Orthopedic, Prosthetic, and Surgical Appliances and Supplies - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 81
Proequities, Inc. 77
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 69
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 68
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 65
Morgan Stanley 65
Citadel Advisors Llc 64
UBS Group AG 64
Bank Of America Corp /de/ 64
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 64
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 64
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 63
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 61
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 59
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 59
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 58
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 58
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional 58
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 58
Six Circles Trust - Six Circles Global Bond Fund 58
Wells Fargo & Company/mn 57
Susquehanna International Group, Llp 57
Tower Research Capital LLC (TRC) 56
Millennium Management Llc 56
Goldman Sachs Group Inc 56
Jpmorgan Chase & Co 56
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 55
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 55
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 54
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 53
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 53
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 52
PTRIX - PIMCO FUNDS - PIMCO Mortgage-Backed Securities Fund Institutional 52
Vanguard Group Inc 52
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 52
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 51
Geode Capital Management, Llc 51
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 51
Deutsche Bank Ag\ 51
Jane Street Group, Llc 51
BlackRock, Inc. 50
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 50
Royal Bank Of Canada 50
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 49
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 49
Advisor Group Holdings, Inc. 49
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 49
Hrt Financial Lp 48
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 48
MASTER BOND LLC - Master Total Return Portfolio 47
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 46
Northern Trust Corp 46
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 46
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 46
Virtu Financial LLC 46
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 46
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 45
Renaissance Technologies Llc 45
State Street Corp 45
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 45
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 45
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 44
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 44
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 44
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 44
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 44
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 44
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 43
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 43
Barclays Plc 43
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 43
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 43
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 43
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 43
Bank of New York Mellon Corp 43
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 43
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 43
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 43
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 42
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 42
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 42
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 42
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 42
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 42
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 42
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 42
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 41
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 41
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 41
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 41
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 41
Advanced Series Trust - Ast Advanced Strategies Portfolio 41
Citigroup Inc 41
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 41
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 41
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 41
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 41
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 41
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 40
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 40
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 40
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 40
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 40
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 40
Group One Trading, L.p. 40
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 40
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 40
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 40
BRAMX - Blackrock Allocation Target Shares - Bats Series M 40
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 40
Fmr Llc 40
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 40
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 40
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 39
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 39
Two Sigma Securities, Llc 39
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 39
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 39
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 39
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 38
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 38
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 38
Simplex Trading, Llc 38
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 38
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 38
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 38
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 38
Bnp Paribas Arbitrage, Sa 38
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 38
Bank Of Montreal /can/ 38
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 38
Credit Suisse Ag/ 38
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 38
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 38
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 38
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 38
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 37
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 37
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 37
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 37
D. E. Shaw & Co., Inc. 37
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 37
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 37
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 37
Prelude Capital Management, Llc 37
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 37
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 37
Blackrock Multi-sector Income Trust 37
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 37
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 36
Two Sigma Investments, Lp 36
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 36
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 36
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 36
Walleye Trading LLC 36
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 36
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 36
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 36
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 36
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 36
Walleye Capital LLC 36
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 36
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 35
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 35
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 35
Dimensional Fund Advisors Lp 35
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 35
Marshall Wace, Llp 35
IFP Advisors, Inc 35
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 35
Wolverine Trading, Llc 35
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 35
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 35
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 35
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 35
JNL SERIES TRUST - JNL Bond Index Fund (I) 35
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 35
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 35
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 35
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 35
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 35
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 35
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 34
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 34
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 34
Rhumbline Advisers 34
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 34
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 34
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 34
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 34
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 34
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 34
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 34
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 34
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 34
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 34
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 34
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 34
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 34
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 34
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 34
Boothbay Fund Management, Llc 34
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 34
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 34
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 34
Schonfeld Strategic Advisors LLC 33
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 33
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 33
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 33
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 33
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 33
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 33
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 33
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 33
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 33
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 33
Squarepoint Ops LLC 33
Cubist Systematic Strategies, LLC 33
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 33
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 33
Qube Research & Technologies Ltd 33
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 33
Invesco Ltd. 33
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 33
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 33
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 33
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 33
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 33
Us Bancorp \de\ 33
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 33
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 33
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 33
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 33
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 33
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 33
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 33
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 33
TCSGX - SEI DAILY INCOME TRUST /MA/ - SDIT SHORT DURATION GOVERNMENT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 32
American International Group, Inc. 32
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 32
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 32
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 32
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 32
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 32
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 32
Charles Schwab Investment Management Inc 32
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 32
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 32
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 32
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 32
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 32
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 32
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 32
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 32
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 31
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 31
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 31
Ameriprise Financial Inc 31
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 31
Pimco Global Stocksplus & Income Fund 31
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 31
BlackRock ETF Trust II - BlackRock Total Return ETF 31
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 31
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 31
PIMCO FUNDS - PIMCO Short-Term Portfolio 31
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 31
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 31
Pimco Strategic Income Fund, Inc 31
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 31
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 31
California State Teachers Retirement System 31
Wolverine Asset Management Llc 31
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 31
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 31
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 30
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 30
Manufacturers Life Insurance Company, The 30
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 30
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 30
Verition Fund Management LLC 30
Captrust Financial Advisors 30
Alliancebernstein L.p. 30
Gabelli Funds Llc 30
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 30
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 30
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 30
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 30
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 30
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 30
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 30
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 30
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 30
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 30
Gsa Capital Partners Llp 30
BlackRock Funds V - BlackRock GNMA Portfolio Investor A Shares 30
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 30
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 30
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 30
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 30
MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Government Opportunities ETF 30
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 30
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 30
Pnc Financial Services Group, Inc. 30
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 30
Russell Investments Group, Ltd. 30
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 30
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 29
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 29
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 29
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 29
LPL Financial LLC 29
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 29
Creative Planning 29
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 29
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 29
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 29
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 29
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 29
Aqr Capital Management Llc 29
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 29
JMBS - Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF 29
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 29
Price T Rowe Associates Inc /md/ 29
Paloma Partners Management Co 29
SG Americas Securities, LLC 29
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 29
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 29
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 29
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 29
SPMB - SPDR SERIES TRUST - SPDR(R) Portfolio Mortgage Backed Bond ETF 29
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 29
New York State Common Retirement Fund 29
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 28
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 28
Putnam Premier Income Trust 28
Ladenburg Thalmann Financial Services Inc 28
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 28
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 28
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 28
Victory Capital Management Inc 28
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 28
Northwestern Mutual Wealth Management Co 28
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 28
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 28
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 28
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 28
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 28
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 28
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 28
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 28
Polar Asset Management Partners Inc. 28
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 28
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 28
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 28
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 28
VPVLTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Long-Term U.S. Government Portfolio Administrative 27
HighTower Advisors, LLC 27
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 27
Legal & General Group Plc 27
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 27
California Public Employees Retirement System 27
Two Sigma Advisers, Lp 27
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 27
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 27
FGMNX - FIDELITY INCOME FUND /MA/ - Fidelity GNMA Fund 27
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 27
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 27
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 27
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 27
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 27
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 27
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 27
BlackRock Fund Advisors 27
Highbridge Capital Management Llc 27
MBB - iSHARES TRUST - iShares MBS ETF 27
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 27
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 27
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 27
Jefferies Group LLC 27
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 27
LMR Partners LLP 27
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 27
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio 26
TRANSAMERICA FUNDS - Transamerica Total Return I2 26
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 26
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 26
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 26
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 26
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 26
Lazard Asset Management Llc 26
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 26
Kcg Holdings, Inc. 26
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 26
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 26
ExodusPoint Capital Management, LP 26
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 26
Parametric Portfolio Associates Llc 26
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 26
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 26
Strs Ohio 26
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 26
Putnam Master Intermediate Income Trust 26
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF 26
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 26
Vanguard Index Funds 26
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 26
XTX Topco Ltd 26
Parallel Advisors, LLC 26
Cwm, Llc 26
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 26
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 26
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 26
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 26
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 26
Steward Partners Investment Advisory, Llc 26
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 26
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 26
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 26
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 26
Acadian Asset Management Llc 26
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 26
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 25
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 25
BlackRock Institutional Trust Company, N.A. 25
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 25
SEGMX - SEI DAILY INCOME TRUST /MA/ - SDIT GNMA FUND - CLASS F, effective 1-31-2017 (formerly Class A) 25
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 25
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 25
Arrowstreet Capital, Limited Partnership 25
Balyasny Asset Management Llc 25
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 25
Ergoteles LLC 25
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 25
NORTHWESTERN MUTUAL SERIES FUND INC - Long-Term US Government Bond Portfolio 25
Panagora Asset Management Inc 25
Ameritas Investment Partners, Inc. 25
Magnetar Financial LLC 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 25
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 25
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 25
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 25
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 25
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 25
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 25
BlackRock Investment Management, LLC 25
Nomura Holdings Inc 25
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 25
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A 25
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 25
Bridgeway Capital Management Inc 25
Nuveen Asset Management, LLC 25
Federated Hermes, Inc. 25
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 25
PEAK6 Investments LLC 25
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 24
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 24
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 24
BlueCrest Capital Management Ltd 24
Cutler Group LP 24
Engineers Gate Manager LP 24
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 24
FGOVX - FIDELITY INCOME FUND /MA/ - Fidelity Government Income Fund 24
ProShare Advisors LLC 24
Hsbc Holdings Plc 24
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 24
Hudson Bay Capital Management LP 24
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 24
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 24
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 24
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 24
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 24
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 24
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 24
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 24
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 24
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 24
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 24
PRGMX - T. Rowe Price GNMA Fund, Inc. - T. Rowe Price GNMA Fund 24
Parallax Volatility Advisers, L.P. 24
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 24
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 24
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 24
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 24
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 24
Voya Investment Management Llc 24
SBI Securities Co., Ltd. 24
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 24
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 24
PDT Partners, LLC 23
Man Group plc 23
Dynamic Technology Lab Private Ltd 23
Calamos Advisors LLC 23
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 23
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 23
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 23
Ubs Asset Management Americas Inc 23
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 23
State Board Of Administration Of Florida Retirement System 23
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 23
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 23
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 23
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 23
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 23
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 23
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 23
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 23
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 23
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 23
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 23
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 23
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 23
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 23
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 23
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 23
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 23
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 23
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 23
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 23
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 23
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 23
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional 23
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 23
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 23
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 22
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 22
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 22
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 22
Ubs Ag 22
Css Llc/il 22
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 22
TCI Wealth Advisors, Inc. 22
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 22
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 22
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 22
Signaturefd, Llc 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 22
Rockefeller Capital Management L.P. 22
Wellington Management Group Llp 22
Ancora Advisors, LLC 22
Nationwide Fund Advisors 22
Principal Financial Group Inc 22
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 22
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 22
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 22
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 22
Metropolitan Life Insurance Co/ny 22
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 22
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 22
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 22
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 22
Allianz Asset Management GmbH 22
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 22
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 22
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 22
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 22
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 22
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 22
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 22
Blackrock Core Bond Trust 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 22
A.R.T. Advisors, LLC 22
BlackRock Advisors LLC 21
Alyeska Investment Group, L.P. 21
Capstone Investment Advisors, Llc 21
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 21
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2 21
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 21
VDAFX - VALIC Co I - Dynamic Allocation Fund 21
MetLife Investment Management, LLC 21
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 21
Raymond James & Associates 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 21
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 21
Mfs Charter Income Trust 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2 21
Stifel Financial Corp 21
Swiss National Bank 21
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 21
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 21
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 21
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 21
Neuberger Berman Group LLC 21
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 21
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 21
IWC - iSHARES TRUST - iShares Micro-Cap ETF 21
Jacobs Levy Equity Management, Inc 21
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 21
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 21
Amalgamated Bank 21
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 21
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 21
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 21
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 21
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 21
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 21
Marshall Wace North America L.P. 21
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 21
Raymond James Financial Inc 21
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 21
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 21
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 21
Cnh Partners Llc 21
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 21
TBFAX - THRIVENT MUTUAL FUNDS - Thrivent Government Bond Fund Class A 21
Macquarie Group Ltd 21
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 21
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 21
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 21
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 20
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 20
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 20
Federation des caisses Desjardins du Quebec 20
State Of Wisconsin Investment Board 20
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 20
Connor, Clark & Lunn Investment Management Ltd. 20
IWV - iSHARES TRUST - iShares Russell 3000 ETF 20
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 20
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 20
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 20
Blair William & Co/il 20
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 20
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 20
Janus Henderson Group Plc 20
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 20
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 20
National Bank Of Canada /fi/ 20
Alpine Global Management, LLC 20
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 20
Oxford Asset Management Llp 20
Huntington National Bank 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 20
Raymond James Financial Services Advisors, Inc. 20
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 20
Advisor Group, Inc. 20
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 20
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 20
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 20
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 20
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 20
Point72 Asset Management, L.P. 20
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 20
Geneos Wealth Management Inc. 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 20
Sei Investments Co 20
Allworth Financial LP 20
Landscape Capital Management, L.l.c. 20
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 20
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 20
Principal Funds Inc 20
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 20
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 20
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 20
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 20
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 20
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 20
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 20
Teacher Retirement System Of Texas 20
HAP Trading, LLC 20
Zurcher Kantonalbank (Zurich Cantonalbank) 20
Susquehanna Fundamental Investments, Llc 20
Kennedy Capital Management, Inc. 20
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 19
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 19
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 19
Weiss Asset Management LP 19
Ellevest, Inc. 19
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 19
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 19
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 19
IWM - iSHARES TRUST - iShares Russell 2000 ETF 19
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 19
Bessemer Group Inc 19
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 19
BlackRock Group LTD 19
NSIDX - Northern Funds - Northern Small Cap Index Fund 19
VUSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Treasury Fund Investor Shares 19
Guggenheim Capital Llc 19
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 19
EALDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration Government Income Fund Class A 19
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 19
O'shaughnessy Asset Management, Llc 19
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 19
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 19
Trexquant Investment LP 19
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 19
PENN SERIES FUNDS INC - Small Cap Index Fund 19
Teachers Advisors, Llc 19
Tiaa Cref Investment Management Llc 19
PIMCO FUNDS - PIMCO Sector Fund Series - AM 19
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 19
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 19
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 19
CIBC Private Wealth Group, LLC 19
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 19
Glenmede Trust Co Na 19
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 19
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 19
Fifth Third Bancorp 19
Advisory Services Network, LLC 19
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 19
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 19
Thompson Davis & Co., Inc. 19
Quantbot Technologies LP 19
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 19
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 19
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 19
Aperio Group, LLC 19
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 19
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 19
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 19
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 19
Private Advisor Group, LLC 19
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 19
Dupont Capital Management Corp 19
Sterling Capital Management LLC 19
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 19
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 19
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 19
Blackrock Ltd Duration Income Trust 19
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 19
Moore Capital Management, Lp 19
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 19
Envestnet Asset Management Inc 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 19
FSTGX - FIDELITY INCOME FUND /MA/ - Fidelity Intermediate Government Income Fund 19
Acrospire Investment Management LLC 18
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 18
PIMCO FUNDS - PIMCO Sector Fund Series - I 18
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 18
Jones Financial Companies Lllp 18
Old Mission Capital Llc 18
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 18
Russell Frank Co/ 18
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 18
Quadrant Capital Group Llc 18
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 18
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 18
Royce & Associates Lp 18
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 18
GWM Advisors LLC 18
Profunds - Profund Vp Ultrasmall-cap 18
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 18
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 18
VFITX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Treasury Fund Investor Shares 18
NEXT Financial Group, Inc 18
Algert Global Llc 18
Nisa Investment Advisors, Llc 18
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 18
OMERS ADMINISTRATION Corp 18
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 18
American Century Companies Inc 18
Occudo Quantitative Strategies Lp 18
Six Circles Trust - Six Circles Multi-Strategy Fund 18
Profunds - Profund Vp Small-cap 18
Commonwealth Equity Services, Llc 18
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 18
Prudential Financial Inc 18
GAMMA Investing LLC 18
Centiva Capital, LP 18
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 18
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 18
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 18
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 18
PENN SERIES FUNDS INC - International Equity Fund 18
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 18
First Trust Advisors Lp 18
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 18
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 18
Adage Capital Partners Gp, L.l.c. 18
Hartland & Co., LLC 18
Winton Capital Group Ltd 18
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 18
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 18
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 18
Allspring Global Investments Holdings, LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 18
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 18
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 18
Norges Bank 18
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 18
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 18
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 18
Meeder Asset Management Inc 18
Bayesian Capital Management, LP 18
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 18
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 18
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 18
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 17
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 17
VFISX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Treasury Fund Investor Shares 17
QCVAX - Clearwater Investment Trust - Clearwater International Fund 17
Securian Funds Trust - SFT Core Bond Fund Class 1 17
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 17
PEAK6 Investments, L.P. 17
Voloridge Investment Management, Llc 17
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 17
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 17
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 17
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 17
Spire Wealth Management 17
State of Wyoming 17
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 17
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 17
MetLife Securities, Inc 17
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 17
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 17
Tudor Investment Corp Et Al 17
Franklin Resources Inc 17
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 17
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 17
First Manhattan Co 17
PFSIX - PIMCO FUNDS - PIMCO Emerging Markets Full Spectrum Bond Fund Institutional Class 17
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 17
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 17
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 17
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 17
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 17
Dark Forest Capital Management Lp 17
VCSLX - VALIC Co I - Small Cap Index Fund 17
Pura Vida Investments, Llc 17
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 17
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 17
Cetera Advisor Networks LLC 17
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 17
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 17
Jump Financial, LLC 17
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 17
Clear Street Llc 17
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 17
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 17
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 17
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 17
Valeo Financial Advisors, LLC 17
Pacer Advisors, Inc. 17
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 17
Visium Asset Management, LP 17
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 17
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 17
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 17
Campbell & CO Investment Adviser LLC 17
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 17
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 17
Global Retirement Partners, LLC 17
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 17
FFXSX - FIDELITY ADVISOR SERIES IV - Fidelity Limited Term Government Fund 17
Tcw Strategic Income Fund Inc 17
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 17
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 17
Ground Swell Capital, LLC 17
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 17
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 17
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 17
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 17
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 17
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 17
Laurion Capital Management LP 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 17
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 17
FundVantage Trust - Verplanck Balanced Fund 17
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 17
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 17
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 17
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 17
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 17
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 17
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 17
Blackrock Enhanced Government Fund, Inc. 17
Cambridge Investment Research Advisors, Inc. 17
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 17
Anson Funds Management LP 17
Benjamin F. Edwards & Company, Inc. 17
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 16
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 16
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 16
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 16
Lindbrook Capital, Llc 16
Blackrock Income Trust, Inc. 16
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 16
EAM Investors, LLC 16
Toronto Dominion Bank 16
MBSAX - COLUMBIA FUNDS SERIES TRUST I - Multisector Bond SMA Completion Portfolio 16
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 16
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 16
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 16
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 16
Truist Financial Corp 16
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 16
BRASX - Blackrock Allocation Target Shares - Bats Series S 16
Weiss Multi-Strategy Advisers LLC 16
Caas Capital Management Lp 16
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 16
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 16
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 16
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 16
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 16
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 16
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 16
Mfs Government Markets Income Trust 16
United Services Automobile Association 16
NOBOX - Northern Funds - Northern Bond Index Fund 16
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 16
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 16
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 16
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 16
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 16
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 16
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 16
Larson Financial Group LLC 16
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 16
HQBAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Quality Bond Fund Class A 16
Comerica Bank 16
FNY Investment Advisers, LLC 16
LEXNX - Voya FUNDS TRUST - Voya GNMA Income Fund Class A 16
Tfs Capital Llc 16
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 16
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional 16
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 16
QS Investors, LLC 16
Ellington Management Group Llc 16
TENOR CAPITAL MANAGEMENT Co., L.P. 16
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 16
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 16
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 16
Core Bond Portfolio - Core Bond Portfolio 16
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 16
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 16
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 16
Oppenheimer & Co Inc 16
AUGAX - Columbia Funds Series Trust II - Columbia Quality Income Fund Class A 16
Brown Advisory Inc 16
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 16
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 16
Aquatic Capital Management LLC 16
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 16
Glassman Wealth Services 16
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 16
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 16
Vanguard World Fund 16
First Horizon Advisors, Inc. 16
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 16
Axa S.a. 16
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 16
Spark Investment Management LLC 16
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 16
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 16
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 16
Sowell Financial Services LLC 16
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 16
Los Angeles Capital Management Llc 16
Globeflex Capital L P 16
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 16
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 16
Hbk Investments L P 16
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 16
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 16
Eagle Asset Management Inc 16
Municipal Employees' Retirement System of Michigan 15
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 15
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 15
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 15
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 15
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 15
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 15
Gamco Investors, Inc. Et Al 15
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 15
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 15
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 15
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 15
Eaton Vance Management 15
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 15
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 15
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 15
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 15
American Portfolios Advisors 15
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 15
Credit Agricole S A 15
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 15
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 15
PACIFIC FUNDS SERIES TRUST - PF Inflation Managed Fund CLASS P 15
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 15
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 15
MUFG Americas Holdings Corp 15
GGBFX - GuideStone Funds - Global Bond Fund Investor 15
Ubs Oconnor Llc 15
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 15
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 15
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 15
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 15
EverSource Wealth Advisors, LLC 15
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 15
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 15
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 15
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 15
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 15
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 15
Mariner, LLC 15
Bogle Investment Management L P /de/ 15
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 15
Money Concepts Capital Corp 15
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 15
Harbour Investments, Inc. 15
Oppenheimer Asset Management Inc. 15
Stevens Capital Management Lp 15
Forum Funds 15
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 15
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Government Mortgage Fund Class 3 15
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 15
NOSGX - Northern Funds - Northern Small Cap Value Fund 15
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 15
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 15
Armistice Capital, Llc 15
Massmutual Trust Co Fsb/adv 15
JSI - Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 15
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 15
ClariVest Asset Management LLC 15
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 15
Mirabella Financial Services Llp 15
FORA Capital, LLC 15
Healthcare Of Ontario Pension Plan Trust Fund 15
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 15
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 15
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 15
Patriot Financial Group Insurance Agency, LLC 15
Assenagon Asset Management S.A. 15
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 15
Parkside Financial Bank & Trust 15
Public Employees Retirement Association Of Colorado 15
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 15
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 15
College Retirement Equities Fund 15
PIMCO FUNDS - PIMCO Low Duration Portfolio 15
Arizona State Retirement System 15
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 15
Tfs Capital Investment Trust 15
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 15
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 15
SLPIX - Profunds - Small-cap Profund Investor Class 15
TCW ETF Trust - TCW Flexible Income ETF 15
Picton Mahoney Asset Management 15
Quadrature Capital Ltd 15
Putnam Investments Llc 15
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 15
Point72 Hong Kong Ltd 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 14
Public Employees Retirement System Of Ohio 14
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 14
Sabby Management, Llc 14
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 14
Farther Finance Advisors, LLC 14
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 14
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 14
BlackRock Capital Allocation Trust 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 14
Seacrest Wealth Management, Llc 14
Canada Pension Plan Investment Board 14
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 14
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 14
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A 14
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 14
Covestor Ltd 14
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 14
Airain ltd 14
CoreCap Advisors, LLC 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 14
Summit Trail Advisors, Llc 14
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 14
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 14
First Quadrant L P/ca 14
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 14
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 14
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 14
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 14
TD Waterhouse Canada Inc. 14
Cowen And Company, Llc 14
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 14
Thrivent Financial For Lutherans 14
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 14
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 14
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 14
Versant Capital Management, Inc 14
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 14
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 14
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 14
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 14
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 14
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 14
Deerfield Management Company, L.p. (series C) 14
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 14
State Farm Variable Product Trust 14
Private Trust Co Na 14
Endurant Capital Management LP 14
Private Capital Group, LLC 14
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 14
Yakira Capital Management, Inc. 14
AdvisorNet Financial, Inc 14
Proficio Capital Partners LLC 14
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 14
Ensign Peak Advisors, Inc 14
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 14
National Asset Management, Inc. 14
Cinctive Capital Management LP 14
First Republic Investment Management, Inc. 14
Grantham, Mayo, Van Otterloo & Co. LLC 14
CENTRAL TRUST Co 14
Putnam ETF Trust - Putnam ESG Core Bond ETF - 14
Stratos Wealth Partners, LTD. 14
WFG Advisors, LP 14
Natixis Advisors, L.p. 14
Quantitative Systematic Strategies LLC 14
Vantagepoint Funds 14
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 14
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 14
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 14
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 14
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 14
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 14
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 14
Aigen Investment Management, Lp 14
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 14
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 14
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 14
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 14
Nuveen, LLC 14
Fred Alger Management, Llc 14
Lord, Abbett & Co. Llc 14
Skopos Labs, Inc. 14
State of Tennessee, Treasury Department 14
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 14
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 14
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 14
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 14
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 14
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 14
NumerixS Investment Technologies Inc 14
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 14
Gabelli Equity Trust Inc 14
State Farm Mutual Fund Trust 14
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 13
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 13
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 13
Janney Montgomery Scott LLC 13
MAI Capital Management 13
Penserra Capital Management LLC 13
Massachusetts Financial Services Co /ma/ 13
Woodline Partners LP 13
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 13
Jefferies Financial Group Inc. 13
Boston Partners 13
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 13
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 13
Y-Intercept (Hong Kong) Ltd 13
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 13
Schroder Investment Management Group 13
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 13
Amalgamated Financial Corp. 13
Atria Wealth Solutions, Inc. 13
RidgeWorth Capital Management LLC 13
Evoke Wealth, Llc 13
Mutual Of America Capital Management Llc 13
Caption Management, LLC 13
Berman Capital Advisors, LLC 13
Toroso Investments, LLC 13
Sculptor Capital LP 13
Gemmer Asset Management LLC 13
Oppenheimer Funds Inc 13
Catalyst Capital Advisors LLC 13
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 13
Teachers Retirement System Of The State Of Kentucky 13
Wealthspire Advisors, L.P. 13
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 13
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 13
Tocqueville Asset Management L.p. 13
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 13
Police & Firemen's Retirement System of New Jersey 13
D.a. Davidson & Co. 13
Emerald Acquisition Ltd. 13
Mml Investors Services, Llc 13
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 13
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 13
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 13
Td Asset Management Inc 13
Mackenzie Financial Corp 13
Suntrust Banks Inc 13
True Wealth Design, LLC 13
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 13
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 13
Sigma Planning Corp 13
First Trust Mortgage Income Fund 13
Driehaus Capital Management Llc 13
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 13
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 13
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 13
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 13
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 13
Weiss Strategic Interval Fund 13
Toth Financial Advisory Corp 13
Guggenheim Active Allocation Fund 13
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 13
First Mercantile Trust Co 13
Mangrove Partners 13
Newbridge Financial Services Group, Inc. 13
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 13
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 13
Cornerstone Planning Group LLC 13
BlackRock Japan Co. Ltd 13
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 13
Nine Chapters Capital Management LLC 13
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 13
Amundi Pioneer Asset Management Inc 13
FEDERATED CORE TRUST - Federated Mortgage Core Portfolio 13
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 13
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 13
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 13
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 13
Kornitzer Capital Management Inc /ks 13
BAFZX - Brown Advisory Funds - Brown Advisory Mortgage Securities Fund Institutional Shares 13
SRS Capital Advisors, Inc. 13
M&t Bank Corp 13
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 13
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 13
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 13
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 13
International Assets Investment Management, Llc 13
Quantamental Technologies LLC 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 13
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 13
Wedge Capital Management L L P/nc 13
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 13
Snowden Capital Advisors LLC 13
Paradigm Asset Management Co Llc 13
Assetmark, Inc 13
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 13
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 13
Maverick Capital Ltd 13
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 13
Bell Investment Advisors, Inc 13
GAM Holding AG 13
Piedmont Investment Advisors Llc 13
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 13
Capital Fund Management S.a. 13
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 13
Employees Retirement System of Texas 13
KBC Group NV 13
Crestline Management, LP 13
Virginia Retirement Systems Et Al 13
Graham Capital Management, L.P. 13
Pathstone Family Office, Llc 13
Hutchin Hill Capital, LP 13
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 13
Quent Capital, LLC 13
Perceptive Advisors Llc 13
Cresset Asset Management, LLC 13
Caitong International Asset Management Co., Ltd 13
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 13
Franklin Templeton ETF Trust - Western Asset Bond ETF 13
Loomis Sayles & Co L P 13
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 13
Linden Advisors Lp 13
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 13
Mirae Asset Global Investments Co., Ltd. 13
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 13
Stephens Inc /ar/ 13
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 13
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 13
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 12
Versor Investments LP 12
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 12
Gotham Asset Management, LLC 12
Sutton Wealth Advisors Inc. 12
Cantor Fitzgerald, L. P. 12
Chicago Equity Partners Llc 12
ERGOX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Government Opportunities Fund Class R 12
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 12
Managed Account Advisors Llc 12
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 12
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 12
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 12
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 12
Jfs Wealth Advisors, Llc 12
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 12
Vanguard Whitehall Funds 12
Public Sector Pension Investment Board 12
Trust Co Of Vermont 12
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
Claymore Exchange-traded Fund Trust 12
Sio Capital Management, LLC 12
GW&K Investment Management, LLC 12
Deere & Co 12
Glazer Capital, Llc 12
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12
Intech Investment Management Llc 12
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 12
Handelsbanken Fonder AB 12
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 12
Great West Life Assurance Co /can/ 12
Oppenheimer Etf Trust 12
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 12
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 12
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 12
Pictet Asset Management Ltd 12
Alberta Investment Management Corp 12
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 12
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 12
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 12
SG3 Management, LLC 12
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 12
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 12
Bridgewater Associates, LP 12
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 12
Gyon Technologies Capital Management, LP 12
Simon Quick Advisors, Llc 12
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 12
Farmers & Merchants Investments Inc 12
Columbus Circle Investors 12
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 12
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 12
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 12
Caxton Associates Lp 12
Lombard Odier Asset Management (USA) Corp 12
Commonwealth Equity Services, Inc 12
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 12
Martingale Asset Management L P 12
Regions Financial Corp 12
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 12
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 12
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 12
Mercer Global Advisors Inc /adv 12
New York State Teachers Retirement System 12
Capital Advisors, Ltd. LLC 12
Harbor Investment Advisory, Llc 12
Asset Management One Co., Ltd. 12
Plante Moran Financial Advisors, LLC 12
GABELLI & Co INVESTMENT ADVISERS, INC. 12
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
J. Goldman & Co LP 12
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 12
Sofos Investments, Inc. 12
Petrus Trust Company, LTA 12
Cvi Holdings, Llc 12
Teton Advisors, Inc. 12
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 12
Point72 (DIFC) Ltd 12
Numeric Investors Llc 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 12
Essex Investment Management Co Llc 12
Manchester Capital Management LLC 12
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 12
Belpointe Asset Management LLC 12
Fieldpoint Private Securities, LLC 12
Holocene Advisors, LP 12
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 12
Exchange Traded Concepts, Llc 12
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 12
Mizuho Securities Usa Llc 12
Chartwell Investment Partners, Llc 12
Natixis 12
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 12
Mackay Shields Llc 12
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 12
Fox Run Management, L.l.c. 12
Advisors Asset Management, Inc. 12
Gradient Investments LLC 12
CAPROCK Group, Inc. 12
Seven Eight Capital, Lp 12
Corebridge Financial, Inc. 12
Yousif Capital Management, Llc 12
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 12
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 12
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 12
Crossmark Global Holdings, Inc. 12
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 12
Waddell & Reed Financial Inc 12
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 12
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 12
PXAIX - PIMCO FUNDS - PIMCO Multi-Strategy Alternative Fund Institutional 12
Zacks Investment Management 12
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 12
C M Bidwell & Associates Ltd 12
Cornerstone Capital Management Holdings Llc. 12
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 12
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 12
Diametric Capital, LP 12
Whittier Trust Co 12
Clear Street Markets Llc 12
Financial Architects, Inc 12
AE Wealth Management LLC 12
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 12
First Personal Financial Services 12
Pathstone Holdings, LLC 12
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 12
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 12
Cullen/frost Bankers, Inc. 12
Point72 Middle East FZE 12
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 12
Amundi 12
Twinbeech Capital Lp 12
Fuller & Thaler Asset Management, Inc. 12
Smartleaf Asset Management LLC 12
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 12
Oregon Public Employees Retirement Fund 12
Hillsdale Investment Management Inc. 12
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 12
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 12
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 12
Hm Payson & Co 12
Sunbelt Securities, Inc. 12
Kestra Advisory Services, LLC 12
NewSquare Capital LLC 11
Maven Securities LTD 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 11
Segall Bryant & Hamill, Llc 11
Legato Capital Management LLC 11
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 11
Teza Capital Management LLC 11
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 11
State of New Jersey Common Pension Fund D 11
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 11
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 11
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 11
Principal Securities, Inc. 11
Capstone Asset Management Co 11
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 11
Truvestments Capital Llc 11
Soros Fund Management Llc 11
GV Financial Advisors 11
Bamco Inc /ny/ 11
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 11
Carroll Financial Associates, Inc. 11
Sawtooth Solutions, LLC 11
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 11
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 11
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 11
Rydex Etf Trust 11
Jacobi Capital Management LLC 11
Creative Financial Designs Inc /adv 11
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
K.J. Harrison & Partners Inc 11
Prospera Financial Services Inc 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Diversified Absolute Return Fund Class 1 11
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 11
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 11
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 11
Thompson Siegel & Walmsley Llc 11
Bollard Group LLC 11
Bartlett & Co. LLC 11
Institutional & Family Asset Management, Llc 11
Stone Ridge Asset Management LLC 11
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 11
Coldstream Capital Management Inc 11
SJS Investment Consulting Inc. 11
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 11
Element Capital Management Llc 11
State of Alaska, Department of Revenue 11
Humankind Benefit Corp - Humankind US Stock ETF 11
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 11
Umb Bank N A/mo 11
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 11
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 11
Winton Diversified Opportunities Fund 11
Koch Industries Inc 11
Epoch Investment Partners, Inc. 11
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 11
Louisiana State Employees Retirement System 11
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 11
Vantage Consulting Group Inc 11
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 11
HighMark Wealth Management LLC 11
Riverhead Capital Management Llc 11
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 11
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 11
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 11
Rothschild Investment Llc 11
Ing Groep Nv 11
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 11
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 11
Assured Investment Management LLC 11
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 11
Orion Portfolio Solutions, LLC 11
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 11
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 11
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 11
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 11
Vestcor Inc 11
HAUSX - Hartford Hls Series Fund Ii Inc - Hartford U.s. Government Securities Hls Fund Ia 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
Palisade Capital Management Llc/nj 11
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 11
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 11
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 11
SECOR Capital Advisors, LP 11
Texas Permanent School Fund 11
Belvedere Trading LLC 11
Maryland State Retirement & Pension System 11
National Planning Corp 11
BNP Paribas Asset Management Holding S.A. 11
VCAAX - VALIC Co I - Asset Allocation Fund 11
Bank Of Nova Scotia 11
Hantz Financial Services, Inc. 11
Whittier Trust Co Of Nevada Inc 11
Brown Brothers Harriman & Co 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 11
VTL Associates, LLC 11
Longfellow Investment Management Co Llc 11
Vident Investment Advisory, LLC 11
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 11
Ronald Blue Trust, Inc. 11
Pendal Group Ltd 11
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 11
Chicago Partners Investment Group LLC 11
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 11
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 11
Atom Investors LP 11
PineBridge Investments, L.P. 11
Quantinno Capital Management LP 11
Shepherd Kaplan Krochuk, Llc 11
LS Investment Advisors, LLC 11
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 11
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 11
Menta Capital Llc 11
Valley National Advisers Inc 11
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 11
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 11
Ameritas Investment Corp 11
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 11
Earnest Partners Llc 11
BlackRock ESG Capital Allocation Trust 11
DekaBank Deutsche Girozentrale 11
Jane Street Holding, LLC 11
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 11
Quarry LP 11
Eversept Partners, LP 11
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 11
Segantii Capital Management Ltd 11
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 11
Aviva Plc 11
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 11
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 11
Alphacrest Capital Management Llc 11
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 11
FinTrust Capital Advisors, LLC 11
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 11
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 11
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 11
Cable Hill Partners, LLC 11
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 11
Rock Springs Capital Management LP 11
Spot Trading L.L.C 11
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 11
Eqis Capital Management, Inc. 11
Retirement Systems of Alabama 11
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 11
Tiaa-cref Funds 11
Cerity Partners LLC 11
Accurate Wealth Management, LLC 10
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 10
Salem Investment Counselors Inc 10
Tarbox Family Office, Inc. 10
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 10
Baird Robert W & Co Inc /wi/ 10
JustInvest LLC 10
Ropes Wealth Advisors Llc 10
Tibra Equities Europe Ltd 10
EverPoint Asset Management, LLC 10
Arden Investment Series Trust 10
Profund Advisors Llc 10
Global X Funds 10
AHL Partners LLP 10
Enterprise Financial Services Corp 10
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 10
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 10
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 10
Castle Creek Arbitrage, LLC 10
WASHINGTON TRUST Co 10
Legacy Financial Advisors, Inc. 10
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 10
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 10
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 10
Polar Capital LLP 10
Centaurus Financial, Inc. 10
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 10
CIBC Asset Management Inc 10
Great Lakes Advisors, Llc 10
Caisse De Depot Et Placement Du Quebec 10
FIL Ltd 10
Brewin Dolphin Ltd 10
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 10
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 10
BRYN MAWR TRUST Co 10
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 10
Redmile Group, LLC 10
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 10
Quantitative Investment Management, LLC 10
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 10
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 10
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 10
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
Emerald Advisers, Llc 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 10
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 10
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 10
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 10
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 10
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 10
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
Sivik Global Healthcare LLC 10
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 10
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 10
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 10
Castleark Management Llc 10
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 10
Granite Investment Partners, LLC 10
DAVENPORT & Co LLC 10
Motco 10
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 10
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 10
Nomura Asset Management Co Ltd 10
RBB FUND, INC. - Adara Smaller Companies Fund 10
Shell Asset Management Co 10
Cordant, Inc. 10
Wealth Enhancement Advisory Services, Llc 10
Axq Capital, Lp 10
Continental Advisors Llc 10
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 10
Point72 Asia (Singapore) Pte. Ltd. 10
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 10
IndexIQ Advisors LLC 10
Covington Capital Management 10
Commerce Bank 10
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 10
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 10
Daiwa Securities Group Inc. 10
Blueshift Asset Management, LLC 10
Pinnacle Wealth Planning Services, Inc. 10
Elkfork Partners LLC 10
GIMFX - GMO TRUST - GMO Implementation Fund 10
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 10
Nebula Research & Development LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 10
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 10
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 10
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 10
Sandy Spring Bank 10
Headlands Technologies LLC 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
DLD Asset Management, LP 10
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 10
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 10
FineMark National Bank & Trust 10
FLDFX - Meeder Funds - BALANCED FUND Retail Class 10
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 10
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 10
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 10
Catalyst Funds Management Pty Ltd 10
Klp Kapitalforvaltning As 10
Capital Performance Advisors Llp 10
Schubert & Co 10
New Mexico Educational Retirement Board 10
Wagner Wealth Management, Llc 10
Sei Trust Co 10
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 10
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 10
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 10
Sherbrooke Park Advisers Llc 10
Summit Global Investments 10
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 10
Private Wealth Management Group, LLC 10
Fidelity Central Investment Portfolios II LLC - Fidelity Mortgage Backed Securities Central Fund 10
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 10
Baker Avenue Asset Management, LP 10
Monashee Investment Management LLC 10
K2 Principal Fund, L.p. 10
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 10
Tyers Asset Management LLC 10
MBOVX - M FUND INC - M Large Cap Value Fund 10
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 10
StoneX Group Inc. 10
SkyView Investment Advisors, LLC 10
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 10
Lenox Wealth Advisors, LLC 10
State Of Michigan Retirement System 10
Hexagon Capital Partners LLC 10
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 10
Highland Capital Management Fund Advisors, L.p. 10
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 10
Paradigm Capital Management Inc/ny 10
Associated Banc-corp 10
Van Eck Associates Corp 10
Nbc Securities, Inc. 10
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 10
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 10
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 10
DAACX - Adviser Managed Trust - Diversified Equity Fund 10
Azzad Asset Management Inc /adv 10
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 10
Itau Unibanco Holding S.A. 10
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 10
Csenge Advisory Group 10
R Squared Ltd 10
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 10
Venturi Wealth Management, LLC 10
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 10
Profunds - Profund Vp Oil & Gas 10
AMP Capital Investors Ltd 10
Keybank National Association/oh 10
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 10
CenterStar Fund, LLC 10
Contravisory Investment Management, Inc. 10
Pinz Capital Management, LP 10
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 10
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 10
Vanguard Horizon Funds 10
Cornerstone Advisors, Inc. 10
Ledyard National Bank 10
Candriam Luxembourg S.C.A. 10
SAC Capital Advisors LP 10
Compagnie Lombard Odier SCmA 10
Clearbridge Investments, LLC 10
Sectoral Asset Management Inc 10
Securian Asset Management, Inc 10
Veriti Management LLC 10
Rehmann Capital Advisory Group 10
Empowered Funds, LLC 10
Citizens Financial Group Inc/ri 10
Baird Financial Group, Inc. 10
World Asset Management Inc 10
Mason Street Advisors, Llc 10
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 10
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 10
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 10
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 10
Jennison Associates Llc 10
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 10
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 10
Aster Capital Management (DIFC) Ltd 10
First Hawaiian Bank 10
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 10
Synovus Financial Corp 10
Gupta Wealth Management LLC 10
Northern Trust Co Of Connecticut 10
Eudaimonia Partners, LLC 10
Diversified Trust Co 9
Shelton Capital Management 9
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 9
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 9
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 9
Sanctuary Wealth Advisors, LLC 9
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 9
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
Pine River Capital Management L.P. 9
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 9
Bridgefront Capital, LLC 9
Reilly Financial Advisors, Llc 9
Alpha Paradigm Partners, LLC 9
Evercore Wealth Management, LLC 9
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 9
South Dakota Investment Council 9
Whitebox Advisors Llc 9
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 9
GPS Wealth Strategies Group, LLC 9
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 9
Wipfli Financial Advisors Llc, 9
Checchi Capital Advisers, LLC 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
Brinker Capital Inc 9
Wasatch Advisors Inc 9
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 9
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 9
Silvercrest Asset Management Group Llc 9
Commonwealth Bank Of Australia 9
Founders Financial Alliance, LLC 9
Clinton Group Inc 9
Regentatlantic Capital Llc 9
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 9
Parametrica Management Ltd 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 9
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 9
Irish Life Investment Managers Ltd. 9
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 9
Calvert Investment Management, Inc. 9
Princeton Alpha Management LP 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
FNY Managed Accounts LLC 9
Context Capital Management, LLC 9
Bartlett & Co. Wealth Management Llc 9
MML Series Investment Fund II - MML Blend Fund Initial Class 9
MQS Management LLC 9
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 9
Operose Advisors LLC 9
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 9
Johnson Financial Group, Inc. 9
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 9
Core Alternative Capital 9
Orbimed Advisors Llc 9
Robeco Institutional Asset Management B.V. 9
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 9
Rise Advisors, LLC 9
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 9
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 9
Transamerica Financial Advisors, Inc. 9
Eaton Vance Ltd Duration Income Fund 9
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 9
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 9
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 9
Independent Portfolio Consultants, Inc. 9
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 9
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 9
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 9
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 9
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 9
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 9
Lisanti Capital Growth, LLC 9
Cornercap Investment Counsel Inc 9
Dorsey Wright & Associates 9
Marquette Asset Management, LLC 9
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 9
Procyon Private Wealth Partners, LLC 9
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 9
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 9
Regal Investment Advisors LLC 9
Winslow, Evans & Crocker, Inc. 9
Tortoise Investment Management, LLC 9
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 9
Carolinas Wealth Consulting Llc 9
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 9
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 9
Front Row Advisors LLC 9
CIBC World Markets Inc. 9
Arlington Partners LLC 9
Howe & Rusling Inc 9
Banque Cantonale Vaudoise 9
William Blair Investment Management, Llc 9
Illinois Municipal Retirement Fund 9
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 9
Veritable, L.P. 9
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 9
Sit Investment Associates Inc 9
Resources Investment Advisors, LLC. 9
Cibc World Markets Corp 9
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 9
United Capital Financial Advisers, Llc 9
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 9
Flagship Harbor Advisors, Llc 9
Quest Partners LLC 9
BBVA USA Bancshares, Inc. 9
Leap Investments Lp 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 9
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 9
Pinnacle Bancorp, Inc. 9
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
1832 Asset Management L.P. 9
Denver Investment Advisors Llc 9
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
MUFG Securities EMEA plc 9
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 9
Camarda Financial Advisors, LLC 9
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 9
Cigna Investments Inc /new 9
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
Baldwin Brothers Inc/ma 9
Hanseatic Management Services Inc 9
Lee Financial Co 9
Symphony Asset Management Llc 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 9
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 9
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 9
Calton & Associates, Inc. 9
WPG Advisers, LLC 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
Periscope Capital Inc. 9
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 9
Thurston, Springer, Miller, Herd & Titak, Inc. 9
American National Bank 9
Mason Street Advisors, Llc 9
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 9
Wilbanks Smith & Thomas Asset Management Llc 9
Gilder Gagnon Howe & Co Llc 9
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 9
Benjamin Edwards Inc 9
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 9
Sageworth Trust Co 9
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 9
Brookfield Asset Management Inc. 9
Atria Investments Llc 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 9
Wexford Capital Lp 9
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 9
Gts Securities Llc 9
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 9
Fiera Capital Corp 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 9
King Luther Capital Management Corp 9
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 9
Xact Kapitalforvaltning AB 9
Kepos Capital LP 9
Shaolin Capital Management LLC 9
Altshuler Shaham Ltd 9
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 9
CNB Bank 9
Global Financial Private Client, LLC 9
We Are One Seven, LLC 9
Mount Yale Investment Advisors, LLC 9
Moody National Bank Trust Division 9
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 9
Boston Common Asset Management, LLC 9
Next Financial Holdings 9
Pnc Funds 9
Advanced Series Trust - Ast Small-cap Growth Portfolio 9
CWM Advisors, LLC 9
Financial Advocates Investment Management 9
Basso Capital Management, L.p. 9
Wealthcare Advisory Partners LLC 9
Sound Income Strategies, LLC 9
Impax Asset Management Group plc 9
ETRADE Capital Management LLC 9
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 9
Focused Wealth Management, Inc 9
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 9
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 9
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 9
Investors Research Corp 9
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 9
Harel Insurance Investments & Financial Services Ltd. 9
Zweig-DiMenna Associates LLC 9
Pearl River Capital, LLC 9
MCF Advisors LLC 9
Carillon Tower Advisers, Inc. 9
Duality Advisers, Lp 9
Apollon Wealth Management, LLC 9
Zions Bancorporation, N.A. 9
Prestige Wealth Management Group LLC 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
SOUTH STATE Corp 9
Montag A & Associates Inc 9
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 9
Weld Capital Management Llc 9
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 9
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 9
Karp Capital Management Corp 9
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 9
Cetera Investment Advisers 9
BerganKDV Wealth Management, LLC 9
Hancock Whitney Corp 9
Index Management Solutions, LLC 9
Mv Capital Management, Inc. 9
Catapult Capital Management Llc 9
Rothschild Asset Management Inc 9
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 9
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 9
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 9
Spring Creek Capital Llc 9
Johnson Investment Counsel Inc 9
Friess Associates Llc 9
Brevan Howard Capital Management LP 9
First Allied Advisory Services, Inc. 9
Boston Private Wealth Llc 9
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 9
New England Securities Corp /MA/ 9
Xponance, Inc. 9
Invictus RG 9
Cowen Group, Inc. 9
Ghost Tree Capital, LLC 9
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 9
DRW Securities, LLC 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 9
Pitcairn Co 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
Northwestern Mutual Investment Management Company, Llc 9
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 9
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 9
CFICX - CALVERT FUND - Calvert Income Fund Class A 9
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 9
Bellevue Group AG 9
FDx Advisors, Inc. 9
Gardner Lewis Asset Management L P 9
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 9
JNBA Financial Advisors 9
Skandinaviska Enskilda Banken AB (publ) 9
Bailard, Inc. 9
Twin Tree Management, LP 9
Fortitude Family Office, LLC 9
Aristeia Capital Llc 9
Entropy Technologies, LP 9
New York Life Investment Management Llc 9
nVerses Capital, LLC 9
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 9
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 9
Sequoia Financial Advisors, LLC 9
Advisor Resource Council 9
Nicholas Investment Partners, LP 9
Lsv Asset Management 9
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 9
Westwood Holdings Group Inc 9
Moneta Group Investment Advisors Llc 9
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 9
Bryn Mawr Capital Management Inc 8
Icon Wealth Partners, LLC 8
Financial Gravity Companies, Inc. 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
CI Private Wealth, LLC 8
Meadow Creek Investment Management LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 8
Td Private Client Wealth Llc 8
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 8
Oak Thistle LLC 8
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 8
Optimum Investment Advisors 8
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 8
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 8
Hussman Strategic Advisors, Inc. 8
Global X Management CO LLC 8
Alps Advisors Inc 8
Mather Group, Llc. 8
Savant Capital, LLC 8
Old Mutual Customised Solutions (proprietary) Ltd 8
Townsquare Capital Llc 8
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 8
Guardian Wealth Advisors, LLC 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 8
Rockefeller Financial Services Inc 8
SYSTM Wealth Solutions LLC 8
West Paces Advisors Inc. 8
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 8
Artemis Investment Management LLP 8
Clean Yield Group 8
CenterStar Asset Management, LLC 8
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 8
Ci Investments Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 8
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 8
Avantax Advisory Services, Inc. 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I 8
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 8
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 8
YorkBridge Wealth Partners, LLC 8
Stephens Consulting, LLC 8
URTH - iShares, Inc. - iShares MSCI World ETF 8
Mycio Wealth Partners, Llc 8
Coppell Advisory Solutions LLC 8
Brinker Capital Investments, LLC 8
Ardsley Advisory Partners Lp 8
Westside Investment Management, Inc. 8
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF 8
Hanson & Doremus Investment Management 8
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 8
Sonora Investment Management, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
MARSHALL WACE ASIA Ltd 8
Caldwell Securities, Inc 8
Trust Point Inc. 8
Barings Llc 8
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 8
Kore Private Wealth LLC 8
Calamos Global Dynamic Income Fund 8
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 8
Alera Investment Advisors, LLC 8
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 8
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 8
Keeley-Teton Advisors, LLC 8
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 8
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
Utah Retirement Systems 8
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 8
Campbell Multi-strategy Trust 8
Schechter Investment Advisors, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 8
Wolff Wiese Magana Llc 8
Mckinley Capital Management Llc /delaware 8
FourThought Financial, LLC 8
Blackrock Credit Allocation Income Trust 8
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 8
Flow Traders U.s. Llc 8
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 8
Bokf, Na 8
Calamos Wealth Management LLC 8
Cortina Asset Management, LLC 8
Radcliffe Capital Management, L.P. 8
Capital Research Global Investors 8
Carlson Capital L P 8
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 8
Pictet Asset Management Sa 8
Sanctuary Advisors, LLC 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
Colony Group, LLC 8
Sachetta, LLC 8
Green Arrow Capital Management Llc 8
Everence Capital Management Inc 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 8
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 8
T. Rowe Price Investment Management, Inc. 8
WealthTrust-Arizona, LLC 8
Kelly Lawrence W & Associates Inc/ca 8
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 8
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 8
Reliance Trust Co Of Delaware 8
Davidson Kempner Capital Management Lp 8
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 8
Kanaly Trust Co 8
Rafferty Asset Management, LLC 8
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 8
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 8
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 8
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 8
Twin Peaks Wealth Advisors, LLC 8
Ieq Capital, Llc 8
Vigilant Capital Management, LLC 8
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 8
Venture Visionary Partners LLC 8
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 8
Bb&t Securities, Llc 8
Tekla Healthcare Opportunities Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 8
Beaird Harris Wealth Management, LLC 8
Baader Bank INC 8
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 8
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 8
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 8
Tcwp Llc 8
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 8
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 8
Silverback Asset Management Llc 8
Westchester Capital Management, LLC 8
Atika Capital Management LLC 8
Lighthouse Investment Partners, LLC 8
HealthCor Management, L.P. 8
Soleus Capital Management, L.P. 8
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 8
Ethic Inc. 8
Heritage Wealth Management, Llc 8
Gideon Capital Advisors, Inc. 8
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 8
Perkins Capital Management Inc 8
WR Wealth Planners, LLC 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
Arkadios Wealth Advisors 8
Meridian Wealth Partners, LLC 8
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 8
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 8
CSat Investment Advisory, L.P. 8
Koshinski Asset Management, Inc. 8
Archer Investment Corp 8
Washington Trust Bank 8
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 8
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 8
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 8
Kings Point Capital Management 8
Verus Capital Partners, Llc 8
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 8
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 8
Oak Ridge Investments Llc 8
Axiom International Investors Llc /de 8
Whipplewood Advisors, LLC 8
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 8
Park Avenue Securities Llc 8
Advisors Preferred, LLC 8
Inspire Advisors, LLC 8
Wealthspire Advisors, LLC 8
Advent Capital Management /de/ 8
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 8
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 8
Nuveen Multi-Asset Income Fund 8
Rosenberg Matthew Hamilton 8
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 8
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 8
Treasurer of the State of North Carolina 8
Capital Guardian Trust Co 8
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 8
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 8
Vontobel Holding Ltd. 8
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 8
Sciencast Management LP 8
SpiderRock Trading LLC 8
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 8
Disciplined Investments, LLC 8
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 8
Governors Lane LP 8
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 8
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 8
Oakworth Capital, Inc. 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 8
USA Financial Portformulas Corp 8
Tekla World Healthcare Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 8
Glen Eagle Advisors, LLC 8
Evergreen Capital Management Llc 8
Navellier & Associates Inc 8
Exos Asset Management LLC 8
Exane Derivatives 8
Bradley Foster & Sargent Inc/ct 8
SOA Wealth Advisors, LLC. 8
Elequin Capital Lp 8
Janus Capital Management Llc 8
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 8
Cohanzick Management, Llc 8
Smithfield Trust Co 8
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
Capital World Investors 8
Washington Trust Advisors, Inc. 8
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
Perritt Capital Management Inc 8
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 8
Financial Management Professionals, Inc. 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
Avidian Wealth Solutions, LLC 8
Geneva Advisors, LLC 8
Asset Dedication, LLC 8
Eagle Bay Advisors LLC 8
Edmond De Rothschild Holding S.a. 8
Cipher Capital LP 8
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8
Confluence Wealth Services, Inc. 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 8
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 8
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 8
Northwest Investment Counselors, Llc 8
North Star Investment Management Corp. 8
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 8
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 8
Capital Analysts, Inc. 8
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 8
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 8
Bbva Usa 8
First New York Securities Llc /ny 8
Universal- Beteiligungs- und Servicegesellschaft mbH 8
HBK Sorce Advisory LLC 8
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 8
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 8
Steward Financial Group LLC 8
Zions Bancorporation 8
Absolute Return Capital, LLC 8
PharVision Advisers, LLC 8
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
Timber Hill LLC 8
People's United Financial, Inc. 8
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 8
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 8
Ashton Thomas Securities, Llc 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
Tekla Capital Management LLC 8
Integrated Wealth Concepts LLC 8
Liberty Mutual Group Asset Management Inc. 8
Guggenheim Strategic Opportunities Fund 8
Minichmacgregor Wealth Management, Llc 8
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 8
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 8
Altium Capital Management LP 8
Harvest Group Wealth Management, Llc 8
Krilogy Financial LLC 8
One Wealth Advisors, LLC 8
Old National Bancorp /in/ 8
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 8
Strategic Wealth Partners, Ltd. 8
Baystate Wealth Management LLC 8
Annis Gardner Whiting Capital Advisors, LLC 8
Westpac Banking Corp 8
Wilmington Funds Management Corp 8
Syon Capital Llc 8
Ontario Teachers Pension Plan Board 8
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 8
APG Asset Management N.V. 8
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
Rational Advisors Llc 8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8
Zeke Capital Advisors, Llc 8
BlackRock ETF Trust II - BlackRock Flexible Income ETF 8
Mitsubishi UFJ Trust & Banking Corp 8
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 8
Kayne Anderson Rudnick Investment Management Llc 8
AGF Investments LLC 8
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 8
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 8
J.w. Cole Advisors, Inc. 8
AGNG - Global X Funds - Global X Longevity Thematic ETF 8
IBM Retirement Fund 8
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 8
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 8
Bluestein R H & Co 8
Fisher Asset Management, LLC 8
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 8
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 8
Jain Global LLC 8
Comerica Securities,inc. 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
Kavar Capital Partners, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 8
Logan Capital Management Inc 8
WealthStone, Inc. 8
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 8
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 8
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 8
First Horizon Corp 8
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 8
Sandler Capital Management 8
Grove Bank & Trust 8
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 8
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 8
DnB Asset Management AS 8
Athanor Capital, Lp 8
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 8
Flinton Capital Management LLC 8
Harvest Fund Management Co., Ltd 8
IWB - iSHARES TRUST - iShares Russell 1000 ETF 8
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 8
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 8
VCGAX - VALIC Co I - Growth & Income Fund 8
Hartford Mutual Funds Inc/ct 8
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 8
Amplius Wealth Advisors, LLC 8
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 8
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 8
Harwood Advisory Group, LLC 8
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 8
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 8
Rice Hall James & Associates, Llc 8
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 8
Ogorek Anthony Joseph /ny/ /adv 8
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 8
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 8
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 8
Enlightenment Research, LLC 8
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 8
Cary Street Partner Investment Advisory Llc 8
Societe Generale 8
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 8
RiverPark Advisors, LLC 8
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 8
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 7
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 7
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 7
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 7
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 7
Franklin Ltd Duration Income Trust 7
Personal Cfo Solutions, Llc 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
GeoWealth Management, LLC 7
Weaver Consulting Group 7
Ellsworth Growth & Income Fund Ltd 7
Golden State Wealth Management, LLC 7
Ab Pooling Portfolios 7
Machina Capital S.a.s. 7
Bedel Financial Consulting, Inc. 7
Brandywine Oak Private Wealth Llc 7
Strategic Blueprint, LLC 7
Bruce G. Allen Investments, LLC 7
Ostrum Asset Management 7
Bay Harbor Wealth Management, LLC 7
Neo Ivy Capital Management 7
Trustcore Financial Services, Llc 7
Magnus Financial Group LLC 7
Innealta Capital, Llc 7
Anchor Investment Management, LLC 7
Next Capital Management LLC 7
Wiley Bros.-aintree Capital, Llc 7
Beacon Pointe Advisors, LLC 7
Allred Capital Management, LLC 7
Beryl Capital Management LLC 7
Avestar Capital, LLC 7
Pictet Asset Management Holding SA 7
CX Institutional 7
Blackrock Multi-sector Opportunities Trust 7
Marino, Stram & Associates Llc 7
Castleview Partners, Llc 7
Atlas Capital Advisors Llc 7
Vident Advisory, LLC 7
Jupiter Asset Management Ltd 7
Tamarack Advisers, LP 7
Systematic Financial Management Lp 7
Nicholas Company, Inc. 7
Westfield Capital Management Co Lp 7
UniSuper Management Pty Ltd 7
Royal London Asset Management Ltd 7
Folger Hill Asset Management LP 7
Colony Group Llc 7
Janney Capital Management LLC 7
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 7
HFM Investment Advisors, LLC 7
Tucker Asset Management Llc 7
Ajo, Lp 7
Mazama Capital Management Inc 7
LGT Financial Advisors LLC 7
Glass Jacobson Investment Advisors llc 7
RFP Financial Group LLC 7
Scotia Capital Inc. 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Advisor Partners Ii, Llc 7
Romano Brothers And Company 7
Lenox Wealth Management, Inc. 7
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 7
Cambridge Trust Co 7
EBI - RBB Fund Trust - Longview Advantage ETF 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Channing Capital Management, LLC 7
Meteora Capital, LLC 7
Old Mutual Global Investors (UK) Ltd. 7
First Eagle Investment Management, LLC 7
AlphaCentric Advisors LLC 7
Wetherby Asset Management Inc 7
AMG National Trust Bank 7
Raleigh Capital Management Inc. 7
Sandia Investment Management LP 7
Stonebridge Capital Advisors LLC 7
Bourgeon Capital Management Llc 7
Wedbush Securities Inc 7
Carnegie Capital Asset Management, LLC 7
Lowe Wealth Advisors, LLC 7
Perigon Wealth Management, LLC 7
Pinnacle Financial Partners Inc 7
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 7
Wealthcare Capital Management Llc 7
Patten Group, Inc. 7
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 7
EULAV Asset Management 7
Kb Financial Partners, Llc 7
Sierra Capital LLC 7
Sargent Bickham Lagudis LLC 7
Optiver Holding B.V. 7
Analytic Investors, LLC 7
Select Equity Group, L.P. 7
Pier Capital, LLC 7
Cookson Peirce & Co Inc 7
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7
Childress Capital Advisors, Llc 7
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 7
Heartland Advisors Inc 7
Horizon Investments, LLC 7
Interchange Capital Partners, LLC 7
Polar Capital Holdings Plc 7
Opal Wealth Advisors, LLC 7
Highland Capital Management Lp 7
San Francisco Sentry Investment Group (ca) 7
Heritage Wealth Advisors 7
Hemington Wealth Management 7
Equitec Proprietary Markets, Llc 7
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 7
Accel Wealth Management 7
Sage Mountain Advisors LLC 7
Convergence Investment Partners, LLC 7
BlackRock ETF Trust - BlackRock Future Health ETF 7
Paces Ferry Wealth Advisors, Llc 7
TFC Financial Management 7
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 7
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
Tradewinds Capital Management, LLC 7
BlackRock Health Sciences Trust II 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
Hughes Financial Services, LLC 7
Ballentine Partners, LLC 7
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 7
Parkworth Wealth Management, Inc. 7
Rialto Wealth Management, LLC 7
Jaffetilchin Investment Partners, LLC 7
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 7
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 7
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 7
Sierra Ocean, Llc 7
Column Capital Advisors, LLC 7
PSI Advisors, LLC 7
Lloyd Advisory Services, LLC. 7
Key FInancial Inc 7
BlackRock Multi-Sector Opportunities Trust II 7
Nordea Investment Management Ab 7
Cfm Wealth Partners Llc 7
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 7
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 7
Natixis Investment Managers International 7
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 7
Hilltop Holdings Inc. 7
Sugarloaf Wealth Management, LLC 7
Raymond James Trust N.a. 7
Red Door Wealth Management, LLC 7
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 7
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 7
Kingsview Wealth Management, LLC 7
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 7
TIG Advisors, LLC 7
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 7
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 7
Alambic Investment Management, L.P. 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7
AlphaMark Advisors, LLC 7
John Hancock Funds II - Health Sciences Fund Class NAV 7
683 Capital Management, LLC 7
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 7
RXL - PROSHARES TRUST - ProShares Ultra Health Care 7
VGLSX - VALIC Co I - Global Strategy Fund 7
VCSMX - VALIC Co I - Small Cap Fund 7
Foundry Partners, LLC 7
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 7
Dynamic Advisor Solutions LLC 7
Delta Asset Management Llc/tn 7
Tompkins Financial Corp 7
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 7
Alpha Windward Llc 7
Chevy Chase Trust Holdings, Inc. 7
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 7
Brookstone Capital Management 7
Tsfg, Llc 7
Webster Bank, N. A. 7
Knowledge Leaders Capital, LLC 7
Wunderlich Securities, Inc. 7
Denali Advisors Llc 7
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 7
Hollencrest Capital Management 7
Balentine LLC 7
Moors & Cabot, Inc. 7
Principia Wealth Advisory, LLC 7
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 7
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 7
Savior LLC 7
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
Alexandria Capital, LLC 7
Winfield Associates, Inc. 7
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 7
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 7
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 7
Destination Wealth Management 7
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 7
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 7
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 7
James Investment Research Inc 7
Usca Ria Llc 7
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 7
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 7
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 7
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 7
Freestone Capital Holdings, LLC 7
Warren Averett Asset Management, LLC 7
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 7
Boston Private Bank & Trust Co 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 7
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 7
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 7
Cetera Advisors LLC 7
ArrowMark Colorado Holdings LLC 7
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 7
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 7
Private Ocean, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
Mint Tower Capital Management B.V. 7
Old Second National Bank Of Aurora 7
Blackstone Group Inc 7
Archford Capital Strategies, LLC 7
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 7
Warberg Asset Management LLC 7
NorthRock Partners, LLC 7
FLTGX - FIDELITY ADVISOR SERIES II - Fidelity Limited Term Securitized Completion Fund 7
Turner Investments, L.p. 7
Howard Hughes Medical Institute 7
Crawford Investment Counsel Inc 7
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 7
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 7
Granite Point Capital Management, L.P. 7
Dana Investment Advisors, Inc. 7
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 7
Integrated Investment Consultants, LLC 7
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 7
Invictus RG Pte. Ltd. 7
Wcm Investment Management, Llc 7
Profunds - Profund Vp Health Care 7
Brandywine Global Investment Management, LLC 7
Redmond Asset Management, LLC 7
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 7
Rodgers Brothers Inc. 7
Brown, Lisle/cummings, Inc. 7
Allstate Corp 7
Stifel Nicolaus & Co Inc \mo\ 7
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 7
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 7
Dubuque Bank & Trust Co 7
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 7
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 7
BNP Paribas Investment Partners S.A. 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 7
Placemark Investments, Inc. 7
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 7
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 7
Mascoma Wealth Management LLC 7
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 7
Aristides Capital LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 7
FNY Partners Fund LP 7
Avantax Planning Partners, Inc. 7
Hunting Hill Global Capital, LLC 7
McAdam, LLC 7
JJJ Advisors Inc. 7
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 7
IHT Wealth Management, LLC 7
Level Four Advisory Services, Llc 7
Glen Harbor Capital Management LLC 7
Neuburgh Advisers LLC 7
Advantage Investment Management, Llc 7
Ritholtz Wealth Management 7
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 7
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 7
Lido Advisors, LLC 7
BDO Wealth Advisors, LLC 7
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 7
Bb&t Investment Services, Inc. 7
Capital Bank & Trust Co 7
Bogart Wealth, LLC 7
Edge Advisors, Llc 7
Standard Life Aberdeen plc 7
FUSGX - FEDERATED INCOME SECURITIES TRUST - Federated Fund for U.S. Government Securities Class A Shares 7
Cerebellum GP, LLC 7
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 7
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 7
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 7
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 7
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 7
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 7
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 7
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 7
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 7
Oppenheimer Variable Account Funds 7
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 7
EntryPoint Capital, LLC 7
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 7
First Light Asset Management, LLC 7
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 7
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 7
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 7
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 7
Camber Capital Management LP 7
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 7
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 7
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 7
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 7
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 7
Capital International Investors 7
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 7
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 7
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 7
Blackrock Health Sciences Trust 7
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 7
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 7
Royce Value Trust Inc 7
Royce Micro-cap Trust, Inc /md/ 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 7
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 7
Cca Investments Trust 7
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 7
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 7
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 7
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 7
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 7
Oppenheimer Quest For Value Funds 7
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 7
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 7
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 7
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 7
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 7
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 7
First Capital Advisors Group, LLC. 6
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 6
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 6
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 6
Northwest & Ethical Investments L.P. 6
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 6
Meitav Dash Investments Ltd 6
Gabelli Equity Series Funds Inc 6
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 6
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 6
Kovitz Investment Group Partners, LLC 6
Lombard Odier Asset Management (Switzerland) SA 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
IMC-Chicago, LLC 6
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
Partner Investment Management, L.P. 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 6
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 6
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 6
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 6
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 6
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 6
Spectrum Management Group, LLC 6
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 6
Mosaic Family Wealth, LLC 6
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 6
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 6
Apriem Advisors 6
Advent Claymore Convertible Securities & Income Fund 6
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 6
Crestwood Advisors Group LLC 6
Platte River Capital LLC 6
Trustmark National Bank Trust Department 6
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 6
Rivernorth Capital Management, Llc 6
Dai-ichi Life Holdings, Inc. 6
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 6
Cromwell Holdings LLC 6
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 6
Highlander Capital Management, LLC 6
CapWealth Advisors, LLC 6
Meiji Yasuda Asset Management Co Ltd. 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 6
Echo Street Capital Management LLC 6
CR Intrinsic Investors, LLC 6
Berkley W R Corp 6
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 6
Cannell Peter B & Co Inc 6
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 6
NatWest Group plc 6
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 6
Congress Asset Management Co /ma 6
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6
I.g. Investment Management, Ltd. 6
Sun Life Financial Inc 6
AlphaOne Investment Services, LLC 6
HighPoint Advisor Group LLC 6
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 6
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 6
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 6
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 6
Weaver C. Barksdale & Associates, Inc. 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
Tiverton Asset Management Llc 6
Lebenthal Asset Management, LLC 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
Integrated Wealth Management 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 6
Omni Partners Llp 6
Harding Loevner Lp 6
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 6
Polygon Management Ltd. 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 6
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 6
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 6
Prudential Plc 6
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 6
Coastal Investment Advisors, Inc. 6
Frontier Capital Management Co Llc 6
Amica Retiree Medical Trust 6
Macroview Investment Management Llc 6
Decade Capital Management Llc 6
EHLS - Tidal Trust II - Even Herd Long Short ETF 6
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 6
PFM Health Sciences, LP 6
Loeb Offshore Management LP 6
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 6
Qs Batterymarch Financial Management, Inc 6
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 6
Alerus Financial Na 6
Polaris Wealth Advisory Group, LLC 6
Delphi Private Advisors LLC 6
Oarsman Capital, Inc. 6
BBT Capital Management, LLC 6
Callan Capital, LLC 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
Harbour Capital Advisors, LLC 6
AlphaCore Capital LLC 6
Df Dent & Co Inc 6
Highline Wealth Partners Llc 6
TrimTabs Asset Management, LLC 6
Park National Corp /oh/ 6
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 6
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 6
Fulton Bank, N.a. 6
Peregrine Capital Management Llc 6
Kistler-Tiffany Companies, LLC 6
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 6
LRI Investments, LLC 6
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 6
Etf Managers Group, Llc 6
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 6
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 6
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 6
Swedbank AB 6
Tfo-tdc, Llc 6
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 6
Perkins Coie Trust Co 6
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 6
First Command Bank 6
First Command Financial Services, Inc. 6
Jump Trading, Llc 6
Country Trust Bank 6
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 6
Lecap Asset Management Ltd 6
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 6
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 6
DAFNA Capital Management LLC 6
Quotient Investors, LLC 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
Cheyne Capital Management (UK) LLP 6
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 6
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 6
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 6
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 6
Avion Wealth 6
Oakbrook Investments Llc 6
Symmetry Partners, LLC 6
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 6
Winch Advisory Services, LLC 6
1st Global Advisors, Inc. 6
Empirical Finance, LLC 6
Prio Wealth Limited Partnership 6
VCTPX - VALIC Co I - Inflation Protected Fund 6
Hexavest Inc. 6
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 6
Independent Advisor Alliance 6
Tokio Marine Asset Management Co Ltd 6
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 6
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 6
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 6
Cypress Capital Management LLC (WY) 6
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 6
Intellectus Partners, LLC 6
R&F Capital Advisors LP 6
Flaharty Asset Management, LLC 6
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
Bank Of Hawaii 6
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 6
Senator Investment Group LP 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 6
Waldron Private Wealth LLC 6
Ramius Advisors Llc 6
CCMG - EA Series Trust - CCM Global Equity ETF 6
Omnia Family Wealth, LLC 6
Buckingham Strategic Wealth, Llc 6
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 6
SpiderRock Advisors, LLC 6
PointState Capital LP 6
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 6
Cim Investment Mangement Inc 6
Knights of Columbus Asset Advisors LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 6
Clark Capital Management Group, Inc. 6
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 6
Portland Hill Asset Management Ltd 6
Achmea Investment Management B.V. 6
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 6
TradeLink Global Equity LLC 6
Redwood Investments, LLC 6
Ashton Thomas Private Wealth, LLC 6
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 6
Oaktree Capital Management Lp 6
Mitsubishi UFJ Asset Management (UK) Ltd. 6
American Capital Advisory, LLC 6
Avalon Advisors, Llc 6
Athos Capital Ltd 6
Williams Jones Wealth Management, LLC. 6
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 6
Phoenix Holdings Ltd. 6
RBF Capital, LLC 6
Manatuck Hill Partners, LLC 6
Zurich Insurance Group Ltd/FI 6
UMA Financial Services, Inc. 6
Mesirow Financial Investment Management, Inc. 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
WealthCollab, LLC 6
MPS Loria Financial Planners, LLC 6
Tekla Healthcare Investors 6
Verdence Capital Advisors LLC 6
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 6
Integrated Advisors Network LLC 6
CBIZ Investment Advisory Services, LLC 6
Anfield Capital Management, LLC 6
Keebeck Alpha, LP 6
Corbenic Partners LLC 6
Lion Street Advisors, LLC 6
Wellington Shields Capital Management, LLC 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
Price Wealth Management, Inc. 6
Sumitomo Mitsui DS Asset Management Company, Ltd 6
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 6
Invenomic Capital Management LP 6
Yorktown Management & Research Co Inc 6
Gateway Investment Advisers Llc 6
Rothschild Investment Corp /il 6
Center for Financial Planning, Inc. 6
Regent Peak Wealth Advisors LLC 6
St Germain D J Co Inc 6
CVA Family Office, LLC 6
Total Clarity Wealth Management, Inc. 6
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 6
RMR Wealth Builders 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
Ziegler Capital Management, LLC 6
Shine Investment Advisory Services Inc 6
Royal Fund Management, LLC 6
Bank Julius Baer & Co. Ltd, Zurich 6
Tiedemann Advisors, Llc 6
Advisor Partners Llc 6
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 6
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 6
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 6
MBEQX - M FUND INC - M International Equity Fund 6
PGGM Investments 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 6
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 6
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 6
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 6
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 6
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 6
GHP Investment Advisors, Inc. 6
Perpetual Ltd 6
Trust Co Of Toledo Na /oh/ 6
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 6
Bp Plc 6
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 6
Nelson Capital Management, LLC 6
YHB Investment Advisors, Inc. 6
PMTGX - ADVISORS SERIES TRUST - PIA MBS Bond Fund Managed Account Completion Shares 6
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 6
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 6
TCUDX - TRUST FOR CREDIT UNIONS - Short Duration Portfolio TCU Shares 6
Central Bank & Trust Co 6
Northpointe Capital Llc 6
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 6
Pillar Pacific Capital Management Llc 6
Atwood & Palmer Inc 6
Rockbridge Investment Management, LCC 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 6
Scout Investments, Inc. 6
Westport Resources Management Inc 6
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 6
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 6
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 6
Qci Asset Management Inc/ny 6
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 6
Family Firm, Inc. 6
Vantage Investment Advisors, LLC 6
Cranbrook Wealth Management, LLC 6
Colonial Trust Advisors 6
Blackrock Corporate High Yield Fund, Inc. 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 6
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 6
GoalVest Advisory LLC 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
Able Wealth Management LLC 6
Addison Advisors LLC 6
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 6
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6
Liontrust Investment Partners LLP 6
Allegheny Financial Group LTD 6
Ridgeworth Funds 6
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
Concord Wealth Partners 6
Tradition Wealth Management, LLC 6
Kowal Investment Group, LLC 6
Orion Capital Management LLC 6
FAINX - MSS Series Trust - Fallen Angels Income Fund 6
North Tide Capital, Llc 6
Curi Wealth Management, LLC 6
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 6
Legacy Wealth Asset Management, LLC 6
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 6
Voisard Asset Management Group, Inc. 6
Shay Capital LLC 6
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 6
APG Asset Management US Inc. 6
Trellus Management Company, LLC 6
Greenleaf Trust 6
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 6
Taconic Capital Advisors LP 6
NewEdge Wealth, LLC 6
Dorsey & Whitney Trust CO LLC 6
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 6
Santa Fe Partners LLC 6
Continuum Advisory, LLC 6
RMB Capital Management, LLC 6
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 6
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 6
Guardian Capital Lp 6
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 6
Transce3nd, LLC 6
Gabelli Convertible & Income Securities Fund Inc 6
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 6
Thomas White International Ltd 6
Delos Wealth Advisors, LLC 6
Clough Capital Partners L P 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 6
Raiffeisen Bank International AG 6
Wealthfront Inc 6
Ipswich Investment Management Co., Inc. 6
Activest Wealth Management 6
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 6
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 6
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 6
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 6
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 6
Rs Investment Management Co Llc 6
SYFFX - Pioneer Series Trust IV - Pioneer Securitized Income Fund : Class Y Shares 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 6
Fiduciary Trust Co 6
U.S. Capital Wealth Advisors, LLC 6
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 6
Community Bank, N.A. 6
LBA Wealth Management, LLC 6
Banque Pictet & Cie Sa 6
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 6
Cary Street Partners Financial Llc 6
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 6
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 6
Gabelli Dividend & Income Trust 6
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 6
Gabelli Healthcare & Wellnessrx Trust 6
Nuveen Core Equity Alpha Fund 6
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 6
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 6
Bayforest Capital Ltd 6
Cadence Capital Management Llc 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
First Citizens Bank & Trust Co 6
Smith Asset Management Group Lp 6
Fir Tree Capital Management Lp 6
Formidable Asset Management, LLC 6
Barrow Hanley Mewhinney & Strauss Llc 6
Roble, Belko & Company, Inc 6
Claris Advisors, Llc / Mo / 6
Dixon Hughes Goodman Wealth Advisors LLC 6
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 6
Harbor Capital Advisors, Inc. 6
Ameritas Advisory Services, LLC 6
Dogwood Wealth Management LLC 6
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 6
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 6
Buckingham Strategic Partners 6
Franklin Templeton International Trust 6
De Burlo Group Inc 6
Financial Network Wealth Advisors LLC 6
TIMOTHY PLAN - Timothy Strategic Variable 6
Wood Tarver Financial Group, LLC 6
Metis Global Partners, LLC 6
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 6
Corton Capital Inc. 6
Zullo Investment Group, Inc. 6
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 6
Byrne Asset Management LLC 6
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 6
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 6
BOK Financial Private Wealth, Inc. 6
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 6
Simplicity Wealth,LLC 6
Psagot Value Holdings Ltd. / (Israel) 6
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 6
Intrust Bank Na 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
Oliver Lagore Vanvalin Investment Group 6
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 6
Strengthening Families & Communities, LLC 6
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 6
Householder Group Estate & Retirement Specialist, LLC 6
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 6
Rtw Investments, Lp 6
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 6
Vanguard Explorer Fund 6
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 6
Fortitude Advisory Group L.L.C. 6
Bragg Financial Advisors, Inc 6
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 6
Vise Technologies, Inc. 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Frazier Financial Advisors, LLC 6
Trust For Advisor Solutions 6
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6
Zions Bancorporation, National Association /ut/ 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 6
P Schoenfeld Asset Management Lp 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
Fort Washington Investment Advisors Inc /oh/ 6
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 6
Next Century Growth Investors Llc 6
CQS Cayman LP 6
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 6
Exos TFP Holdings LLC 6
Colonial Trust Co / SC 6
Armstrong Advisory Group, Inc 6
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 6
Fiduciary Alliance LLC 6
Fidelis Capital Partners, LLC 6
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 6
Redwood Wealth Management Group, LLC 6
Mendota Financial Group, LLC 6
Bleakley Financial Group, LLC 6
South Texas Money Management Ltd 6
Binnacle Investments Inc 6
ISAM Funds (UK) Ltd 6
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 6
Park Place Capital Corp 6
Inceptionr Llc 6
Harvest Management Llc 6
Ibex Investors LLC 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 6
SageView Advisory Group, LLC 6
Clough Global Equity Fund 6
Callan Family Office, LLC 6
Clough Global Dividend & Income Fund 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
STXG - EA Series Trust - Strive 1000 Growth ETF 6
Peapack Gladstone Financial Corp 6
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 6
Fifth Third Wealth Advisors LLC 6
Private Wealth Asset Management, LLC 6
Chilton Capital Management Llc 6
Avalon Trust Co 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
Migdal Insurance & Financial Holdings Ltd. 6
Clough Global Opportunities Fund 6
ORG Partners LLC 6
Impact Partnership Wealth, LLC 6
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 6
Nemes Rush Group LLC 6
Albion Financial Group /ut 6
Hartford Investment Management Co 6
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 6
Cribstone Capital Management, LLC 6
Dunhill Financial, LLC 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
Amica Mutual Insurance Co 6
M&g Investment Management Ltd 6
Baillie Gifford & Co 6
Northwest Financial Advisors 6
Arlington Trust Co LLC 6
Champlain Investment Partners, LLC 6
Saba Capital Management, L.P. 6
Envestnet Portfolio Solutions, Inc. 6
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 6
Pinnacle Associates Ltd 6
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 6
Qrg Capital Management, Inc. 6
Emerald Investment Partners, Llc 6
Burleson & Company, LLC 6
McIlrath & Eck, LLC 6
Nvwm, Llc 6
Claybrook Capital, LLC 6
Centerpoint Advisors, LLC 6
Bare Financial Services, Inc 6
DiNuzzo Private Wealth, Inc. 6
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 6
EAM Global Investors LLC 6
Greenline Partners, LLC 6
Solstein Capital, LLC 6
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 6
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 6
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 6
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 6
HYLD - Exchange Listed Funds Trust - High Yield ETF 6
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 6
Brasada Capital Management, Lp 6
Pflug Koory, LLC 6
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 6
Equitable Trust Co 6
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 6
Lake Street Advisors Group, Llc 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
Nissay Asset Management Corp /japan/ /adv 6
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 6
Hartford Series Fund Inc 6
Nachman Norwood & Parrott, Inc 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Dfpg Investments, Llc 6
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
MYDA Advisors LLC 6
Truewealth Llc 6
Evolution Wealth Advisors, LLC 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Delpha Capital Management, Llc 6
PACIFIC SELECT FUND - Core Income Portfolio Class I 6
Aevitas Wealth Management, Inc. 6
Calamos Global Total Return Fund 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Coastal Capital Group, Inc. 6
E. Ohman J:or Asset Management AB 6
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 6
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 6
Riverview Trust Co 6
Oppenheimer Global Multi-asset Growth Fund 6
Bancroft Fund Ltd 6
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 6
Crewe Advisors LLC 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
Salomon & Ludwin, LLC 6
Pensionmark Financial Group, Llc 6
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 6
Claro Advisors LLC 6
Human Investing LLC 6
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 6
Bahl & Gaynor Inc 6
Insight Capital Research & Management Inc 6
Financial Counselors Inc 6
Marathon Trading Investment Management LLC 6
Millrace Asset Group, Inc. 6
Quest Capital Management Inc /adv 6
Clarus Wealth Advisors 6
Cavalier Investments, LLC 6
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 6
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 6
NN Investment Partners Holdings N.V. 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
TRANSAMERICA FUNDS - Transamerica Core Bond I2 6
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 6
Viking Global Investors Lp 6
Capital Asset Advisory Services LLC 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 6
Claraphi Advisory Network, LLC 6
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 6
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 6
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
Fort, L.p. 6
Godsey & Gibb Associates 6
Abound Wealth Management 6
Suvretta Capital Management, Llc 6
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 6
Trust Asset Management LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 6
Liberty Wealth Management Llc 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Piper Sandler & Co. 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 6
361 Capital Llc 6
TRUE Private Wealth Advisors 6
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 6
Virtus ETF Advisers LLC 6
WealthPLAN Partners, LLC 6
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 6
Tlp Group Llc 6
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 6
Great Valley Advisor Group, Inc. 6
Underlying Funds Trust 6
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 6
Bellevue Asset Management AG 6
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 6
Edgestream Partners, L.P. 6
TD Capital Management LLC 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
Prentiss Smith & Co Inc 5
Duncker Streett & Co Inc 5
Factory Mutual Insurance Co 5
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
TCTC Holdings, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5
Atticus Wealth Management, Llc 5
L & S Advisors Inc 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 5
Gryphon Financial Partners LLC 5
Quaker Wealth Management, LLC 5
Spdr S&p Midcap 400 Etf Trust 5
Spdr S&p 500 Etf Trust 5
Bridges Investment Management Inc 5
Ossiam 5
Qsemble Capital Management, LP 5
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 5
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 5
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 5
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 5
Transamerica Partners Funds Group 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 5
Moran Wealth Management, LLC 5
Ilmarinen Mutual Pension Insurance Co 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
Kapitalo Investimentos Ltda 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 5
Signition Lp 5
Parkman Healthcare Partners LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 5
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 5
Antara Capital LP 5
Americana Partners, LLC 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 5
Squar Milner Financial Services Llc 5
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 5
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 5
Cornerstone Advisory, LLC 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 5
Advantage Alpha Capital Partners LP 5
DC Investments Management, LLC 5
Iron Triangle Partners LP 5
Kovack Advisors, Inc. 5
Genesee Valley Trust Co 5
Nalls Sherbakoff Group, Llc 5
Global Trust Asset Management, LLC 5
Avidity Partners Management LP 5
Northern Oak Wealth Management Inc 5
Naples Money Management LLC 5
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 5
Argent Capital Management Llc 5
Strategic Investment Solutions, Inc. /IL 5
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 5
Argent Advisors, Inc. 5
Wealth Quarterback LLC 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 5
West Tower Group, LLC 5
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 5
BI Asset Management Fondsmaeglerselskab A/S 5
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 5
Endurance Wealth Management, Inc. 5
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 5
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 5
IMA Wealth, Inc. 5
Canandaigua National Bank & Trust Co 5
Valmark Advisers, Inc. 5
Winton Capital Management Ltd 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 5
Turtle Creek Wealth Advisors, LLC 5
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 5
Icon Advisers Inc/co 5
Meeder Advisory Services, Inc. 5
Connor Clark & Lunn Investment Management Ltd 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
Joel Isaacson & Co., LLC 5
Symphony Financial, Ltd. Co. 5
Alta Advisers Ltd 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
CPSIX - Unified Series Trust - Fci Bond Fund 5
Mill Creek Capital Advisors, LLC 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 5
Americafirst Capital Management, Llc 5
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 5
WestEnd Advisors, LLC 5
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 5
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 5
Rsm Us Wealth Management Llc 5
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 5
Jackson Square Capital, Llc 5
tru Independence LLC 5
Linden Thomas Advisory Services, LLC 5
DeepCurrents Investment Group LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
Wealthfront Advisers Llc 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
Hl Financial Services Llc 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
Kempen Capital Management N.v. 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 5
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 5
Curian Capital Llc 5
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 5
Rakuten Investment Management, Inc. 5
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 5
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 5
Pinnacle Summer Investments, Inc. 5
Fortaleza Asset Management Inc/ 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 5
Profunds - Profund Vp Ultramid-cap 5
Marsico Capital Management Llc 5
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 5
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 5
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 5
Shufro Rose & Co Llc 5
RVRB - ADVISORS SERIES TRUST - Reverb ETF 5
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 5
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 5
Wealthbridge Capital Management, Llc 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
Thrivent Church Loan & Income Fund 5
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 5
Qtron Investments LLC 5
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 5
MML Series Investment Fund II - MML High Yield Fund Class II 5
Cm Wealth Advisors Llc 5
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
Texas Yale Capital Corp. 5
Granahan Investment Management Inc/ma 5
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 5
Wafra Inc. 5
Profunds - Profund Vp Mid-cap Growth 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 5
Ironwood Investment Management Llc 5
Vinva Investment Management Ltd 5
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 5
Pineridge Advisors LLC 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
Ausdal Financial Partners, Inc. 5
La Banque Postale Asset Management SA 5
National Wealth Management Group, LLC 5
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 5
Generali Asset Management SPA SGR 5
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 5
Washington Capital Management Inc 5
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 5
Knight Capital Group, Inc. 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 5
MTBA - Simplify Exchange Traded Funds - Simplify MBS ETF 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
Riggs Asset Managment Co. Inc. 5
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 5
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 5
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 5
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
Agf Management Ltd 5
Axiom Investment Management LLC 5
Kopp Investment Advisors Llc 5
Deltec Asset Management Llc 5
Kestra Private Wealth Services, Llc 5
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 5
Strategy Asset Managers Llc 5
Profunds - Profund Vp Large-cap Growth 5
Glenmede Investment Management, LP 5
Ten Capital Wealth Advisors, LLC 5
General Motors Investment Management Corp 5
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 5
AMF Pensionsforsakring AB 5
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 5
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 5
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 5
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 5
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 5
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 5
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 5
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 5
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 5
Sheaff Brock Investment Advisors, LLC 5
Blue Jay Capital Management, Llc 5
Journey Advisory Group, LLC 5
Clearview Wealth Advisors LLC 5
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 5
MTM Investment Management, LLC 5
Rathbone Brothers plc 5
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 5
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 5
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 5
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 5
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 5
E Fund Management Co., Ltd. 5
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 5
Aaron Wealth Advisors LLC 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 5
RWM Asset Management, LLC 5
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 5
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 5
Caxton Associates Llp 5
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 5
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
Annapolis Financial Services, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 5
Privium Fund Management (UK) Ltd 5
WealthTrak Capital Management LLC 5
Cherry Tree Wealth Management, LLC 5
Lebenthal Global Advisors, LLC 5
iA Global Asset Management Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 5
Profunds - Profund Vp Large-cap Value 5
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 5
Resolute Advisors LLC 5
Simplify Asset Management Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
FICMX - FEDERATED GOVERNMENT INCOME TRUST - FEDERATED GOVERNMENT INCOME TRUST Institutional Shares 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 5
F/M Investments LLC 5
Investment Management Corp of Ontario 5
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 5
Standard Family Office LLC 5
Kentucky Retirement Systems Insurance Trust Fund 5
Retirement Group, LLC 5
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 5
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 5
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
Arete Wealth Advisors, LLC 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
B. Metzler seel. Sohn & Co. Holding AG 5
Bbr Partners, Llc 5
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 5
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 5
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 5
Piscataqua Savings Bank 5
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 5
Welch & Forbes Llc 5
Arcadia Investment Management Corp/mi 5
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 5
SGINX - DEUTSCHE DWS INCOME TRUST - DWS GNMA Fund Class S 5
Liberty All Star Growth Fund Inc. 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
Groupama Asset Managment 5
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 5
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 5
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
Woodmont Investment Counsel Llc 5
Allianzgi Diversified Income & Convertible Fund 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
Capitolis Advisors LLC 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
AXS Investments LLC 5
Choate Investment Advisors 5
Voleon Capital Management Lp 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 5
Pallas Capital Advisors LLC 5
Bridgecreek Investment Management, LLC 5
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 5
Koss-Olinger Consulting, LLC 5
Azimuth Capital Management LLC 5
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 5
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 5
V Wealth Advisors LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 5
Hennion & Walsh Asset Management, Inc. 5
Novo Holdings A/S 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 5
Resona Asset Management Co.,Ltd. 5
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 5
Saturna Capital CORP 5
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 5
Brant Point Investment Management Llc 5
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 5
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5
Robinson Capital Management, Llc 5
Prosight Management, LP 5
Clarius Group, LLC 5
Sumitomo Mitsui Trust Holdings, Inc. 5
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 5
Guardian Life Insurance Co Of America 5
Ascend Capital, Llc 5
Siemens Fonds Invest GmbH 5
Meiji Yasuda Life Insurance Co 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 5
Forsta Ap-fonden 5
Counterpoint Mutual Funds LLC 5
CLARET ASSET MANAGEMENT Corp 5
Farringdon Capital, Ltd. 5
Varma Mutual Pension Insurance Co 5
Matarin Capital Management, LLC 5
Peak6 Llc 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 5
Atw Spac Management Llc 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
Rossmore Private Capital 5
FJ Investments, LLC 5
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 5
Cypress Capital Group 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
D'Orazio & Associates, Inc. 5
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 5
Security National Trust Co 5
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 5
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 5
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5
Sentry Investment Management Llc 5
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
Kentucky Retirement Systems 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
Silvant Capital Management LLC 5
Sheets Smith Wealth Management 5
Chicago Capital, LLC 5
Change Path, LLC 5
Sofinnova Investments, Inc. 5
Gables Capital Management Inc. 5
CastleArk Alternatives, LLC 5
Certified Advisory Corp 5
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 5
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 5
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 5
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
McElhenny Sheffield Capital Management, LLC 5
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 5
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 5
Boston Trust Walden Corp 5
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
Herold Advisors, Inc. 5
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 5
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 5
Pin Oak Investment Advisors Inc 5
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 5
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 5
Mufg Securities Americas Inc. 5
Hood River Capital Management LLC 5
Smith Group Asset Management, LLC 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 5
Karpus Management, Inc. 5
Prime Capital Investment Advisors, LLC 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
Executive Wealth Management, LLC 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
World Equity Group, Inc. 5
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 5
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 5
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 5
Ruggie Capital Group 5
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 5
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 5
Surevest, LLC 5
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 5
McMahon Financial Advisors, LLC 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
Global X Japan Co., Ltd. 5
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 5
PYUSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden U.S. Government Fund (Investor Class) 5
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 5
Bremer Bank National Association 5
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 5
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 5
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 5
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 5
RHJ International SA 5
Fjarde Ap-fonden /fourth Swedish National Pension Fund 5
Hoxton Financial, Inc. 5
Bluefin Trading, LLC 5
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 5
Penn Capital Management Co Inc 5
USS Investment Management Ltd 5
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 5
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
Meridiem Capital Partners LP 5
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 5
Wbi Investments, Inc. 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Banque Transatlantique SA 5
Wedmont Private Capital 5
HWG Holdings LP 5
Zebra Capital Management LLC 5
Adams Diversified Equity Fund, Inc. 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 5
Cornerstone Wealth Management, LLC 5
Deprince Race & Zollo Inc 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
Reuter James Wealth Management, Llc 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 5
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 5
Redpoint Investment Management Pty Ltd 5
DRGMX - BNY Mellon U.S. Mortgage Fund, Inc. - BNY Mellon U.S. Mortgage Fund, Inc. Class Z 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 5
Banco de Sabadell, S.A 5
Highland Capital Management, Llc 5
Triodos Investment Management BV 5
Oak Associates Ltd /oh/ 5
Virtus Investment Advisers, Inc. 5
Rampart Investment Management Company, LLC 5
CPI - IndexIQ ETF Trust - IQ Real Return ETF 5
Richard Bernstein Advisors LLC 5
Kepos Capital LP 5
First National Bank Of Omaha 5
SWS Partners 5
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 5
Desjardins Global Asset Management Inc. 5
Riverwater Partners LLC 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
Sandhill Capital Partners LLC 5
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
Parvin Asset Management, LLC 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
Freestone Grove Partners LP 5
Nicolet Advisory Services, Llc 5
Lincoln National Corp 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 5
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 5
Whitnell & Co. 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 5
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 5
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 5
Pinkerton Retirement Specialists, LLC 5
Capula Management Ltd 5
Copeland Capital Management, LLC 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 5
Capstone Series Fund Inc 5
Congress Wealth Management LLC / DE / 5
Gf Fund Management Co. Ltd. 5
aeris Capital Holding GmbH 5
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 5
Tcw Group Inc 5
Quinn Opportunity Partners LLC 5
Fairfield, Bush & Co. 5
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 5
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 5
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 5
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 5
Worldquant Millennium Advisors Llc 5
Keel Point, LLC 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
Nuance Investments, Llc 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
Allegis Investment Advisors, LLC 5
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 5
Smallcap World Fund Inc 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 5
Credential Qtrade Securities Inc. 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 5
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 5
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 5
Cassady Schiller Wealth Management, LLC 5
Beese Fulmer Investment Management, Inc. 5
Brick & Kyle, Associates 5
Physicians Financial Services, Inc. 5
Measured Wealth Private Client Group, LLC 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 5
Trillium Asset Management, Llc 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
Vestmark Advisory Solutions, Inc. 5
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 5
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 5
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 5
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 5
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Boulder Hill Capital Management Lp 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 5
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 5
Selective Wealth Management, Inc. 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 5
Kestra Investment Management, LLC 5
Oppenheimer Discovery Mid Cap Growth Fund 5
Red Tortoise LLC 5
Spears Abacus Advisors LLC 5
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 5
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 5
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 5
Lansforsakringar Fondforvaltning AB (publ) 5
National Pension Service 5
Clarkston Capital Partners, LLC 5
Calamos Strategic Total Return Fund 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Boston Family Office Llc 5
Cantab Capital Partners LLP 5
AIA Group Ltd 5
B. Metzler seel. Sohn & Co. AG 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 5
Wetzel Investment Advisors, Inc. 5
CenterBook Partners LP 5
Evermay Wealth Management Llc 5
Morgan Dempsey Capital Management Llc 5
Mbb Public Markets I Llc 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
Princeton Global Asset Management LLC 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
Wahed Invest LLC 5
Mission Wealth Management, Lp 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
Capital One, National Association 5
Wall Street Associates 5
HB Wealth Management, LLC 5
Wakefield Asset Management LLLP 5
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 5
Brown Advisory Securities, LLC 5
Forum Financial Management, LP 5
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
Geller Advisors LLC 5
Ckw Financial Group 5
Bremer Trust National Association 5
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 5
Estabrook Capital Management 5
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 5
S&co Inc 5
Stonebridge Capital Management Inc 5
NEOS Investment Management LLC 5
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 5
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 5
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 5
PENN SERIES FUNDS INC - Small Cap Value Fund 5
Premier Fund Managers Ltd 5
Burney Co/ 5
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 5
Nbt Bank N A /ny 5
Moody Aldrich Partners Llc 5
Ferguson Wellman Capital Management, Inc 5
Arden Trust Co 5
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 5
Stanley-Laman Group, Ltd. 5
Mariner Wealth Advisors-NYC, LLC 5
Horan Capital Advisors, LLC. 5
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 5
Catamount Wealth Management 5
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 5
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 5
Patton Fund Management, Inc. 5
6 Meridian 5
Institutional Investment Strategy Fund 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
Argent Trust Co 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 5
UMPIX - Profunds - Ultramid-cap Profund Investor Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 5
Exencial Wealth Advisors, Llc 5
BLPIX - Profunds - Bull Profund Investor Class 5
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 5
Gladius Capital Management LP 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
Legg Mason Investment Counsel, LLC 5
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 5
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 5
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 5
Ssi Investment Management Llc 5
American National Insurance Co /tx/ 5
Virginia Retirement System 5
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 5
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 5
Osterweis Capital Management Inc 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
SevenBridge Financial Group, LLC 5
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 5
Willingdon Wealth Management 5
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 5
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 5
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 5
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 5
Norinchukin Bank, The 5
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 5
Man Investments Ltd 5
PWS - Pacer Funds Trust - Pacer WealthShield ETF 5
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
Tredje AP-fonden 5
RSSL - Global X Funds - Global X Russell 2000 ETF 5
Jackson, Grant Investment Advisers, Inc. 5
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 5
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
Landsberg, Bennett, & Dubbaneh LLC 5
Shapiro Robert N 5
CTC Alternative Strategies, Ltd. 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
King Wealth 5
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 5
Formula Growth Ltd 5
Comprehensive Financial Consultants Institutional, Inc. 5
Values First Advisors, Inc. 5
PFG Private Wealth Management, LLC 5
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 5
City State Bank 5
Plato Investment Management Ltd 5
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 5
EP Wealth Advisors, Inc. 5
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 5
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 5
Bruderman Asset Management, LLC 5
Voya Financial Advisors, Inc. 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 5
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 5
Gulf International Bank (UK) Ltd 5
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 5
Rakuten Securities, Inc. 5
Kelly Financial Services LLC 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 5
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 5
Merit Financial Group, LLC 5
Stock Yards Bank & Trust Co 5
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 5
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 5
Copper Rock Capital Partners, LLC 5
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Hilton Capital Management, LLC 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
Corient Capital Partners, LLC 5
Jabre Capital Partners S.A. 5
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
New England Research & Management, Inc. 5
Pentwater Capital Management LP 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 5
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 5
Edge Wealth Management LLC 5
Ellis Investment Partners, LLC 5
Fdp Series, Inc. 5
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 5
NOMIX - Northern Funds - Northern Mid Cap Index Fund 5
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 5
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 5
Dakota Wealth Management 5
First Bank & Trust 5
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 5
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 5
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 5
Norway Savings Bank 5
Teton Westwood Funds 5
Vivaldi Asset Management, LLC 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
Philadelphia Trust Co 5
High Net Worth Advisory Group LLC 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 5
My Personal CFO, LLC 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
Punch & Associates Investment Management, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 5
Telemus Capital, Llc 5
Davis R M Inc 5
First Financial Corp /in/ 5
Twin Capital Management Inc 5
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 5
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 5
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 5
Blackrock Master Llc 5
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 5
Farmers & Merchants Trust Co of Chambersburg PA 5
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 5
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 5
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 5
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
Conestoga Capital Advisors, LLC 5
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 5
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 5
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 5
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 5
Principle Wealth Partners Llc 5
Fund Management at Engine No. 1 LLC 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
Essex Savings Bank 5
City Holding Co 5
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 5
Jpmorgan Trust Iii 5
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 5
Malaga Cove Capital, LLC 5
Hcim Trust 5
FUKOKU MUTUAL LIFE INSURANCE Co 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
Glenview Trust Co 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Vanguard Specialized Funds 5
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 5
Eastern Bank 5
BFOR - ALPS ETF Trust - Barron's 400 ETF 5
Capital Investment Advisory Services, LLC 5
Everett Harris & Co /ca/ 5
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 5
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
Onefund, Llc 5
Financial Advisors Network, Inc. 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 5
Erste Asset Management GmbH 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 5
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 5
Owl Creek Asset Management, L.P. 5
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5
Saudi Central Bank 5
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 5
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
American Research & Management Co. 5
VCULX - VALIC Co I - Growth Fund 5
Integral Derivatives, LLC 5
Hodges Capital Management Inc. 5
VBCVX - VALIC Co I - Systematic Value Fund 5
ENDW - EA Series Trust - Cambria Endowment Style ETF 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
VSTIX - VALIC Co I - Stock Index Fund 5
Adviser Investments LLC 5
CenturyLink Investment Management Co 5
M&G Plc 5
VMIDX - VALIC Co I - Mid Cap Index Fund 5
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 5
Paragon Capital Management Ltd 5
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 5
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 5
Decatur Capital Management, Inc. 5
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 5
Personal Wealth Partners 5
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 5
Gerber Kawasaki Wealth & Investment Management 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 5
MJT & Associates Financial Advisory Group, Inc. 5
Banco Santander, S.A. 5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 5
SSO - PROSHARES TRUST - ProShares Ultra S&P500 5
DT Investment Partners, LLC 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 5
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 5
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 5
Alpine Woods Capital Investors, Llc 5
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 5
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 5
Dai-Ichi Life Insurance Company, Ltd 5
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 5
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 5
ASR Vermogensbeheer N.V. 5
Eventide Asset Management, Llc 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 5
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 5
Intersect Capital LLC 5
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 5
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 5
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 5
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 5
Old North State Trust, LLC 5
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 5
Laurel Wealth Advisors LLC 5
Arrowgrass Capital Partners (us) Lp 5
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 5
Andra AP-fonden 5
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 5
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 5
Hudock, Inc. 5
Mediolanum International Funds Ltd 5
Worth Venture Partners, LLC 5
Korea Investment CORP 5
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 5
Zwj Investment Counsel Inc 5
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 5
Gofen & Glossberg Llc /il/ 5
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 5
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 5
Western Asset Management Company, LLC 5
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 5
MTGP - WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund N/A 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 5
Portolan Capital Management, LLC 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
Almanack Investment Partners, LLC. 5
Conning Inc. 5
Commerzbank Aktiengesellschaft /fi 5
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
Advanced Series Trust - Ast Mid-cap Growth Portfolio 5
Signet Financial Management, Llc 5
Davy Global Fund Management Ltd 5
Mn Services Vermogensbeheer B.V. 5
Pittenger & Anderson Inc 5
Parsons Capital Management Inc/ri 5
Mizuho Securities Usa Llc 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5
Kingdon Capital Management, L.l.c. 5
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 5
Coston, McIsaac & Partners 5
Armbruster Capital Management, Inc. 5
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 5
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 5
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 5
NOSIX - Northern Funds - Northern Stock Index Fund 5
Solaris Asset Management Llc 5
OTA Financial Group L.P. 5
ICA Group Wealth Management, LLC 5
Thoroughbred Financial Services, Llc 5
Artisan Partners Limited Partnership 5
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 5
Amerivest Investment Management LLC 5
Triad Wealth Partners, LLC 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 5
Intracoastal Capital, Llc 5
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 5
Sterling Investment Advisors, Ltd. 5
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 5
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 5
Stonepine Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
Unique Wealth Strategies, LLC 5
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 5
Czech National Bank 5
Brighton Jones Llc 5
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 5
Atlantic Trust, LLC 5
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 5
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 5
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 5
Kinneret Advisory, LLC 5
Brewin Dolphin Wealth Management Ltd 5
Profunds - Profund Vp Ultrabull 5
Banco Bilbao Vizcaya Argentaria, S.a. 5
Pacific Alternative Asset Management Company, Llc 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
Geneva Partners, LLC 5
Needham Investment Management Llc 5
STRV - EA Series Trust - Strive 500 ETF 5
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 5
PENN SERIES FUNDS INC - Small Cap Growth Fund 5
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 5
QCM Cayman, Ltd. 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
PENN SERIES FUNDS INC - Index 500 Fund 5
Transamerica Partners Funds Group Ii 5
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 5
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 5
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 5
Eagle Global Advisors Llc 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 5
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 5
Marietta Investment Partners Llc 5
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
Ferris Capital, Llc 5
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 5
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 5
PRW Wealth Management LLC 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 5
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 5
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 5
Financial Perspectives, Inc 5
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 5
Bank Of Nova Scotia Trust Co 5
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 5
Profunds - Profund Vp Bull 5
Visionary Asset Management, Inc. 5
Securian Funds Trust - SFT Index 500 Fund Class 1 5
Breton Hill Capital Ltd. 5
TimesSquare Capital Management, LLC 5
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 4
Rs Investment Trust 4
potrero capital research llc 4
Cove Street Capital, LLC 4
Water Island Capital Llc 4
Prescott Group Capital Management, L.l.c. 4
Bank Hapoalim Bm 4
Krensavage Asset Management, LLC 4
DG Capital Management, LLC 4
Broadfin Capital, LLC 4
Eminence Capital, Lp 4
Oasis Management Co Ltd. 4
Third Point LLC 4
Levin Capital Strategies, L.p. 4
Mariner Investment Group Llc 4
Jet Capital Investors L P 4
Birchview Capital, LP 4
River Road Asset Management, LLC 4
EJF Capital LLC 4
Advisory Research Inc 4
Clear Harbor Asset Management, LLC 4
Bridger Management, Llc 4
Jarislowsky, Fraser Ltd 4
Amici Capital, LLC 4
Palo Alto Investors LP 4
Clal Insurance Enterprises Holdings Ltd 4
Sands Capital Management, Llc 4
Standard Life Investments LTD 4
Primecap Management Co/ca/ 4
AWM Investment Company, Inc. 4
Thornburg Investment Management Inc 4
Cadian Capital Management, Lp 4
SRB Corp 4
Consonance Capital Management LP 4
Tamarack Capital Management, LLC 4
Private Capital Management, LLC 4
M Holdings Securities, Inc. 4
Traynor Capital Management, Inc. 4
Agf Investments Inc. 4
Ada Investment Management, LP 4
Altfest L J & Co Inc 4
Ativo Capital Management LLC 4
Mairs & Power Inc 4
Dixon Hubard Feinour & Brown Inc/va 4
Capital International Sarl 4
Capital International Ltd /ca/ 4
Foster Dykema Cabot & Co Inc/ma 4
Jag Capital Management, Llc 4
White Pine Capital Llc 4
Broadview Advisors Llc 4
Roundview Capital LLC 4
Girard Partners Ltd. 4
Courier Capital Llc 4
Cooke & Bieler Lp 4
Greenwood Capital Associates Llc 4
Apex Capital Management 4
Century Capital Management, LLC 4
Balasa Dinverno & Foltz Llc 4
Clifford Swan Investment Counsel Llc 4
Edge Asset Management, Inc 4
Howland Capital Management Llc 4
Aberdeen Asset Management Plc/uk 4
Brave Asset Management Inc 4
Ingalls & Snyder Llc 4
Columbia Partners L L C Investment Management 4
Adirondack Trust Co 4
Buffington Mohr McNeal 4
Aspiriant, Llc 4
Cobblestone Capital Advisors Llc /ny/ 4
Beach Investment Counsel Inc/pa 4
Stoneridge Investment Partners Llc 4
Tdam Usa Inc. 4
SPC Financial, Inc. 4
Busey Wealth Management 4
WESPAC Advisors, LLC 4
Main Street Research LLC 4
Timpani Capital Management LLC 4
Advisory Alpha, LLC 4
Parkwood LLC 4
Nippon Life Global Investors Americas, Inc. 4
Investment Partners, Ltd. 4
Pictet & Cie (Europe) SA 4
Proffitt & Goodson Inc 4
First National Trust Co 4
Penobscot Investment Management Company, Inc. 4
Confluence Investment Management Llc 4
Miracle Mile Advisors, LLC 4
Pictet North America Advisors SA 4
Leisure Capital Management 4
Cedar Wealth Management, LLC 4
Us Financial Advisors, Llc 4
Jump Trading, LLC 4
Gerstein Fisher 4
First Foundation Advisors 4
Dearborn Partners Llc 4
Ironwood Investment Counsel, LLC 4
Advisors Capital Management, LLC 4
Reynolds Capital Management Llc 4
Maryland Capital Management 4
LaFleur & Godfrey LLC 4
Aviance Capital Partners, LLC 4
Boston Financial Mangement Llc 4
Bangor Savings Bank 4
Supplemental Annuity Collective Trust of NJ 4
NJ State Employees Deferred Compensation Plan 4
Barrett Asset Management, LLC 4
Mark Sheptoff Financial Planning, Llc 4
FolioMetrix LLC 4
Wesbanco Bank Inc 4
Connable Office Inc 4
Lee Danner & Bass Inc 4
Private Bank & Trust Co 4
Monarch Partners Asset Management LLC 4
Garde Capital, Inc. 4
Morgens Waterfall Vintiadis & Co Inc 4
Sii Investments Inc/wi 4
North Star Asset Management Inc 4
Rhenman & Partners Asset Management AB 4
Fiduciary Group LLC 4
Hallmark Capital Management Inc 4
TD Securities (USA) LLC 4
Comgest Global Investors S.a.s. 4
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4
Montecito Bank & Trust 4
Murphy Capital Management Inc 4
Biondo Investment Advisors, LLC 4
Boston Advisors Llc 4
Wellington Shields & Co., LLC 4
Thomasville National Bank 4
Field & Main Bank 4
Chase Investment Counsel Corp 4
Capital Management Associates /ny/ 4
Lombardia Capital Partners Llc 4
Putnam Fl Investment Management Co 4
Delta Lloyd Nv 4
W.G. Shaheen & Associates DBA Whitney & Co 4
C WorldWide Group Holding A/S 4
HealthInvest Partners AB 4
Personal Capital Advisors Corp 4
Davidson Investment Advisors 4
Quantum Capital Management 4
GLG Partners LP 4
Coyle Financial Counsel LLC 4
Empyrean Capital Partners, LP 4
HighVista Strategies LLC 4
Glg Llc 4
NorthCoast Asset Management LLC 4
West Coast Financial LLC 4
Myriad Asset Management Ltd. 4
Harfst & Associates, Inc. 4
First Interstate Bank 4
Tygh Capital Management, Inc. 4
Cutter & CO Brokerage, Inc. 4
McKinley Carter Wealth Services, Inc. 4
Bray Capital Advisors 4
Winslow Capital Management, LLC 4
WealthTrust Fairport, LLC 4
Highstreet Asset Management Inc. 4
Cordasco Financial Network 4
Atlas Brown,Inc. 4
FormulaFolio Investments, LLC 4
Cim, Llc 4
Stancorp Investment Advisers Inc 4
Neville Rodie & Shaw Inc 4
Orrstown Financial Services Inc 4
Leavell Investment Management, Inc. 4
Acropolis Investment Management, LLC 4
ID Management A/S 4
First PREMIER Bank 4
Wade G W & Inc 4
Cullinan Associates Inc 4
Mitchell Sinkler & Starr/pa 4
Exxonmobil Investment Management Inc /tx 4
Daiwa SB Investments Ltd. 4
Livingston Group Asset Management CO (operating as Southport Capital Management) 4
West Oak Capital, LLC 4
Pensionfund DSM Netherlands 4
Modera Wealth Management, LLC 4
Tobam 4
Beacon Investment Advisory Services, Inc. 4
Sigma Capital Management Llc 4
Homrich & Berg 4
Boussard & Gavaudan Investment Management LLP 4
RFG Advisory, LLC 4
Price Capital Management, Inc. 4
Gargoyle Investment Advisor L.L.C. 4
Ironwood Financial, llc 4
Motley Fool Asset Management LLC 4
Arrow Financial Corp 4
Ninety One UK Ltd 4
Partnervest Advisory Services LLC 4
Ninety One North America, Inc. 4
River Wealth Advisors LLC 4
Welch Group, LLC 4
Amica Pension Fund Board Of Trustees 4
Cambiar Investors Llc 4
Peoples Financial Services Corp. 4
QUANTRES ASSET MANAGEMENT Ltd 4
Pennsylvania Trust Co 4
Skylands Capital, LLC 4
Trust Co 4
Livforsakringsbolaget Skandia, Omsesidigt 4
Capital International Inc /ca/ 4
Hills Bank & Trust Co 4
Ionic Capital Management LLC 4
Iguana Healthcare Management, LLC 4
Rotella Capital Management, Inc. 4
Aureus Asset Management, LLC 4
Timber Creek Capital Management LLC 4
Tuttle Tactical Management LLC 4
Nair Vinay 4
Blume Capital Management, Inc. 4
Fernwood Investment Management, LLC 4
Bedrijfstakpensioenfonds Voor De Media Pno 4
Dynamic Technology Lab Pte Ltd 4
Foresters Investment Management Company, Inc. 4
WESPAC Advisors SoCal, LLC 4
Kohlberg Kravis Roberts & Co. L.P. 4
Atlantic Union Bankshares Corp 4
Laurel Wealth Advisors, Inc. 4
RiverPoint Capital Management, LLC 4
Ramsey Quantitative Systems 4
Moisand Fitzgerald Tamayo, LLC 4
Mizuho Trust & Banking Co., Ltd. 4
Renaissance Group Llc 4
Stuart Chaussee & Associates, Inc. 4
Li Winifred I 4
Geneva Capital Management Llc 4
Tradeworx Inc. 4
Wrapmanager Inc 4
FDO Partners, LLC 4
J.Safra Asset Management Corp 4
Simmons Bank 4
U S Global Investors Inc 4
Verity Asset Management, Inc. 4
Institute for Wealth Management, LLC. 4
Donaldson Capital Management, Llc 4
Motley Fool Wealth Management, LLC 4
Princeton Portfolio Strategies Group LLC 4
Williams Jones & Associates LLC 4
Nokota Management, LP 4
Oberweis Asset Management Inc/ 4
HRS Investment Holdings, LLC 4
Northwestern Mutual Investment Services Llc 4
Scholtz & Company, Llc 4
Lombard Odier Asset Management (Europe) Ltd 4
Strategic Investment Management, Llc 4
Permanens Capital L.P. 4
Summit Partners Public Asset Management, Llc 4
Cedar Capital, Llc 4
Euclid Advisors LLC 4
JS Capital Management LLC 4
Advance Capital I Inc 4
Cleararc Capital Inc 4
Schonfeld Group Holdings LLC 4
Deimos Asset Management LLC 4
Fft Wealth Management Llc 4
Railway Pension Investments Ltd 4
City National Bank 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
Adamant Biomedical Investments AG 4
NuWave Investment Management, LLC 4
Wintrust Investments Llc 4
Wilmington Trust, National Association 4
Wilmington Trust Investment Management, LLC 4
Rock Creek Group, LP 4
Elite Wealth Management, Inc. 4
Well Done, LLC 4
Connecticut Wealth Management, LLC 4
AustralianSuper Pty Ltd 4
Bnp Paribas 4
Radnor Capital Management, LLC 4
Rainier Group Investment Advisory LLC 4
ARK Investment Management LLC 4
Meridian Wealth Management, LLC 4
Total Investment Management Inc 4
Point72 Europe (London) LLP 4
Intrinsic Edge Capital Management LLC 4
Fortis Advisors, LLC 4
Bridgeworth, LLC 4
IFM Investors Pty Ltd 4
Pacific Center for Financial Services 4
New Perspective Fund 4
Security Asset Management 4
Wsfs Capital Management, Llc 4
Ridgewood Investments LLC 4
Heritage Trust Co 4
Global Financial Private Capital, LLC 4
Circle Wealth Management, LLC 4
Bfsg, Llc 4
Spot Trading L.l.c. 4
Tiaa, Fsb 4
Mountain Capital Investment Advisors, Inc 4
Donoghue Forlines LLC 4
Legacy Advisors, LLC 4
Spearhead Capital Advisors, Llc 4
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
PFG Advisors 4
Voya Prime Rate Trust 4
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
Voya International High Dividend Equity Income Fund 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 4
FEUGX - FEDERATED ADJUSTABLE RATE SECURITIES FUND - FEDERATED ADJUSTABLE RATE SECURITIES FUND Service Shares 4
Usaa Etf Trust 4
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 4
Blackrock Debt Strategies Fund, Inc. 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
PRNT - Ark ETF Trust - The 3D Printing ETF 4
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 4
Allianzgi Equity & Convertible Income Fund 4
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 4
Virtus Global Dividend & Income Fund Inc. 4
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 4
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 4
Ironbridge Funds, Inc. 4
Eaton Vance Enhanced Equity Income Fund Ii 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 4
Nuveen S&p 500 Dynamic Overwrite Fund 4
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
Tri-continental Corp 4
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 4
FEDERATED CORE TRUST - High Yield Bond Portfolio 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
MERVX - MERGER FUND VL - The Merger Fund VL 4
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 4
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 4
Himco Variable Insurance Trust 4
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
Liberty All Star Equity Fund 4
New America High Income Fund Inc 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Oppenheimer Global Multi Strategies Fund 4
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 4
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 4
John Hancock Income Securities Trust 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Dfa Investment Trust Co - The U.s. Large Cap Value Series 4
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 4
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 4
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 4
Mfs Multimarket Income Trust 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
Horizons Etf Trust I 4
Alpine Series Trust 4
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 4
Turner Funds 4
Oppenheimer Global Opportunities Fund 4
Relative Value Fund 4
Vanguard Morgan Growth Fund 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 4
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 4
Alliancebernstein Global High Income Fund Inc 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
Manning & Napier Group, LLC 4
Independence Bank of Kentucky 4
AMS Capital Ltda 4
Taylor Hoffman Wealth Management 4
Redwood Investment Management, Llc 4
Aubrey Capital Management Ltd 4
Mutual Advisors, LLC 4
Ford Financial Group, LLC 4
Santori & Peters, Inc. 4
Midwest Professional Planners, LTD. 4
Kaizen Advisory, Llc 4
180 Wealth Advisors, Llc 4
Blackhawk Capital Partners LLC. 4
Red Cedar Capital, LLC 4
Providence Capital Advisors, LLC 4
MANA Advisors LLC 4
Premia Global Advisors, Llc 4
First Command Advisory Services, Inc. 4
Virtue Capital Management, LLC 4
Rheos Capital Works Inc. 4
Whitener Capital Management, Inc. 4
West Branch Capital LLC 4
Elo Mutual Pension Insurance Co 4
Elmwood Wealth Management, Inc. 4
Avitas Wealth Management LLC 4
Boenning & Scattergood, Inc. 4
Foundations Investment Advisors, LLC 4
Canton Hathaway, LLC 4
AIA Investment Management Private Ltd 4
Resources Management Corp /ct/ /adv 4
Redhawk Wealth Advisors, Inc. 4
Legacy Bridge, LLC 4
Roman Butler Fullerton & Co 4
Summit Financial, LLC 4
Costello Asset Management, INC 4
Community Capital Management, Inc. 4
Reston Wealth Management Llc 4
Stratos Wealth Advisors, LLC 4
Arabesque Asset Management Ltd 4
9258 Wealth Management, LLC 4
HHM Wealth Advisors, LLC 4
Asahi Life Asset Management Co., Ltd. 4
Semmax Financial Advisors Inc. 4
Seeyond 4
Mirova 4
Global Wealth Management Investment Advisory, Inc. 4
Harvest Investment Services, LLC 4
Meridian Wealth Advisors, LLC 4
Outlook Wealth Advisors, LLC 4
VisionPoint Advisory Group, LLC 4
Gyl Financial Synergies, Llc 4
Brendel Financial Advisors LLC 4
Knuff & Co LLC 4
Mid Atlantic Financial Management Inc/adv 4
Western Wealth Management, LLC 4
Manchester Financial Inc 4
Clarfeld Financial Advisors, Llc 4
Tuscan Ridge Asset Management Llc 4
Lake Point Wealth Management 4
Opseu Pension Plan Trust Fund 4
Lake Street Financial Llc 4
Inscription Capital, LLC 4
Horizon Kinetics Asset Management Llc 4
Sound View Wealth Advisors Group, LLC 4
Stonehage Fleming Financial Services Holdings Ltd 4
Orser Capital Management, Llc 4
Rs Variable Products Trust 4
Stonehage Fleming (uk) Ltd 4
Whitebox Mutual Funds 4
Parametric Market Neutral Portfolio 4
Cowen Investment Management LLC 4
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 4
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 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 MSCI KLD 400 Social Index Fund (A) 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 4
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 4
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 4
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 4
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 4
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 4
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 4
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 4
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 4
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 4
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 4
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 4
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 4
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 4
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 4
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 4
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 4
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 4
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 4
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 4
MML SERIES INVESTMENT FUND - MML Global Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 4
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderate Portfolio Class 2 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Conservative Portfolio Class 2 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Aggressive Portfolio Class 2 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Aggressive Portfolio Class 2 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Conservative Portfolio Class 4 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 4
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 4
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 4
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 4
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 4
PENN SERIES FUNDS INC - Mid Cap Growth Fund 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 4
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 4
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 4
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 4
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 4
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 4
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 4
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 4
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 4
PIMCO FUNDS - PIMCO Short Asset Portfolio 4
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 4
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 4
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 4
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 4
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 4
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 4
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 4
Profunds - Profund Vp Mid-cap Value 4
Profunds - Profund Vp Small-cap Value 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 4
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 4
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 4
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 4
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 4
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 4
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 4
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 4
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 4
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 4
Dfa Investment Trust Co - The Continental Small Company Series 4
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 4
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 4
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 4
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 4
PYGNX - PAYDEN & RYGEL INVESTMENT GROUP - Payden GNMA Fund (Investor Class) 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 4
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 4
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 4
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 4
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 4
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
XT - iSHARES TRUST - iShares Exponential Technologies ETF 4
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 4
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 4
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 4
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 4
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 4
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
MLPIX - Profunds - Mid-cap Value Profund Investor Class 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 4
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 4
55i, Llc 4
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 4
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 4
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 4
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 4
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 4
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 4
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 4
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 4
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 4
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 4
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 4
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 4
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 4
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 4
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 4
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 4
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 4
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 4
Seaport Global Asset Management Llc 4
Howard Wealth Management, Llc 4
Minot Wealth Management LLC 4
Leelyn Smith, LLC 4
Steel Peak Wealth Management LLC 4
GFG Capital, LLC 4
Corbett Road Capital Management, Llc 4
Wealth Alliance 4
Madison Asset Management, LLC 4
Integral Health Asset Management, LLC 4
NWK Group, Inc. 4
Kathmere Capital Management, LLC 4
EPG Wealth Management LLC 4
N.E.W. Advisory Services LLC 4
Bellevue Asset Management, Llc 4
Great Lakes Retirement, Inc. 4
PAX Financial Group, LLC 4
Stephenson National Bank & Trust 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 4
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 4
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 4
Filbrandt Wealth Management, LLC 4
Engrave Wealth Partners LLC 4
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 4
Davidson Capital Management Inc. 4
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 4
Consolidated Planning Corp 4
Graypoint LLC 4
Glg Inc. 4
Veracity Capital LLC 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 4
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 4
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 4
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 4
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 4
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 4
Canandaigua National Corp 4
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 4
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 4
Atlas Private Wealth Advisors 4
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 4
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 4
Advisor OS, LLC 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 4
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 4
Allianz Se 4
Tennessee Valley Asset Management Partners 4
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 4
Planned Solutions, Inc. 4
Jackson Creek Investment Advisors LLC 4
Bnc Wealth Management, Llc 4
Chiron Capital Management, Llc 4
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 4
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 4
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Crescent Capital Consulting, LLC 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 4
McClarren Financial Advisors, Inc. 4
Bellwether Advisors, LLC 4
McCarthy Asset Management, Inc. 4
High Note Wealth, LLC 4
Stableford Capital Ii Llc 4
Syverson Strege & Co 4
Ellsworth Advisors, LLC 4
Baker Tilly Financial, Llc 4
Phoenix Wealth Advisors 4
Golden State Equity Partners 4
Waycross Partners, Llc 4
Wd Rutherford Llc 4
Sterling Financial Planning, Inc. 4
IAG Wealth Partners, LLC 4
Humankind Investments LLC 4
Altus Wealth Group LLC 4
Charter Oak Capital Management, LLC 4
Legacy Capital Wealth Partners, LLC 4
Wealthspring Capital LLC 4
Alpha DNA Investment Management LLC 4
Ghisallo Capital Management LLC 4
Freedman Financial Associates, Inc. 4
VELA Funds - VELA Large Cap 130/30 Fund Class I 4
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 4
Baron Silver Stevens Financial Advisors, Llc 4
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Systematic Alpha Investments, LLC 4
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 4
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 4
Connectus Wealth, LLC 4
Better Money Decisions, LLC 4
Nfj Investment Group, Llc 4
Y.D. More Investments Ltd 4
Bank of New Hampshire 4
Sageworth Trust Co of South Dakota 4
VCBDX - VALIC Co I - Core Bond Fund 4
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 4
VVMCX - VALIC Co I - Mid Cap Value Fund 4
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 4
PNC Managed Account Solutions, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 4
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 4
Lind Global Fund II LP 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 4
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 4
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 4
Yarbrough Capital, LLC 4
Cross Staff Investments Inc 4
Retirement Planning Co of New England, Inc. 4
NorthCrest Asset Manangement, LLC 4
Industrial Alliance Investment Management Inc. 4
China Universal Asset Management Co., Ltd. 4
Stonegate Investment Group, LLC 4
Financial Connections Group, Inc. 4
New Millennium Group LLC 4
Delphia (USA) Inc. 4
Tilia Fiduciary Partners, Inc. 4
Carroll Investors, Inc 4
Tyler-Stone Wealth Management 4
Oaktree Diversified Income Fund Inc. 4
Ascent Group, LLC 4
American Trust 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
LGT Fund Management Co Ltd. 4
LGT Group Foundation 4
Offit Capital Advisors Llc 4
Hazlett, Burt & Watson, Inc. 4
Retireful, LLC 4
Beacon Capital Management, LLC 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
Heritage Financial Services, LLC 4
Castle Wealth Management Llc 4
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 4
Axxcess Wealth Management, Llc 4
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 4
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 4
Trifecta Capital Advisors, LLC 4
Daymark Wealth Partners, Llc 4
Richard W. Paul & Associates, LLC 4
Team Hewins, LLC 4
Alliance Wealth Advisors, LLC /UT 4
McGlone Suttner Wealth Management, Inc. 4
New Hampshire Trust 4
Garda Capital Partners Lp 4
Allstate Investment Management Co 4
Grey Fox Wealth Advisors, LLC 4
Capital Group Investment Management Pte. Ltd. 4
Numerai GP LLC 4
Braidwell Lp 4
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
STXV - EA Series Trust - Strive 1000 Value ETF 4
Authentikos Wealth Advisory, LLC 4
V-Square Quantitative Management LLC 4
25 Llc 4
Legacy Capital Group California, Inc. 4
Barrett & Company, Inc. 4
Ofi Invest Asset Management 4
Frank, Rimerman Advisors LLC 4
Imprint Wealth LLC 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
EA Series Trust 4
Kingswood Wealth Advisors, Llc 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Portside Wealth Group, LLC 4
Halpern Financial, Inc. 4
DecisionPoint Financial, LLC 4
Cape Investment Advisory, Inc. 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Tiaa Trust, National Association 4
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 4
Valued Wealth Advisors LLC 4
BKM Wealth Management, LLC 4
Premier Path Wealth Partners, LLC 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 4
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 4
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 4
Bear Mountain Capital, Inc. 4
Gilliland Jeter Wealth Management LLC 4
Catalytic Wealth RIA, LLC 4
Scientech Research LLC 4
Degroof Petercam Asset Management 4
Canopy Partners, LLC 4
Main Street Group, LTD 4
Planning Capital Management Corp 4
Foster Dykema Cabot & Partners, Llc 4
Aspect Partners, LLC 4
Perbak Capital Partners LLP 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
USRD - Themes ETF Trust - Themes US R&D Champions ETF 4
Creekmur Asset Management LLC 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
Financial Synergies Wealth Advisors, Inc. 4
Concurrent Investment Advisors, LLC 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Focus Financial Network, Inc. 4
Diversify Advisory Services, LLC 4
Central Pacific Bank - Trust Division 4
Hilltop National Bank 4
Mowery & Schoenfeld Wealth Management, LLC 4
Sugar Maple Asset Management, LLC 4
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF 4
Bdf-gestion 4
J. Safra Sarasin Holding AG 4
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 4
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 4
ORG Wealth Partners, LLC 4
Net Worth Advisory Group 4
Conway Capital Management, Inc. 4
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
Independent Solutions Wealth Management, LLC 4
Decker Retirement Planning Inc. 4
Avanza Fonder AB 4
Stonebridge Financial Group, LLC 4
Atala Financial Inc 4
Crowley Wealth Management, Inc. 4
Murphy & Mullick Capital Management Corp 4
Quest 10 Wealth Builders, Inc. 4
Canada Post Corp Registered Pension Plan 4
GKV Capital Management Co., Inc. 4
Quantessence Capital LLC 4
Marshall & Sterling Wealth Advisors Inc. 4
Vega Investment Solutions 4
Capital A Wealth Management, LLC 4
REAP Financial Group, LLC 4
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 4
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 4
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 4
EUSM - Strategy Shares - Eventide US Market ETF 4
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 4
Nova Wealth Management, Inc. 4
Militia Capital Partners, LP 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 4
Abn Amro Investment Solutions 4
Winnow Wealth Llc 4
Boreal Capital Management LLC 4
Provenance Wealth Advisors, LLC 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 4
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 3
Green Owl Capital Management, LLC 3
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 3
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 3
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 3
Union Savings Bank 3
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 3
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 3
Evanson Asset Management, LLC 3
Sumitomo Life Insurance Co 3
Aequim Alternative Investments LP 3
Sabal Trust CO 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 3
Fcm Investments/tx 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
Harbor Advisors LLC 3
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Meyer Handelman Co 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
ROSS\JOHNSON & Associates LLC 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Shinko Asset Management Co., Ltd. 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 3
Villere St Denis J & Co Llc 3
Arthur M. Cohen & Associates, Llc 3
Monument Capital Management 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
Financial Advisory Service, Inc. 3
Asset Planning Services, Ltd. 3
Kwmg, Llc 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
Glenview Capital Management, Llc 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 3
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 3
Covenant Partners, LLC 3
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
Stanford Investment Group, Inc. 3
HMS Capital Management, LLC 3
Blue Bell Private Wealth Management, Llc 3
Ibex Wealth Advisors 3
Forte Capital Llc /adv 3
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 3
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Eisler Capital Management Ltd. 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
Bessemer Securities Llc 3
Transform Wealth, LLC 3
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 3
BLB&B Advisors, LLC 3
Fruth Investment Management 3
Franklin Street Advisors Inc /nc 3
Elevatus Welath Management 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
Jana Partners Llc 3
Bellwether Investment Group, LLC 3
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
Hall Laurie J Trustee 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
Aspire Private Capital, LLC 3
Sullivan, Bruyette, Speros & Blaney, LLC 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
Dalton Greiner Hartman Maher & Co 3
Independence Advisors, LLC 3
Rossby Financial, LCC 3
Nixon Peabody Trust Co 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Exchange Capital Management, Inc. 3
Archipel Asset Management AB 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
Munder Capital Management 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
Meristem Family Wealth, LLC 3
Ag2r La Mondiale Gestion D'actifs 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
Harbert Fund Advisors, Inc. 3
Gierl Augustine Investment Management Inc 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
Atomi Financial Group, Inc. 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
Vontobel Asset Management Inc 3
Woodstock Corp 3
Edge Capital Group, LLC 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
Bowen Hanes & Co Inc 3
Indiana Trust & Investment Management CO 3
CHICAGO TRUST Co NA 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
Pegasus Partners Ltd. 3
Trust Department Mb Financial Bank N A 3
Bath Savings Trust Co 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 3
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 3
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 3
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 3
GMEZX - GuideStone Funds - Impact Equity Fund Investor 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
Valley National Bancorp 3
SWAN Capital LLC 3
Gary Goldberg Planning Services Inc 3
Disciplined Growth Investors Inc /mn 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
Consolidated Portfolio Review Corp 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 3
Rainier Family Wealth Inc 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Pensionfund Sabic 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
Guardian Investor Services Llc 3
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
PrairieView Partners, LLC 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 3
Silver Rock Financial LP 3
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 3
Crow Point Partners, LLC 3
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 3
Marvin & Palmer Associates Inc 3
Strategic Wealth Advisors Group, LLC 3
Groesbeck Investment Management Corp /nj/ 3
Northwest Capital Management Inc 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
Re Advisers Corp 3
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 3
Heck Capital Advisors, LLC 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Blue Arrow Capital Management Llc 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
Nwam Llc 3
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 3
Grey Street Capital, LLC 3
Sagespring Wealth Partners, Llc 3
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 3
Fidgeon Timothy F 3
Richards, Merrill & Peterson, Inc. 3
Redwood Park Advisors LLC 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Kcm Investment Advisors Llc 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
Apis Capital Advisors, LLC 3
McCarthy Grittinger Financial Group, LLC 3
Atlanta Capital Management Co L L C 3
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 3
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 3
Polen Capital Management Llc 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
RiverFront Investment Group, LLC 3
Autus Asset Management, LLC 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
Transamerica Partners Portfolios 3
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
ARGI Investment Services, LLC 3
Magellan Asset Management Ltd 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
DSAM Partners (London) Ltd 3
Silicon Hills Wealth Management, LLC 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 3
Park Edge Advisors, LLC 3
Baron Wealth Management LLC 3
Polymer Capital Management (US) LLC 3
ACG Wealth 3
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 3
Integrated Quantitative Investments LLC 3
Legacy Trust 3
Dreman Value Management, L L C 3
One Capital Management, LLC 3
Keeley Asset Management Corp 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
Alpha Cubed Investments, LLC 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 3
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
Alpha Quant Advisors, Llc 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
NINE MASTS CAPITAL Ltd 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Bainco International Investors 3
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
Psagot Investment House Ltd. 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
ICONIQ Capital, LLC 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
Milestone Investment Advisors LLC 3
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
United Asset Strategies, Inc. 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 3
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
Ar Asset Management Inc 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
Ruedi Wealth Management, Inc. 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
Tiemann Investment Advisors, Llc 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 3
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Town & Country Bank & Trust CO dba First Bankers Trust CO 3
Applied Finance Capital Management, LLC 3
MIG Capital, LLC 3
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 3
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 3
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 3
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 3
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 3
GRATRY & Co LLC 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
Speece Thorson Capital Group Inc 3
Lucus Advisors Llc 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
Mcrae Capital Management Inc 3
Palisade Asset Management, LLC 3
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 3
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 3
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 3
Millstone Evans Group, LLC 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
Boyd Watterson Asset Management Llc/oh 3
Wealthstreet Investment Advisors, LLC 3
First American Trust, Fsb 3
Welch Capital Partners Llc/ny 3
Register Financial Advisors LLC 3
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 3
Berkshire Asset Management Llc/pa 3
Guidance Point Advisors, LLC 3
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 3
Cape Cod Five Cents Savings Bank 3
Readystate Asset Management Lp 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
Kiker Wealth Management, LLC 3
Avalon Global Asset Management LLC 3
Klingman & Associates, LLC 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Ray Gerald L & Associates Ltd 3
Limestone Investment Advisors LP 3
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 3
Birch Hill Investment Advisors LLC 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
Liberty Capital Management, Inc. 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
Curbstone Financial Management Corp 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
London & Capital Asset Management Ltd 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
ARS Investment Partners, LLC 3
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 3
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A 3
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 3
M&r Capital Management Inc 3
St. Louis Trust Co 3
Castle Rock Wealth Management, LLC 3
Searle & Co. 3
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 3
Credit Capital Investments LLC 3
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
Terrapin Asset Management, LLC 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 3
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
Hoover Financial Advisors, Inc. 3
Kessler Investment Group, LLC 3
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 3
Nations Financial Group Inc, /ia/ /adv 3
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 3
Cahill Financial Advisors Inc 3
Middleton & Co Inc/ma 3
Monetary Management Group Inc 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
Suffolk Capital Management Llc 3
Premier Asset Management Llc 3
Senrigan Capital Group Ltd 3
Carderock Capital Management Inc 3
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
Beirne Wealth Consulting Services, LLC 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
Aspen Grove Capital, LLC 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
Bellecapital International Ltd. 3
La Financiere De L'echiquier 3
Oversea-Chinese Banking CORP Ltd 3
Park Avenue Institutional Advisers LLC 3
Stelac Advisory Services LLC 3
Curio Wealth, Llc 3
Orbitronix, LP 3
Longbow Finance SA 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
LG Capital Management, LP 3
RWC Asset Management LLP 3
Thematics Asset Management 3
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 3
Ratan Capital Management LP 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 3
Snow Capital Management Lp 3
Delap Wealth Advisory, Llc 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
AM Squared Ltd 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
Odey Asset Management Group Ltd 3
Sentinel Asset Management, Inc. 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 3
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 3
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 3
Ferox Capital Management LP 3
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
Symmetry Peak Management Llc 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
Peregrine Asset Advisers, Inc. 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 3
Gritstone Asset Management Llc 3
FourThought Financial Partners, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
Old West Investment Management, LLC 3
New England Capital Financial Advisors LLC 3
Kiwi Wealth Investments Limited Partnership 3
JFG Wealth Management, LLC 3
Piermont Capital Management LLC 3
Capital Wealth Planning, LLC 3
Hunter Associates Investment Management Llc 3
Ithaka Group Llc 3
Columbia Asset Management 3
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3
GM Advisory Group, Inc. 3
Dean Investment Associates, Llc 3
Stone Toro Investment Advisers, LP 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 3
PartnerRe Asset Management CORP 3
Seed Wealth Management, Inc. 3
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 3
Concert Wealth Management Inc. 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
Telemetry Investments, L.L.C. 3
Haberer Registered Investment Advisor Inc 3
Frontier Wealth Management LLC 3
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Beaumont Financial Advisors, LLC 3
Keystone Financial Group 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
EFG Asset Management (Americas) Corp. 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
Suncoast Equity Management 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Portola Group Inc /ca 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 3
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 3
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 3
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 3
Zazove Associates Llc 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
ASB Consultores, LLC 3
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 3
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 3
JDM Financial Group LLC 3
Holistic Financial Partners 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 3
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
General Partner, Inc. 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
Coastal Bridge Advisors, LLC 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
Brown Capital Management Llc 3
New Wave Wealth Advisors Llc 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
Islet Management, LP 3
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 3
Silicon Valley Capital Partners 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
Bracebridge Capital, LLC 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
ACCSX - RBC FUNDS TRUST - Access Capital Community Investment Fund Class I 3
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
Centennial Bank/AR/ 3
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 3
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
Matisse Capital 3
Hutchens Investment Management Inc 3
Tegean Capital Management, Llc 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 3
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 3
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
Kelman-Lazarov, Inc. 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 3
Advanced Series Trust - Ast High Yield Portfolio 3
BankPlus Trust Department 3
Hawk Ridge Capital Management Lp 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
Shellback Capital, LP 3
RPG Investment Advisory, LLC 3
Sepio Capital, LP 3
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 3
Kalos Management, Inc. 3
Lockheed Martin Investment Management Co 3
Hitchwood Capital Management LP 3
Tributary Capital Management, LLC 3
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 3
Eaton Vance Short Duration Diversified Income Fund 3
Arcus Capital Partners, LLC 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
Horan Securities, Inc. 3
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 3
Camden Asset Management L P /ca 3
Midwest Capital Advisors, LLC 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
Sea Otter Advisors LLC 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 3
Alpha Omega Wealth Management LLC 3
Gladstone Institutional Advisory LLC 3
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
Cupps Capital Management, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Citizens Business Bank 3
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 3
Raab & Moskowitz Asset Management LLC 3
Exane Asset Management 3
Capital Directions Investment Advisors, LLC 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
Syntal Capital Partners, LLC 3
Chartwell Investment Partners/pa 3
Centricity Wealth Management, LLC 3
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 3
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 3
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
Ascent Wealth Partners, LLC 3
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
Stone Run Capital, Llc 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
Dean Capital Management 3
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 3
Godshalk Welsh Capital Management, Inc. 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
Qualcomm Inc/de 3
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 3
Fedenia Advisers LLC 3
Bank of Jackson Hole Trust 3
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 3
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
Morningstar Investment Services LLC 3
WealthPlan Investment Management, LLC 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
Graticule Asia Macro Advisors LLC 3
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 3
Coe Capital Management, LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 3
S&t Bank/pa 3
Giverny Capital Inc. 3
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Brandes Investment Partners, Lp 3
Silphium Asset Management Ltd 3
Asset Planning,Inc 3
RP Investment Advisors LP 3
Wealth Management Associates, Inc. 3
SVA Wealth Management, LLC 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Eaton Vance Tax-managed Diversified Equity Income Fund 3
Wilmington Trust Co 3
Eaton Vance Enhanced Equity Income Fund 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
X-Square Capital, LLC 3
Robertson Stephens Wealth Management, LLC 3
Aptus Capital Advisors, LLC 3
Samlyn Capital, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
Paradigm Financial Partners, Llc 3
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 3
Cedar Brook Financial Partners, LLC 3
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 3
Birinyi Associates Inc 3
Global Assets Advisory, LLC 3
FSM Wealth Advisors, LLC 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
Azimuth Capital Investment Management LLC 3
Neuberger Berman High Yield Strategies Fund Inc. 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Angeles Investment Advisors, LLC 3
Cordatus Wealth Management LLC 3
Scarborough Advisors, LLC 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
Apex Capital, Llc 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
GDS Wealth Management 3
Nkcfo Llc 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
Green Square Capital Advisors Llc 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
Graves-Light Private Wealth Management, Inc. 3
Cornerstone Advisors Inc 3
Eaton Vance Risk-managed Diversified Equity Income Fund 3
Diamond Hill Capital Management Inc 3
Waddell & Reed Advisors Funds 3
Oppenheimer Main Street Mid Cap Fund 3
Triasima Portfolio Management inc. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 3
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 3
Growth Portfolio 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
Kiley Juergens Wealth Management, Llc 3
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 3
American Capital Management Inc 3
Willner & Heller, Llc 3
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 3
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 3
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 3
Cowen Prime Services LLC 3
Concentric Capital Strategies, LP 3
Resurgent Financial Advisors LLC 3
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 3
Worth Asset Management, LLC 3
Nuveen S&p 500 Buywrite Income Fund 3
Cooper Financial Group 3
Commons Capital, Llc 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
Insight Inv LLC 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
Lansing Street Advisors 3
Empirical Asset Management, LLC 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
SummitTX Capital, L.P. 3
Stock Portfolio - Stock Portfolio 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
Cyrus J. Lawrence, LLC 3
Madison Investment Holdings Inc 3
Lloyds Banking Group plc 3
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 3
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 3
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
Walker Asset Management, LLC 3
Pembroke Management, LTD 3
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
Smallwood Wealth Investment Management, LLC 3
Carmignac Gestion 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
CVAR - ETF Opportunities Trust - Cultivar ETF 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
DiMeo Schneider & Associates, L.L.C. 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
Herndon Capital Management Llc 3
Sigma Investment Counselors Inc 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
Beck Bode, LLC 3
PDS Planning, Inc 3
IronBridge Capital Management LP 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF 3
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 3
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 3
Hirtle Callaghan & Co LLC 3
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 3
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 3
Vectors Research Management, LLC 3
EFG Asset Management (North America) Corp. 3
Rinkey Investments 3
Oak Harbor Wealth Partners, Llc 3
Wells Fargo Global Dividend Opportunity Fund 3
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 3
GFS Advisors, LLC 3
G&S Capital LLC 3
FS Series Trust - FS Market Neutral Fund Class I 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 3
SPX Equities Gestao de Recursos Ltda 3
Stone Ridge Trust Iii 3
MainStreet Investment Advisors LLC 3
Sendero Wealth Management, LLC 3
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Western Pacific Wealth Management, LP 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
Iridian Asset Management Llc/ct 3
Pfs Investments Inc. 3
Hancock Whitney Investment Services Inc. 3
Journey Strategic Wealth Llc 3
Krs Capital Management, Llc 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
Clark Estates Inc/ny 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
Integrity Capital Management (HK) Ltd 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
Seldon Capital Lp 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
Corient IA LLC 3
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
Nauset Wealth Management. LLC 3
Boston Income Portfolio - Boston Income Portfolio 3
Prosperity Consulting Group, LLC 3
Delaware Vip Trust - Delaware Vip U.s. Growth Series Standard Class 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
Privium Fund Management B.V. 3
Wealth Effects Llc 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
GraniteShares Advisors LLC 3
Financial Engines Advisors L.L.C. 3
Cozad Asset Management Inc 3
North Growth Management Ltd. 3
Sandy Cove Advisors, LLC 3
Brand Asset Management Group, Inc. 3
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 3
Revolve Wealth Partners, LLC 3
WMS Partners, LLC 3
Perfromance Wealth Partners, LLC 3
Kathleen S. Wright Associates Inc. 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
Missouri Trust & Investment Co 3
Peterson Wealth Services 3
Carmel Capital Partners, LLC 3
Absolute Capital Management, LLC 3
Ardevora Asset Management LLP 3
Maxi Investments CY Ltd 3
Copernicus Capital Management, Llc 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
Gamble Jones Investment Counsel 3
Kolinsky Wealth Management, LLC 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 3
Grandfield & Dodd, Llc 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 3
Obermeyer Wood Investment Counsel, Lllp 3
Sentinel Group Funds Inc 3
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 3
Biltmore Family Office, LLC 3
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
Nicola Wealth Management Ltd. 3
Halbert Hargrove Global Advisors, Llc 3
Two Roads Shared Trust - APEX HealthCare ETF 3
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 3
British Airways Pensions Investment Management Ltd 3
Chesapeake Wealth Management 3
Altium Wealth Management LLC 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
STFBX - Advisers Investment Trust - State Farm Balanced Fund 3
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
EMG Holdings, L.P. 3
Knott David M Jr 3
Seven Bridges Advisors LLC 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
D.B. Root & Company, LLC 3
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
PACIFIC SELECT FUND - Growth Portfolio Class I 3
Capital Insight Partners, Llc 3
Howard Capital Management Inc. 3
Integrity Alliance, Llc. 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 3
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 3
Vivaldi Opportunities Fund 3
Manning & Napier Advisors Llc 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Iberiabank Corp 3
Braun-Bostich & Associates Inc. 3
E Six Thirteen, Llc 3
Patten & Patten Inc/tn 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Chelsea Counsel Co 3
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 3
Munder Series Trust 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 3
Usa Mutuals Advisors, Inc. 3
Rpo Llc 3
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 3
Moody Lynn & Lieberson, Llc 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
Financial Enhancement Group LLC 3
Beacon Capital Management, Inc. 3
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
Rice Partnership, LLC 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 3
Braun Stacey Associates Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
Perkins Investment Management, LLC 3
G2 Investment Partners Management LLC 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
BKD Wealth Advisors, LLC 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
Zevenbergen Capital Investments Llc 3
First City Capital Management, Inc. 3
Boit C F David 3
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
Eisler Capital (UK) Ltd. 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
Factorial Partners, Llc 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
Painted Porch Advisors LLC 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
VIOPX - VALIC Co I - International Opportunities Fund 3
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Putnam ETF Trust - Putnam Sustainable Future ETF - 3
Courage Capital Management Llc 3
Nantahala Capital Management, LLC 3
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 3
Mogy Joel R Investment Counsel Inc 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
Pax World Management Llc 3
Dsm Capital Partners Llc 3
Isi Strategy Fund Inc 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
Loewenbaum Lilian S. 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
Diversify Wealth Management, Llc 3
First Pacific Advisors, LP 3
Heartland Bank & Trust Co 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 3
Waters Parkerson & Co., Llc 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 3
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
Tectonic Advisors Llc 3
Jackson Square Partners, LLC 3
Gitterman Wealth Management, LLC 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
O'Neil Global Advisors, Inc. 3
SMITH HAYES Advisers, Inc 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
Paulson & Co. Inc. 3
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 3
Worldwide Health Sciences Portfolio 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 3
Canvas Wealth Advisors, LLC 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 3
General Electric Co 3
Everhart Financial Group, Inc. 3
Cabot Wealth Management Inc 3
IronBridge Private Wealth, LLC 3
Keudell/Morrison Wealth Management 3
MBS - Angel Oak Funds Trust - Angel Oak Mortgage-Backed Securities ETF 3
Horizon Kinetics LLC 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Geduld E E 3
Headinvest, Llc 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
TAMRO Capital Partners LLC 3
Sage Private Wealth Group, Llc 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
Voya Global Advantage & Premium Opportunity Fund 3
Mizuho Asset Management Co.,Ltd. 3
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 3
Kozak & Associates, Inc. 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 3
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 3
SCIO - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Structured Credit Income Opportunities ETF 3
Alpine Associates Management Inc. 3
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 3
Corsair Capital Management, L.p. 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 3
Clear Point Advisors Inc. 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
Archon Capital Management LLC 3
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
Hudson Value Partners, LLC 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
Outfitter Financial LLC 3
Medtronic plc 3
NinePointTwo Capital 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
Waterfront Wealth Inc. 3
Tri Locum Partners LP 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
Engine No. 1 Llc 3
InterOcean Capital Group, LLC 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
Clear Creek Financial Management, LLC 3
2Xideas AG 3
Gibbs Wealth Management 3
DHJJ Financial Advisors, Ltd. 3
CoreFirst Bank & Trust 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
Sittner & Nelson, Llc 3
Mcdonald Partners Llc 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
Huntleigh Advisors, Inc. 3
Satuit Capital Management Trust 3
Ninety One SA (PTY) Ltd 3
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 3
Fairway Wealth LLC 3
Dymon Asia Capital (singapore) Pte. Ltd. 3
OneAscent Financial Services LLC 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
TCG Advisory Services, LLC 3
Mach-1 Financial Group, Inc. 3
Intact Investment Management Inc. 3
Cary Street Partners Asset Management Llc 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 3
CFS Investment Advisory Services, LLC 3
Renasant Bank 3
JGP Global Gestao de Recursos Ltda. 3
Cooper Investors Pty Ltd 3
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 3
Lumature Wealth Partners, LLC 3
OneAscent Wealth Management LLC 3
Bares Capital Management, Inc. 3
Monticello Wealth Management, Llc 3
Kavar Capital Partners Group, Llc 3
Berger Financial Group, Inc 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
Midwest Trust Co 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 3
Coatue Management Llc 3
Future Financial Wealth Managment LLC 3
Ballew Advisors, Inc 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
Black Swift Group, LLC 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
Equitec Specialists, Llc 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
Marex Group plc 3
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 3
Spinnaker Trust 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
Ntv Asset Management Llc 3
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 3
SeaBridge Investment Advisors LLC 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
Tower View Investment Management & Research LLC 3
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 3
Linscomb & Williams, Inc. 3
Columbia Wanger Asset Management Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
Johnson Midwest Financial, LLC 3
SeaTown Holdings Pte. Ltd. 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
Delaware Enhanced Global Dividend & Income Fund 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 3
Gilman Hill Asset Management, LLC 3
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 3
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 3
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 3
Accent Capital Management, LLC 3
Pointe Capital Management LLC 3
Cooperman Leon G 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
Evelyn Partners Investment Management Services Ltd 3
Fundamentun, Llc 3
Sharkey, Howes & Javer 3
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 3
Investment Counselors Of Maryland Llc 3
Arena Capital Advisors, LLC- CA 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 3
Monetta Financial Services Inc 3
Fortis Group Advisors, LLC 3
Horizon Financial Services, Llc 3
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 3
First Western Trust Bank 3
111 Capital 3
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 3
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 3
KAMES CAPITAL plc 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
Goelzer Investment Management, Inc. 3
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 3
Burt Wealth Advisors 3
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 3
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 3
1st Source Bank 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
Traxis Partners Lp 3
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 3
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 3
Angelo Gordon & Co., L.p. 3
Bel Air Investment Advisors Llc 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
XR Securities LLC 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
Guyasuta Investment Advisors Inc 3
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 3
Falcon Point Capital, Llc 3
American Independence Financial Services LLC 3
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
Natixis ETF Trust - Natixis Gateway Quality Income ETF 3
WealthTrust Axiom LLC 3
WFA of San Diego, LLC 3
GLOBALT Investments LLC / GA 3
Grant Street Asset Management, Inc. 3
Intrua Financial, LLC 3
Kilter Group LLC 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
Beck Mack & Oliver Llc 3
RDA Financial Network 3
RBB FUND, INC. - Aquarius International Fund 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
MDSAX - INTEGRITY FUNDS - Integrity Short Term Government Fund Class A 3
Sivia Capital Partners, LLC 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 3
Scott & Selber, Inc. 3
Vima Llc 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 3
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 3
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 3
Baker Ellis Asset Management LLC 3
Waratah Capital Advisors Ltd. 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 3
Iron Financial, LLC 3
Security National Bank 3
Close Asset Management Ltd 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
Long Island Wealth Management, Inc. 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Hunter Perkins Capital Management, LLC 3
Haverford Trust Co 3
Burnham Asset Management Corp /ny/ 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 3
Exome Asset Management LLC 3
LM Advisors LLC 3
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 3
Hermes Investment Management Ltd 3
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
NMIEX - Northern Funds - Active M International Equity Fund 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
ADAR1 Capital Management, LLC 3
Ahrens Investment Partners LLC 3
Caitlin John, LLC 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
Enterprise Bank & Trust Co 3
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 3
Kanawha Capital Management Llc 3
AlphaStar Capital Management, LLC 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 3
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 3
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 3
Susquehanna Portfolio Strategies, LLC 3
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
Delta Lloyd Asset Management N.v. 3
Rivernorth Opportunities Fund, Inc. 3
Vestal Point Capital, LP 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
Essex Financial Services, Inc. 3
Emerald Mutual Fund Advisers Trust 3
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 3
Callahan Advisors, LLC 3
Alpine Bank Wealth Management 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
Cunning Capital Partners, LP 3
EnRich Financial Partners LLC 3
First Heartland Consultants, Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
AIEQ - ETF Managers Trust - AI Powered Equity ETF 3
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
Diligent Investors, LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Abich Financial Wealth Management LLC 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 3
Osborn Rohs Williams & Donohoe Ltd 3
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 3
High Pointe Capital Management Llc 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Wellspring Financial Advisors, LLC 3
New Age Alpha Advisors, LLC 3
Athena Capital Advisors Llc 3
Gilbert & Cook, Inc. 3
Spouting Rock Asset Management, LLC 3
Whalen Wealth Management Inc. 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Aegon Asset Management Uk Plc 3
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 3
Clear Perspective Advisors, LLC 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
Easterly Investment Partners Llc 3
Naples Global Advisors, Llc 3
WIREX - PFS FUNDS - Wireless Fund 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
Capital Investment Advisors, LLC 3
Vivaldi Capital Management, LLC 3
Optimal Asset Management, Inc. 3
American Independence Funds Trust 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
Fragasso Group Inc. 3
Israel Discount Bank of New York 3
Daiwa Capital Markets America Inc. 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Pingora Partners LLC 3
Hotchkis & Wiley Capital Management Llc 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
Tidemark, LLC 3
PenderFund Capital Management Ltd. 3
Selway Asset Management 3
Maple Securities Usa Inc 3
Dividend Asset Capital, Llc 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
State of New Jersey Common Pension Fund A 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
Doyle Wealth Management 3
F&C Asset Management plc 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Central Valley Advisors, Llc 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
Natural Investments, Llc 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
Dreyfus Manager Funds I 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
Garrett Wealth Advisory Group, LLC 3
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
Israel Discount Bank Of New York /gfn 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
Pantheon Investment Group, LLC 3
Sowa Financial Group, Inc. 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Parnassus Investments /ca 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
Atlantic Edge Private Wealth Management, LLC 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 3
Ayrton Capital LLC 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
Private Wealth Partners, LLC 3
Ameriflex Group, Inc. 3
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Cubic Asset Management, LLC 3
Crawford Lake Capital Management, LLC 3
Seven Springs Wealth Group, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
Lionsbridge Wealth Management LLC 3
Resonant Capital Advisors, LLC 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
Camelot Portfolios, LLC 3
Savvy Advisors, Inc. 3
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3
Haafor (Singapore) Pte. Ltd. 3
Blue Fin Capital, Inc. 3
Deseret Mutual Benefit Administrators 3
AJOVista, LLC 3
First Merchants Corp 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
Castle Hook Partners LP 3
Hara Capital LLC 3
Pacific Capital Wealth Advisors, Inc 3
Atwater Malick LLC 3
West Family Investments, Inc. 3
Xtx Markets Llc 3
Wormser Freres Gestion 3
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 3
Stonebrook Private Inc. 3
Norris Perne & French Llp/mi 3
CHURCHILL MANAGEMENT Corp 3
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
Platinum Investment Management Ltd 3
Ovata Capital Management Ltd 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 3
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 3
Fortis Capital Management LLC 3
Capital Wealth Alliance, LLC 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
Barometer Capital Management Inc. 3
Seascape Capital Management 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
University Of Texas/texas Am Investment Managment Co 3
Starboard Value LP 3
Menard Financial Group LLC 3
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 3
GQG Partners LLC 3
HCR Wealth Advisors 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Parcion Private Wealth LLC 3
Marcum Wealth, LLC 3
Harrell Investment Partners, Llc 3
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 3
Ohio National Investments, Inc. 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Cornerstone Advisors, LLC 3
MASTERINVEST Kapitalanlage GmbH 3
Spectrum Asset Management, Inc. (NB/CA) 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Moloney Securities Asset Management, LLC 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
Custom Index Systems, Llc 3
Ashford Capital Management Inc 3
RB Capital Management, LLC 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Meritage Portfolio Management 3
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 3
Advanced Research Investment Solutions, Llc 3
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 3
Tritonpoint Wealth, Llc 3
Mine & Arao Wealth Creation & Management, LLC. 3
Horizon Bancorp Inc /in/ 3
West Bancorporation Inc 3
Sumitomo Mitsui Financial Group, Inc. 3
Camden Capital, LLC 3
Trueblood Wealth Management, LLC 3
Mpwm Advisory Solutions, Llc 3
Stokes Family Office, LLC 3
Rowland Carmichael Advisors Inc /adv 3
Great Diamond Partners, LLC 3
Samalin Investment Counsel, LLC 3
FourWorld Capital Management LLC 3
Pacifica Partners Inc. 3
Swiss Helvetia Fund, Inc. 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
Sustainable Insight Capital Management, LLC 3
River & Mercantile Asset Management Llp 3
LifeSteps Financial, Inc. 3
Cornerstone Strategic Value Fund Inc 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
D. Scott Neal, Inc. 3
Palladiem, Llc 3
Kirr Marbach & Co Llc /in/ 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
Fosun International Ltd 3
Riverbridge Partners Llc 3
Cornerstone Total Return Fund Inc 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
Covenant Asset Management, LLC 3
Elk Creek Partners, LLC 3
ICICI Prudential Asset Management Co Ltd 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
Deroy & Devereaux Private Investment Counsel Inc 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 3
Altrinsic Global Advisors Llc 3
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 3
Nicolet Bankshares Inc 3
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 3
Laffer Investments 3
S.A. Mason LLC 3
Jamison Private Wealth Management, Inc. 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 3
Cramer Rosenthal Mcglynn Llc 3
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 3
Capital Impact Advisors, LLC 3
PFS Partners, LLC 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
Allen Investment Management LLC 3
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 3
Westend Capital Management LLC 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 3
GenTrust, LLC 3
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
Jasper Ridge Partners, L.P. 3
Ramirez Asset Management, Inc. 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 3
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
Johanson Financial Advisors, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
Becker Capital Management Inc 3
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 3
Knollwood Investment Advisory, LLC 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
United Community Bank 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
Leonard Capital Management, Inc 3
Groupe la Francaise 3
Newfound Research LLC 3
Bks Advisors, Llc 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
Quilter Plc 3
TradeLink Capital LLC 3
Norden Group Llc 3
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 3
AMCPX - AMCAP FUND - AMCAP FUND Class A 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
Nippon Life Insurance Co 3
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 3
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 3
Stone House Investment Management, LLC 3
Shamrock Asset Management LLC 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
Financial Insights, Inc. 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Kera Capital Partners, Inc. 3
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
Williams & Novak, LLC 3
Sone Capital Management, LLC 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
Edgewood Management Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
VISEX - VALIC Co II - International Opportunities Fund 3
MMCAP International Inc. SPC 3
Cortina Funds, Inc. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 3
Isthmus Partners, Llc 3
Oxford Financial Group Ltd 3
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Us Global Investors Funds 3
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
Chiron Investment Management, LLC 3
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
First Midwest Bank Trust Division 3
Mitsubishi UFJ Securities Holdings Co., Ltd. 3
Cypress Capital, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
AHIVX - American Century Investment Trust - High Income Fund Investor Class 3
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 3
Hartford Financial Management Inc. 3
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 3
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 3
Litman Gregory Asset Management LLC 3
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 3
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 3