares, Inc. 11
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 11
DiNuzzo Private Wealth, Inc. 11
Rs Investment Trust 11
Wetzel Investment Advisors, Inc. 11
PIMCO FUNDS - PIMCO Short Asset Portfolio 11
Benjamin Edwards Inc 11
Securian Asset Management, Inc 11
Cambridge Trust Co 11
Anchor Investment Management, LLC 11
Ubs Oconnor Llc 11
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 11
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 11
Annis Gardner Whiting Capital Advisors, LLC 11
Jnl Series Trust - Jnl/mellon International Index Fund (a) 11
Arlington Trust Co LLC 11
Voleon Capital Management Lp 11
Quest Capital Management Inc /adv 11
Todd Asset Management Llc 11
Park Avenue Securities Llc 11
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
Wealthspire Advisors, LLC 11
SummitTX Capital, L.P. 11
Pzena Investment Management Llc 11
Seeyond 11
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 11
Private Wealth Asset Management, LLC 11
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 11
WPG Advisers, LLC 11
Asahi Life Asset Management Co., Ltd. 11
HHM Wealth Advisors, LLC 11
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 11
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 11
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 11
Point72 Middle East FZE 11
Smith Asset Management Group Lp 11
Townsquare Capital Llc 11
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 11
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 11
Numerai GP LLC 11
Banque Pictet & Cie Sa 11
Inceptionr Llc 11
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 11
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 11
Evolution Wealth Advisors, LLC 11
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 11
Schechter Investment Advisors, LLC 11
Advanced Series Trust - Ast International Growth Portfolio 11
HBK Sorce Advisory LLC 11
Dorsey & Whitney Trust CO LLC 11
Worldquant Millennium Advisors Llc 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 11
MML Series Investment Fund II - MML Equity Rotation Fund Class II 11
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 11
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 11
Assured Investment Management LLC 11
Vise Technologies, Inc. 11
Mount Yale Investment Advisors, LLC 11
Thurston, Springer, Miller, Herd & Titak, Inc. 11
Integrated Wealth Concepts LLC 11
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 11
Altshuler Shaham Ltd 11
South Dakota Investment Council 11
Reliance Trust Co Of Delaware 11
Everence Capital Management Inc 11
Universal- Beteiligungs- und Servicegesellschaft mbH 11
Oliver Lagore Vanvalin Investment Group 11
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 11
One Wealth Advisors, LLC 11
Burt Wealth Advisors 11
Cassady Schiller Wealth Management, LLC 11
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 11
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 11
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 11
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 11
Bedel Financial Consulting, Inc. 11
IMA Wealth, Inc. 11
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 11
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 11
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 11
Activest Wealth Management 11
JNL SERIES TRUST - JNL International Index Fund (I) 11
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 11
Yorktown Management & Research Co Inc 11
Bbva Usa 11
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 11
Alliancebernstein Global High Income Fund Inc 11
TRANSAMERICA FUNDS - Transamerica Core Bond I2 11
Delta Lloyd Nv 11
Insight Select Income Fund 11
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 11
NewEdge Wealth, LLC 11
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 11
Cnh Partners Llc 11
Coppell Advisory Solutions LLC 11
Childress Capital Advisors, Llc 11
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 11
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 11
HighVista Strategies LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
Vontobel Holding Ltd. 11
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 11
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 11
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 11
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 11
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 11
Municipal Employees' Retirement System of Michigan 11
American Independence Funds Trust 11
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 11
Leavell Investment Management, Inc. 11
Founders Financial Alliance, LLC 11
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 11
Tompkins Financial Corp 11
EJF Capital LLC 11
Hartford Series Fund Inc 11
Dalton Greiner Hartman Maher & Co 11
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 11
Irish Life Investment Managers Ltd. 11
Haber Trilix Advisors, Lp 11
ID Management A/S 11
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 11
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 11
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 11
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 11
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 11
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 11
Krilogy Financial LLC 11
Moody National Bank Trust Division 11
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 11
Leuthold Group, Llc 11
Kcm Investment Advisors Llc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
Hughes Financial Services, LLC 11
Cohen & Steers Mlp Income & Energy Opportunity Fund 11
Artemis Investment Management LLP 11
Gladius Capital Management LP 11
Winfield Associates, Inc. 11
Argent Trust Co 11
FLDFX - Meeder Funds - BALANCED FUND Retail Class 11
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 11
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 11
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 11
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 11
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 11
Janus Capital Management Llc 11
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 11
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 11
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 11
Capital Guardian Trust Co 11
Archer Investment Corp 11
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 11
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 11
HighPoint Advisor Group LLC 11
NOINX - Northern Funds - Northern International Equity Index Fund 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 11
Banque Cantonale Vaudoise 11
Western Asset Income Fund 11
Apriem Advisors 11
Venture Visionary Partners LLC 11
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 11
Fjarde Ap-fonden /fourth Swedish National Pension Fund 11
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 11
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 11
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 11
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 11
Clean Yield Group 11
TRUE Private Wealth Advisors 11
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
Kingsview Wealth Management, LLC 11
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 11
Pitcairn Co 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
Old Second National Bank Of Aurora 11
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 11
Gideon Capital Advisors, Inc. 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 11
VCCBX - VALIC Co II - Core Bond Fund 11
Mckinley Capital Management Llc /delaware 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 11
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 11
Cornerstone Wealth Management, LLC 11
IYF - iSHARES TRUST - iShares U.S. Financials ETF 11
Invictus RG 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
VCCCX - VALIC Co I - Capital Conservation Fund 11
VCGAX - VALIC Co I - Growth & Income Fund 11
Bailard, Inc. 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 11
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 11
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 11
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 11
Cna Financial Corp 11
Virtus Investment Advisers, Inc. 11
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 11
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 11
Dubuque Bank & Trust Co 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 11
Nuveen S&p 500 Dynamic Overwrite Fund 11
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 11
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 11
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 11
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 11
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 11
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 11
Legg Mason Investment Counsel, LLC 11
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 11
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 11
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 11
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 11
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 11
Elite Wealth Management, Inc. 11
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 11
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 11
Ibex Wealth Advisors 11
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 11
AGF Investments LLC 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 10
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 10
Corient Capital Partners, LLC 10
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 10
Cohen & Steers Global Income Builder, Inc 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 10
ICA Group Wealth Management, LLC 10
Breton Hill Capital Ltd. 10
Bogle Investment Management L P /de/ 10
Citizens Business Bank 10
Vectors Research Management, LLC 10
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 10
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 10
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 10
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 10
WealthTrust-Arizona, LLC 10
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 10
Gerstein Fisher 10
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 10
Mosaic Family Wealth, LLC 10
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 10
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 10
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 10
Focused Wealth Management, Inc 10
Stifel Nicolaus & Co Inc \mo\ 10
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 10
Simon Quick Advisors, Llc 10
Armstrong Advisory Group, Inc 10
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 10
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 10
Advisory Research Inc 10
SpiderRock Advisors, LLC 10
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 10
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 10
SpiderRock Trading LLC 10
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 10
Barnett & Company, Inc. 10
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
Global X Management CO LLC 10
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 10
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 10
RFP Financial Group LLC 10
Security National Trust Co 10
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10
Enlightenment Research, LLC 10
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 10
Zions Bancorporation, National Association /ut/ 10
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 10
First Command Bank 10
Gateway Investment Advisers Llc 10
Agf Management Ltd 10
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 10
Wedge Capital Management L L P/nc 10
SYSTM Wealth Solutions LLC 10
Community Bank, N.A. 10
ISAM Funds (UK) Ltd 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 10
Clinton Group Inc 10
Sherbrooke Park Advisers Llc 10
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 10
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 10
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 10
First Command Financial Services, Inc. 10
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 10
GW&K Investment Management, LLC 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
Wedbush Securities Inc 10
NatWest Group plc 10
First Citizens Bank & Trust Co 10
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 10
Dorsey Wright & Associates 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
Advisory Alpha, LLC 10
Newbridge Financial Services Group, Inc. 10
Innealta Capital, Llc 10
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 10
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 10
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 10
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 10
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 10
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 10
City Holding Co 10
Tsfg, Llc 10
Geneva Advisors, LLC 10
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 10
Tradeworx Inc. 10
Endurance Wealth Management, Inc. 10
Ossiam 10
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 10
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 10
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 10
Mirova 10
Bradley Foster & Sargent Inc/ct 10
DnB Asset Management AS 10
StoneX Group Inc. 10
Quantitative Investment Management, LLC 10
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 10
Squar Milner Financial Services Llc 10
Blue Bell Private Wealth Management, Llc 10
Hirtle Callaghan & Co LLC 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 10
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 10
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 10
Highline Wealth Partners Llc 10
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 10
Voya Financial Advisors, Inc. 10
Gryphon Financial Partners LLC 10
Tcw Group Inc 10
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 10
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 10
Pinnacle Bancorp, Inc. 10
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 10
Tobam 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Cantab Capital Partners LLP 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
Redwood Investment Management, Llc 10
Gts Securities Llc 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
Palladium Partners Llc 10
Mid Atlantic Financial Management Inc/adv 10
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 10
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 10
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 10
Jennison Associates Llc 10
Profunds - Profund Vp Oil & Gas 10
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 10
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 10
Liberty Wealth Management Llc 10
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 10
Brave Asset Management Inc 10
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 10
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 10
Blackrock Credit Allocation Income Trust 10
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 10
William Blair Investment Management, Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
Gillson Capital LP 10
USVT - Ultimus Managers Trust - US VALUE ETF 10
MCF Advisors LLC 10
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 10
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 10
Amplius Wealth Advisors, LLC 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 10
Wilmington Trust Co 10
DGS Capital Management, LLC 10
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 10
Merit Financial Group, LLC 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
City National Bank 10
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 10
Paces Ferry Wealth Advisors, Llc 10
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 10
Arden Trust Co 10
Amerivest Investment Management LLC 10
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 10
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 10
Toth Financial Advisory Corp 10
Bare Financial Services, Inc 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Nissay Asset Management Corp /japan/ /adv 10
Jump Trading, Llc 10
Carlson Capital L P 10
Confluence Wealth Services, Inc. 10
Prana Capital Management, LP 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 10
Ronald Blue & Co Llc 10
Zweig-DiMenna Associates LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10
Water Island Capital Llc 10
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 10
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 10
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 10
Atwood & Palmer Inc 10
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 10
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 10
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 10
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 10
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
Westport Resources Management Inc 10
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 10
CCMG - EA Series Trust - CCM Global Equity ETF 10
Corton Capital Inc. 10
BTC Capital Management, Inc. 10
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
Qs Batterymarch Financial Management, Inc 10
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 10
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 10
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF 10
Antonetti Capital Management LLC 10
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 10
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 10
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 10
Riggs Asset Managment Co. Inc. 10
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 10
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 10
Zullo Investment Group, Inc. 10
Clear Harbor Asset Management, LLC 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 10
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 10
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 10
King Luther Capital Management Corp 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
Alaska Permanent Fund Corp 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 10
Societe Generale 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 10
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 10
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 10
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 10
Tarbox Family Office, Inc. 10
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
VCIEX - VALIC Co I - International Equities Index Fund 10
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 10
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 10
Hotchkis & Wiley Capital Management Llc 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 10
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 10
Virtus ETF Advisers LLC 10
SG3 Management, LLC 10
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 10
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 10
Connable Office Inc 10
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 10
Pin Oak Investment Advisors Inc 10
Dfa Investment Trust Co - The Dfa International Value Series 10
FJ Capital Management LLC 10
Hudock, Inc. 10
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 10
Vantage Investment Advisors, LLC 10
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 10
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 10
Gofen & Glossberg Llc /il/ 10
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 10
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 10
GPS Wealth Strategies Group, LLC 10
First Interstate Bank 10
Baystate Wealth Management LLC 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 10
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 10
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 10
Verdence Capital Advisors LLC 10
Equitec Proprietary Markets, Llc 10
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 10
Kalos Management, Inc. 10
Column Capital Advisors, LLC 10
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 10
Concert Wealth Management Inc. 10
Householder Group Estate & Retirement Specialist, LLC 10
Capital Advisory Group Advisory Services, LLC 10
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 10
Deseret Mutual Benefit Administrators 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
Mirabella Financial Services Llp 10
IFM Investors Pty Ltd 10
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 10
Migdal Insurance & Financial Holdings Ltd. 10
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 10
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 10
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 10
Dynamic Technology Lab Pte Ltd 10
Voya Global Equity Dividend & Premium Opportunity Fund 10
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 10
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 10
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 10
Ahrens Investment Partners LLC 10
Altium Wealth Management LLC 10
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 10
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 10
Perkins Coie Trust Co 10
Integrated Wealth Management 10
Koshinski Asset Management, Inc. 10
Brinker Capital Inc 10
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 10
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 10
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 10
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 10
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 10
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 10
Country Trust Bank 10
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 10
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 10
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 10
Allstate Corp 10
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 10
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 10
Tradition Wealth Management, LLC 10
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 10
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 10
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 10
Brighton Jones Llc 10
Oppenheimer Global Multi Strategies Fund 10
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 10
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 10
Ckw Financial Group 10
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 10
Peak6 Llc 10
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 9
Edge Advisors, Llc 9
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 9
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 9
Wealth Quarterback LLC 9
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 9
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 9
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 9
Mv Capital Management, Inc. 9
Cowen Group, Inc. 9
Capital World Investors 9
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 9
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 9
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 9
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 9
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 9
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 9
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 9
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 9
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 9
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 9
Pendal Group Ltd 9
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 9
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 9
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 9
Capital One, National Association 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 9
Bremer Trust National Association 9
Partnervest Advisory Services LLC 9
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 9
Ferguson Wellman Capital Management, Inc 9
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 9
Stanley-Laman Group, Ltd. 9
Virginia Retirement System 9
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 9
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 9
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 9
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 9
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 9
Rosenberg Matthew Hamilton 9
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 9
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 9
Alpha Cubed Investments, LLC 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 9
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 9
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 9
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 9
Ashton Thomas Securities, Llc 9
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 9
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 9
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 9
ORG Wealth Partners, LLC 9
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 9
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 9
Boston Common Asset Management, LLC 9
Symmetry Partners, LLC 9
Kestra Investment Management, LLC 9
Mizuho Trust & Banking Co., Ltd. 9
Oppenheimer Quest For Value Funds 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 9
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9
MARSHALL WACE ASIA Ltd 9
Park National Corp /oh/ 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 9
Renaissance Group Llc 9
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 9
Kistler-Tiffany Companies, LLC 9
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 9
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 9
Knight Capital Group, Inc. 9
First Financial Corp /in/ 9
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 9
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 9
Pentwater Capital Management LP 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 9
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 9
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 9
Oakbrook Investments Llc 9
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 9
Franklin Templeton International Trust 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
Dfa Investment Trust Co - The Emerging Markets Series 9
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 9
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 9
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 9
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 9
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 9
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 9
Guardian Life Insurance Co Of America 9
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 9
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 9
Cordasco Financial Network 9
Wolff Wiese Magana Llc 9
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 9
WealthTrust Fairport, LLC 9
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 9
Opal Wealth Advisors, LLC 9
Arete Wealth Advisors, LLC 9
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 9
New Vernon Investment Management Llc 9
Rothschild Asset Management Inc 9
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 9
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 9
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
Hilltop Holdings Inc. 9
Zurich Insurance Group Ltd/FI 9
TD Capital Management LLC 9
Connectus Wealth, LLC 9
Pallas Capital Advisors LLC 9
L & S Advisors Inc 9
Putnam Fl Investment Management Co 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 9
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 9
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 9
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 9
WealthCollab, LLC 9
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 9
Tortoise Investment Management, LLC 9
Accurate Wealth Management, LLC 9
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 9
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 9
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 9
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 9
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 9
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 9
Maple Securities Usa Inc 9
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 9
Tibra Equities Europe Ltd 9
Americafirst Capital Management, Llc 9
Principia Wealth Advisory, LLC 9
Pinkerton Retirement Specialists, LLC 9
STFBX - Advisers Investment Trust - State Farm Balanced Fund 9
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 9
Doyle Wealth Management 9
American Funds Insurance Series 9
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 9
180 Wealth Advisors, Llc 9
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 9
Advanced Series Trust - Ast Small-cap Value Portfolio 9
Waratah Capital Advisors Ltd. 9
Athanor Capital, Lp 9
Red Tortoise LLC 9
CWM Advisors, LLC 9
First New York Securities Llc /ny 9
CenterBook Partners LP 9
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 9
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 9
Northwestern Mutual Investment Management Company, Llc 9
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 9
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 9
KAMES CAPITAL plc 9
Parametrica Management Ltd 9
BRC Investment Management LLC 9
VBCVX - VALIC Co I - Systematic Value Fund 9
Tyler-Stone Wealth Management 9
Byrne Asset Management LLC 9
Hennessy Advisors Inc 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
GABELLI & Co INVESTMENT ADVISERS, INC. 9
Qci Asset Management Inc/ny 9
Tlp Group Llc 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
City State Bank 9
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 9
Harvest Group Wealth Management, Llc 9
Emerald Investment Partners, Llc 9
Swedbank AB 9
First Bank & Trust 9
Quinn Opportunity Partners LLC 9
Advantage Investment Management, Llc 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 9
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 9
M&g Investment Management Ltd 9
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 9
Beacon Capital Management, LLC 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
Beaird Harris Wealth Management, LLC 9
Minichmacgregor Wealth Management, Llc 9
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 9
Zeke Capital Advisors, Llc 9
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 9
Redpoint Investment Management Pty Ltd 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 9
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 9
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 9
Bluefin Trading, LLC 9
Axxcess Wealth Management, Llc 9
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 9
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 9
Aris Wealth Services, Inc. 9
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 9
Kavar Capital Partners, LLC 9
NOLVX - Northern Funds - Northern Large Cap Value Fund 9
Guardian Capital Lp 9
Ascend Capital, Llc 9
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 9
Resources Management Corp /ct/ /adv 9
Clough Capital Partners L P 9
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 9
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 9
Jump Trading, LLC 9
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 9
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 9
Global Wealth Strategies & Associates 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
CFICX - CALVERT FUND - Calvert Income Fund Class A 9
New Mexico Educational Retirement Board 9
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 9
D'Orazio & Associates, Inc. 9
Advanced Series Trust - Ast Small-cap Growth Portfolio 9
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 9
Redwood Wealth Management Group, LLC 9
Mendota Financial Group, LLC 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
Qsemble Capital Management, LP 9
Register Financial Advisors LLC 9
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 9
Cadence Capital Management Llc 9
Institutional & Family Asset Management, Llc 9
Binnacle Investments Inc 9
Apollon Wealth Management, LLC 9
Callan Family Office, LLC 9
Whitnell & Co. 9
Advance Capital I Inc 9
STXV - EA Series Trust - Strive 1000 Value ETF 9
USA Financial Portformulas Corp 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 9
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 9
Nuveen Core Equity Alpha Fund 9
American Financial Group Inc 9
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 9
NOCBX - Northern Funds - Northern Core Bond Fund 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 9
EverPoint Asset Management, LLC 9
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 9
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 9
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 9
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
Lebenthal Asset Management, LLC 9
Atomi Financial Group, Inc. 9
Pensionmark Financial Group, Llc 9
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 9
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 9
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 9
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 9
Wealthfront Advisers Llc 9
Point72 Europe (London) LLP 9
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 9
Princeton Global Asset Management LLC 9
Machina Capital S.a.s. 9
Syon Capital Llc 9
Envestnet Portfolio Solutions, Inc. 9
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 9
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 9
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 9
Vestmark Advisory Solutions, Inc. 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
Valued Wealth Advisors LLC 9
Hartford Investment Management Co 9
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 9
Fort Washington Investment Advisors Inc /oh/ 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 9
E. Ohman J:or Asset Management AB 9
Hanson & Doremus Investment Management 9
Snow Capital Management Lp 9
Caldwell Securities, Inc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 9
Scientech Research LLC 9
PENN SERIES FUNDS INC - Small Cap Index Fund 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 9
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 9
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
Rs Variable Products Trust 9
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 9
Arden Investment Series Trust 9
SevenBridge Financial Group, LLC 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 9
Personal Cfo Solutions, Llc 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 9
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 9
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 9
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 9
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 9
DC Investments Management, LLC 9
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 9
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 9
Cerebellum GP, LLC 9
Harbour Capital Advisors, LLC 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 9
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 9
Rs Investment Management Co Llc 9
AlphaCore Capital LLC 9
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 9
Dean Investment Associates, Llc 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 9
Camden Capital, LLC 9
Zebra Capital Management LLC 9
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 9
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 9
Meiji Yasuda Asset Management Co Ltd. 9
Icc Capital Management Inc/ 9
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 9
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
Regent Peak Wealth Advisors LLC 9
St Germain D J Co Inc 8
NOFIX - Northern Funds - Northern Fixed Income Fund 8
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 8
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 8
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 8
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 8
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 8
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 8
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 8
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 8
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 8
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 8
Deerfield Management Company, L.p. (series C) 8
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 8
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 8
Advanced Series Trust - Ast International Value Portfolio 8
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 8
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 8
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 8
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
Segall Bryant & Hamill, Llc 8
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 8
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 8
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 8
nVerses Capital, LLC 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 8
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 8
Peapack Gladstone Financial Corp 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 8
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 8
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 8
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 8
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 8
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 8
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 8
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 8
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 8
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 8
Bryn Mawr Capital Management Inc 8
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 8
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 8
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 8
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 8
Genesee Valley Trust Co 8
Plato Investment Management Ltd 8
ClearAlpha Technologies LP 8
Frazier Financial Advisors, LLC 8
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 8
Lecap Asset Management Ltd 8
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 8
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 8
Burns Matteson Capital Management, LLC 8
Longfellow Investment Management Co Llc 8
Bragg Financial Advisors, Inc 8
Caxton Associates Llp 8
Clifford Swan Investment Counsel Llc 8
Twin Capital Management Inc 8
Aberdeen Asset Management Plc/uk 8
Vanguard Windsor Funds 8
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
First Eagle Investment Management, LLC 8
Impact Partnership Wealth, LLC 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 8
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 8
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 8
GFS Advisors, LLC 8
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 8
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 8
Vinva Investment Management Ltd 8
Evermay Wealth Management Llc 8
PFG Investments, LLC 8
Barrett & Company, Inc. 8
25 Llc 8
Grace & White Inc /ny 8
Fifth Third Wealth Advisors LLC 8
V-Square Quantitative Management LLC 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
Keel Point, LLC 8
WMS Partners, LLC 8
Copeland Capital Management, LLC 8
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 8
Bourgeon Capital Management Llc 8
Kula Investments, LLC 8
Strategic Investment Solutions, Inc. /IL 8
LGT Financial Advisors LLC 8
Segantii Capital Management Ltd 8
Fiduciary Trust Co 8
Corrado Advisors, Llc 8
Glass Jacobson Investment Advisors llc 8
Fidelis Capital Partners, LLC 8
Westwood Holdings Group Inc 8
Brewin Dolphin Ltd 8
Meiji Yasuda Life Insurance Co 8
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 8
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 8
Reynolds Capital Management Llc 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 8
Cookson Peirce & Co Inc 8
Heritage Financial Services, LLC 8
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 8
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 8
Aviance Capital Partners, LLC 8
Baader Bank INC 8
Intact Investment Management Inc. 8
New Jersey Better Educational Savings Trust 8
Barrett Asset Management, LLC 8
Mark Sheptoff Financial Planning, Llc 8
Wesbanco Bank Inc 8
AlphaCentric Advisors LLC 8
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 8
Rather & Kittrell, Inc. 8
Journey Strategic Wealth Llc 8
Scout Investments, Inc. 8
Sii Investments Inc/wi 8
Tradewinds Capital Management, LLC 8
Ameriflex Group, Inc. 8
Congress Wealth Management LLC / DE / 8
Shufro Rose & Co Llc 8
Wright Investors Service Inc 8
Levin Capital Strategies, L.p. 8
Oak Thistle LLC 8
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 8
Strategic Asset Management, LLC 8
Dividend Asset Capital, Llc 8
Marquette Asset Management, LLC 8
BSBAX - Northern Funds - Northern Short Bond Fund 8
Rothschild Investment Corp /il 8
Westchester Capital Management, LLC 8
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 8
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 8
Capitolis Advisors LLC 8
Glacier Peak Capital LLC 8
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 8
Shay Capital LLC 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
Avalon Advisors, Llc 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
Legg Mason Asset Management (Japan) Co., Ltd. 8
Farringdon Capital, Ltd. 8
Cim Investment Mangement Inc 8
Charter Oak Capital Management, LLC 8
Transce3nd, LLC 8
Altus Wealth Group LLC 8
Allegheny Financial Group LTD 8
CBOE Vest Financial, LLC 8
Conning Inc. 8
Rockefeller Financial Services Inc 8
Denver Investment Advisors Llc 8
Aaron Wealth Advisors LLC 8
Polymer Capital Management (US) LLC 8
Syverson Strege & Co 8
Addison Advisors LLC 8
DT Investment Partners, LLC 8
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 8
Strategic Advisors LLC 8
Stancorp Investment Advisers Inc 8
1st Global Advisors, Inc. 8
Integral Derivatives, LLC 8
American Research & Management Co. 8
Winch Advisory Services, LLC 8
Sigma Planning Corp 8
Spirit Of America Management Corp/ny 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
Quantedge Capital Pte Ltd 8
Gierl Augustine Investment Management Inc 8
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 8
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 8
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 8
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 8
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 8
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 8
Homrich & Berg 8
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 8
Tredje AP-fonden 8
Gargoyle Investment Advisor L.L.C. 8
Origin Asset Management LLP 8
Norinchukin Bank, The 8
AIEQ - ETF Managers Trust - AI Powered Equity ETF 8
Willingdon Wealth Management 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 8
Exencial Wealth Advisors, Llc 8
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 8
Bank Julius Baer & Co. Ltd, Zurich 8
Royal Fund Management, LLC 8
Northeast Financial Consultants Inc 8
Destination Wealth Management 8
Winton Capital Management Ltd 8
F&C Asset Management plc 8
Calamos Long/Short Equity & Dynamic Income Trust 8
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 8
Peoples Financial Services Corp. 8
Jarislowsky, Fraser Ltd 8
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 8
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 8
Weaver C. Barksdale & Associates, Inc. 8
Procyon Private Wealth Partners, LLC 8
Capital Research Global Investors 8
PCJ Investment Counsel Ltd. 8
Center for Financial Planning, Inc. 8
Echo Street Capital Management LLC 8
Americana Partners, LLC 8
PSI Advisors, LLC 8
Wealth Alliance 8
Pinz Capital Management, LP 8
Richard Bernstein Advisors LLC 8
Sierra Ocean, Llc 8
Quaker Wealth Management, LLC 8
Great Diamond Partners, LLC 8
Samalin Investment Counsel, LLC 8
Spectrum Management Group, LLC 8
Blume Capital Management, Inc. 8
Hoxton Financial, Inc. 8
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 8
Thomas J. Herzfeld Advisors, Inc. 8
Seawolf Capital, LLC 8
Cornerstone Advisory, LLC 8
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 8
Moisand Fitzgerald Tamayo, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 8
Gerber Kawasaki Wealth & Investment Management 8
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 8
R Squared Ltd 8
Spring Creek Capital Llc 8
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 8
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 8
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 8
Institute for Wealth Management, LLC. 8
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 8
BlueMar Capital Management, LLC 8
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 8
Scoria Capital Partners LP 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
Kemnay Advisory Services Inc. 8
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 8
Fred Alger Management, Llc 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
BFOR - ALPS ETF Trust - Barron's 400 ETF 8
Rocky Mountain Advisers, Llc 8
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 8
Lincoln National Corp 8
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 8
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 8
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 8
Sun Life Financial Inc 8
Endeavour Capital Advisors Inc 8
Tiverton Asset Management Llc 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 8
Alpine Associates Management Inc. 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
Delphi Private Advisors LLC 8
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 8
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 8
Stux Capital Management, LLC 8
J.w. Cole Advisors, Inc. 8
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 8
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 8
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 8
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 8
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 8
Polianta Ltd 8
Mason Street Advisors, Llc 8
Meridian Wealth Management, LLC 8
Flinton Capital Management LLC 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 8
DLD Asset Management, LP 8
Shepherd Kaplan Krochuk, Llc 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 8
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 8
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 8
Fortis Advisors, LLC 8
Bridgeworth, LLC 8
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 8
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 8
YorkBridge Wealth Partners, LLC 8
Heritage Trust Co 8
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 8
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 8
Unison Advisors LLC 8
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 8
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 8
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 8
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 8
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 8
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 8
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 8
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 8
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 8
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 8
Td Asset Management Usa Funds Inc. 8
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 8
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 8
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 8
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 8
Gdl Fund 8
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 8
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 8
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 8
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 8
Tri-continental Corp 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
West Family Investments, Inc. 8
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 8
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 8
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 8
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 8
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 8
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 8
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 8
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 8
Delaware Enhanced Global Dividend & Income Fund 8
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 8
Virtus Total Return Fund Inc. 8
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 8
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 8
Cramer Rosenthal Mcglynn Llc 8
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 8
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 8
Dfa Investment Trust Co - The U.s. Large Cap Value Series 8
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 8
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 8
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 8
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 8
Clough Global Dividend & Income Fund 8
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 8
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 8
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 8
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 8
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 8
Oppenheimer Global Strategic Income Fund 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 8
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 8
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 8
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 8
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 8
Claraphi Advisory Network, LLC 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
Carmichael Hill & Associates, Inc. 8
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 8
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 8
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 8
Parisi Gray Wealth Management 8
Investors Research Corp 8
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 8
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 8
Kiley Juergens Wealth Management, Llc 8
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 8
PDS Planning, Inc 8
Lake Street Advisors Group, Llc 8
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 8
CNB Bank 8
Wagner Wealth Management, Llc 8
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
Rossmore Private Capital 8
Strategic Wealth Partners, Ltd. 8
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 8
Castleview Partners, Llc 8
Weiss Strategic Interval Fund 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
Impax Asset Management Group plc 8
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 8
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 8
Nachman Norwood & Parrott, Inc 8
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 8
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 8
Hilltop National Bank 8
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 8
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 8
Gladstone Institutional Advisory LLC 8
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 8
Avantax Advisory Services, Inc. 8
PRW Wealth Management LLC 8
Semmax Financial Advisors Inc. 8
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 8
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 8
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 8
Claro Advisors LLC 8
Brandywine Oak Private Wealth Llc 8
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 8
Human Investing LLC 8
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 8
Quilter Plc 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
Aegon Asset Management Uk Plc 8
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 8
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 8
Bremer Bank National Association 8
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 8
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 8
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 8
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
AHIVX - American Century Investment Trust - High Income Fund Investor Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
Nuveen Quality Preferred Income Fund 8
Nuveen Quality Preferred Income Fund 3 8
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 8
Parametric Market Neutral Portfolio 8
IWC - iSHARES TRUST - iShares Micro-Cap ETF 8
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 8
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 8
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 8
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 8
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 8
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 8
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 8
Concurrent Investment Advisors, LLC 8
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 8
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 8
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 8
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 8
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 8
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 8
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 8
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 8
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 8
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 8
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 8
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 8
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 8
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 7
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 7
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 7
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 7
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 7
Pennsylvania Trust Co 7
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 7
CWA Asset Management Group, LLC 7
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 7
SageView Advisory Group, LLC 7
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 7
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 7
Delphia (USA) Inc. 7
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 7
First Command Advisory Services, Inc. 7
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 7
Applied Finance Capital Management, LLC 7
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 7
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 7
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 7
IEV - iSHARES TRUST - iShares Europe ETF 7
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 7
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 7
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 7
First Pacific Financial 7
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 7
Paragon Wealth Strategies, LLC 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 7
Northwest Wealth Management, Llc 7
Barrow Hanley Mewhinney & Strauss Llc 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
Credential Securities Inc. 7
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 7
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 7
Cidel Asset Management Inc 7
Norway Savings Bank 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 7
Lombard Odier Asset Management (USA) Corp 7
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 7
Well Done, LLC 7
Glazer Capital, Llc 7
Kelly Financial Services LLC 7
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 7
Welch & Forbes Llc 7
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 7
Arcadia Investment Management Corp/mi 7
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 7
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 7
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 7
Northwest Investment Counselors, Llc 7
American National Bank 7
Elequin Capital Lp 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
TCTC Holdings, LLC 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 7
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 7
361 Capital Llc 7
Exane Derivatives 7
Orrstown Financial Services Inc 7
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 7
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 7
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 7
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 7
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 7
Vertex One Asset Management Inc. 7
Signature Wealth Management Group 7
STXK - EA Series Trust - Strive Small-Cap ETF 7
Neo Ivy Capital Management 7
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
Koch Industries Inc 7
Dodge & Cox 7
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 7
Chilton Capital Management Llc 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 7
Grey Street Capital, LLC 7
MERVX - MERGER FUND VL - The Merger Fund VL 7
Oppenheimer Capital Income Fund 7
Six Circles Trust - Six Circles Credit Opportunities Fund 7
Legacy Capital Group California, Inc. 7
Douglas Lane & Associates, LLC 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
Global Trust Asset Management, LLC 7
MD Financial Management Inc. 7
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 7
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 7
Mint Tower Capital Management B.V. 7
Ostrum Asset Management 7
Santa Fe Partners LLC 7
Price Wealth Management, Inc. 7
Advisors Capital Management, LLC 7
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 7
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 7
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 7
BKF - iShares, Inc. - iShares MSCI BRIC ETF 7
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 7
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 7
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
John Hancock Investors Trust 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 7
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 7
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 7
Investors Capital Advisory Services 7
Rathbone Brothers plc 7
Peregrine Capital Management Llc 7
HITE Hedge Asset Management LLC 7
Atom Investors LP 7
VCSOX - VALIC Co I - International Socially Responsible Fund 7
Financial Counselors Inc 7
Clough Global Equity Fund 7
Sheaff Brock Investment Advisors, LLC 7
Clough Global Opportunities Fund 7
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 7
Bruderman Asset Management, LLC 7
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 7
Voya International High Dividend Equity Income Fund 7
Symphony Financial, Ltd. Co. 7
MPS Loria Financial Planners, LLC 7
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 7
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 7
Arrowgrass Capital Partners (us) Lp 7
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 7
Strategic Blueprint, LLC 7
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 7
Western Asset Investment Grade Defined Opportunity Trust Inc. 7
Bramshill Investments, LLC 7
Ferris Capital, Llc 7
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 7
Strengthening Families & Communities, LLC 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
AIA Group Ltd 7
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
Intercontinental Wealth Advisors, LLC 7
Delta Lloyd Asset Management N.v. 7
Capital Financial Planning, LLC 7
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 7
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 7
Bell Rock Capital Llc 7
Bfsg, Llc 7
Alpine Total Dynamic Dividend Fund 7
Ogorek Anthony Joseph /ny/ /adv 7
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 7
Sentinel Trust Co Lba 7
Schafer Cullen Capital Management Inc 7
Sterling Investment Advisors, Ltd. 7
WealthTrak Capital Management LLC 7
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 7
Tokio Marine Asset Management Co Ltd 7
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 7
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 7
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 7
Highstreet Asset Management Inc. 7
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 7
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 7
American Capital Advisory, LLC 7
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 7
Ridgewood Investments LLC 7
PhiloSmith Capital Corp 7
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
Edge Capital Group, LLC 7
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 7
Blackrock Ltd Duration Income Trust 7
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 7
Covenant Multifamily Offices, LLC 7
Alpine Global Dynamic Dividend Fund 7
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 7
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 7
Alphagen Securities Llc 7
Pacific Center for Financial Services 7
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 7
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 7
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 7
Caas Capital Management Lp 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 7
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 7
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 7
First City Capital Management, Inc. 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
Western Wealth Management, LLC 7
Intrust Bank Na 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 7
Neuburgh Advisers LLC 7
VCHYX - VALIC Co II - High Yield Bond Fund 7
Tyers Asset Management LLC 7
Oxbow Advisors, LLC 7
Manteio Capital LLC 7
Columbia Partners L L C Investment Management 7
Banco Santander, S.A. 7
B. Metzler seel. Sohn & Co. AG 7
Executive Wealth Management, LLC 7
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 7
Kingdon Capital Management, L.l.c. 7
Camarda Financial Advisors, LLC 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 7
Oppenheimer Corporate Bond Fund 7
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 7
Surevest, LLC 7
AlphaMark Advisors, LLC 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
Elo Mutual Pension Insurance Co 7
NJ State Employees Deferred Compensation Plan 7
Hussman Strategic Advisors, Inc. 7
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 7
VCGEX - VALIC Co I - Emerging Economies Fund 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 7
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 7
ACK Asset Management LLC 7
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 7
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 7
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 7
VSR Financial Services, Inc. 7
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
McAdam, LLC 7
Cornerstone Investment Partners, LLC 7
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 7
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 7
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 7
Fulton Bank, N.a. 7
Full18 Capital LLC 7
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 7
American National Insurance Co /tx/ 7
Trust Co 7
CFS Investment Advisory Services, LLC 7
Cape Investment Advisory, Inc. 7
Bank Of Hawaii 7
Easterly Investment Partners Llc 7
Mascoma Wealth Management LLC 7
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 7
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 7
RMR Wealth Builders 7
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 7
Ingalls & Snyder Llc 7
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Fiduciary Alliance LLC 7
Lavaca Capital Llc 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 7
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 7
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 7
Alpha Paradigm Partners, LLC 7
Legacy Bridge, LLC 7
Live Your Vision, LLC 7
IMC-Chicago, LLC 7
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 7
Thrivent Core Funds - Thrivent Core International Equity Fund 7
Fca Corp /tx 7
Dai-ichi Life Holdings, Inc. 7
Rossby Financial, LCC 7
Glg Llc 7
True Link Financial Advisors, LLC 7
Interchange Capital Partners, LLC 7
Graves-Light Private Wealth Management, Inc. 7
Alpine Woods Capital Investors, Llc 7
Foresters Investment Management Company, Inc. 7
Harel Insurance Investments & Financial Services Ltd. 7
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 7
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 7
High Net Worth Advisory Group LLC 7
Alexandria Capital, LLC 7
West Oak Capital, LLC 7
Btr Capital Management Inc 7
Pathway Financial Advisers, LLC 7
Cornerstone Advisors Inc 7
Spears Abacus Advisors LLC 7
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 7
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 7
Pegasus Partners Ltd. 7
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 7
B. Metzler seel. Sohn & Co. Holding AG 7
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 7
Laffer Investments 7
GLG Partners LP 7
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 7
SOA Wealth Advisors, LLC. 7
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 7
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 7
West Paces Advisors Inc. 7
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 7
Daiwa SB Investments Ltd. 7
Mount Lucas Management LP 7
PIMCO FUNDS - PIMCO Low Duration Portfolio 7
QCM Cayman, Ltd. 7
Causeway Capital Management Llc 7
Frontier Wealth Management LLC 7
Haberer Registered Investment Advisor Inc 7
Eagle Global Advisors Llc 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 7
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 7
Patten Group, Inc. 7
Essex Savings Bank 7
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 7
Piscataqua Savings Bank 7
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 7
Principal Street Partners, LLC 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
Better Money Decisions, LLC 7
Telemetry Investments, L.L.C. 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 7
Strategic Global Advisors, LLC 7
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 7
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 7
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 7
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 7
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 7
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 7
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 7
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 7
Invst, LLC 7
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 7
JBF Capital, Inc. 7
Corsair Capital Management, L.p. 7
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Euclid Advisors LLC 7
Rakuten Securities, Inc. 7
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 7
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 7
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 7
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 7
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 7
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
Cary Street Partners Financial Llc 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 7
Bellwether Investment Group, LLC 7
Sumitomo Life Insurance Co 7
Westhampton Capital, LLC 7
Algebris Investments (UK) LLP 7
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 7
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 7
Dogwood Wealth Management LLC 7
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
Northwest Financial Advisors 7
Blackrock Multi-sector Opportunities Trust 7
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 7
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 7
Pinnacle Financial Partners Inc 7
New England Capital Financial Advisors LLC 7
Dowling & Yahnke Llc 7
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 7
CHURCHILL MANAGEMENT Corp 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 7
Stonehage Fleming Financial Services Holdings Ltd 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 7
Sullivan, Bruyette, Speros & Blaney, LLC 7
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Gator Capital Management, LLC 7
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 7
South Texas Money Management Ltd 7
New Age Alpha Advisors, LLC 7
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 7
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 7
Bleakley Financial Group, LLC 7
Northern Oak Wealth Management Inc 7
Pineridge Advisors LLC 7
YHB Investment Advisors, Inc. 7
Mraz, Amerine & Associates, Inc. 7
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 7
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 7
AT Bancorp 7
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 7
Fdp Series, Inc. 7
Summit Financial, LLC 7
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 7
Pekin Hardy Strauss, Inc. 7
Freestone Grove Partners LP 7
Jag Capital Management, Llc 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 7
Laurel Wealth Advisors LLC 7
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 7
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 7
Yakira Capital Management, Inc. 7
Loews Corp 7
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 7
Advanced Investment Partners, LLC 7
MU Investments Co., Ltd. 7
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 7
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 7
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 7
Calton & Associates, Inc. 7
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 7
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 7
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 7
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 7
CenterStar Asset Management, LLC 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
Keebeck Alpha, LP 7
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 7
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 7
Sumit Capital, Llc 7
Nbt Bank N A /ny 7
RFG Advisory, LLC 7
Shine Investment Advisory Services Inc 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Family Firm, Inc. 7
Oppenheimer Integrity Funds 7
Trilogy Capital Inc. 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
AllSquare Wealth Management LLC 7
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 7
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 7
Cornerstone Total Return Fund Inc 7
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 7
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 7
HighMark Wealth Management LLC 7
Holistic Financial Partners 7
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 7
Consolidated Planning Corp 7
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 7
Ziegler Capital Management, LLC 7
Bellevue Asset Management, Llc 7
K2 Principal Fund, L.p. 7
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 7
Dynamic Capital Management Ltd 7
Taylor Hoffman Wealth Management 7
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 7
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 7
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 7
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 7
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 7
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 7
St. Johns Investment Management Company, LLC 7
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 7
Transamerica Financial Advisors, Inc. 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 7
Ford Financial Group, LLC 7
Santori & Peters, Inc. 7
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 7
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 7
Royce Value Trust Inc 7
PGGM Investments 7
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 7
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 7
Hl Financial Services Llc 7
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 7
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 7
Readystate Asset Management Lp 7
Colonial Trust Advisors 7
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 7
Meeder Advisory Services, Inc. 7
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 7
Reuter James Wealth Management, Llc 7
Sageworth Trust Co 7
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 7
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 7
River & Mercantile Asset Management Llp 6
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 6
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 6
Cantor Fitzgerald, L. P. 6
Howard Wealth Management, Llc 6
Us Global Investors Funds 6
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 6
Triumph Capital Management 6
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 6
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 6
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 6
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 6
Tuttle Tactical Management LLC 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
Munder Capital Management 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 6
Integrated Advisors Network LLC 6
Wellington Shields & Co., LLC 6
Wellington Shields Capital Management, LLC 6
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 6
PNC Managed Account Solutions, Inc. 6
Core Bond Portfolio - Core Bond Portfolio 6
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 6
Advocacy Wealth Management Services, LLC 6
Delos Wealth Advisors, LLC 6
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 6
BRAMX - Blackrock Allocation Target Shares - Bats Series M 6
Camelot Portfolios, LLC 6
Bayforest Capital Ltd 6
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 6
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 6
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 6
Zimmer Partners, LP 6
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 6
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 6
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 6
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
Atlas Private Wealth Management 6
Monument Capital Management 6
Thompson Investment Management, Inc. 6
Anfield Capital Management, LLC 6
Counsel Portfolio Services Inc. 6
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 6
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 6
Sterne Agee Group, Inc. 6
Westover Capital Advisors, LLC 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 6
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 6
EPG Wealth Management LLC 6
Independence Bank of Kentucky 6
Signition Lp 6
Sivia Capital Partners, LLC 6
Tiedemann Advisors, Llc 6
Athena Capital Advisors Llc 6
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 6
Cornerstone Strategic Value Fund Inc 6
DeDora Capital, Inc. 6
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 6
Fairfield, Bush & Co. 6
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 6
High Point Bank & Trust Co 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Deprince Race & Zollo Inc 6
Argent Advisors, Inc. 6
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 6
Poehling Capital Management, LLC 6
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 6
Kaizen Advisory, Llc 6
First Heartland Consultants, Inc. 6
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 6
Transcend Wealth Collective, Llc 6
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 6
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 6
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 6
Pinnacle Summer Investments, Inc. 6
Brick & Kyle, Associates 6
Widmann Financial Services, Inc. 6
Desjardins Global Asset Management Inc. 6
Hermes Investment Management Ltd 6
Somerset Trust Co 6
Hallmark Capital Management Inc 6
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 6
Harbor Capital Advisors, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 6
Providence Capital Advisors, LLC 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
MANA Advisors LLC 6
Bp Plc 6
Sandy Cove Advisors, LLC 6
Gary Goldberg Planning Services Inc 6
SRB Corp 6
Nelson Capital Management, LLC 6
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 6
BlueCrest Capital Management LLP 6
Metis Global Partners, LLC 6
Ruggie Capital Group 6
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 6
Vanguard Capital Wealth Advisors 6
Northpointe Capital Llc 6
Investment Centers Of America Inc 6
Northwestern Mutual Investment Services Llc 6
Boyd Watterson Asset Management Llc/oh 6
Mbb Public Markets I Llc 6
Banco de Sabadell, S.A 6
Brasada Capital Management, Lp 6
Cowen And Company, Llc 6
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 6
Garde Capital, Inc. 6
Private Bank & Trust Co 6
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 6
AdvisorShares Investments LLC 6
QUANTRES ASSET MANAGEMENT Ltd 6
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 6
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 6
Simplicity Wealth,LLC 6
Morgan Dempsey Capital Management Llc 6
Van Hulzen Asset Management, LLC 6
Cambiar Investors Llc 6
Sharkey, Howes & Javer 6
Mariner Wealth Advisors-NYC, LLC 6
Paulson Wealth Management Inc. 6
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 6
Belvedere Trading LLC 6
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 6
Ascent Group, LLC 6
Centerpoint Advisors, LLC 6
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 6
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 6
Nvwm, Llc 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 6
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 6
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 6
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 6
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 6
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 6
Cadence Bank Na 6
Fs Credit Income Fund 6
Creekmur Asset Management LLC 6
Hc Financial Advisors Inc 6
Claybrook Capital, LLC 6
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 6
Wexford Capital Lp 6
Gifford Fong Associates 6
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 6
Lucus Advisors Llc 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
My Personal CFO, LLC 6
Bangor Savings Bank 6
Hazlett, Burt & Watson, Inc. 6
Ninety One UK Ltd 6
1620 Investment Advisors, Inc. 6
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 6
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 6
Kilter Group LLC 6
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 6
Mork Capital Management, LLC 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 6
Unigestion Holding SA 6
LMR Master Fund Ltd 6
Mizuho Asset Management Co.,Ltd. 6
O'Dell Group, LLC 6
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 6
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 6
Kingfisher Capital LLC 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Triasima Portfolio Management inc. 6
Phocas Financial Corp. 6
Pflug Koory, LLC 6
Woodmont Investment Counsel Llc 6
Whitebox Advisors Llc 6
Choate Investment Advisors 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 6
Blue Arrow Capital Management Llc 6
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 6
WealthPlan Investment Management, LLC 6
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
Selective Wealth Management, Inc. 6
Watershed Asset Management, L.L.C. 6
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 6
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 6
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 6
Stratton Management Co 6
AQINX - AQR Funds - AQR International Equity Fund Class N 6
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 6
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 6
M&G Plc 6
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 6
tru Independence LLC 6
Wilmington Funds Management Corp 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 6
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 6
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 6
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 6
LifePlan Financial Group, Inc 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
Us Financial Advisors, Llc 6
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 6
Ironwood Financial, llc 6
Ellis Investment Partners, LLC 6
Driehaus Capital Management Llc 6
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 6
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 6
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 6
Moody Lynn & Lieberson, Llc 6
Sentry Investment Management Llc 6
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 6
Kentucky Retirement Systems 6
VitalStone Financial, LLC 6
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 6
Personal Wealth Partners 6
Richard W. Paul & Associates, LLC 6
Cassaday & Co Wealth Management LLC 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 6
Team Hewins, LLC 6
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 6
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 6
Beverly Hills Private Wealth, LLC 6
Foster & Motley Inc 6
Dana Investment Advisors, Inc. 6
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Park Place Capital Corp 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
Community Capital Management, Inc. 6
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 6
Mendon Capital Advisors Corp 6
Polaris Wealth Advisory Group, LLC 6
Oarsman Capital, Inc. 6
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 6
Grimes & Company, Inc. 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
CTC Alternative Strategies, Ltd. 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 6
Coppell Advisory Solutions Corp. 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
Chartwell Investment Partners, Llc 6
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 6
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 6
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Bollard Group LLC 6
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 6
Magnus Financial Group LLC 6
Discovery Capital Management, Llc / Ct 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 6
Nwam Llc 6
Financial Engines Advisors L.L.C. 6
Bowen Hanes & Co Inc 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
Tdam Usa Inc. 6
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 6
Beutel, Goodman & Co Ltd. 6
Flippin Bruce & Porter Inc 6
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 6
La Banque Postale Asset Management SA 6
Standard Life Investments LTD 6
AMG National Trust Bank 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
Nalls Sherbakoff Group, Llc 6
BOK Financial Private Wealth, Inc. 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 6
Letko, Brosseau & Associates Inc 6
Kassirer Asset Management Corp 6
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 6
Seizert Capital Partners, Llc 6
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 6
VisionPoint Advisory Group, LLC 6
Monashee Investment Management LLC 6
Nemes Rush Group LLC 6
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 6
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 6
Wealthbridge Capital Management, Llc 6
Aspire Private Capital, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
Howard Hughes Medical Institute 6
Adirondack Trust Co 6
Manchester Financial Inc 6
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
Lake Point Wealth Management 6
EWG Elevate Inc. 6
Herndon Capital Management Llc 6
Dunhill Financial, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 6
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 6
Lloyds Banking Group plc 6
Central Pacific Bank - Trust Division 6
U S Global Investors Inc 6
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 6
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 6
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 6
Diversify Advisory Services, LLC 6
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 6
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 6
Buck Wealth Strategies, LLC 6
New Amsterdam Partners Llc/ny 6
Sage Rhino Capital Llc 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Pensionfund DSM Netherlands 6
Cowen Prime Services LLC 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 6
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 6
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 6
PFS Partners, LLC 6
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
BKD Wealth Advisors, LLC 6
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 6
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 6
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
Parsons Capital Management Inc/ri 6
Exxonmobil Investment Management Inc /tx 6
Brandes Investment Partners, Lp 6
Atlas Private Wealth Advisors 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 6
Turtle Creek Wealth Advisors, LLC 6
Waddell & Reed Financial Inc 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
Dean Capital Management 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 6
Albion Financial Group /ut 6
Aviance Capital Management, Llc 6
NDVR, Inc. 6
OneAscent Financial Services LLC 6
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 6
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 6
Frontier Investment Mgmt Co 6
Penseco Financial Services Corp 6
Abich Financial Wealth Management LLC 6
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 6
Vermillion & White Wealth Management Group, LLC 6
Financial Network Wealth Advisors LLC 6
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 6
Raiff Partners Inc 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
First PREMIER Bank 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 6
Credential Qtrade Securities Inc. 6
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 6
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 6
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 6
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 6
Dixon Hubard Feinour & Brown Inc/va 6
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
Eubel Brady & Suttman Asset Management Inc 6
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 6
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 6
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 6
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 6
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 6
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 6
Tennessee Valley Asset Management Partners 6
Axiom Investment Management LLC 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
Chartwell Investment Partners/pa 6
Mfs Intermediate Income Trust 6
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 6
Alpha Windward Llc 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
Harwood Advisory Group, LLC 6
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 6
Main Street Group, LTD 6
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 6
Foundry Partners, LLC 6
Addenda Capital Inc. 6
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
Eastern Bank 6
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 6
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 6
Sandler Capital Management 6
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 6
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 6
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 6
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 6
Graney & King, LLC 6
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
SCID - Global X Funds - Global X Scientific Beta Europe ETF 6
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 6
Bluefin Capital Management, Llc 6
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 6
Payden & Rygel 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
Jeppson Wealth Management, Llc 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
Shinko Asset Management Co., Ltd. 6
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 6
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 6
CenturyLink Investment Management Co 6
Gabelli Dividend & Income Trust 6
UBP Investment Advisors SA 6
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 6
FormulaFolio Investments, LLC 6
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 6
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 6
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 6
Viking Global Investors Lp 6
Triangle Securities Wealth Management 6
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 6
Legacy Advisors, LLC 6
Voya Emerging Markets High Dividend Equity Fund 6
American Financial Network Advisory Services Llc 6
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 6
Johnson Midwest Financial, LLC 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
New York Life Trust Co 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 6
Mountain Capital Investment Advisors, Inc 6
Centennial Bank/AR/ 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
Hartford Financial Management Inc. 6
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 6
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 6
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 6
Spot Trading L.l.c. 6
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 6
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 6
Oliver Luxxe Assets LLC 6
MTM Investment Management, LLC 6
Keeley-Teton Advisors, LLC 6
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
V Wealth Advisors LLC 6
Knights of Columbus Asset Advisors LLC 6
PenderFund Capital Management Ltd. 6
KIFAX - Forward Funds - Salient Select Income Fund Class A 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
Cleararc Capital Inc 6
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 6
Israel Discount Bank Of New York /gfn 6
Abn Amro Investment Solutions 6
Almanack Investment Partners, LLC. 6
Groupama Asset Managment 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
Isthmus Partners, Llc 6
River Road Asset Management, LLC 6
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 6
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 6
Bray Capital Advisors 6
Atlantic Union Bankshares Corp 6
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 6
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 6
McCarthy Asset Management, Inc. 6
Dai-Ichi Life Insurance Company, Ltd 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 6
Adviser Investments LLC 6
Empirical Finance, LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 6
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 6
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 6
Cpwm, Llc 6
Cohen & Steers, Inc. 6
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 6
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 6
Glenview Trust Co 6
Red Door Wealth Management, LLC 6
SignalPoint Asset Management, LLC 6
Cutter & CO Brokerage, Inc. 6
Voisard Asset Management Group, Inc. 6
Laurel Wealth Planning LLC 6
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 6
Calamos Global Total Return Fund 6
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 6
Highland Capital Management Fund Advisors, L.p. 6
CapWealth Advisors, LLC 6
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 6
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 6
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 6
Annapolis Financial Services, LLC 6
IAG Wealth Partners, LLC 6
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 6
Morgan Stanley Income Securities Inc 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Buckingham Strategic Wealth, Llc 6
Puff Wealth Management, Llc 6
OTA Financial Group L.P. 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
Nations Financial Group Inc, /ia/ /adv 6
Marathon Capital Management 6
Inspire Advisors, LLC 6
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 6
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 6
AMF Pensionsforsakring AB 6
Investment Management Corp of Ontario 6
Standard Family Office LLC 6
Safeguard Investment Advisory Group, LLC 6
Retirement Group, LLC 6
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 6
Chicago Capital Management, LLC 6
BancorpSouth Inc 6
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 6
Bluestein R H & Co 6
SkyView Investment Advisors, LLC 6
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 6
Salient Capital Advisors, LLC 6
Curi Wealth Management, LLC 6
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 6
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 6
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 6
First National Bank Of Omaha 6
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 6
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 6
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
Prospector Partners Llc 6
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 6
Fernwood Investment Management, LLC 6
Quantessence Capital LLC 6
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 6
Pacifica Partners Inc. 6
Nfj Investment Group, Llc 6
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
Fusion Family Wealth LLC 5
Stone House Investment Management, LLC 5
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 5
Farmers & Merchants Trust Co of Chambersburg PA 5
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 5
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
Asset Planning Services, Ltd. 5
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 5
RGT Wealth Advisors, LLC 5
Kepos Capital LP 5
Guidant Wealth Advisors 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 5
Wilmington Trust, National Association 5
Bridgewater Advisors Inc. 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
Bulldog Investors, LLP 5
Wintrust Investments Llc 5
Nuveen Fund Advisors, LLC 5
Capital International Investors 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
Marathon Capital Management 5
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
Jackson, Grant Investment Advisers, Inc. 5
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 5
Bankers Trust Co 5
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 5
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 5
Delaware Vip Trust - Delaware Vip Value Series Standard Class 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
Cai Capital Management, Inc. 5
Parameter Capital Management LLC 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
Banyan Partners, LLC 5
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 5
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 5
Ativo Capital Management LLC 5
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 5
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 5
Guardian Investor Services Llc 5
Moody Aldrich Partners Llc 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 5
European Equity Fund, Inc / Md 5
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 5
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 5
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 5
FS Series Trust - FS Market Neutral Fund Class I 5
Decade Capital Management Llc 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 5
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 5
ICONIQ Capital, LLC 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 5
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 5
Fayez Sarofim & Co 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 5
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 5
Nuveen S&p 500 Buywrite Income Fund 5
CHIX - Global X Funds - Global X MSCI China Financials ETF 5
Trillium Asset Management, Llc 5
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 5
Allegis Investment Advisors, LLC 5
Nuance Investments, Llc 5
Gardner Lewis Asset Management L P 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
Rampart Investment Management Company, LLC 5
Park Avenue Institutional Advisers LLC 5
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 5
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 5
Toscafund Asset Management LLP 5
Oddo Bhf Asset Management Sas 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 5
Schneider Capital Management Corp 5
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 5
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 5
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 5
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 5
Rodgers Brothers Inc. 5
Lombard Odier Asset Management (Europe) Ltd 5
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 5
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 5
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 5
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 5
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
Avidian Wealth Solutions, LLC 5
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 5
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 5
VMIDX - VALIC Co I - Mid Cap Index Fund 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
APBAX - Cavanal Hill Funds - Active Core Fund Investor 5
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 5
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 5
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 5
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 5
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 5
Wealthsource Partners, Llc 5
Avanza Fonder AB 5
Adams Diversified Equity Fund, Inc. 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
RPg Family Wealth Advisory, LLC 5
Smith & Howard Wealth Management, LLC 5
Templeton Dragon Fund Inc 5
Guardian Capital Advisors Lp 5
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 5
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
Horizon Kinetics LLC 5
First Allied Asset Management, Inc. 5
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 5
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 5
Marathon Trading Investment Management LLC 5
Verity Asset Management, Inc. 5
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 5
Crawford Investment Counsel Inc 5
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 5
Cohen & Steers Quality Income Realty Fund Inc 5
Zions Trust, National Association 5
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 5
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 5
Wcm Investment Management, Llc 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Clarius Group, LLC 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
Matarin Capital Management, LLC 5
FDO Partners, LLC 5
Traub Capital Management LLC 5
John Hancock Financial Opportunities Fund 5
Crews Bank & Trust 5
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 5
Brown, Lisle/cummings, Inc. 5
Li Winifred I 5
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 5
Heck Capital Advisors, LLC 5
Stuart Chaussee & Associates, Inc. 5
Alpha Omega Wealth Management LLC 5
MCHI - iSHARES TRUST - iShares MSCI China ETF 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
Bank Of The West 5
Kelman-Lazarov, Inc. 5
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 5
Laurel Wealth Advisors, Inc. 5
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 5
Stonebridge Financial Group, LLC 5
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 5
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
Transamerica Partners Funds Group Ii 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 5
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 5
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 5
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 5
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 5
WESPAC Advisors SoCal, LLC 5
Basswood Capital Management, L.l.c. 5
Transamerica Partners Funds Group 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 5
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 5
RHJ International SA 5
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 5
Blackrock 2022 Global Income Opportunity Trust 5
Cedar Mountain Advisors, LLC 5
Affinity Investment Advisors, Llc 5
PartnerRe Asset Management CORP 5
Aurora Private Wealth, Inc. 5
Secure Asset Management, LLC 5
Skba Capital Management Llc 5
Chemical Bank 5
Carolina Wealth Advisors, LLC 5
Himco Variable Insurance Trust 5
BlackRock Multi-Sector Opportunities Trust II 5
Blackrock Enhanced International Dividend Trust 5
Blackrock Enhanced Equity Dividend Trust 5
Blackrock Enhanced Global Dividend Trust 5
Spdr S&p Midcap 400 Etf Trust 5
Crestwood Advisors Group LLC 5
Rowland Carmichael Advisors Inc /adv 5
Ssga Master Trust 5
West Bancorporation Inc 5
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 5
CBIZ Investment Advisory Services, LLC 5
Special Opportunities Fund, Inc. 5
Madison Asset Management, LLC 5
Okabena Investment Services Inc 5
CR Intrinsic Investors, LLC 5
S. Muoio & Co. Llc 5
Appaloosa Management Lp 5
Family Management Corp 5
Hemenway Trust Co LLC 5
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 5
AlphaOne Investment Services, LLC 5
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 5
Bellecapital International Ltd. 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
Beese Fulmer Investment Management, Inc. 5
Utc North American Fund, Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
Searle & Co. 5
FSA Wealth Management LLC 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
Smith, Moore & Co. 5
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 5
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 5
Wright Managed Equity Trust 5
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 5
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 5
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 5
Harding Loevner Lp 5
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 5
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 5
Filbrandt Wealth Management, LLC 5
Engrave Wealth Partners LLC 5
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 5
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 5
Mid Continent Capital Llc/il 5
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 5
Guggenheim Taxable Municipal Managed Duration Trust 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 5
Macroview Investment Management Llc 5
Power Corp of Canada 5
State of New Jersey Common Pension Fund A 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 5
Horan Capital Advisors, LLC. 5
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 5
Comerica Securities Inc 5
Glg Inc. 5
Daiwa Capital Markets America Inc. 5
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 5
Gratus Capital LLC 5
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 5
Lumbard & Kellner, LLC 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 5
NINE MASTS CAPITAL Ltd 5
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 5
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 5
Madison Investment Advisors, LLC 5
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 5
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 5
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 5
Jacobus Wealth Management, Inc. 5
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 5
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 5
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 5
Maltese Capital Management Llc 5
Core Alternative Capital 5
Miller Investment Management, LP 5
Logan Capital Management Inc 5
HighTower Trust Services, LTA 5
Cobalt Capital Management, Inc. 5
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 5
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 5
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 5
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 5
Modera Wealth Management, LLC 5
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 5
J. Goldman & Co LP 5
Crow Point Partners, LLC 5
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 5
Sunflower Bank, N.A. 5
Stock Yards Bank & Trust Co 5
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 5
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 5
Indiana Trust & Investment Management CO 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
Intrua Financial, LLC 5
Rockbridge Investment Management, LCC 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Legacy Private Trust Co. 5
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 5
Cullinan Associates Inc 5
Oppenheimer Global Multi-asset Income Fund 5
Telemus Capital, Llc 5
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 5
IMS Capital Management 5
Franklin Street Advisors Inc /nc 5
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 5
Malaga Cove Capital, LLC 5
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 5
Dynamic Advisor Solutions LLC 5
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 5
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 5
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 5
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 5
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 5
Jackson Creek Investment Advisors LLC 5
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 5
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 5
Baron Financial Group, LLC 5
Old Point Trust & Financial Services N A 5
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 5
Fortis Group Advisors, LLC 5
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 5
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 5
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 5
Blackrock Multi-sector Income Trust 5
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 5
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 5
Concorde Asset Management, LLC 5
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 5
Iron Horse Wealth Management, LLC 5
Cumberland Partners Ltd 5
Crescent Capital Consulting, LLC 5
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 5
Sculptor Capital LP 5
Salzhauer Michael 5
Adirondack Retirement Specialists, Inc. 5
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 5
Horizons Etf Trust I 5
China Fund Inc 5
Wells Fargo Multi-sector Income Fund 5
Mitsubishi UFJ Securities Holdings Co., Ltd. 5
Bryce Point Capital, LLC 5
Legacy Financial Group LLC 5
First Midwest Bank Trust Division 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 5
GoalVest Advisory LLC 5
Integrated Quantitative Investments LLC 5
Bellwether Advisors, LLC 5
Samlyn Capital, Llc 5
Granite Investment Advisors, LLC 5
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 5
Nippon Life Insurance Co 5
Zwj Investment Counsel Inc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
Newfound Research LLC 5
Golden State Equity Partners 5
Carret Asset Management, Llc 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
Cary Street Partners Asset Management Llc 5
Cannon Global Investment Management, LLC 5
Waldron Private Wealth LLC 5
Dfa Investment Trust Co - The Continental Small Company Series 5
Sagespring Wealth Partners, Llc 5
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 5
Quest 10 Wealth Builders, Inc. 5
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 5
Ade, Llc 5
CoreFirst Bank & Trust 5
F/M Investments LLC 5
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 5
EMC Capital Management 5
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 5
TradeLink Global Equity LLC 5
Baron Silver Stevens Financial Advisors, Llc 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
Fbl Investment Management Services Inc/ia 5
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 5
Marietta Investment Partners Llc 5
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 5
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 5
Raiffeisen Bank International AG 5
Gitterman Wealth Management, LLC 5
Saba Capital Management, L.P. 5
Hennion & Walsh Asset Management, Inc. 5
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 5
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 5
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 5
Lombardia Capital Partners Llc 5
Siemens Fonds Invest GmbH 5
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 5
Gen-Wealth Partners Inc 5
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 5
Corbenic Partners LLC 5
Thomasville National Bank 5
Barometer Capital Management Inc. 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
Coastline Trust Co 5
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 5
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 5
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 5
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 5
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 5
Sanders Capital, LLC 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
Fieldview Capital Management, LLC 5
Marshall & Sterling Wealth Advisors Inc. 5
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
Virtus Total Return Fund 5
Monroe Bank & Trust/mi 5
Murphy Capital Management Inc 5
Crow Point Global Dividend Plus Fund 5
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
Herold Advisors, Inc. 5
PrairieView Partners, LLC 5
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 5
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 5
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 5
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 5
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 5
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 5
Smith Group Asset Management, LLC 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Naples Global Advisors, Llc 5
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5
JB Capital LLC 5
High Pointe Capital Management Llc 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
NOMIX - Northern Funds - Northern Mid Cap Index Fund 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
Carillon Tower Advisers, Inc. 5
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 5
BancorpSouth Bank 5
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 5
Point View Wealth Management, Inc. 5
TD Securities (USA) LLC 5
Essex Financial Services, Inc. 5
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 5
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 5
Fourth Dimension Wealth, LLC 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
Perpetual Ltd 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
Wayfinding Financial, LLC 5
Trust Co Of Toledo Na /oh/ 5
Rnc Capital Management Llc 5
6 Meridian 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 5
Mangrove Partners 5
Friedenthal Financial 5
Lourd Capital, LLC 5
Retirement Planning Co of New England, Inc. 5
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 5
Fractal Investments LLC 5
Premia Global Advisors, Llc 5
G&S Capital LLC 5
Industrial Alliance Investment Management Inc. 5
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 5
Central Bank & Trust Co 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
Pfs Investments Inc. 5
First United Bank Trust/ 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
SWS Partners 5
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 5
Guyasuta Investment Advisors Inc 5
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 5
Investors Asset Management Of Georgia Inc /ga/ /adv 5
Profunds - Profund Vp Ultramid-cap 5
Lebenthal Holdings,LLC 5
Profunds - Profund Vp Mid-cap Value 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 5
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 5
Lee Danner & Bass Inc 5
Kendall Capital Management 5
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 5
Highland Capital Management Lp 5
Capital A Wealth Management, LLC 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Certified Advisory Corp 5
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
Abacus Planning Group, Inc. 5
REAP Financial Group, LLC 5
Marino, Stram & Associates Llc 5
Varma Mutual Pension Insurance Co 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
Mainstay Capital Management Llc /adv 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Stevens First Principles Investment Advisors 5
Whitener Capital Management, Inc. 5
Linscomb & Williams, Inc. 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
Almitas Capital LLC 5
Kings Point Capital Management 5
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
Spectrum Financial Alliance Ltd LLC 5
Krane Funds Advisors LLC 5
Hightower 6M Holding, LLC 5
Gables Capital Management Inc. 5
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 5
Quad-Cities Investment Group, LLC 5
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 5
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 5
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
Lansforsakringar Fondforvaltning AB (publ) 5
111 Capital 5
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 5
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 5
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 5
RBCRX - RBC FUNDS TRUST - RBC China Equity Fund Class R6 5
Wealthstar Advisors, Llc 5
Cozad Asset Management Inc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 5
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 5
Equitable Holdings, Inc. 5
Donald Smith & Co., Inc. 5
Coston, McIsaac & Partners 5
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 5
Epoch Investment Partners, Inc. 5
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 5
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 5
Tower Bridge Advisors 5
Romano Brothers And Company 5
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 5
First Foundation Advisors 5
Henry James International Management Inc. 5
Wakefield Asset Management LLLP 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 5
Redhawk Wealth Advisors, Inc. 5
Algebris (uk) Ltd 5
Harris Associates L P 5
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 5
Nicholas Investment Partners, LP 5
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 5
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 5
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 5
Achievement Holdings L.P. 5
Beacon Capital Management, Inc. 5
Financial Enhancement Group LLC 5
Wambolt & Associates, LLC 5
Genesis Wealth Advisors, LLC 5
Seeds Investor Llc 5
Daymark Wealth Partners, Llc 5
Apollo Management Holdings, L.P. 5
Cyndeo Wealth Partners, LLC 5
Nordwand Advisors, LLC 5
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 5
Acima Private Wealth, Llc 5
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 5
Old North State Trust, LLC 5
Seacliff Capital, Llc 5
Coastal Capital Group, Inc. 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
AM Squared Ltd 5
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
LBA Wealth Management, LLC 5
Lowe Wealth Advisors, LLC 5
A. D. Beadell Investment Counsel, Inc. 5
Allstate Investment Management Co 5
British Airways Pensions Investment Management Ltd 5
Halbert Hargrove Global Advisors, Llc 5
Stratos Wealth Advisors, LLC 5
Aptus Capital Advisors, LLC 5
Mill Creek Capital Advisors, LLC 5
First National Trust Co 5
Private Management Group Inc 5
Wealth Preservation Advisors, LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 5
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
Formidable Asset Management, LLC 5
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 5
Roble, Belko & Company, Inc 5
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
Little House Capital Llc 5
Old Republic International Corp 5
Mediolanum International Funds Ltd 5
Rakuten Investment Management, Inc. 5
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 5
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 5
Busey Wealth Management 5
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Ostrum Asset Management U.s., Llc 5
Tucker Asset Management Llc 5
Avalon Trust Co 5
Palouse Capital Management, Inc. 5
Caisse Des Depots Et Consignations 5
M Holdings Securities, Inc. 5
Hoover Financial Advisors, Inc. 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 5
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 5
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 5
EA Series Trust 5
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 5
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 5
Cherry Tree Wealth Management, LLC 5
iA Global Asset Management Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 5
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 5
Gyl Financial Synergies, Llc 5
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 5
Vaughan David Investments Inc/il 5
Bain Capital Public Equity Management Ii, Llc 5
Clarfeld Financial Advisors, Llc 5
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 5
BCJ Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 5
Afam Capital, Inc. 5
Halpern Financial, Inc. 5
Kayne Anderson Capital Advisors Lp 5
Fs Multi-alternative Income Fund 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 5
Kentucky Retirement Systems Insurance Trust Fund 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 5
Tiaa Trust, National Association 5
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
Joseph P. Lucia & Associates, LLC 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
Diamond Hill Capital Management Inc 5
Ramirez Asset Management, Inc. 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 5
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 5
Green Square Capital Advisors Llc 5
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 5
Financial Perspectives, Inc 5
Trust Point Inc. 5
Inscription Capital, LLC 5
Pittenger & Anderson Inc 5
Courier Capital Llc 5
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 5
Girard Partners Ltd. 5
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 5
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 5
First National Corp /ma/ /adv 5
Flow Traders U.s. Llc 5
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 5
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 5
Poplar Forest Capital LLC 5
Legend Financial Advisors, Inc. 5
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 5
Leap Investments Lp 5
Atlantic Edge Private Wealth Management, LLC 5
Forward Management, LLC 5
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 5
Miles Capital, Inc. 5
Harvest Management Llc 5
Caitlin John, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 5
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 5
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares 5
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 5
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 5
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 5
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 5
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 5
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 5
Hcim Trust 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Hall Laurie J Trustee 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
Compton Capital Management Inc /ri 5
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 5
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 5
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 5
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
FLP Wealth Management, LLC 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 5
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 5
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 5
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 5
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 5
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 5
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 5
Oracle Alpha Inc. 5
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 5
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 5
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 5
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
Kovack Advisors, Inc. 5
Lester Murray Antman dba SimplyRich 5
Ballew Advisors, Inc 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 5
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 5
Tower View Investment Management & Research LLC 5
Sawyer & Company, Inc 5
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5
Landaas & Co /wi /adv 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
Ariadne Wealth Management, LP 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 5
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 5
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
Voya Asia Pacific High Dividend Equity Income Fund 5
Donoghue Forlines LLC 5
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 5
Tiaa, Fsb 5
AlphaStar Capital Management, LLC 5
Crescent Grove Advisors, LLC 5
Watermark Asset Management, Inc. 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
MLPIX - Profunds - Mid-cap Value Profund Investor Class 5
UMPIX - Profunds - Ultramid-cap Profund Investor Class 5
Clear Perspective Advisors, LLC 5
Vivaldi Capital Management, LLC 5
Global Financial Private Capital, LLC 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
Provenance Wealth Advisors, LLC 5
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 5
Founders Capital Management 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
Morse Asset Management, Inc 5
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 5
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 5
New Perspective Fund 5
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 5
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 5
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 5
R&F Capital Advisors LP 5
Level Four Advisory Services, Llc 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 5
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 5
Capital Income Builder 5
Total Investment Management Inc 5
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 5
Good Life Advisors, LLC 5
Hoey Investments, Inc 5
Financial Advisors Network, Inc. 5
Putnam Investors Fund 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 5
Stonehearth Capital Management, LLC 4
Luxor Capital Group, LP 4
Karpus Management, Inc. 4
Harvest Capital Strategies LLC 4
Relative Value Partners Group, LLC 4
Paulson & Co. Inc. 4
General Electric Co 4
Lakewood Capital Management, Lp 4
Osterweis Capital Management Inc 4
Psagot Investment House Ltd. 4
Ardsley Advisory Partners Lp 4
ArrowMark Colorado Holdings LLC 4
Europacific Growth Fund 4
Miller Value Partners, Llc 4
Aristides Capital LLC 4
Western Asset Management Company, LLC 4
Highfields Capital Management Lp 4
Huber Capital Management LLC 4
Dialectic Capital Management, Lp 4
Teachers Insurance & Annuity Association Of America 4
Nwq Investment Management Company, Llc 4
Thornburg Investment Management Inc 4
Platinum Investment Management Ltd 4
University Of Texas/texas Am Investment Managment Co 4
Vaughan Nelson Investment Management, L.p. 4
Sentry Investments Corp. 4
Redwood Capital Management, Llc 4
Westfield Capital Management Co Lp 4
Meyer Handelman Co 4
AGF Investments America Inc. 4
Ada Investment Management, LP 4
Capital Advisors Inc/ok 4
New England Asset Management Inc 4
Lincluden Management Ltd 4
Capital International Ltd /ca/ 4
Fiduciary Financial Services Of The Southwest Inc /tx 4
Mcmillion Capital Management Inc 4
Ar Asset Management Inc 4
Canandaigua National Bank & Trust Co 4
Argent Capital Management Llc 4
Monetary Management Group Inc 4
TimesSquare Capital Management, LLC 4
Pinnacle Holdings, LLC 4
Cheviot Value Management, LLC 4
Capital Directions Investment Advisors, LLC 4
Fsi Group, Llc 4
Signature Estate & Investment Advisors Llc 4
Buckhead Capital Management Llc 4
Palisade Capital Management Llc/nj 4
Everett Harris & Co /ca/ 4
D L Carlson Investment Group Inc 4
Chesley Taft & Associates LLC 4
RELIANCE TRUST Co 4
Douglass Winthrop Advisors, LLC 4
Seminole Management Co., Inc. 4
Brown Advisory Securities, LLC 4
Northwest Bancshares, Inc. 4
Bell Bank 4
Stoneridge Investment Partners Llc 4
De Burlo Group Inc 4
WESPAC Advisors, LLC 4
Hedeker Wealth, LLC 4
Investment Partners, Ltd. 4
Penn Capital Management Co Inc 4
Obermeyer Wood Investment Counsel, Lllp 4
Carnegie Capital Asset Management, LLC 4
Sterneck Capital Management, LLC 4
FirstMerit Bank N A Trustee 4
EULAV Asset Management 4
Azimuth Capital Management LLC 4
Cullen Capital Management, LLC 4
SMITH HAYES Advisers, Inc 4
National Penn Investors Trust Co /pa 4
Headinvest, Llc 4
Cardinal Capital Management, Inc. 4
ARGA Investment Management, LP 4
Ironsides Asset Advisors, LLC 4
Edmond De Rothschild (suisse) S.a. 4
First Commonwealth Financial Corp /pa/ 4
Gluskin Sheff & Assoc Inc 4
Boston Financial Mangement Llc 4
Supplemental Annuity Collective Trust of NJ 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Karpas Strategies, Llc 4
RK Asset Management, LLC 4
Pointe Capital Management LLC 4
Hgk Asset Management Inc 4
Sphinx Trading, Lp 4
Griffin Asset Management, Inc. 4
Integrated Wealth Counsel, Llc 4
American Independence Financial Services LLC 4
Honeywell International Inc 4
Haverford Trust Co 4
Shikiar Asset Management Inc 4
Curian Capital Llc 4
Kempen Capital Management N.v. 4
WestEnd Advisors, LLC 4
Alta Advisers Ltd 4
Capital Investment Advisors, LLC 4
Mercer Capital Advisers, Inc. 4
Nikko Asset Management Americas, Inc. 4
Woodley Farra Manion Portfolio Management Inc 4
Ikos Cif Ltd 4
Cubic Asset Management, LLC 4
Community Financial Services Group, LLC 4
Ohio National Investments, Inc. 4
Field & Main Bank 4
Bridges Investment Management Inc 4
Gw Henssler & Associates Ltd 4
New England Investment & Retirement Group, Inc. 4
W.G. Shaheen & Associates DBA Whitney & Co 4
D. Scott Neal, Inc. 4
Charter Trust Co 4
Dumont & Blake Investment Advisors Llc 4
Mizuho Securities Usa Llc 4
Vicus Capital 4
Personal Capital Advisors Corp 4
Martin Currie Ltd 4
Overbrook Management Corp 4
Allen Investment Management LLC 4
Westend Capital Management LLC 4
TIG Advisors, LLC 4
ProVise Management Group, LLC 4
Evanston Investments, Inc., dba Evanston Advisors 4
CI Global Investments Inc. 4
JCIC Asset Management Inc. 4
Bks Advisors, Llc 4
Baltimore-Washington Financial Advisors, Inc. 4
Intersect Capital LLC 4
Cypress Capital Management LLC (WY) 4
Independence Trust CO 4
Financial Advantage, Inc. 4
Rivernorth Capital Management, Llc 4
Jolley Asset Management, LLC 4
Decatur Capital Management, Inc. 4
Kwmg, Llc 4
Abner Herrman & Brock Llc 4
First American Bank 4
Benin Management CORP 4
Quotient Investors, LLC 4
Smith Affiliated Capital Corp. 4
Banced Corp 4
CHICAGO TRUST Co NA 4
Texas Capital Bancshares Inc/tx 4
Beacon Investment Advisory Services, Inc. 4
Scoggin Management Lp 4
Gyroscope Capital Management Group, Llc 4
Adirondack Funds 4
Callan Capital, LLC 4
King Wealth 4
ACG Wealth 4
Lehman Financial Resources, Inc. 4
One Capital Management, LLC 4
Boussard & Gavaudan Investment Management LLP 4
Cedar Hill Associates, Llc 4
BSW Wealth Partners 4
American National Registered Investment Advisor, Inc. 4
Buckingham Capital Management, Inc. 4
Trust Investment Advisors 4
Arrow Financial Corp 4
J.P. Turner & Co Capital Mnagement, LLC 4
Lowe Brockenbrough & Co Inc 4
Alerus Investment Advisors Corp 4
Palisade Asset Management, LLC 4
Summit Financial Wealth Advisors, LLC 4
Clarkston Capital Partners, LLC 4
Founders Financial Securities Llc 4
Anderson Hoagland & Co 4
Navellier & Associates Inc 4
Ionic Capital Management LLC 4
Rotella Capital Management, Inc. 4
Aureus Asset Management, LLC 4
Altavista Wealth Management, Inc. 4
Kiwi Wealth Investments Limited Partnership 4
East Coast Asset Management, LLC. 4
Kepos Capital LP 4
Columbia Asset Management 4
Sanders Morris Harris Llc 4
Perpetual Investment Management Ltd 4
Talkot Capital, LLC 4
Rowland & Co Investment Counsel/adv 4
Matisse Capital 4
RiverPoint Capital Management, LLC 4
Arlington Capital Management, Inc. 4
Lakeview Capital Partners, LLC 4
Raab & Moskowitz Asset Management LLC 4
Godsey & Gibb Associates 4
Vivaldi Asset Management, LLC 4
Overland Advisors, LLC 4
Blackstone Group Inc 4
J.Safra Asset Management Corp 4
Hansberger Growth Investors, Lp 4
Davidson Kempner Capital Management Lp 4
Wafra Inc. 4
Meridian Investment Counsel Inc. 4
BTG Pactual Global Asset Management Ltd 4
Espalier Global Management LLC 4
Opera Trading Capital 4
Clearbridge, Llc 4
Coastal Bridge Advisors, LLC 4
Bronson Point Management LLC 4
Sessa Capital IM, L.P. 4
Klingman & Associates, LLC 4
Schonfeld Group Holdings LLC 4
Semper Trust Co. 4
Adirondack Research & Management Inc. 4
Banco BTG Pactual S.A. 4
Kerrisdale Advisers, LLC 4
Pacific Global Investment Management Co 4
Capital Growth Management Lp 4
Md Sass Investors Services Inc 4
Cornerstone Financial Partners, LLC 4
Railway Pension Investments Ltd 4
Premier Fund Managers Ltd 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
Founders Bank & Trust 4
Archipel Asset Management AB 4
NuWave Investment Management, LLC 4
Nicholas Hoffman & Company, LLC. 4
Formula Growth Ltd 4
Yellowstone Partners, LLC 4
Emrys Partners, L.P. 4
Transform Wealth, LLC 4
Rock Creek Group, LP 4
O'Brien Wealth Partners LLC 4
Pvg Asset Management Corp 4
Clearwater Capital Advisors, LLC 4
Chiron Investment Management, LLC 4
Kohmann Bosshard Financial Services, LLC 4
Sicart Associates LLC 4
Private Advisory Group LLC 4
Marietta Wealth Management, LLC 4
Sustainable Insight Capital Management, LLC 4
Blenheim Capital Management, BV 4
Moloney Securities Asset Management, LLC 4
Castle Hook Partners LP 4
Calvert Impact Fund Inc 4
Capital World Growth & Income Fund 4
Elkhorn Investments, LLC 4
Parkside Investments, LLC 4
Israel Discount Bank of New York 4
Gilbert & Cook, Inc. 4
Cantor Fitzgerald Investment Adviser L.p. 4
Garner Asset Management Corp 4
Ninepoint Partners LP 4
Security National Bank 4
Cito Capital Group, LLC 4
XR Securities LLC 4
Oak Point Wealth Management 4
Chessman Wealth Strategies Ria 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 4
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 4
Claymore Exchange-traded Fund Trust 2 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
Voya Prime Rate Trust 4
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 4
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 4
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 4
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 4
Pimco Corporate & Income Opportunity Fund 4
Pimco High Income Fund 4
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 4
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
Ironbridge Funds, Inc. 4
Eaton Vance Tax-managed Buy-write Income Fund 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
Cohen & Steers Total Return Realty Fund Inc 4
Morgan Stanley Emerging Markets Fund Inc 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
Templeton Global Opportunities Trust 4
Scout Funds 4
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 4
Pimco Dynamic Income Fund 4
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 4
Pimco Dynamic Credit & Mortgage Income Fund 4
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
Transamerica Partners Portfolios 4
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 4
MONTX - MONETTA TRUST - Monetta Fund 4
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 4
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 4
Liberty All Star Equity Fund 4
Lazard World Dividend & Income Fund, Inc. 4
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 4
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 4
Sentinel Group Funds Inc 4
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 4
Oppenheimer Global Multi-asset Growth Fund 4
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 4
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 4
Oppenheimer Equity Income Fund 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 4
Rivernorth Opportunities Fund, Inc. 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Alpine Series Trust 4
Bmc Fund Inc 4
Tcw Alternative Funds 4
Calamos Convertible Opportunities & Income Fund 4
Calamos Convertible & High Income Fund 4
Calamos Dynamic Convertible & Income Fund 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 4
Relative Value Fund 4
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 4
Ridgeworth Funds 4
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 4
Marketocracy Funds 4
Blackrock Cori Funds 4
Clarus Wealth Advisors 4
Arjuna Capital 4
Stansberry Asset Management, Llc 4
Aft, Forsyth & Company, Inc. 4
Deer Park Road Corp 4
Acorn Wealth Advisors, LLC 4
OmniStar Financial Group, Inc. 4
Factorial Partners, Llc 4
West Branch Capital LLC 4
Ceredex Value Advisors LLC 4
Elmwood Wealth Management, Inc. 4
Arnhold LLC 4
Change Path, LLC 4
Braun-Bostich & Associates Inc. 4
Nicola Wealth Management Ltd. 4
Canton Hathaway, LLC 4
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Landsberg, Bennett, & Dubbaneh LLC 4
Allred Capital Management, LLC 4
Cordatus Wealth Management LLC 4
Tcg Advisors, Lp 4
Costello Asset Management, INC 4
Cedar Brook Financial Partners, LLC 4
MBM Wealth Consultants, LLC 4
Vilas Fund, Lp 4
Thoroughbred Financial Services, Llc 4
Kinneret Advisory, LLC 4
Global Wealth Management Investment Advisory, Inc. 4
Dagco, Inc. 4
Fortem Financial Group, Llc 4
Actinver Wealth Management, Inc. 4
Garrett Wealth Advisory Group, LLC 4
Opseu Pension Plan Trust Fund 4
Great Valley Advisor Group, Inc. 4
Cornerstone Wealth Group, LLC 4
Horizon Kinetics Asset Management Llc 4
Thor Advisors, Llc 4
Patton Fund Management, Inc. 4
MidWestOne Financial Group, Inc. 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Destra Investment Trust Ii 4
Bpv Family Of Funds 4
Winmill & Co. Inc 4
Db-x Exchange-traded Funds Inc. 4
Principled Equity Market Fund 4
Nuveen Global Income Opportunities Fund 4
Beck Bode, LLC 4
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 4
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 4
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 4
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
NOIGX - Northern Funds - Northern International Equity Fund 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 4
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 4
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 4
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 4
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
PACIFIC SELECT FUND - International Value Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 4
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 4
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 4
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 4
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 4
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 4
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 4
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 4
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 4
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 4
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 4
GGBFX - GuideStone Funds - Global Bond Fund Investor 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 4
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 4
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 4
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 4
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 4
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 4
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 4
BRACX - Blackrock Allocation Target Shares - Bats Series C 4
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 4
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 4
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 4
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 4
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
PENN SERIES FUNDS INC - Index 500 Fund 4
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 4
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 4
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 4
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 4
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 4
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 4
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 4
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 4
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 4
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 4
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 4
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 4
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 4
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 4
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 4
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 4
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 4
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 4
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 4
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
ULTRA SERIES FUND - International Stock Fund Class I 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 4
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 4
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 4
Profunds - Profund Vp Large-cap Value 4
Profunds - Profund Vp Small-cap Value 4
Profunds - Profund Vp Mid-cap Growth 4
Profunds - Profund Vp Bull 4
Profunds - Profund Vp Ultrabull 4
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 4
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 4
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 4
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 4
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 4
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 4
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 4
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 4
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 4
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 4
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 4
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 4
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 4
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 4
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 4
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 4
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 4
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 4
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional 4
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 4
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 4
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 4
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 4
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 4
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 4
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 4
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 4
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 4
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 4
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 4
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 4
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 4
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 4
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 4
IDV - iSHARES TRUST - iShares International Select Dividend ETF 4
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 4
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 4
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 4
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 4
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 4
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 4
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 4
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 4
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 4
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 4
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 4
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
BLPIX - Profunds - Bull Profund Investor Class 4
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 4
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
55i, Llc 4
PFG Private Wealth Management, LLC 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 4
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 4
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 4
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 4
HIEIX - Federated Adviser Series - Federated Hermes International Equity Fund Institutional Shares 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 4
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
VSTIX - VALIC Co I - Stock Index Fund 4
VCIGX - VALIC Co I - Dividend Value Fund 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 4
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 4
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 4
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 4
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 4
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 4
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
GMICX - GMO TRUST - GMO International Equity Fund Class II 4
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 4
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 4
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 4
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 4
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 4
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 4
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 4
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 4
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 4
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 4
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
Cfm Wealth Partners Llc 4
Vista Wealth Management Group, LLC 4
Platte River Wealth Advisors, LLC 4
Leelyn Smith, LLC 4
Steel Peak Wealth Management LLC 4
Spdr S&p 500 Etf Trust 4
GFG Capital, LLC 4
Firestone Capital Management 4
Lloyd Advisory Services, LLC. 4
Marcum Wealth, LLC 4
Lion Street Advisors, LLC 4
Kathmere Capital Management, LLC 4
Ovata Capital Management Ltd 4
Core Wealth Advisors, Inc. 4
Pacific Capital Wealth Advisors, Inc 4
Great Lakes Retirement, Inc. 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
Total Clarity Wealth Management, Inc. 4
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 4
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
TFG Advisers LLC 4
Sowa Financial Group, Inc. 4
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 4
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 4
Endex Capital Management Llc 4
Davis Capital Management 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 4
ICFSX - ICON FUNDS - ICON Financial Fund Class S 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
USCOX - US GLOBAL INVESTORS FUNDS - China Region Fund 4
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 4
Manager Directed Portfolios - Pemberwick Fund Shares 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 4
Arrow Investments Trust - Arrow DWA Country Rotation ETF 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
VEGN - ETF Series Solutions - US Vegan Climate ETF 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 4
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 4
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 4
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
Fulcrum Asset Management LLP 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
Allianz Se 4
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 4
Planned Solutions, Inc. 4
Chiron Capital Management, Llc 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
Platform Technology Partners 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
West Financial Advisors, LLC 4
Mizuho Markets Americas Llc 4
DB Wealth Management Group, LLC 4
E Fund Management Co., Ltd. 4
Cowa, Llc 4
Phoenix Wealth Advisors 4
ShoreHaven Wealth Partners, LLC 4
Oder Investment Management, LLC 4
Reby Advisors, LLC 4
Lebenthal Global Advisors, LLC 4
TCG Advisory Services, LLC 4
Synergy Financial Management, LLC 4
Legacy Capital Wealth Partners, LLC 4
Engine No. 1 Llc 4
NinePointTwo Capital 4
Tacita Capital Inc 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
Legacy Wealth Asset Management, LLC 4
Everhart Financial Group, Inc. 4
Systematic Alpha Investments, LLC 4
Precision Wealth Strategies, LLC 4
AXS Investments LLC 4
GGIIX - GuideStone Funds - Global Impact Fund Investor 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Kb Financial Partners, Llc 4
Heritage Wealth Management, Llc 4
Pinnacle Wealth Advisors 4
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 4
VHYLX - VALIC Co I - High Yield Bond Fund 4
Cowen Prime Advisors LLC 4
Eisler Capital (UK) Ltd. 4
Boit C F David 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 4
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 4
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 4
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
McElhenny Sheffield Capital Management, LLC 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 4
US Asset Management LLC 4
Studio Investment Management Llc 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
Wedmont Private Capital 4
Level Financial Advisors, Inc. 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
Andrew Hill Investment Advisors, Inc. 4
Claris Advisors, Llc / Mo / 4
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 4
Peterson Financial Group, Inc. 4
Missouri Trust & Investment Co 4
NorthCrest Asset Manangement, LLC 4
FRG Family Wealth Advisors LLC 4
CarsonAllaria Wealth Management, Ltd. 4
Boulder Hill Capital Management Lp 4
Taika Capital, LP 4
Financial Connections Group, Inc. 4
RE Dickinson Investment Advisors, LLC 4
CTC Capital Management, LLC 4
Hancock Whitney Investment Services Inc. 4
Benchmark Investment Advisors LLC 4
Eagle Rock Investment Company, Llc 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 4
Comprehensive Financial Consultants Institutional, Inc. 4
BKES - BNY Mellon ETF Trust - BNY Mellon Sustainable Global Emerging Markets ETF 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 4
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 4
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 4
SILVER OAK SECURITIES, Inc 4
Concentric Capital Strategies, LP 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 4
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 4
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 4
Castle Wealth Management Llc 4
Philo Smith Capital Corp 4
Grayhawk Investment Strategies Inc. 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 4
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 4
Czech National Bank 4
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 4
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 4
Olistico Wealth, LLC 4
McGlone Suttner Wealth Management, Inc. 4
Aspen Grove Capital, LLC 4
Harvest Portfolios Group Inc. 4
Financial Freedom, LLC 4
Atlas Wealth LLC 4
West Tower Group, LLC 4
Fortis Capital Advisors, LLC 4
Linden Thomas Advisory Services, LLC 4
Ruedi Wealth Management, Inc. 4
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 4
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 4
Milestone Investment Advisors LLC 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
Cornerstone Management, Inc. 4
Ofi Invest Asset Management 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
Kingswood Wealth Advisors, Llc 4
Strategic Financial Concepts, LLC 4
CGC Financial Services, LLC 4
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 4
DecisionPoint Financial, LLC 4
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
Norden Group Llc 4
United Community Bank 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 4
BKM Wealth Management, LLC 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Criterion Capital Advisors, Llc 4
Cetera Trust Company, N.A 4
Catalytic Wealth RIA, LLC 4
First Trust Investment Solutions L.P. 4
Williamson Legacy Group, LLC 4
Capitolis Liquid Global Markets LLC 4
LM Advisors LLC 4
Planning Capital Management Corp 4
Clarity Asset Management, Inc. 4
Hobbs Group Advisors, LLC 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 4
Focus Financial Network, Inc. 4
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 4
Sienna Gestion 4
Mowery & Schoenfeld Wealth Management, LLC 4
New Covenant Trust Company, N.A. 4
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Lynx Investment Advisory 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
Mattson Financial Services, LLC 4
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
Union Bancaire Privee, UBP SA 4
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 4
Abc Arbitrage Sa 4
Bank of Jackson Hole Trust 4
Fedenia Advisers LLC 4
BankPlus Trust Department 4
Vision Financial Markets Llc 4
Atala Financial Inc 4
Generali Asset Management SPA SGR 4
Millstone Evans Group, LLC 4
Resona Asset Management Co.,Ltd. 4
Westbourne Investments, Inc. 4
PharVision Advisers, LLC 4
Mpwm Advisory Solutions, Llc 4
Vermillion Wealth Management, Inc. 4
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
Park Square Financial Group, LLC 4
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 4
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 4
ASR Vermogensbeheer N.V. 4
Ransom Advisory, Ltd 4
TIGMX - THORNBURG INVESTMENT TRUST - Thornburg Investment Grade Bond Managed Account Fund Class SMA 4
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 4
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 4
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 4
Midwest Trust Co 4
Holos Integrated Wealth LLC 4
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 4
Elevation Series Trust - RiverNorth Patriot ETF 4
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
Otter Creek Management Inc 3
GRATRY & Co LLC 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 3
Canopy Partners, LLC 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 3
Waterloo Capital, L.P. 3
ARGI Investment Services, LLC 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Jackson Hole Capital Partners, LLC 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 3
Gallagher Fiduciary Advisors, LLC 3
Degroof Petercam Asset Management 3
Modern Wealth Management, LLC 3
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
Braver Wealth Management, LLC 3
Wealth Architects, LLC 3
Pinnacle Wealth Management Advisory Group, LLC 3
Mizuho Securities Usa Llc 3
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 3
Price Capital Management, Inc. 3
Windsor Creek Advisors, Llc 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
Strategic Investment Advisors / MI 3
RMG Wealth Management LLC 3
KLCM Advisors, Inc. 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 3
Gold Investment Management Ltd. 3
Bedell Frazier Investment Counseling, LLC 3
Lazard Global Total Return & Income Fund Inc 3
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 3
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 3
Broadview Advisors Llc 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
Tidemark, LLC 3
New Century Financial Group, LLC 3
American Assets Investment Management, LLC 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 3
Savvy Advisors, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I 3
AJOVista, LLC 3
Scheer, Rowlett & Associates Investment Management Ltd. 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 3
Hartline Investment Corp/ 3
Risk Paradigm Group, LLC 3
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 3
Jackson Square Capital, Llc 3
Wolf Group Capital Advisors 3
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 3
Taylor Wealth Management Partners 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
Spouting Rock Asset Management, LLC 3
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 3
Verity & Verity, LLC 3
Econ Financial Services Corp 3
Blackrock Enhanced Capital & Income Fund, Inc. 3
Optimal Asset Management, Inc. 3
Graypoint LLC 3
Citizens National Bank Trust Department 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 3
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 3
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 3
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 3
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 3
Ninety One North America, Inc. 3
Stonebridge Capital Management Inc 3
First Trust/aberdeen Emerging Opportunity Fund 3
River Wealth Advisors LLC 3
Welch Group, LLC 3
Alethea Capital Management, Llc 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 3
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
Wasatch Advisors Inc 3
Fagan Associates, Inc. 3
Mission Wealth Management, Lp 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
Brooks, Moore & Associates, Inc. 3
Danda Trouve Investment Management, Inc. 3
Griffith & Werner, Inc. 3
Mitchell Mcleod Pugh & Williams Inc 3
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 3
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
Argent Trust Co 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 3
First American Trust, Fsb 3
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 3
Berkshire Asset Management Llc/pa 3
Unique Wealth Strategies, LLC 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
AIA - iSHARES TRUST - iShares Asia 50 ETF 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
Stephenson National Bank & Trust 3
Grandview Asset Management LLC 3
Premier Asset Management Llc 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
Pimco Global Stocksplus & Income Fund 3
Resonant Capital Advisors, LLC 3
Gilliland Jeter Wealth Management LLC 3
Loeb Partners Corp 3
Haafor (Singapore) Pte. Ltd. 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
Blueprint Investment Partners LLC 3
Naples Money Management LLC 3
GMOIX - GMO TRUST - GMO International Equity Fund Class III 3
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 3
Tetrem Capital Management Ltd. 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
Ballast Advisors Llc 3
Keebeck Wealth Management, LLC 3
Sapient Capital Llc 3
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 3
Visionary Wealth Advisors 3
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 3
Signet Investment Advisory Group, Inc. 3
N.E.W. Advisory Services LLC 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
Jnl Strategic Income Fund Llc 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
Morningstar Investment Services LLC 3
Foyston, Gordon, & Payne Inc 3
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
Invenomic Capital Management LP 3
Detalus Advisors, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
Teamwork Financial Advisors, LLC 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
Retirement Wealth Solutions LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
DVY - iSHARES TRUST - iShares Select Dividend ETF 3
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 3
Hayden Royal, Llc 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 3
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
First Trust Dynamic Europe Equity Income Fund 3
Demars Financial Group, LLC 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 3
Parcion Private Wealth LLC 3
Members Capital Advisors Inc 3
Saiers Capital, LLC 3
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 3
Cornerstone Advisors, LLC 3
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 3
JSF Financial, LLC 3
S&t Bank/pa 3
10-15 Associates, Inc. 3
1776 Wealth LLC 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
Aberdeen Chile Fund, Inc. 3
Mountain Road Advisors, LLC 3
Maseco Llp 3
P Schoenfeld Asset Management Lp 3
Capital Wealth Planning, LLC 3
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 3
HBC Financial Services, PLLC 3
Mayfair Advisory Group, LLC 3
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
Dfpg Investments, Llc 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
LVW Advisors, LLC 3
Horizon Bancorp Inc /in/ 3
Dixon Mitchell Investment Counsel Inc. 3
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 3
Islay Capital Management, Llc 3
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 3
Stilwell Value LLC 3
Talon Private Wealth, LLC 3
Masters Capital Management Llc 3
Value Partners Investments Inc. 3
Platte River Capital LLC 3
40 North Management LLC 3
Lmcg Investments, Llc 3
Pimco Strategic Income Fund, Inc 3
Acuity Investment Management Inc 3
Invesco Bldrs Index Funds Trust 3
TIMOTHY PLAN - Timothy Strategic Variable 3
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 3
Kazazian Asset Management, LLC 3
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
GM Advisory Group, Inc. 3
Ti-trust, Inc 3
Stonebridge Financial Planning Group, LLC 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
Portolan Capital Management, LLC 3
Nair Vinay 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
Smith, Salley & Associates 3
SkyOak Wealth, LLC 3
Meadow Creek Wealth Advisors Llc 3
First Wilshire Securities Management Inc 3
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 3
HWG Holdings LP 3
Waddell & Reed Advisors Funds 3
Bank of Kentucky, Inc. 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
Financiere des Professionnels - Fonds d,investissement inc. 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 3
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 3
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
FUKOKU MUTUAL LIFE INSURANCE Co 3
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 3
S.A. Mason LLC 3
Price Michael F 3
NCEAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Greater China Equity Fund Class A 3
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 3
Kohlberg Kravis Roberts & Co. L.P. 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 3
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 3
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
Banque Transatlantique SA 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
Doliver Advisors, Lp 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
Oppenheimer Equity Fund 3
WFA Asset Management Corp 3
Nuveen High Income 2020 Target Term Fund 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
CAJAX - Columbia Funds Series Trust II - Columbia Contrarian Asia Pacific Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 3
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 3
Handelsinvest Investeringsforvaltning 3
Philadelphia Trust Co 3
Tower Square Investment Management, Llc 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
RPG Investment Advisory, LLC 3
Croft-leominster Inc 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
Castlekeep Investment Advisors Llc 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 3
Mariner Investment Group Llc 3
Trust Asset Management LLC 3
Verde Servicos Internacionais S.A. 3
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
Tributary Capital Management, LLC 3
Schooner Investment Group, LLC. 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
Exane Asset Management 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
Jet Capital Investors L P 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Nuveen Multi-market Income Fund 3
Wrapmanager Inc 3
Mufg Securities Americas Inc. 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
Union Savings Bank 3
Rexford Capital Inc 3
Baldwin Investment Management, LLC 3
Madden Advisory Services, Inc. 3
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 3
EWC - iShares, Inc. - iShares MSCI Canada ETF 3
Thornmark Asset Management Inc. 3
Three Corner Global Investors LP 3
NorthRock Partners, LLC 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
Prevail Innovative Wealth Advisors, Llc 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
Genus Capital Management Inc. 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
EDENTREE ASSET MANAGEMENT Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
Diversify Wealth Management, Llc 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 3
Turner Investments, L.p. 3
Allianzgi Equity & Convertible Income Fund 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
Old Port Advisors 3
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 3
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 3
VACVX - VALIC Co II - Large Cap Value Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 3
Bahl & Gaynor Inc 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 3
LFA - Lugano Financial Advisors SA 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
Causeway Etmf Trust 3
683 Capital Management, LLC 3
Pettyjohn, Wood & White, Inc 3
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 3
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 3
Canada Post Corp Registered Pension Plan 3
Cfs, Llc 3
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 3
Foundations Investment Advisors, LLC 3
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 3
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 3
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 3
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 3
Plancorp, LLC 3
York Capital Management Global Advisors, LLC 3
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 3
Buffington Mohr McNeal 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 3
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 3
Richards, Merrill & Peterson, Inc. 3
KG Funds Management LLC 3
Boenning & Scattergood, Inc. 3
Opus Capital Group, LLC 3
Geller Advisors LLC 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 3
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 3
Hager Investment Management Services, Llc 3
HRS Investment Holdings, LLC 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
Zevin Asset Management Llc 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 3
Omega Advisors Inc. 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 3
Kelly Lawrence W & Associates Inc/ca 3
Robinson Capital Management, Llc 3
Financial Strategy Network, LLC 3
Junto Capital Management LP 3
Allianzgi Convertible & Income Fund 3
Allianzgi Convertible & Income Fund Ii 3
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 3
Aristotle Capital Boston, LLC 3
Scholtz & Company, Llc 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
3Chopt Investment Partners, LLC 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 3
Putnam High Income Securities Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 3
Amcap Fund 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
Clear Creek Financial Management, LLC 3
National Wealth Management Group, LLC 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
Frank, Rimerman Advisors LLC 3
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 3
Brand Asset Management Group, Inc. 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
Grant Private Wealth Management Inc 3
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
Quadrant Private Wealth Management, LLC 3
Compass Financial Services Inc 3
Templeton Emerging Markets Fund 3
Consolidated Portfolio Review Corp 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
Boys Arnold & Co Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
Stelac Advisory Services LLC 3
JS Capital Management LLC 3
Lombard Odier & Cie (Canada), Limited Partnership 3
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 3
Spectrum Advisory Services Inc 3
PFG Advisors 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
First National Bank Sioux Falls 3
Chubb Corp 3
Suffolk Capital Management Llc 3
Kernodle & Katon Asset Management Group, LLC 3
Farmers National Bank 3
St. Louis Trust Co 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
Cannell Peter B & Co Inc 3
Cobblestone Capital Advisors Llc /ny/ 3
Eos Focused Equity Management, L.P. 3
Congress Asset Management Co /ma 3
denkapparat Operations GmbH 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
Beach Investment Counsel Inc/pa 3
Schnieders Capital Management Llc 3
Deimos Asset Management LLC 3
Tyrus Capital S.A.M. 3
Otter Creek Advisors, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
Four Tree Island Advisory LLC 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 3
Oppenheimer Limited-term Bond Fund 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
Eaton Financial Holdings Company, LLC 3
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Emory University 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
Your Advocates Ltd., LLP 3
Fusion Investment Group, LLC 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 3
IFG Advisory, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 3
Sound View Wealth Advisors Group, LLC 3
Green Arrow Capital Management Llc 3
Aurora Investment Counsel 3
Valley National Bancorp 3
Crowley Wealth Management, Inc. 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
Kms Financial Services, Inc 3
KCS Wealth Advisory 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
Guardian Partners Inc. 3
Affiance Financial, LLC 3
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 3
Edmunds White Partners Llc 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 3
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 3
Alerus Financial Na 3
Cascade Investment Advisors, Inc. 3
Wilmington Trust Investment Management, LLC 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Stanford Investment Group, Inc. 3
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 3
Wealthgarden F.s. Llc 3
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 3
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 3
Kiker Wealth Management, LLC 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
Bnp Paribas 3
Schwartz Investment Counsel Inc 3
Aveo Capital Partners, LLC 3
Teton Westwood Funds 3
Flagship Wealth Advisors, Llc 3
Portman Square Capital LLP 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 3
Wallace Advisory Group, LLC 3
Harbor Advisors LLC 3
Silverlake Wealth Management Llc 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
Mesirow Financial Investment Management, Inc. 3
Menora Mivtachim Holdings Ltd. 3
Curio Wealth, Llc 3
Gwn Securities Inc. 3
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
Isi Strategy Fund Inc 3
Summit X, LLC 3
Shilanski & Associates, Inc. 3
Rainier Group Investment Advisory LLC 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
JT Stratford LLC 3
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 3
Arkfeld Wealth Strategies, L.L.C. 3
Live Oak Investment Partners 3
Proffitt & Goodson Inc 3
AlphaQ Advisors LLC 3
Freedom Wealth Alliance, Llc 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3
Northwest Quadrant Wealth Management, LLC 3
Greenline Partners, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
Pillar Financial Advisors, LLC 3
Matrix Trust Co 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
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
Old Mission Capital, Llc 3
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
Ullmann Financial Group, Inc. 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 3
Confluence Investment Management Llc 3
IFC Holdings Incorporated/FL 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
Intrinsic Edge Capital Management LLC 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
Aua Capital Management, Llc 3
Consolidated Capital Management, Llc 3
Hendershot Investments Inc. 3
Crawford Lake Capital Management, LLC 3
Marshall Investment Management, Llc 3
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
LMG Wealth Partners, LLC 3
Adalta Capital Management LLC 3
Flaharty Asset Management, LLC 3
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 3
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 3
Bain Capital Public Equity, LP 3
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 3
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 3
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3
Flow State Investments, L.P. 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
Synergy Investment Management, LLC 3
Oversea-Chinese Banking CORP Ltd 3
Moran Wealth Management, LLC 3
Leisure Capital Management 3
Hazelview Securities Inc. 3
GSB Wealth Management, LLC 3
Lincoln Capital Corp 3
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
Baltimore Capital Management, Inc 3
Insigneo Advisory Services, Llc 3
Eisler Capital (US) LLC 3
Capital Insight Partners, Llc 3
New Hampshire Trust 3
Voya Financial, Inc. 3
Cedar Wealth Management, LLC 3
XY Capital Ltd 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
TruNorth Capital Management, LLC 3
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 3
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 3
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 3
FourThought Financial Partners, LLC 3
Iberiabank Corp 3
Silvant Capital Management LLC 3
Cypress Wealth Advisors LLC 3
Toews Corp /adv 3
Horizon Investment Services, LLC 3
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 3
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 3
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 3
Ipswich Investment Management Co., Inc. 3
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Trifecta Capital Advisors, LLC 3
Gallacher Capital Management LLC 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Braun Stacey Associates Inc 3
Creative Capital Management Investments LLC 3
New Wave Wealth Advisors Llc 3
F3Logic, LLC 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
ASB Consultores, LLC 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
STRV - EA Series Trust - Strive 500 ETF 3
Calamos Wealth Management LLC 3
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 3
DIVD - EA Series Trust - Altrius Global Dividend ETF 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
Kerusso Capital Management LLC 3
Winthrop Partners - Wny, Llc 3
MCH - MATTHEWS INTERNATIONAL FUNDS - Matthews China Active ETF 3
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Sea Otter Advisors LLC 3
Ilmarinen Mutual Pension Insurance Co 3
Transamerica Income Shares, Inc. 3
Exos TFP Holdings LLC 3
Essential Planning, LLC. 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 3
Pax World Management Llc 3
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 3
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 3
Baldrige Asset Management LLC 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3
PACIFIC SELECT FUND - Core Income Portfolio Class I 3
Mfs Intermarket Income Trust I 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 3
Willis Investment Counsel 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 3
Zhang Financial LLC 3
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 3
Knightsbridge Asset Management, Llc 3
Bridgecreek Investment Management, LLC 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 3
Horizons Wealth Management 3
Global Assets Advisory, LLC 3
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
Scarborough Advisors, LLC 3
Cypress Capital Management Llc 3
Altrius Capital Management Inc 3
OBCHX - OBERWEIS FUNDS - Oberweis China Opportunities Fund Investor Class 3
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 3
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
Kennebec Savings Bank 3
Virtue Capital Management, LLC 3
EdgeRock Capital LLC 3
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 3
Fundamentun, Llc 3
Trellus Management Company, LLC 3
Maryland Capital Management 3
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 3
Farmer Steven Patrick 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
Sprott Inc. 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 3
Legato Capital Management LLC 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 3
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 3
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 3
Uniplan Investment Counsel, Inc. 3
Woodard & Co Asset Management Group Inc /adv 3
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 3
Saudi Central Bank 3
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 3
IPDP - Listed Funds Trust - Dividend Performers ETF 3
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 3
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 3
Patriot Investment Management Inc. 3
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 3
Tweedy, Browne Co LLC 3
Evolution Wealth Management Inc. 3
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 3
Eagle Boston Investment Management Inc 3
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Brave Warrior Advisors, LLC 3
Resurgent Financial Advisors LLC 3
Havens Advisors Llc 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
Leeward Investments, LLC - MA 3
Empirical Asset Management, LLC 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
America First Investment Advisors, LLC 3
Offit Capital Advisors Llc 3
Investmark Advisory Group LLC 3
Alpine Bank Wealth Management 3
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 3
Eidelman Virant Capital 3
LGT Group Foundation 3
Provence Wealth Management Group 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
FSC Wealth Advisors, LLC 3
Cyrus J. Lawrence, LLC 3
Williams Jones Wealth Management, LLC. 3
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 3
Artemis Wealth Advisors, LLC 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 3
Crabel Capital Management, LLC 3
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 3
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 3
Baillie Gifford & Co 3
C-J Advisory, Inc. 3
Safeguard Financial, LLC 3
Smallwood Wealth Investment Management, LLC 3
MYDA Advisors LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 3
Hikari Power Ltd 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
J. Safra Sarasin Holding AG 3
Hamilton Capital, LLC 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 3
CGMFX - CGM TRUST - CGM Focus Fund 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
SeaBridge Investment Advisors LLC 3
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
Onefund, Llc 3
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
BKIS - BNY Mellon ETF Trust - BNY Mellon Sustainable International Equity ETF 3
Means Investment Co., Inc. 3
American Trust 3
Kmg Fiduciary Partners, Llc 3
apricus wealth, LLC 3
Bank OZK 3
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 3
Cranbrook Wealth Management, LLC 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
Clear Investment Research, Llc 3
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 3
Monetta Financial Services Inc 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 3
Bank Of Edwardsville 3
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 3
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 3
K.J. Harrison & Partners Inc 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
Farallon Capital Management Llc 3
Spirepoint Private Client, Llc 3
Simply Money Advisors 3
Goelzer Investment Management, Inc. 3
Eagle Bluffs Wealth Management LLC 3
Monarch Partners Asset Management LLC 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
Dravo Bay Llc 3
Legacy Investment Solutions, LLC 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
Tilia Fiduciary Partners, Inc. 3
Uncommon Cents Investing LLC 3
1st Source Bank 3
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 3
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
HFG Advisors, Inc. 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
Capricorn Fund Managers Ltd 3
New Millennium Group LLC 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
Legacy Wealth Managment, LLC/ID 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Guardian Wealth Advisors, Llc / Nc 3
Curian Series Trust 3
Sagefield Capital LP 3
Castle Financial & Retirement Planning Associates, Inc. 3
VestGen Advisors, LLC 3
Keystone Financial Group 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
True North Advisors, LLC 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
Beck Mack & Oliver Llc 3
Corient IA LLC 3
Scott & Selber, Inc. 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
Buckley Wealth Management, LLC 3
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 3
Wealth Advisors of Tampa Bay, LLC 3
Sonora Investment Management Group, LLC 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
Chemistry Wealth Management LLC 3
Sanctuary Wealth Management, L.L.C. 3
Next Level Private LLC 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
Northwest Capital Management Inc 3
Stonegate Investment Group, LLC 3
Argentus Capital Management, LLC 3
Evolution Advisers, Inc. 3
Inr Advisory Services Llc 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
Ameliora Wealth Management Ltd. 3
BlackDiamond Wealth Management Inc. 3
Carnick & Kubik, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Carson Advisory Inc. 3
Foster Victor Wealth Advisors, LLC 3
Norwood Financial Corp 3
Miller Howard Investments Inc /ny 3
Ahl Investment Management, Inc. 3
Fsb Premier Wealth Management, Inc. 3
Birmingham Capital Management Co Inc/al 3
EAM Investors, LLC 3
Maryland Capital Advisors Inc. 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
Carmel Capital Partners, LLC 3
Stonehage Fleming (uk) Ltd 3
Weatherly Asset Management L. P. 3
Winton Series Trust 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 3
Eads & Heald Wealth Management 3
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Putnam Fund For Growth & Income 3
Absolute Capital Management, LLC 3
Principle Wealth Partners Llc 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares 3
Bromfield Sneider Wealth Advisors 3
Paladin Advisory Group, LLC 3
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
Whalerock Point Partners, Llc 3
Addison Capital Co 3
Beck Capital Management, Llc 3
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
Osborn Rohs Williams & Donohoe Ltd 3
Brookwood Investment Group LLC 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
Bingham Private Wealth, Llc 3
Covenant Partners, LLC 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 3
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 3
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 3
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
Heritage Wealth Management, Inc. 3
North Point Portfolio Managers Corp/oh 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares 3
Selway Asset Management 3
First Affirmative Financial Network 3
Montecito Bank & Trust 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 3
Brendel Financial Advisors LLC 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
North Capital, Inc. 3
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 3
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
Usca All Terrain Fund 3
Smith, Graham & Co., Investment Advisors, LP 3
Asset Advisors Corp 3
H2o Am Llp 3
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 3
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 3
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
Cutler Capital Management, LLC 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 3
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
Peddock Capital Advisors, Llc 3
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 3
MONECO Advisors, LLC 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 3
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
Bach Investment Advisors Ltd 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
Border to Coast Pensions Partnership Ltd 3
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 3
Lodestar Investment Counsel Llc/il 3
Lau Associates Llc 3
Ab Multi-manager Alternative Fund 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
Huntleigh Advisors, Inc. 3
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Emfo, Llc 3
Butensky & Cohen Financial Security, Inc 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
Chase Investment Counsel Corp 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
Sageworth Trust Co of South Dakota 3
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 3
Bank of New Hampshire 3
Y.D. More Investments Ltd 3
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 3
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
Catalina Capital Group, LLC 3
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
Heartland Bank & Trust Co 3
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 3
Curat Global, LLC 3
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 3
Jlb & Associates Inc 3
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 3
IHSPX - Voya VARIABLE PORTFOLIOS INC - Voya Hang Seng Index Portfolio Class ADV 3
HHG & Company, LLC 3
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 3
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 3
Stonnington Group, Llc 3
CSM Advisors, LLC 3
Guild Investment Management, Inc. 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 3
Tectonic Advisors Llc 3
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 3
BJBIX - ABERDEEN INVESTMENT FUNDS - Aberdeen Select International Equity Fund Class A 3
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 3
GOPAX - Aberdeen Funds - Aberdeen China A Share Equity Fund Class A 3
SageGuard Financial Group, LLC 3
New World Advisors LLC 3
North American Management Corp 3
Alaethes Wealth LLC 3
Prentiss Smith & Co Inc 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 3
Vanguard Morgan Growth Fund 3
Hnp Capital Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 3
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 3
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Canvas Wealth Advisors, LLC 3
Wallington Asset Management, LLC 3
Visionary Asset Management, Inc. 3
Wunderlich Capital Managemnt 3
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
Gmt Capital Corp 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
Keane Capital Management Inc 3
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund 3
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 3
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
Outlook Wealth Advisors, LLC 3
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 3
Valley Brook Capital Group, Inc. 3
Lorne Steinberg Wealth Management Inc. 3
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 3
Oppenheimer International Bond Fund 3
Quantum Capital Management 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
Tru Independence Asset Management 2, Llc 3
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 3
Encompass Wealth Advisors, Llc 3
Defined Wealth Management, Llc 3
44 Wealth Management Llc 3
Meridian Wealth Advisors, LLC 3
Sage Private Wealth Group, Llc 3
Coyle Financial Counsel LLC 3
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
Western Asset Global Corporate Defined Opportunity Fund Inc. 3
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 3
Harvest Investment Services, LLC 3
Bessemer Securities Llc 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
Hutchin Hill Capital, LP 3
Wells Fargo Global Dividend Opportunity Fund 3
Orion Capital Management LLC 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
Central & Eastern Europe Fund, Inc. 3
Arbor Wealth Management, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
Kozak & Associates, Inc. 3
Smart Portfolios, LLC 3
Triad Wealth Partners, LLC 3
Kowal Investment Group, LLC 3
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
Campbell Wealth Management 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
Empyrean Capital Partners, LP 3
Atherton Lane Advisers, Llc 3
Susquehanna International Group Ltd. 3
Ghisallo Capital Management LLC 3
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 3
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 3
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
Hoese & Co LLP 3
MGB Wealth Management, LLC 3
Alpha DNA Investment Management LLC 3
DHJJ Financial Advisors, Ltd. 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Ccm Investment Advisers Llc 3
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 3
Financial Synergies Wealth Advisors, Inc. 3
Winnow Wealth Llc 3
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 3
Sittner & Nelson, Llc 3
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A 3
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 3
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 3
Curated Wealth Partners LLC 3
Integre Asset Management, LLC 3
qPULA Trading Management LP 3
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 3
VIDGX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Growth Fund Investor Shares 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 3
Oak Family Advisors, Llc 3
Federated Mdt Large Cap Value Fund 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
Bck Capital Management Lp 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
Bienville Capital Management, LLC 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
Fairman Group, LLC 3
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 3
Davy Global Fund Management Ltd 3
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
Cambridge Financial Group, Inc. 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
Livelsberger Financial Advisory 3
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 3
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 3
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 3
Harfst & Associates, Inc. 3
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
Sterling Financial Planning, Inc. 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
Messner & Smith Theme Value Investment Management Ltd /ca/ 3
Richardson Financial Services Inc. 3
Anchor Capital Advisors Llc 3
Chemung Canal Trust Co 3
OneAscent Wealth Management LLC 3
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 3
Transcendent Capital Group LLC 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 3
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 3
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 3
Advent Claymore Convertible Securities & Income Fund 3
Becker Capital Management Inc 3
RWM Asset Management, LLC 3
McKinley Carter Wealth Services, Inc. 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
Virtus Insight Trust 3
CM Management, LLC 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Baker Tilly Financial, Llc 3
Tourbillon Capital Partners, L.P. 3
Kaizen Financial Strategies 3
Ellsworth Advisors, LLC 3
Klaas Financial Asset Advisors, LLC 3
Berger Financial Group, Inc 3
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 3
First Trust High Income Long/short Fund 3
Future Financial Wealth Managment LLC 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
Shamrock Asset Management LLC 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
Mengis Capital Management, Inc. 3
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 3
Klingenstein Fields & Co Lp 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 3
IFS Advisors, LLC 3
Clearview Wealth Advisors LLC 3
Litman Gregory Asset Management LLC 3
ACVF - ETF Opportunities Trust - American Conservative Values ETF 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Bank & Trust Co 3
Evanson Asset Management, LLC 3
Abel Hall, LLC 3
Proathlete Wealth Management Llc 3
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 3
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 3
William B. Walkup & Associates, Inc. 3
Oppenheimer Series Fund 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 3
9258 Wealth Management, LLC 3
Wood Tarver Financial Group, LLC 3
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 3
Financial Advisory Service, Inc. 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
Bnc Wealth Management, Llc 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
Asset Allocation & Management Company, LLC 3
Forte Capital Llc /adv 3
First National Bank of South Miami 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 3
BLB&B Advisors, LLC 3
Fruth Investment Management 3
Holloway Wealth Management, LLC 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
Regent Investment Management LLC 3
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 3
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 3
Campbell Newman Asset Management Inc 3
Davis R M Inc 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
Lvm Capital Management Ltd/mi 3
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
Capital City Trust Co/fl 3
Ascent Wealth Partners, LLC 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
Roc Capital Management, L.P. 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
Iowa State Bank 3
Bel Air Investment Advisors Llc 3
Mizuho Securities Co. Ltd. 3
Advisor OS, LLC 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
Wade G W & Inc 3
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 3
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 3
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 3
B & T Capital Management DBA Alpha Capital Management 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
CrestPoint Capital Management, LLC 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
Granahan Investment Management Inc/ma 3
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 3
Mfs Charter Income Trust 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
Scotia Asset Management L.P. 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
Independent Solutions Wealth Management, LLC 3
Robertson Stephens Wealth Management, LLC 3
Sound View Wealth Advisors, Llc 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
Mitchell Sinkler & Starr/pa 3
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 3
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 3
Burke & Herbert Bank & Trust Co 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
New England Research & Management, Inc. 3
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 3
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
First National Bank of Mount Dora, Trust Investment Services 3
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 3
Aviso Financial Inc. 3
RBB FUND, INC. - Adara Smaller Companies Fund 3
Hilton Capital Management, LLC 3
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
Sanibel Captiva Trust Company, Inc. 3
AUERX - Unified Series Trust - Auer Growth Fund 3
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 3
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 3
Amarillo National Bank 3
Long Island Wealth Management, Inc. 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
KOIN - EXCHANGE TRADED CONCEPTS TRUST - Innovation Shares NextGen Protocol ETF 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 3
Artal Group S.A. 3
Merriman Wealth Management, LLC 3
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 3
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 3
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 3
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
MVEBX - Capitol Series Trust - Meritage Value Equity Fund Institutional Shares 3
VNJTX - VANGUARD NEW JERSEY TAX-FREE FUNDS - Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares 3
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 3
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 3
Pensionfund Sabic 3
SFY - Tidal ETF Trust - SoFi Select 500 ETF 3
First Financial Bank - Trust Division 3
Master Basic Value Llc 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Beacon Financial Group 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
AlTi Global, Inc. 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 3
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 3
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 3
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 3
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 3
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 3
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 3
Reston Wealth Management Llc 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
Df Dent & Co Inc 3
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 3
Paradigm Financial Partners, Llc 3
Strategic Wealth Advisors Group, LLC 3
Systematic Portfolios LLC 3
Capital International Sarl 3
Groesbeck Investment Management Corp /nj/ 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3