| Proequities, Inc. |
539 |
| Morgan Stanley |
519 |
| UBS Group AG |
512 |
| Citadel Advisors Llc |
502 |
| Bank Of America Corp /de/ |
499 |
| Susquehanna International Group, Llp |
475 |
| Jpmorgan Chase & Co |
469 |
| Millennium Management Llc |
468 |
| Citigroup Inc |
454 |
| Goldman Sachs Group Inc |
451 |
| Royal Bank Of Canada |
451 |
| Barclays Plc |
445 |
| Jane Street Group, Llc |
442 |
| BlackRock, Inc. |
437 |
| Wells Fargo & Company/mn |
437 |
| Deutsche Bank Ag\ |
423 |
| Tower Research Capital LLC (TRC) |
402 |
| D. E. Shaw & Co., Inc. |
399 |
| Vanguard Group Inc |
397 |
| Fmr Llc |
397 |
| State Street Corp |
391 |
| Credit Suisse Ag/ |
380 |
| Bank of New York Mellon Corp |
376 |
| Geode Capital Management, Llc |
371 |
| Bnp Paribas Arbitrage, Sa |
369 |
| Invesco Ltd. |
361 |
| Wolverine Asset Management Llc |
356 |
| Bank Of Montreal /can/ |
352 |
| Advisor Group Holdings, Inc. |
345 |
| Ameriprise Financial Inc |
345 |
| Walleye Capital LLC |
343 |
| Verition Fund Management LLC |
341 |
| Marshall Wace, Llp |
339 |
| Nomura Holdings Inc |
332 |
| SG Americas Securities, LLC |
331 |
| Renaissance Technologies Llc |
330 |
| Hrt Financial Lp |
329 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
329 |
| Northern Trust Corp |
327 |
| Two Sigma Investments, Lp |
327 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
326 |
| Virtu Financial LLC |
325 |
| Walleye Trading LLC |
325 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
321 |
| Boothbay Fund Management, Llc |
320 |
| Prelude Capital Management, Llc |
320 |
| New York State Common Retirement Fund |
317 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
311 |
| Group One Trading, L.p. |
311 |
| Manufacturers Life Insurance Company, The |
310 |
| Lazard Asset Management Llc |
307 |
| Russell Investments Group, Ltd. |
306 |
| Balyasny Asset Management Llc |
304 |
| Simplex Trading, Llc |
304 |
| Pnc Financial Services Group, Inc. |
304 |
| Jefferies Group LLC |
302 |
| Ubs Asset Management Americas Inc |
287 |
| Voya Investment Management Llc |
285 |
| Cubist Systematic Strategies, LLC |
284 |
| IFP Advisors, Inc |
283 |
| Alliancebernstein L.p. |
282 |
| Nuveen Asset Management, LLC |
281 |
| Charles Schwab Investment Management Inc |
280 |
| Rhumbline Advisers |
279 |
| Wellington Management Group Llp |
279 |
| Schonfeld Strategic Advisors LLC |
278 |
| Legal & General Group Plc |
275 |
| Northwestern Mutual Wealth Management Co |
275 |
| Sei Investments Co |
275 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
274 |
| Paloma Partners Management Co |
273 |
| Squarepoint Ops LLC |
272 |
| Man Group plc |
272 |
| Magnetar Financial LLC |
271 |
| Two Sigma Advisers, Lp |
268 |
| Allianz Asset Management GmbH |
268 |
| Us Bancorp \de\ |
267 |
| Cnh Partners Llc |
266 |
| Cutler Group LP |
265 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
264 |
| California State Teachers Retirement System |
263 |
| Point72 Asset Management, L.P. |
263 |
| Wolverine Trading, Llc |
262 |
| Dimensional Fund Advisors Lp |
262 |
| Qube Research & Technologies Ltd |
262 |
| American International Group, Inc. |
261 |
| Polar Asset Management Partners Inc. |
261 |
| Gsa Capital Partners Llp |
261 |
| Toronto Dominion Bank |
260 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
260 |
| Price T Rowe Associates Inc /md/ |
259 |
| Parallax Volatility Advisers, L.P. |
257 |
| Creative Planning |
256 |
| Franklin Resources Inc |
255 |
| Federation des caisses Desjardins du Quebec |
254 |
| Centiva Capital, LP |
253 |
| Calamos Advisors LLC |
253 |
| Macquarie Group Ltd |
252 |
| Federated Hermes, Inc. |
251 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
251 |
| Css Llc/il |
249 |
| XTX Topco Ltd |
249 |
| Tudor Investment Corp Et Al |
249 |
| Aqr Capital Management Llc |
248 |
| Arrowstreet Capital, Limited Partnership |
248 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
247 |
| Panagora Asset Management Inc |
247 |
| Two Sigma Securities, Llc |
246 |
| Engineers Gate Manager LP |
246 |
| Victory Capital Management Inc |
246 |
| Stifel Financial Corp |
244 |
| Captrust Financial Advisors |
244 |
| Lord, Abbett & Co. Llc |
243 |
| Parametric Portfolio Associates Llc |
243 |
| Quantbot Technologies LP |
243 |
| Acadian Asset Management Llc |
242 |
| Capstone Investment Advisors, Llc |
241 |
| Hudson Bay Capital Management LP |
241 |
| LMR Partners LLP |
241 |
| Strs Ohio |
240 |
| LPL Financial LLC |
237 |
| Hsbc Holdings Plc |
237 |
| Envestnet Asset Management Inc |
237 |
| American Century Companies Inc |
236 |
| ExodusPoint Capital Management, LP |
235 |
| Raymond James & Associates |
234 |
| Cwm, Llc |
234 |
| First Trust Advisors Lp |
233 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
232 |
| PEAK6 Investments LLC |
231 |
| Swiss National Bank |
231 |
| Parallel Advisors, LLC |
231 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
230 |
| California Public Employees Retirement System |
230 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
230 |
| Trexquant Investment LP |
230 |
| Steward Partners Investment Advisory, Llc |
229 |
| Janus Henderson Group Plc |
228 |
| Rockefeller Capital Management L.P. |
228 |
| Healthcare Of Ontario Pension Plan Trust Fund |
227 |
| Metropolitan Life Insurance Co/ny |
227 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
227 |
| State Of Wisconsin Investment Board |
227 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
226 |
| Dynamic Technology Lab Private Ltd |
226 |
| Fifth Third Bancorp |
225 |
| Neuberger Berman Group LLC |
225 |
| Jump Financial, LLC |
225 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
224 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
223 |
| Advisory Services Network, LLC |
222 |
| Principal Financial Group Inc |
222 |
| PDT Partners, LLC |
221 |
| Teacher Retirement System Of Texas |
221 |
| Norges Bank |
221 |
| Hbk Investments L P |
220 |
| Putnam Investments Llc |
220 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
220 |
| Bessemer Group Inc |
219 |
| Signaturefd, Llc |
219 |
| HighTower Advisors, LLC |
219 |
| State Board Of Administration Of Florida Retirement System |
218 |
| Gabelli Funds Llc |
218 |
| Oxford Asset Management Llp |
217 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
217 |
| FNY Investment Advisers, LLC |
217 |
| Quadrature Capital Ltd |
217 |
| Prudential Financial Inc |
216 |
| Comerica Bank |
216 |
| Alyeska Investment Group, L.P. |
216 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
215 |
| Amalgamated Bank |
214 |
| Allworth Financial LP |
214 |
| ProShare Advisors LLC |
211 |
| MetLife Investment Management, LLC |
210 |
| Nisa Investment Advisors, Llc |
210 |
| Highbridge Capital Management Llc |
210 |
| Marshall Wace North America L.P. |
210 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
210 |
| Jefferies Financial Group Inc. |
209 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
208 |
| Quadrant Capital Group Llc |
208 |
| BlueCrest Capital Management Ltd |
208 |
| OMERS ADMINISTRATION Corp |
207 |
| Ameritas Investment Partners, Inc. |
206 |
| Huntington National Bank |
206 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
204 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
204 |
| Axa S.a. |
204 |
| GWM Advisors LLC |
204 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
204 |
| Public Employees Retirement System Of Ohio |
203 |
| Connor, Clark & Lunn Investment Management Ltd. |
203 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
203 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
202 |
| Amundi |
202 |
| Vanguard Capital Management Llc |
202 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
201 |
| Mirae Asset Global Investments Co., Ltd. |
200 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
199 |
| Blair William & Co/il |
199 |
| Los Angeles Capital Management Llc |
198 |
| Ancora Advisors, LLC |
198 |
| EverSource Wealth Advisors, LLC |
197 |
| State of Wyoming |
196 |
| Point72 Hong Kong Ltd |
196 |
| Canada Pension Plan Investment Board |
196 |
| Landscape Capital Management, L.l.c. |
195 |
| Raymond James Financial Inc |
195 |
| Laurion Capital Management LP |
194 |
| Covestor Ltd |
194 |
| Allspring Global Investments Holdings, LLC |
194 |
| SBI Securities Co., Ltd. |
193 |
| Penserra Capital Management LLC |
192 |
| Davidson Kempner Capital Management Lp |
192 |
| Bayesian Capital Management, LP |
192 |
| Voloridge Investment Management, Llc |
192 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
191 |
| Mackenzie Financial Corp |
191 |
| Picton Mahoney Asset Management |
190 |
| Sterling Capital Management LLC |
190 |
| Jacobs Levy Equity Management, Inc |
190 |
| Farther Finance Advisors, LLC |
189 |
| Alpine Global Management, LLC |
189 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
189 |
| Alberta Investment Management Corp |
188 |
| Guggenheim Capital Llc |
188 |
| Ubs Oconnor Llc |
188 |
| Natixis |
187 |
| Lindbrook Capital, Llc |
186 |
| Algert Global Llc |
186 |
| Truist Financial Corp |
186 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
185 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
185 |
| Sculptor Capital LP |
184 |
| National Bank Of Canada /fi/ |
184 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
184 |
| Y-Intercept (Hong Kong) Ltd |
184 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
183 |
| Global Retirement Partners, LLC |
183 |
| Advisor Group, Inc. |
183 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
183 |
| Ergoteles LLC |
183 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
182 |
| Mariner, LLC |
182 |
| BNP Paribas Asset Management Holding S.A. |
182 |
| EAM Investors, LLC |
182 |
| First Horizon Advisors, Inc. |
182 |
| Ladenburg Thalmann Financial Services Inc |
181 |
| Jones Financial Companies Lllp |
181 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
180 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
180 |
| Parkside Financial Bank & Trust |
180 |
| Clear Street Markets Llc |
180 |
| Woodline Partners LP |
180 |
| Weiss Asset Management LP |
180 |
| KBC Group NV |
179 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
179 |
| Caption Management, LLC |
179 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
179 |
| Glenmede Trust Co Na |
178 |
| CIBC Private Wealth Group, LLC |
178 |
| Occudo Quantitative Strategies Lp |
177 |
| Glazer Capital, Llc |
177 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
176 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
176 |
| Commonwealth Equity Services, Llc |
176 |
| Quarry LP |
176 |
| Fox Run Management, L.l.c. |
176 |
| Aquatic Capital Management LLC |
175 |
| Thrivent Financial For Lutherans |
175 |
| Susquehanna Fundamental Investments, Llc |
175 |
| Public Employees Retirement Association Of Colorado |
175 |
| GAMMA Investing LLC |
175 |
| Dark Forest Capital Management Lp |
174 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
174 |
| Driehaus Capital Management Llc |
174 |
| Caitong International Asset Management Co., Ltd |
174 |
| Raymond James Financial Services Advisors, Inc. |
174 |
| Arizona State Retirement System |
174 |
| TCI Wealth Advisors, Inc. |
173 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
173 |
| Winton Capital Group Ltd |
173 |
| Linden Advisors Lp |
173 |
| Meeder Asset Management Inc |
173 |
| Great West Life Assurance Co /can/ |
173 |
| SRS Capital Advisors, Inc. |
172 |
| MAI Capital Management |
172 |
| Daiwa Securities Group Inc. |
172 |
| Pacer Advisors, Inc. |
172 |
| Capital Fund Management S.a. |
172 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
172 |
| Aigen Investment Management, Lp |
172 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
172 |
| Ensign Peak Advisors, Inc |
171 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
171 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
170 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
170 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
169 |
| O'shaughnessy Asset Management, Llc |
169 |
| Gotham Asset Management, LLC |
168 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
168 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
168 |
| M&t Bank Corp |
168 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
168 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
168 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
168 |
| Harbour Investments, Inc. |
167 |
| A.R.T. Advisors, LLC |
167 |
| Assetmark, Inc |
167 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
167 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
167 |
| Larson Financial Group LLC |
166 |
| Advisors Asset Management, Inc. |
166 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
166 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
166 |
| Hartland & Co., LLC |
165 |
| Mercer Global Advisors Inc /adv |
165 |
| Dupont Capital Management Corp |
165 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
165 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
165 |
| Loomis Sayles & Co L P |
165 |
| Caas Capital Management Lp |
165 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
165 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
164 |
| Ronald Blue Trust, Inc. |
164 |
| Massmutual Trust Co Fsb/adv |
164 |
| Versant Capital Management, Inc |
164 |
| Graham Capital Management, L.P. |
163 |
| Oppenheimer Asset Management Inc. |
163 |
| Schroder Investment Management Group |
163 |
| Campbell & CO Investment Adviser LLC |
162 |
| BlackRock Fund Advisors |
162 |
| FIL Ltd |
162 |
| Janney Montgomery Scott LLC |
162 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
162 |
| Rothschild Investment Llc |
161 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
161 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
161 |
| Brown Advisory Inc |
161 |
| Weiss Multi-Strategy Advisers LLC |
161 |
| Mackay Shields Llc |
160 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
160 |
| BlackRock Institutional Trust Company, N.A. |
160 |
| Royce & Associates Lp |
159 |
| Handelsbanken Fonder AB |
159 |
| Credit Agricole S A |
159 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
158 |
| Leonteq Securities AG |
158 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
158 |
| First Republic Investment Management, Inc. |
158 |
| Clearbridge Investments, LLC |
157 |
| Vanguard Portfolio Management Llc |
157 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
157 |
| Cambridge Investment Research Advisors, Inc. |
157 |
| Vanguard Fiduciary Trust Co |
157 |
| American Portfolios Advisors |
156 |
| K2 Principal Fund, L.p. |
156 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
156 |
| HAP Trading, LLC |
156 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
156 |
| Nuveen, LLC |
156 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
156 |
| FORA Capital, LLC |
155 |
| Bell Investment Advisors, Inc |
155 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
155 |
| NEXT Financial Group, Inc |
155 |
| Cresset Asset Management, LLC |
154 |
| Geneos Wealth Management Inc. |
154 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
154 |
| State of New Jersey Common Pension Fund D |
154 |
| Virginia Retirement Systems Et Al |
154 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
154 |
| Moore Capital Management, Lp |
154 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
154 |
| Tiaa Cref Investment Management Llc |
154 |
| Quantinno Capital Management LP |
153 |
| Atom Investors LP |
153 |
| Td Asset Management Inc |
153 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
153 |
| Bank Of Nova Scotia |
153 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
153 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
152 |
| Coldstream Capital Management Inc |
152 |
| BlackRock Investment Management, LLC |
152 |
| Fred Alger Management, Llc |
152 |
| Cetera Investment Advisers |
151 |
| Blueshift Asset Management, LLC |
151 |
| Brevan Howard Capital Management LP |
151 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
151 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
151 |
| Harel Insurance Investments & Financial Services Ltd. |
151 |
| DekaBank Deutsche Girozentrale |
151 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
150 |
| Palisade Capital Management Llc/nj |
150 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
150 |
| SJS Investment Consulting Inc. |
150 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
150 |
| Private Advisor Group, LLC |
150 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
150 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
150 |
| XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF |
149 |
| Migdal Insurance & Financial Holdings Ltd. |
149 |
| State of Tennessee, Treasury Department |
149 |
| Teachers Advisors, Llc |
149 |
| Twinbeech Capital Lp |
149 |
| Principal Funds Inc |
149 |
| Holocene Advisors, LP |
149 |
| Police & Firemen's Retirement System of New Jersey |
149 |
| Sunbelt Securities, Inc. |
149 |
| Glassman Wealth Services |
149 |
| Nicholas Investment Partners, LP |
148 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
148 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
148 |
| Cerity Partners LLC |
148 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
148 |
| Manchester Capital Management LLC |
148 |
| Zacks Investment Management |
148 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
147 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
147 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
147 |
| Hillsdale Investment Management Inc. |
147 |
| CoreCap Advisors, LLC |
147 |
| Seven Eight Capital, Lp |
147 |
| Thompson Davis & Co., Inc. |
147 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
147 |
| PEAK6 Investments, L.P. |
147 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
147 |
| Skandinaviska Enskilda Banken AB (publ) |
147 |
| Aviva Plc |
147 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
147 |
| Petrus Trust Company, LTA |
146 |
| Ci Investments Inc. |
146 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
146 |
| True Wealth Design, LLC |
146 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
146 |
| Intech Investment Management Llc |
146 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
146 |
| AdvisorNet Financial, Inc |
146 |
| JustInvest LLC |
146 |
| Vanguard Global Advisers, LLC |
146 |
| Lombard Odier Asset Management (USA) Corp |
145 |
| Brown Brothers Harriman & Co |
145 |
| Ubs Ag |
145 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
145 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
145 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
145 |
| Toroso Investments, LLC |
145 |
| D.a. Davidson & Co. |
145 |
| Nationwide Fund Advisors |
145 |
| BlackRock Advisors LLC |
145 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
145 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
144 |
| International Assets Investment Management, Llc |
144 |
| Oppenheimer & Co Inc |
144 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
144 |
| Skopos Labs, Inc. |
144 |
| Altshuler Shaham Ltd |
143 |
| Aperio Group, LLC |
143 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
143 |
| DRW Securities, LLC |
143 |
| Etf Managers Group, Llc |
143 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
143 |
| Smartleaf Asset Management LLC |
143 |
| Soros Fund Management Llc |
143 |
| Exchange Traded Concepts, Llc |
143 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
143 |
| Old Mission Capital Llc |
143 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
143 |
| Ellevest, Inc. |
143 |
| Massachusetts Financial Services Co /ma/ |
143 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
142 |
| Spire Wealth Management |
142 |
| Stephens Inc /ar/ |
142 |
| Wealth Enhancement Advisory Services, Llc |
141 |
| Vanguard Index Funds |
141 |
| Eaton Vance Management |
141 |
| Keebeck Alpha, LP |
141 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
141 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
141 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
140 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
140 |
| Benjamin F. Edwards & Company, Inc. |
140 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
140 |
| CI Private Wealth, LLC |
140 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
140 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
139 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
139 |
| Monashee Investment Management LLC |
139 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
139 |
| Private Trust Co Na |
139 |
| Corebridge Financial, Inc. |
139 |
| Blackstone Group Inc |
139 |
| Gamco Investors, Inc. Et Al |
139 |
| Pinnacle Wealth Planning Services, Inc. |
139 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
139 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
139 |
| Ieq Capital, Llc |
139 |
| Edmond De Rothschild Holding S.a. |
139 |
| Jennison Associates Llc |
138 |
| CIBC Asset Management Inc |
138 |
| Sowell Financial Services LLC |
138 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
138 |
| Headlands Technologies LLC |
138 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
138 |
| Vontobel Holding Ltd. |
138 |
| State of Alaska, Department of Revenue |
138 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
137 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
137 |
| Nomura Asset Management Co Ltd |
137 |
| Root Financial Partners, LLC |
137 |
| Versor Investments LP |
137 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
137 |
| Amundi Pioneer Asset Management Inc |
137 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
137 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
137 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
136 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
136 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
136 |
| Bridgeway Capital Management Inc |
136 |
| Weiss Strategic Interval Fund |
136 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
136 |
| National Asset Management, Inc. |
136 |
| Kcg Holdings, Inc. |
136 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
136 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
135 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
135 |
| Symmetry Peak Management Llc |
135 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
135 |
| Spark Investment Management LLC |
135 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
135 |
| Bridgefront Capital, LLC |
135 |
| Umb Bank N A/mo |
135 |
| Candriam Luxembourg S.C.A. |
135 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
134 |
| Keybank National Association/oh |
134 |
| Gilder Gagnon Howe & Co Llc |
134 |
| Natixis Advisors, L.p. |
134 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
134 |
| Capital Advisors, Ltd. LLC |
133 |
| Mml Investors Services, Llc |
133 |
| Essential Partners LLC |
133 |
| Vestcor Inc |
133 |
| Teachers Retirement System Of The State Of Kentucky |
133 |
| Amalgamated Financial Corp. |
133 |
| G2 Investment Partners Management LLC |
133 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
132 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
132 |
| Maven Securities LTD |
132 |
| Vident Advisory, LLC |
132 |
| Public Sector Pension Investment Board |
132 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
132 |
| ClariVest Asset Management LLC |
132 |
| J. Goldman & Co LP |
132 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
131 |
| Optiver Holding B.V. |
131 |
| Quantamental Technologies LLC |
131 |
| Adage Capital Partners Gp, L.l.c. |
131 |
| Kestra Advisory Services, LLC |
131 |
| IMC-Chicago, LLC |
131 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
131 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
131 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
131 |
| Sciencast Management LP |
131 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
130 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
130 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
130 |
| Advent Capital Management /de/ |
130 |
| Russell Frank Co/ |
129 |
| Baird Financial Group, Inc. |
129 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
129 |
| Eagle Asset Management Inc |
129 |
| Principal Securities, Inc. |
129 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
129 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
129 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
129 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
129 |
| Point72 (DIFC) Ltd |
129 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
129 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
129 |
| TD Waterhouse Canada Inc. |
129 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
129 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
129 |
| Berman Capital Advisors, LLC |
128 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
128 |
| BlackRock Group LTD |
128 |
| Castleark Management Llc |
128 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
128 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
128 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
128 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
128 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
128 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
128 |
| Vident Investment Advisory, LLC |
128 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
128 |
| Robeco Institutional Asset Management B.V. |
128 |
| Essex Investment Management Co Llc |
128 |
| Private Capital Group, LLC |
128 |
| Pictet Asset Management Holding SA |
128 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
127 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
127 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
127 |
| IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF |
127 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
127 |
| Pentwater Capital Management LP |
127 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
127 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
127 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
127 |
| Mirabella Financial Services Llp |
127 |
| Asset Management One Co., Ltd. |
127 |
| Pathstone Family Office, Llc |
127 |
| Assenagon Asset Management S.A. |
126 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
126 |
| Quest Partners LLC |
126 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
126 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
126 |
| Whittier Trust Co |
126 |
| Pictet Asset Management Sa |
126 |
| United Services Automobile Association |
126 |
| Diversified Trust Co |
126 |
| Allianzgi Diversified Income & Convertible Fund |
126 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
126 |
| Orion Portfolio Solutions, LLC |
126 |
| Summit Trail Advisors, Llc |
126 |
| PineBridge Investments, L.P. |
126 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
125 |
| Rehmann Capital Advisory Group |
125 |
| Ardsley Advisory Partners Lp |
125 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
125 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
125 |
| CenterBook Partners LP |
125 |
| Profunds - Profund Vp Ultrasmall-cap |
125 |
| EntryPoint Capital, LLC |
125 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
125 |
| Ground Swell Capital, LLC |
125 |
| First Manhattan Co |
125 |
| Profunds - Profund Vp Small-cap |
125 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
125 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
125 |
| Cibc World Markets Corp |
125 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
125 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
124 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
124 |
| Mizuho Securities Usa Llc |
124 |
| Water Island Capital Llc |
124 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
124 |
| Point72 Middle East FZE |
124 |
| Nordea Investment Management Ab |
124 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
124 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
124 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
124 |
| Pictet Asset Management Ltd |
124 |
| Pearl River Capital, LLC |
124 |
| Atria Investments Llc |
124 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
124 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
123 |
| Macroview Investment Management Llc |
123 |
| Cipher Capital LP |
123 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
123 |
| Capital World Investors |
123 |
| Twin Tree Management, LP |
123 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
123 |
| Capital Performance Advisors Llp |
123 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
123 |
| First Mercantile Trust Co |
123 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
123 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
123 |
| Mutual Of America Capital Management Llc |
123 |
| Catalyst Capital Advisors LLC |
123 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
122 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
122 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
122 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
122 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
122 |
| Valeo Financial Advisors, LLC |
122 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
122 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
122 |
| Diametric Capital, LP |
122 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
122 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
121 |
| Stevens Capital Management Lp |
121 |
| First Hawaiian Bank |
121 |
| Fuller & Thaler Asset Management, Inc. |
121 |
| Alphacrest Capital Management Llc |
121 |
| Aristeia Capital Llc |
121 |
| Compagnie Lombard Odier SCmA |
121 |
| Banque Cantonale Vaudoise |
121 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
121 |
| Kornitzer Capital Management Inc /ks |
121 |
| Hantz Financial Services, Inc. |
121 |
| Cetera Advisor Networks LLC |
121 |
| Ellington Management Group Llc |
121 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
121 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
121 |
| Prospera Financial Services Inc |
121 |
| Evoke Wealth, Llc |
121 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
120 |
| GAM Holding AG |
120 |
| Arkadios Wealth Advisors |
120 |
| Shell Asset Management Co |
120 |
| Shaolin Capital Management LLC |
120 |
| Counterpoint Mutual Funds LLC |
120 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
120 |
| Axq Capital, Lp |
120 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
120 |
| Quent Capital, LLC |
120 |
| Point72 Asia (Singapore) Pte. Ltd. |
120 |
| NumerixS Investment Technologies Inc |
120 |
| Ionic Capital Management LLC |
120 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
120 |
| Newbridge Financial Services Group, Inc. |
120 |
| 1832 Asset Management L.P. |
120 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
119 |
| Fortitude Family Office, LLC |
119 |
| Harvest Fund Management Co., Ltd |
119 |
| Cowen And Company, Llc |
119 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
119 |
| Artisan Partners Limited Partnership |
119 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
119 |
| Xponance, Inc. |
119 |
| Stanley-Laman Group, Ltd. |
119 |
| Avion Wealth |
119 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
119 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
119 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
118 |
| Mint Tower Capital Management B.V. |
118 |
| Wealthspire Advisors, LLC |
118 |
| Klp Kapitalforvaltning As |
118 |
| AE Wealth Management LLC |
118 |
| Capital Research Global Investors |
118 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
118 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
118 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
118 |
| Harbor Capital Advisors, Inc. |
118 |
| Maverick Capital Ltd |
118 |
| Stratos Wealth Partners, LTD. |
118 |
| Belpointe Asset Management LLC |
118 |
| Jupiter Asset Management Ltd |
117 |
| Bamco Inc /ny/ |
117 |
| Toth Financial Advisory Corp |
117 |
| Caxton Associates Lp |
117 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
117 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
117 |
| Peak6 Llc |
117 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
117 |
| Corton Capital Inc. |
117 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
117 |
| Brinker Capital Investments, LLC |
117 |
| Danske Bank A/s |
117 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
117 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
116 |
| Gradient Investments LLC |
116 |
| New York Life Investment Management Llc |
116 |
| Pathstone Holdings, LLC |
116 |
| Legato Capital Management LLC |
116 |
| Cullen/frost Bankers, Inc. |
116 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
115 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
115 |
| Plante Moran Financial Advisors, LLC |
115 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
115 |
| Menta Capital Llc |
115 |
| Sumitomo Mitsui Trust Holdings, Inc. |
115 |
| AMP Capital Investors Ltd |
115 |
| Empowered Funds, LLC |
115 |
| Globeflex Capital L P |
115 |
| Jain Global LLC |
115 |
| Mitsubishi UFJ Trust & Banking Corp |
115 |
| Sherbrooke Park Advisers Llc |
115 |
| NN Investment Partners Holdings N.V. |
114 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
114 |
| Bogart Wealth, LLC |
114 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
114 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
114 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
114 |
| Cornerstone Planning Group LLC |
114 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
114 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
113 |
| Baker Avenue Asset Management, LP |
113 |
| Brookfield Asset Management Inc. |
113 |
| Bokf, Na |
113 |
| Proficio Capital Partners LLC |
113 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
113 |
| North Star Investment Management Corp. |
113 |
| Suntrust Banks Inc |
113 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
113 |
| Boston Private Wealth Llc |
113 |
| Nebula Research & Development LLC |
113 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
113 |
| Snowden Capital Advisors LLC |
112 |
| Synovus Financial Corp |
112 |
| Venturi Wealth Management, LLC |
112 |
| CVA Family Office, LLC |
112 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
112 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
112 |
| Flagship Harbor Advisors, Llc |
112 |
| Advisory Research Inc |
112 |
| State Farm Mutual Fund Trust |
112 |
| UMA Financial Services, Inc. |
112 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
112 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
112 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
111 |
| Profund Advisors Llc |
111 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
111 |
| CENTRAL TRUST Co |
111 |
| Sofos Investments, Inc. |
111 |
| Money Concepts Capital Corp |
111 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
111 |
| Whittier Trust Co Of Nevada Inc |
111 |
| Fisher Asset Management, LLC |
111 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
111 |
| State Farm Variable Product Trust |
111 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
111 |
| Silvercrest Asset Management Group Llc |
111 |
| Vanguard World Fund |
110 |
| Lisanti Capital Growth, LLC |
110 |
| Teza Capital Management LLC |
110 |
| VANGUARD ASSET MANAGEMENT, Ltd |
110 |
| Td Private Client Wealth Llc |
110 |
| Transamerica Financial Advisors, Inc. |
110 |
| Private Wealth Management Group, LLC |
110 |
| Bridgewater Associates, LP |
110 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
110 |
| Jfs Wealth Advisors, Llc |
109 |
| Bogle Investment Management L P /de/ |
109 |
| Standard Life Aberdeen plc |
109 |
| Caisse De Depot Et Placement Du Quebec |
109 |
| Next Century Growth Investors Llc |
109 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
109 |
| Howe & Rusling Inc |
109 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
109 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
109 |
| Edgestream Partners, L.P. |
108 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
108 |
| Oppenheimer Funds Inc |
108 |
| MUFG Americas Holdings Corp |
108 |
| Rafferty Asset Management, LLC |
108 |
| Crestline Management, LP |
108 |
| Wipfli Financial Advisors Llc, |
108 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
108 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
108 |
| Savant Capital, LLC |
108 |
| Vanguard Investments Australia, Ltd. |
107 |
| Mount Yale Investment Advisors, LLC |
107 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
107 |
| Aster Capital Management (DIFC) Ltd |
107 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
107 |
| Element Capital Management Llc |
107 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
107 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
107 |
| Pier Capital, LLC |
107 |
| Carroll Financial Associates, Inc. |
107 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
107 |
| Alps Advisors Inc |
107 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
106 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
106 |
| Advent Claymore Convertible Securities & Income Fund |
106 |
| Kayne Anderson Rudnick Investment Management Llc |
106 |
| Emerald Acquisition Ltd. |
106 |
| Shay Capital LLC |
106 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
106 |
| Elequin Capital Lp |
106 |
| Oregon Public Employees Retirement Fund |
106 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
106 |
| Acrospire Investment Management LLC |
106 |
| Mangrove Partners |
106 |
| Employees Retirement System of Texas |
106 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
105 |
| Pinz Capital Management, LP |
105 |
| Regions Financial Corp |
105 |
| Summit Partners Public Asset Management, Llc |
105 |
| FDx Advisors, Inc. |
105 |
| Numerai GP LLC |
105 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
105 |
| ArrowMark Colorado Holdings LLC |
105 |
| Zions Bancorporation, N.A. |
105 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
105 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
105 |
| Catalyst Funds Management Pty Ltd |
105 |
| Treasurer of the State of North Carolina |
105 |
| Patriot Financial Group Insurance Agency, LLC |
104 |
| Polar Capital Holdings Plc |
104 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
104 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
104 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
104 |
| MCF Advisors LLC |
104 |
| Polar Capital LLP |
104 |
| CIBC World Markets Inc. |
104 |
| Activest Wealth Management |
104 |
| Tocqueville Asset Management L.p. |
104 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
104 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
104 |
| Cinctive Capital Management LP |
104 |
| Hexagon Capital Partners LLC |
104 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
104 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
103 |
| Allianzgi Equity & Convertible Income Fund |
103 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
103 |
| Ssi Investment Management Llc |
103 |
| Farmers & Merchants Investments Inc |
103 |
| TimesSquare Capital Management, LLC |
103 |
| Golden State Wealth Management, LLC |
103 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
103 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
103 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
103 |
| Utah Retirement Systems |
103 |
| Managed Account Advisors Llc |
103 |
| Avantax Advisory Services, Inc. |
103 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
103 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
103 |
| SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares |
103 |
| Gts Securities Llc |
103 |
| Institutional & Family Asset Management, Llc |
102 |
| Westpac Banking Corp |
102 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
102 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
102 |
| Crossmark Global Holdings, Inc. |
102 |
| Meitav Dash Investments Ltd |
102 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
102 |
| Whitebox Advisors Llc |
102 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
102 |
| Weld Capital Management Llc |
101 |
| Entropy Technologies, LP |
101 |
| Alpha Paradigm Partners, LLC |
101 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
101 |
| Spot Trading L.L.C |
101 |
| Readystate Asset Management Lp |
101 |
| Agf Investments Inc. |
101 |
| Scientech Research LLC |
101 |
| Nbc Securities, Inc. |
101 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
101 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
101 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
100 |
| FinTrust Capital Advisors, LLC |
100 |
| First Horizon Corp |
100 |
| Martingale Asset Management L P |
100 |
| Sawtooth Solutions, LLC |
100 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
100 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
100 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
100 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
100 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
100 |
| Harbor Investment Advisory, Llc |
100 |
| IndexIQ Advisors LLC |
100 |
| United Capital Financial Advisers, Llc |
100 |
| Seacrest Wealth Management, Llc |
99 |
| New York State Teachers Retirement System |
99 |
| MetLife Securities, Inc |
99 |
| Crewe Advisors LLC |
99 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
99 |
| Yakira Capital Management, Inc. |
99 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
99 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
99 |
| QS Investors, LLC |
99 |
| Clear Street Llc |
99 |
| Capula Management Ltd |
99 |
| Echo Street Capital Management LLC |
99 |
| Bare Financial Services, Inc |
99 |
| Bluefin Capital Management, Llc |
99 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
99 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
99 |
| Van Eck Associates Corp |
99 |
| Johnson Financial Group, Inc. |
99 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
99 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
99 |
| DC Investments Management, LLC |
98 |
| SG3 Management, LLC |
98 |
| Enterprise Financial Services Corp |
98 |
| Quantitative Investment Management, LLC |
98 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
98 |
| Duality Advisers, Lp |
98 |
| Shannon River Fund Management LLC |
98 |
| Calamos Global Dynamic Income Fund |
98 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
98 |
| Winslow, Evans & Crocker, Inc. |
98 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
98 |
| Piedmont Investment Advisors Llc |
98 |
| Vista Equity Partners Management, Llc |
98 |
| Swiss Life Asset Management Ltd |
98 |
| Susquehanna Portfolio Strategies, LLC |
98 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
98 |
| Bank Julius Baer & Co. Ltd, Zurich |
97 |
| Mather Group, Llc. |
97 |
| Creative Financial Designs Inc /adv |
97 |
| Sigma Planning Corp |
97 |
| We Are One Seven, LLC |
97 |
| Truvestments Capital Llc |
97 |
| Radcliffe Capital Management, L.P. |
97 |
| Ameritas Advisory Services, LLC |
97 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
97 |
| CAPROCK Group, Inc. |
97 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
97 |
| Tcwp Llc |
97 |
| Sonora Investment Management, LLC |
97 |
| Ontario Teachers Pension Plan Board |
97 |
| Baillie Gifford & Co |
97 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
97 |
| Townsquare Capital Llc |
97 |
| Maryland State Retirement & Pension System |
97 |
| Neo Ivy Capital Management |
97 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
97 |
| Illinois Municipal Retirement Fund |
97 |
| Periscope Capital Inc. |
97 |
| Segall Bryant & Hamill, Llc |
96 |
| State Of Michigan Retirement System |
96 |
| R Squared Ltd |
96 |
| Diker Management Llc |
96 |
| Valley National Advisers Inc |
96 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
96 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
96 |
| Alpha DNA Investment Management LLC |
96 |
| Segantii Capital Management Ltd |
96 |
| RidgeWorth Capital Management LLC |
96 |
| XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
96 |
| IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF |
96 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
96 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
96 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
95 |
| APG Asset Management N.V. |
95 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
95 |
| DnB Asset Management AS |
95 |
| Wasatch Advisors Inc |
95 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
95 |
| SOUTH STATE Corp |
95 |
| Marquette Asset Management, LLC |
95 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
95 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
95 |
| Levin Capital Strategies, L.p. |
95 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
95 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
95 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
95 |
| Stephens Consulting, LLC |
95 |
| Sound Income Strategies, LLC |
95 |
| Virtus Investment Advisers, Inc. |
95 |
| TFC Financial Management |
95 |
| DeepCurrents Investment Group LLC |
95 |
| Wealthcare Advisory Partners LLC |
95 |
| Fiera Capital Corp |
95 |
| CWM Advisors, LLC |
94 |
| Dunhill Financial, LLC |
94 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
94 |
| Granahan Investment Management Inc/ma |
94 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
94 |
| CenterStar Asset Management, LLC |
94 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
94 |
| Ing Groep Nv |
94 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
94 |
| Optimum Investment Advisors |
94 |
| Wedbush Securities Inc |
94 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
94 |
| Alkeon Capital Management Llc |
94 |
| Sanctuary Advisors, LLC |
94 |
| SageView Advisory Group, LLC |
94 |
| Great Lakes Advisors, Llc |
94 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
94 |
| Wolff Wiese Magana Llc |
94 |
| William Blair Investment Management, Llc |
94 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
93 |
| Yousif Capital Management, Llc |
93 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
93 |
| MUFG Securities EMEA plc |
93 |
| Hm Payson & Co |
93 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
93 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
93 |
| Wealthspire Advisors, L.P. |
93 |
| Sandy Spring Bank |
93 |
| Koshinski Asset Management, Inc. |
93 |
| Wexford Capital Lp |
93 |
| Summit Global Investments |
93 |
| nVerses Capital, LLC |
93 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
93 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
93 |
| Melqart Asset Management (uk) Ltd |
93 |
| Prudential Plc |
93 |
| Salem Investment Counselors Inc |
93 |
| Context Capital Management, LLC |
93 |
| Marex Group plc |
93 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
93 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
93 |
| Colony Group, LLC |
93 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
92 |
| CIBC Bancorp USA Inc. |
92 |
| Hamilton Lane Advisors Llc |
92 |
| Quantitative Systematic Strategies LLC |
92 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
92 |
| Westfield Capital Management Co Lp |
92 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
92 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
92 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
92 |
| Focused Wealth Management, Inc |
92 |
| Frontier Capital Management Co Llc |
92 |
| BRYN MAWR TRUST Co |
92 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
92 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
92 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
92 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
92 |
| Twin Peaks Wealth Advisors, LLC |
92 |
| Coppell Advisory Solutions LLC |
92 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
92 |
| C M Bidwell & Associates Ltd |
91 |
| Liberty Mutual Group Asset Management Inc. |
91 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
91 |
| Phoenix Holdings Ltd. |
91 |
| ORG Partners LLC |
91 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
91 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
91 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
91 |
| Financial Management Professionals, Inc. |
91 |
| Hanseatic Management Services Inc |
91 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
91 |
| Putnam Master Intermediate Income Trust |
91 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
91 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
91 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
91 |
| Perigon Wealth Management, LLC |
91 |
| Oaktree Capital Management Lp |
91 |
| Athanor Capital, Lp |
91 |
| DLD Asset Management, LP |
91 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
91 |
| Freestone Capital Holdings, LLC |
91 |
| Tfs Capital Llc |
91 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
91 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
90 |
| Guggenheim Active Allocation Fund |
90 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
90 |
| Airain ltd |
90 |
| Hutchin Hill Capital, LP |
90 |
| Keating Financial Advisory Services, Inc. |
90 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
90 |
| Prescott Group Capital Management, L.l.c. |
90 |
| Cantor Fitzgerald, L. P. |
90 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
90 |
| Hughes Financial Services, LLC |
90 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
90 |
| FourThought Financial, LLC |
90 |
| Swedbank AB |
90 |
| Inceptionr Llc |
90 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
90 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
90 |
| Chicago Partners Investment Group LLC |
90 |
| Moody National Bank Trust Division |
90 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
90 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
90 |
| Bailard, Inc. |
90 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
90 |
| Whale Rock Capital Management LLC |
90 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
89 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
89 |
| Putnam Premier Income Trust |
89 |
| BlackRock Japan Co. Ltd |
89 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
89 |
| Parametrica Management Ltd |
89 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
89 |
| Steward Financial Group LLC |
89 |
| TIG Advisors, LLC |
89 |
| Kennedy Capital Management, Inc. |
89 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
89 |
| Financial Architects, Inc |
89 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
89 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
89 |
| Guardian Wealth Advisors, LLC |
89 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
89 |
| Continuum Advisory, LLC |
89 |
| Itau Unibanco Holding S.A. |
89 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
89 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
88 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
88 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
88 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
88 |
| Resources Investment Advisors, LLC. |
88 |
| Asset Dedication, LLC |
88 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
88 |
| Commerce Bank |
88 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
88 |
| TRFM - ETF Series Solutions - AAM Transformers ETF |
88 |
| Belvedere Trading LLC |
88 |
| Acap Strategic Fund |
88 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
88 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
88 |
| Tiger Global Management Llc |
88 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
88 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
88 |
| Vivaldi Asset Management, LLC |
88 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
88 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
88 |
| Meridian Wealth Partners, LLC |
87 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
87 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
87 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
87 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
87 |
| Baystate Wealth Management LLC |
87 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
87 |
| Rise Advisors, LLC |
87 |
| Pallas Capital Advisors LLC |
87 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
87 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
87 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
87 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
87 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
87 |
| Concord Wealth Partners |
87 |
| IHT Wealth Management, LLC |
87 |
| Granite Investment Partners, LLC |
87 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
87 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
87 |
| Advantage Advisers Xanthus Fund, L.l.c. |
87 |
| Park Avenue Securities Llc |
87 |
| Emerald Advisers, Llc |
87 |
| Highland Capital Management Fund Advisors, L.p. |
87 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
87 |
| Gyon Technologies Capital Management, LP |
87 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
87 |
| Voleon Capital Management Lp |
87 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
87 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
87 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
87 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
87 |
| Gemmer Asset Management LLC |
87 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
87 |
| Kepos Capital LP |
86 |
| Zions Bancorporation, National Association /ut/ |
86 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
86 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
86 |
| Park Place Capital Corp |
86 |
| FNY Managed Accounts LLC |
86 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
86 |
| MASTER BOND LLC - Master Total Return Portfolio |
86 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
86 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
86 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
86 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
86 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
86 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
86 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
86 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
86 |
| Voya Prime Rate Trust |
86 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
86 |
| Westchester Capital Management, LLC |
86 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
86 |
| Level Four Advisory Services, Llc |
86 |
| Washington Trust Advisors, Inc. |
86 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
86 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
86 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
86 |
| Hemington Wealth Management |
86 |
| Freestone Grove Partners LP |
86 |
| BIT Capital GmbH |
86 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
86 |
| Prestige Wealth Management Group LLC |
85 |
| Exane Derivatives |
85 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
85 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
85 |
| Brewin Dolphin Ltd |
85 |
| Harvest Management Llc |
85 |
| Rational Advisors Llc |
85 |
| Agf Management Ltd |
85 |
| Ghisallo Capital Management LLC |
85 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
85 |
| Maplelane Capital, Llc |
85 |
| Sequoia Financial Advisors, LLC |
85 |
| Louisiana State Employees Retirement System |
85 |
| Portolan Capital Management, LLC |
85 |
| M&g Investment Management Ltd |
85 |
| Gardner Lewis Asset Management L P |
85 |
| Clearline Capital LP |
85 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
85 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
85 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
85 |
| BI Asset Management Fondsmaeglerselskab A/S |
85 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
85 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
85 |
| Formula Growth Ltd |
85 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
85 |
| Moors & Cabot, Inc. |
85 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
85 |
| Schubert & Co |
85 |
| Caxton Associates Llp |
85 |
| Tokio Marine Asset Management Co Ltd |
85 |
| Pendal Group Ltd |
85 |
| Ameritas Investment Corp |
84 |
| Salomon & Ludwin, LLC |
84 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
84 |
| Cetera Advisors LLC |
84 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
84 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
84 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
84 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
84 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
84 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
84 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
84 |
| GW&K Investment Management, LLC |
84 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
84 |
| Bartlett & Co. Wealth Management Llc |
84 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
84 |
| King Luther Capital Management Corp |
84 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
84 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
84 |
| Lee Financial Co |
84 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
84 |
| Citizens Financial Group Inc/ri |
84 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
84 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
84 |
| MQS Management LLC |
83 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
83 |
| Wiley Bros.-aintree Capital, Llc |
83 |
| Yorktown Management & Research Co Inc |
83 |
| Tcw Group Inc |
83 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
83 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
83 |
| Xact Kapitalforvaltning AB |
83 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
83 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
83 |
| Fieldpoint Private Securities, LLC |
83 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
83 |
| JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF |
83 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
83 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
83 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
83 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
83 |
| TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
83 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
83 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
83 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
83 |
| Scotia Capital Inc. |
83 |
| Chicago Equity Partners Llc |
83 |
| FineMark National Bank & Trust |
83 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
83 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
83 |
| Profunds - Profund Vp Technology |
83 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
83 |
| Bayforest Capital Ltd |
83 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
83 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
82 |
| Thompson Siegel & Walmsley Llc |
82 |
| Evergreen Capital Management Llc |
82 |
| RMB Capital Management, LLC |
82 |
| Assured Investment Management LLC |
82 |
| Disciplined Investments, LLC |
82 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
82 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
82 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
82 |
| Tucker Asset Management Llc |
82 |
| Basso Capital Management, L.p. |
82 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
82 |
| Cornercap Investment Counsel Inc |
82 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
82 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
82 |
| Integrated Wealth Concepts LLC |
82 |
| Lombard Odier Asset Management (Switzerland) SA |
82 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
82 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
82 |
| Pine River Capital Management L.P. |
82 |
| Lenox Wealth Advisors, LLC |
82 |
| IYW - iSHARES TRUST - iShares U.S. Technology ETF |
82 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
82 |
| Vantage Consulting Group Inc |
82 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
82 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
82 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
82 |
| Smithfield Trust Co |
82 |
| Carlson Capital L P |
82 |
| ROM - PROSHARES TRUST - ProShares Ultra Technology |
82 |
| College Retirement Equities Fund |
82 |
| Oberweis Asset Management Inc/ |
82 |
| Mv Capital Management, Inc. |
82 |
| Cary Street Partner Investment Advisory Llc |
81 |
| Allianzgi Convertible & Income Fund Ii |
81 |
| ETRADE Capital Management LLC |
81 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
81 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
81 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
81 |
| Allianzgi Convertible & Income Fund |
81 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
81 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
81 |
| Malaga Cove Capital, LLC |
81 |
| Invictus RG |
81 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
81 |
| PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
81 |
| Osterweis Capital Management Inc |
81 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
81 |
| Azzad Asset Management Inc /adv |
81 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
81 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
81 |
| Intrinsic Edge Capital Management LLC |
81 |
| Atria Wealth Solutions, Inc. |
81 |
| B. Metzler seel. Sohn & Co. AG |
81 |
| Centaurus Financial, Inc. |
81 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
81 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
80 |
| Erste Asset Management GmbH |
80 |
| Kilter Group LLC |
80 |
| Tiverton Asset Management Llc |
80 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
80 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
80 |
| Reilly Financial Advisors, Llc |
80 |
| T. Rowe Price Investment Management, Inc. |
80 |
| Everence Capital Management Inc |
80 |
| MYDA Advisors LLC |
80 |
| Paradigm Asset Management Co Llc |
80 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
80 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
80 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
80 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
80 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
80 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
80 |
| Front Row Advisors LLC |
80 |
| Lighthouse Investment Partners, LLC |
80 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
80 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
80 |
| Meadow Creek Investment Management LLC |
80 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
80 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
80 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
80 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
80 |
| Shelton Capital Management |
80 |
| JNBA Financial Advisors |
80 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
80 |
| Islet Management, LP |
79 |
| Bancroft Fund Ltd |
79 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
79 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
79 |
| Eqis Capital Management, Inc. |
79 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
79 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
79 |
| Beryl Capital Management LLC |
79 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
79 |
| Lombard Odier Asset Management (Europe) Ltd |
79 |
| West Tower Group, LLC |
79 |
| Calamos Wealth Management LLC |
79 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
79 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
79 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
79 |
| Tortoise Investment Management, LLC |
79 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
79 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
79 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
79 |
| Ellsworth Growth & Income Fund Ltd |
79 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
79 |
| Chartwell Investment Partners, Llc |
79 |
| Hood River Capital Management LLC |
79 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
79 |
| Rialto Wealth Management, LLC |
79 |
| Ostrum Asset Management |
79 |
| EAM Global Investors LLC |
78 |
| Merit Financial Group, LLC |
78 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
78 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
78 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
78 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
78 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
78 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
78 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
78 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
78 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
78 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
78 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
78 |
| Bartlett & Co. LLC |
78 |
| BDO Wealth Advisors, LLC |
78 |
| Sutton Wealth Advisors Inc. |
78 |
| Lido Advisors, LLC |
78 |
| Westside Investment Management, Inc. |
78 |
| PenderFund Capital Management Ltd. |
78 |
| Cape Investment Advisory, Inc. |
78 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
78 |
| Independent Advisor Alliance |
78 |
| JJJ Advisors Inc. |
78 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
78 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
78 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
78 |
| Riggs Asset Managment Co. Inc. |
78 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
78 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
78 |
| Emerald Mutual Fund Advisers Trust |
78 |
| Capital Analysts, Inc. |
78 |
| World Asset Management Inc |
78 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
78 |
| Zweig-DiMenna Associates LLC |
78 |
| Brighton Jones Llc |
78 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
78 |
| Carmignac Gestion |
77 |
| Andra AP-fonden |
77 |
| Waddell & Reed Financial Inc |
77 |
| SHP Wealth Management |
77 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
77 |
| Alpine Associates Management Inc. |
77 |
| PharVision Advisers, LLC |
77 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
77 |
| Kemnay Advisory Services Inc. |
77 |
| VCSTX - VALIC Co I - Science & Technology Fund |
77 |
| Global Financial Private Client, LLC |
77 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
77 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
77 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
77 |
| GHP Investment Advisors, Inc. |
77 |
| Banque Pictet & Cie Sa |
77 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
77 |
| NewSquare Capital LLC |
77 |
| Raleigh Capital Management Inc. |
77 |
| VCGAX - VALIC Co I - Growth & Income Fund |
77 |
| Nishkama Capital, LLC |
77 |
| Krilogy Financial LLC |
77 |
| Vestmark Advisory Solutions, Inc. |
77 |
| Atlantic Union Bankshares Corp |
77 |
| SECOR Capital Advisors, LP |
77 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
77 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
77 |
| Korea Investment CORP |
77 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
76 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
76 |
| Artemis Investment Management LLP |
76 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
76 |
| Banque Transatlantique SA |
76 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
76 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
76 |
| Stephens Investment Management Group LLC |
76 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
76 |
| Arrowgrass Capital Partners (us) Lp |
76 |
| Stonebridge Capital Advisors LLC |
76 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
76 |
| Hollencrest Capital Management |
76 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
76 |
| Retirement Systems of Alabama |
76 |
| Jeneq Management, LP |
76 |
| Warberg Asset Management LLC |
76 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
76 |
| Wealth Preservation Advisors, LLC |
76 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
76 |
| Commerzbank Aktiengesellschaft /fi |
76 |
| Allstate Corp |
76 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
76 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
76 |
| GPS Wealth Strategies Group, LLC |
76 |
| DiNuzzo Private Wealth, Inc. |
76 |
| Equitec Proprietary Markets, Llc |
76 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
75 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
75 |
| Jericho Capital Asset Management L.P. |
75 |
| Cornerstone Financial Management LLC |
75 |
| Trust Co Of Vermont |
75 |
| Hancock Whitney Corp |
75 |
| Cloud Capital Management, LLC |
75 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
75 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
75 |
| Cordant, Inc. |
75 |
| Light Street Capital Management, Llc |
75 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
75 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
75 |
| Baldwin Brothers Inc/ma |
75 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
75 |
| Dakota Wealth Management |
75 |
| Benjamin Edwards Inc |
75 |
| FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
75 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
75 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
75 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
75 |
| Trustcore Financial Services, Llc |
75 |
| Texas Permanent School Fund |
75 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
75 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
75 |
| BerganKDV Wealth Management, LLC |
75 |
| LS Investment Advisors, LLC |
75 |
| Jane Street Holding, LLC |
75 |
| Glen Eagle Advisors, LLC |
75 |
| Ethic Inc. |
75 |
| Abound Wealth Management |
75 |
| Harbour Capital Advisors, LLC |
74 |
| Gabelli Convertible & Income Securities Fund Inc |
74 |
| Riverview Trust Co |
74 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
74 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
74 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
74 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
74 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
74 |
| Anson Funds Management LP |
74 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
74 |
| Baader Bank INC |
74 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
74 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
74 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
74 |
| Cornerstone Investment Partners, LLC |
74 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
74 |
| AXA Investment Managers S.A. |
74 |
| WPG Advisers, LLC |
74 |
| Ossiam |
74 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
74 |
| Nine Chapters Capital Management LLC |
74 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
74 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
74 |
| Turner Investments, L.p. |
74 |
| SummitTX Capital, L.P. |
74 |
| Wealthfront Advisers Llc |
74 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
74 |
| Financial Advocates Investment Management |
74 |
| P Schoenfeld Asset Management Lp |
74 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
74 |
| Montag A & Associates Inc |
74 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
74 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
74 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
74 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
74 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
74 |
| Tiaa-cref Funds |
74 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
73 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
73 |
| Natixis Investment Managers International |
73 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
73 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
73 |
| Contravisory Investment Management, Inc. |
73 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
73 |
| Tradewinds Capital Management, LLC |
73 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
73 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
73 |
| Armistice Capital, Llc |
73 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
73 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
73 |
| Oak Thistle LLC |
73 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
73 |
| HHM Wealth Advisors, LLC |
73 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
73 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
73 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
73 |
| Kestra Private Wealth Services, Llc |
73 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
73 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
73 |
| PENN SERIES FUNDS INC - International Equity Fund |
73 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
73 |
| Rossby Financial, LCC |
73 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
73 |
| Liontrust Investment Partners LLP |
73 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
73 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
73 |
| Parkwood LLC |
73 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
73 |
| Qsemble Capital Management, LP |
73 |
| Avantax Planning Partners, Inc. |
73 |
| Rsm Us Wealth Management Llc |
73 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
73 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
73 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
73 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
73 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
73 |
| Jacobi Capital Management LLC |
73 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
73 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
73 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
73 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
73 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
73 |
| Total Clarity Wealth Management, Inc. |
73 |
| FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio |
72 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
72 |
| First Quadrant L P/ca |
72 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
72 |
| Coatue Management Llc |
72 |
| Cadence Capital Management Llc |
72 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
72 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
72 |
| ARK Investment Management LLC |
72 |
| Elkfork Partners LLC |
72 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
72 |
| Motley Fool Asset Management LLC |
72 |
| Optima Capital Llc |
72 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
72 |
| J.w. Cole Advisors, Inc. |
72 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
72 |
| Herald Investment Management Ltd |
72 |
| Oak Ridge Investments Llc |
72 |
| Liberty Wealth Management Llc |
72 |
| Jaffetilchin Investment Partners, LLC |
72 |
| Northern Trust Co Of Connecticut |
72 |
| Covington Capital Management |
72 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
72 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
72 |
| Kapitalo Investimentos Ltda |
72 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
72 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
72 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
72 |
| Contour Asset Management LLC |
71 |
| Envestnet Portfolio Solutions, Inc. |
71 |
| Capital International Investors |
71 |
| Anchor Investment Management, LLC |
71 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
71 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
71 |
| Thornburg Investment Management Inc |
71 |
| Barings Llc |
71 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
71 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
71 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
71 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
71 |
| Rakuten Securities, Inc. |
71 |
| Calamos Convertible & High Income Fund |
71 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
71 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
71 |
| Columbus Circle Investors |
71 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
71 |
| Northwest & Ethical Investments L.P. |
71 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
71 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
71 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
71 |
| GeoWealth Management, LLC |
71 |
| Calamos Convertible Opportunities & Income Fund |
71 |
| SAC Capital Advisors LP |
71 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
71 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
71 |
| Nvwm, Llc |
71 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
71 |
| Venture Visionary Partners LLC |
71 |
| Washington Harbour Partners LP |
71 |
| Bay Harbor Wealth Management, LLC |
71 |
| Tradition Wealth Management, LLC |
71 |
| StoneX Group Inc. |
71 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
71 |
| Capital Asset Advisory Services LLC |
71 |
| Eventide Asset Management, Llc |
71 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
71 |
| WealthCollab, LLC |
71 |
| Symphony Asset Management Llc |
71 |
| CSat Investment Advisory, L.P. |
70 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
70 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
70 |
| NewEdge Wealth, LLC |
70 |
| Westwood Holdings Group Inc |
70 |
| USA Financial Portformulas Corp |
70 |
| Elo Mutual Pension Insurance Co |
70 |
| Vanguard Explorer Fund |
70 |
| Colonial Trust Co / SC |
70 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
70 |
| NINE MASTS CAPITAL Ltd |
70 |
| Hussman Strategic Advisors, Inc. |
70 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
70 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
70 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
70 |
| Apollon Wealth Management, LLC |
70 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
70 |
| Plato Investment Management Ltd |
70 |
| Fieldview Capital Management, LLC |
70 |
| American Capital Advisory, LLC |
70 |
| Blackrock Ltd Duration Income Trust |
70 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
70 |
| AHL Partners LLP |
70 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
70 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
70 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
70 |
| EP Wealth Advisors, Inc. |
70 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
70 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
70 |
| Spring Creek Capital Llc |
70 |
| Sargent Bickham Lagudis LLC |
70 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
70 |
| Castleview Partners, Llc |
70 |
| Zimmer Partners, LP |
70 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
69 |
| Accurate Wealth Management, LLC |
69 |
| Virtus ETF Advisers LLC |
69 |
| IBM Retirement Fund |
69 |
| Avestar Capital, LLC |
69 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
69 |
| Glenmede Investment Management, LP |
69 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
69 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
69 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
69 |
| Atika Capital Management LLC |
69 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
69 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
69 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
69 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
69 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
69 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
69 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
69 |
| Glen Harbor Capital Management LLC |
69 |
| Advisor Resource Council |
69 |
| Grove Bank & Trust |
69 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
69 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
69 |
| Castle Creek Arbitrage, LLC |
69 |
| Peregrine Capital Management Llc |
69 |
| Simon Quick Advisors, Llc |
69 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
69 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
69 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
69 |
| Marathon Trading Investment Management LLC |
69 |
| Western Wealth Management, LLC |
69 |
| Atlantic Trust, LLC |
69 |
| Highline Wealth Partners Llc |
69 |
| Albion Financial Group /ut |
69 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
68 |
| Convergence Investment Partners, LLC |
68 |
| RWC Asset Management LLP |
68 |
| Bellevue Asset Management, Llc |
68 |
| Regent Peak Wealth Advisors LLC |
68 |
| Concentric Capital Strategies, LP |
68 |
| Calamos Dynamic Convertible & Income Fund |
68 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
68 |
| HighMark Wealth Management LLC |
68 |
| Tuttle Tactical Management LLC |
68 |
| Cookson Peirce & Co Inc |
68 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
68 |
| SYSTM Wealth Solutions LLC |
68 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
68 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
68 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
68 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
68 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
68 |
| Kohlberg Kravis Roberts & Co. L.P. |
68 |
| Cornerstone Capital Management Holdings Llc. |
68 |
| Edge Wealth Management LLC |
68 |
| Ajo, Lp |
68 |
| BlackRock ETF Trust - BlackRock Future Tech ETF |
68 |
| Raymond James Trust N.a. |
68 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
68 |
| RiverPark Advisors, LLC |
68 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
68 |
| Dragoneer Investment Group, LLC |
68 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
68 |
| Quinn Opportunity Partners LLC |
68 |
| Silverback Asset Management Llc |
68 |
| E. Ohman J:or Asset Management AB |
68 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
68 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
67 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
67 |
| DAVENPORT & Co LLC |
67 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
67 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
67 |
| Hudock, Inc. |
67 |
| LRI Investments, LLC |
67 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
67 |
| Flow Traders U.s. Llc |
67 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
67 |
| Moneta Group Investment Advisors Llc |
67 |
| RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
67 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
67 |
| Jackson Creek Investment Advisors LLC |
67 |
| Delphia (USA) Inc. |
67 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
67 |
| Highland Capital Management, Llc |
67 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
67 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
67 |
| Annis Gardner Whiting Capital Advisors, LLC |
67 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
67 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
67 |
| Northwestern Mutual Investment Management Company, Llc |
67 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
67 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
67 |
| Eaton Vance Ltd Duration Income Fund |
67 |
| Delaware Management Holdings, Inc. |
67 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
67 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
67 |
| Pitcairn Co |
67 |
| Carolinas Wealth Consulting Llc |
67 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
67 |
| WealthTrak Capital Management LLC |
67 |
| Abn Amro Investment Solutions |
66 |
| B. Metzler seel. Sohn & Co. Holding AG |
66 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
66 |
| HFM Investment Advisors, LLC |
66 |
| Capital Impact Advisors, LLC |
66 |
| Myriad Asset Management Ltd. |
66 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
66 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
66 |
| Whetstone Capital Advisors, LLC |
66 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
66 |
| Gulf International Bank (UK) Ltd |
66 |
| Banco Santander, S.A. |
66 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
66 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
66 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
66 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
66 |
| Tarbox Family Office, Inc. |
66 |
| Wetherby Asset Management Inc |
66 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
66 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
66 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
66 |
| potrero capital research llc |
66 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
66 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
66 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
66 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
66 |
| JPL Wealth Management, LLC |
66 |
| ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF |
66 |
| Tfs Capital Investment Trust |
66 |
| Qrg Capital Management, Inc. |
66 |
| Eagle Bay Advisors LLC |
66 |
| L & S Advisors Inc |
66 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
66 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
66 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
66 |
| Paces Ferry Wealth Advisors, Llc |
66 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
66 |
| Ashton Thomas Private Wealth, LLC |
66 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
66 |
| Groupe la Francaise |
66 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
66 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
66 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
66 |
| Blackrock Debt Strategies Fund, Inc. |
66 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
66 |
| WASHINGTON TRUST Co |
66 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
66 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
66 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
66 |
| Bardin Hill Management Partners Lp |
66 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
65 |
| Vantagepoint Funds |
65 |
| Parkworth Wealth Management, Inc. |
65 |
| Tsfg, Llc |
65 |
| UniSuper Management Pty Ltd |
65 |
| FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio |
65 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
65 |
| Pier 88 Investment Partners Llc |
65 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
65 |
| BlackRock Science & Technology Trust II |
65 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
65 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
65 |
| Sachetta, LLC |
65 |
| Procyon Private Wealth Partners, LLC |
65 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
65 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
65 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
65 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
65 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
65 |
| Bleakley Financial Group, LLC |
65 |
| Eurizon Capital SGR S.p.A. |
65 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
65 |
| Washington Capital Management Inc |
65 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
65 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
65 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
65 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
65 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
65 |
| Brinker Capital Inc |
65 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
65 |
| SkyView Investment Advisors, LLC |
65 |
| HighPoint Advisor Group LLC |
65 |
| Vise Technologies, Inc. |
65 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
65 |
| Cornerstone Advisors, Inc. |
65 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
65 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
65 |
| Kistler-Tiffany Companies, LLC |
65 |
| Tompkins Financial Corp |
65 |
| Worldquant Millennium Advisors Llc |
65 |
| McIlrath & Eck, LLC |
65 |
| Enlightenment Research, LLC |
64 |
| Taconic Capital Advisors LP |
64 |
| HB Wealth Management, LLC |
64 |
| Worth Venture Partners, LLC |
64 |
| Evolution Wealth Advisors, LLC |
64 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
64 |
| Horizon Investments, LLC |
64 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
64 |
| Innealta Capital, Llc |
64 |
| Signature Equity Partners, LLC |
64 |
| Csenge Advisory Group |
64 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
64 |
| Numeric Investors Llc |
64 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
64 |
| Stoneridge Investment Partners Llc |
64 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
64 |
| Riverhead Capital Management Llc |
64 |
| Mach-1 Financial Group, Inc. |
64 |
| Nissay Asset Management Corp /japan/ /adv |
64 |
| Penn Capital Management Co Inc |
64 |
| Associated Banc-corp |
64 |
| Qtron Investments LLC |
64 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
64 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
64 |
| Machina Capital S.a.s. |
64 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
64 |
| Sterling Investment Advisors, Ltd. |
64 |
| Tibra Equities Europe Ltd |
64 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
64 |
| Mason Street Advisors, Llc |
64 |
| Gerber Kawasaki Wealth & Investment Management |
64 |
| Torren Management, LLC |
64 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
64 |
| Pittenger & Anderson Inc |
64 |
| Saba Capital Management, L.P. |
64 |
| Maytus Capital Management, LLC |
64 |
| Quaker Wealth Management, LLC |
64 |
| Stone House Investment Management, LLC |
64 |
| Callan Family Office, LLC |
64 |
| Congress Wealth Management LLC / DE / |
64 |
| Teton Advisors, Inc. |
64 |
| Arcadia Investment Management Corp/mi |
63 |
| Kovack Advisors, Inc. |
63 |
| Cadian Capital Management, Lp |
63 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
63 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
63 |
| Navellier & Associates Inc |
63 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
63 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
63 |
| Kovitz Investment Group Partners, LLC |
63 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
63 |
| IFM Investors Pty Ltd |
63 |
| OP Asset Management Ltd |
63 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
63 |
| Optimus Prime Fund Management Co., Ltd. |
63 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
63 |
| Intellectus Partners, LLC |
63 |
| Integral Derivatives, LLC |
63 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
63 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
63 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
63 |
| Winch Advisory Services, LLC |
63 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
63 |
| Janus Capital Management Llc |
63 |
| Kore Private Wealth LLC |
63 |
| Shenkman Capital Management Inc |
63 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
63 |
| Triumph Capital Management |
63 |
| Royal London Asset Management Ltd |
63 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
63 |
| Bb&t Securities, Llc |
63 |
| Earnest Partners Llc |
63 |
| Achmea Investment Management B.V. |
63 |
| ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
63 |
| O'Shares Investment Advisers, LLC |
63 |
| Jasper Ridge Partners, L.P. |
63 |
| Colony Group Llc |
63 |
| Y.D. More Investments Ltd |
63 |
| Boston Partners |
63 |
| Old National Bancorp /in/ |
63 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
63 |
| USS Investment Management Ltd |
63 |
| Coastal Investment Advisors, Inc. |
63 |
| Stone Ridge Asset Management LLC |
62 |
| RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A |
62 |
| CX Institutional |
62 |
| Rivernorth Capital Management, Llc |
62 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
62 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
62 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
62 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
62 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
62 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
62 |
| SQN Investors LP |
62 |
| People's United Financial, Inc. |
62 |
| Cortina Asset Management, LLC |
62 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
62 |
| Wcm Investment Management, Llc |
62 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
62 |
| Archer Investment Corp |
62 |
| Renaissance Group Llc |
62 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
62 |
| Motco |
62 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
62 |
| WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
62 |
| Standard Family Office LLC |
62 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
62 |
| Interchange Capital Partners, LLC |
62 |
| Securian Asset Management, Inc |
62 |
| Cowen Group, Inc. |
62 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
62 |
| Private Ocean, LLC |
62 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
62 |
| Sei Trust Co |
62 |
| Oribel Capital Management, LP |
62 |
| Icon Wealth Partners, LLC |
62 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
62 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
62 |
| Nikko Asset Management Americas, Inc. |
62 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
62 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
62 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
62 |
| Fortitude Advisory Group L.L.C. |
62 |
| Global X Management CO LLC |
62 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
62 |
| Davy Global Fund Management Ltd |
62 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
62 |
| Relative Value Fund |
62 |
| Gideon Capital Advisors, Inc. |
62 |
| Gdl Fund |
62 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
62 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
62 |
| Visium Asset Management, LP |
62 |
| Greenland Capital Management LP |
62 |
| Bck Capital Management Lp |
62 |
| Psagot Value Holdings Ltd. / (Israel) |
62 |
| Old Mutual Global Investors (UK) Ltd. |
62 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
62 |
| Karp Capital Management Corp |
61 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
61 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
61 |
| Beacon Pointe Advisors, LLC |
61 |
| La Banque Postale Asset Management SA |
61 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
61 |
| Princeton Alpha Management LP |
61 |
| Rokos Capital Management LLP |
61 |
| Colonial Trust Advisors |
61 |
| Piper Sandler & Co. |
61 |
| Strategic Wealth Partners, Ltd. |
61 |
| Ritholtz Wealth Management |
61 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
61 |
| Cigna Investments Inc /new |
61 |
| Legacy Advisors, LLC |
61 |
| Boardman Bay Capital Management Llc |
61 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
61 |
| Longfellow Investment Management Co Llc |
61 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
61 |
| Veritable, L.P. |
61 |
| Prime Capital Investment Advisors, LLC |
61 |
| Cassady Schiller Wealth Management, LLC |
61 |
| TRUE Private Wealth Advisors |
61 |
| Congress Asset Management Co /ma |
61 |
| Aaron Wealth Advisors LLC |
61 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
61 |
| Fortaleza Asset Management Inc/ |
61 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
61 |
| Commonwealth Equity Services, Inc |
61 |
| GV Financial Advisors |
61 |
| First Citizens Bank & Trust Co |
61 |
| SpiderRock Advisors, LLC |
61 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
61 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
61 |
| Capital Investment Advisory Services, LLC |
61 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
61 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
61 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
61 |
| Comerica Securities,inc. |
61 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
61 |
| Hennion & Walsh Asset Management, Inc. |
61 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
61 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
61 |
| Champlain Investment Partners, LLC |
61 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
60 |
| Ropes Wealth Advisors Llc |
60 |
| Evercore Wealth Management, LLC |
60 |
| FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
60 |
| Claro Advisors LLC |
60 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
60 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
60 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
60 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
60 |
| Forsta Ap-fonden |
60 |
| JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares |
60 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
60 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
60 |
| Bp Plc |
60 |
| OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares |
60 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
60 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
60 |
| Harvest Group Wealth Management, Llc |
60 |
| ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A |
60 |
| QCM Cayman, Ltd. |
60 |
| Cooper Creek Partners Management Llc |
60 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
60 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
60 |
| Bedel Financial Consulting, Inc. |
60 |
| Atticus Wealth Management, Llc |
60 |
| Atlas Capital Advisors Llc |
60 |
| AIA Group Ltd |
60 |
| Dai-Ichi Life Insurance Company, Ltd |
60 |
| Principia Wealth Advisory, LLC |
60 |
| Resona Asset Management Co.,Ltd. |
60 |
| Mark Sheptoff Financial Planning, Llc |
60 |
| Beacon Capital Management, LLC |
60 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
60 |
| Ingalls & Snyder Llc |
60 |
| Sandler Capital Management |
60 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
60 |
| Oddo Bhf Asset Management Sas |
60 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
60 |
| Delpha Capital Management, Llc |
60 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
60 |
| Lake Street Advisors Group, Llc |
60 |
| Yarbrough Capital, LLC |
60 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
60 |
| Aequim Alternative Investments LP |
60 |
| Veriti Management LLC |
60 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
60 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
60 |
| Stonegate Investment Group, LLC |
59 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
59 |
| BNP Paribas Investment Partners S.A. |
59 |
| Golden State Equity Partners |
59 |
| Cromwell Holdings LLC |
59 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
59 |
| Camden Asset Management L P /ca |
59 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
59 |
| Calamos Global Total Return Fund |
59 |
| Arlington Trust Co LLC |
59 |
| First Personal Financial Services |
59 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
59 |
| Brookstone Capital Management |
59 |
| Owl Creek Wealth Partners LLC |
59 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
59 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
59 |
| WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
59 |
| NorthCrest Asset Manangement, LLC |
59 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
59 |
| JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T |
59 |
| Dorsey Wright & Associates |
59 |
| Confluence Wealth Services, Inc. |
59 |
| 111 Capital |
59 |
| Bullseye Asset Management LLC |
59 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
59 |
| Mn Services Vermogensbeheer B.V. |
59 |
| Cerebellum GP, LLC |
59 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
59 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
59 |
| Portside Wealth Group, LLC |
59 |
| Berkley W R Corp |
59 |
| Blackrock Corporate High Yield Fund, Inc. |
59 |
| MARSHALL WACE ASIA Ltd |
59 |
| AlphaMark Advisors, LLC |
59 |
| West Paces Advisors Inc. |
59 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
59 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
59 |
| Mendota Financial Group, LLC |
59 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
59 |
| Financial Consulate, Inc |
59 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
59 |
| K.J. Harrison & Partners Inc |
59 |
| Livforsakringsbolaget Skandia, Omsesidigt |
59 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
59 |
| Inspire Advisors, LLC |
59 |
| Sheets Smith Wealth Management |
59 |
| Donoghue Forlines LLC |
58 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
58 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
58 |
| Graticule Asia Macro Advisors LLC |
58 |
| WFG Advisors, LP |
58 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
58 |
| Central Pacific Bank - Trust Division |
58 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
58 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I |
58 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
58 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
58 |
| 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 |
58 |
| Warren Averett Asset Management, LLC |
58 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
58 |
| Ilmarinen Mutual Pension Insurance Co |
58 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
58 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
58 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
58 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
58 |
| EFG International AG |
58 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
58 |
| Column Capital Advisors, LLC |
58 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
58 |
| Steel Peak Wealth Management LLC |
58 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
58 |
| Axiom International Investors Llc /de |
58 |
| Beaird Harris Wealth Management, LLC |
58 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
58 |
| AGF Investments LLC |
58 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
58 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
58 |
| Polymer Capital Management (US) LLC |
58 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
58 |
| Carillon Tower Advisers, Inc. |
58 |
| Tredje AP-fonden |
58 |
| Knights of Columbus Asset Advisors LLC |
58 |
| Discovery Capital Management, Llc / Ct |
58 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
58 |
| Aristides Capital LLC |
58 |
| Skye Global Management LP |
58 |
| Impax Asset Management Group plc |
58 |
| SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF |
58 |
| RBF Capital, LLC |
58 |
| CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A |
58 |
| Foundry Partners, LLC |
58 |
| Forum Financial Management, LP |
58 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
58 |
| Select Equity Group, L.P. |
58 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
57 |
| Vermillion Wealth Management, Inc. |
57 |
| Eisler Capital (UK) Ltd. |
57 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
57 |
| Greenleaf Trust |
57 |
| Alight Capital Management LP |
57 |
| Wunderlich Securities, Inc. |
57 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
57 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
57 |
| Janney Capital Management LLC |
57 |
| Commonwealth Bank Of Australia |
57 |
| Sierra Ocean, Llc |
57 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
57 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
57 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
57 |
| Global Wealth Management Investment Advisory, Inc. |
57 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
57 |
| Independent Portfolio Consultants, Inc. |
57 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
57 |
| CenterStar Fund, LLC |
57 |
| WR Wealth Planners, LLC |
57 |
| Lloyd Advisory Services, LLC. |
57 |
| Blackrock Science & Technology Trust |
57 |
| Alta Park Capital, LP |
57 |
| Cable Hill Partners, LLC |
57 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
57 |
| IMA Wealth, Inc. |
57 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
57 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
57 |
| Allen Investment Management LLC |
57 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
57 |
| Manatuck Hill Partners, LLC |
57 |
| First Allied Advisory Services, Inc. |
57 |
| Boulder Hill Capital Management Lp |
57 |
| Meteora Capital, LLC |
57 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
57 |
| Deere & Co |
57 |
| Perpetual Ltd |
57 |
| Arlington Partners LLC |
57 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
57 |
| Dana Investment Advisors, Inc. |
57 |
| Ibex Investors LLC |
57 |
| First Command Advisory Services, Inc. |
57 |
| Eisler Capital (US) LLC |
57 |
| Boussard & Gavaudan Investment Management LLP |
57 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
57 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
57 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
57 |
| U.S. Capital Wealth Advisors, LLC |
57 |
| TCG Advisory Services, LLC |
57 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
57 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
57 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
56 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
56 |
| VCULX - VALIC Co I - Growth Fund |
56 |
| Vinva Investment Management Ltd |
56 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
56 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
56 |
| Blackrock Core Bond Trust |
56 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
56 |
| Meiji Yasuda Asset Management Co Ltd. |
56 |
| BTG Pactual Global Asset Management Ltd |
56 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
56 |
| Sugarloaf Wealth Management, LLC |
56 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
56 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
56 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
56 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
56 |
| Crestwood Advisors Group LLC |
56 |
| Investors Research Corp |
56 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
56 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
56 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
56 |
| New Age Alpha Advisors, LLC |
56 |
| WealthTrust-Arizona, LLC |
56 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
56 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
56 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
56 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
56 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
56 |
| tru Independence LLC |
56 |
| Opal Wealth Advisors, LLC |
56 |
| iA Global Asset Management Inc. |
56 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
56 |
| New Mexico Educational Retirement Board |
56 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
56 |
| Buckingham Strategic Partners |
56 |
| Cvi Holdings, Llc |
56 |
| Hilltop Holdings Inc. |
56 |
| La Financiere De L'echiquier |
56 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
56 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
56 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
56 |
| Oliver Lagore Vanvalin Investment Group |
56 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
56 |
| Equitable Trust Co |
56 |
| Scge Management, L.p. |
56 |
| Archford Capital Strategies, LLC |
56 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
56 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
56 |
| Bluefin Trading, LLC |
56 |
| Founders Financial Alliance, LLC |
56 |
| Kula Investments, LLC |
56 |
| Sender Co & Partners, Inc. |
56 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
56 |
| Key FInancial Inc |
56 |
| Nicholas Company, Inc. |
56 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
56 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
56 |
| Vanguard Horizon Funds |
55 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
55 |
| Carmichael Hill & Associates, Inc. |
55 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
55 |
| XT - iSHARES TRUST - iShares Exponential Technologies ETF |
55 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
55 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
55 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
55 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
55 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
55 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
55 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
55 |
| FNY Partners Fund LP |
55 |
| Elyxium Wealth, LLC |
55 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
55 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
55 |
| Balentine LLC |
55 |
| Calamos Strategic Total Return Fund |
55 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
55 |
| 1492 Capital Management LLC |
55 |
| VTL Associates, LLC |
55 |
| Brown Capital Management Llc |
55 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
55 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
55 |
| Clinton Group Inc |
55 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
55 |
| O'Neil Global Advisors, Inc. |
55 |
| Opti Capital Management, Lp |
55 |
| Archon Capital Management LLC |
55 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
55 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
55 |
| Atomi Financial Group, Inc. |
55 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
55 |
| Rs Investment Management Co Llc |
55 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
55 |
| Amplify ETF Trust - Amplify Thematic All-Stars ETF |
55 |
| Abich Financial Wealth Management LLC |
55 |
| Crawford Lake Capital Management, LLC |
55 |
| GLG Partners LP |
55 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
55 |
| National Pension Service |
55 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
55 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
55 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
55 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
55 |
| Blue Bell Private Wealth Management, Llc |
55 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
55 |
| Harbourvest Partners Llc |
55 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
55 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
55 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
55 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
55 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
55 |
| Jabre Capital Partners S.A. |
55 |
| Hartford Mutual Funds Inc/ct |
54 |
| Tfo-tdc, Llc |
54 |
| Sanders Morris Harris Llc |
54 |
| Humankind Benefit Corp - Humankind US Stock ETF |
54 |
| Shine Investment Advisory Services Inc |
54 |
| Fulcrum Asset Management LLP |
54 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
54 |
| BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL |
54 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
54 |
| Farallon Capital Management Llc |
54 |
| RWM Asset Management, LLC |
54 |
| Verdence Capital Advisors LLC |
54 |
| WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
54 |
| Measured Wealth Private Client Group, LLC |
54 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
54 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
54 |
| Bellwether Advisors, LLC |
54 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
54 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
54 |
| Kb Financial Partners, Llc |
54 |
| Private Wealth Asset Management, LLC |
54 |
| BlackRock Credit Strategies Fund |
54 |
| YorkBridge Wealth Partners, LLC |
54 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
54 |
| Emerald Investment Partners, Llc |
54 |
| Regal Investment Advisors LLC |
54 |
| Epoch Investment Partners, Inc. |
54 |
| Grandeur Peak Global Advisors, LLC |
54 |
| Cim Investment Mangement Inc |
54 |
| SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing |
54 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
54 |
| Burney Co/ |
54 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
54 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
54 |
| Duquesne Family Office LLC |
54 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
54 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
54 |
| Marcum Wealth, LLC |
54 |
| Clough Capital Partners L P |
54 |
| San Francisco Sentry Investment Group (ca) |
54 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
54 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
54 |
| Telemetry Investments, L.L.C. |
54 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
54 |
| Adams Street Partners Llc |
54 |
| TrimTabs Asset Management, LLC |
54 |
| Friess Associates Llc |
54 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
54 |
| Householder Group Estate & Retirement Specialist, LLC |
54 |
| Eudaimonia Partners, LLC |
54 |
| Kingsview Wealth Management, LLC |
54 |
| Royal Fund Management, LLC |
54 |
| Westerly Capital Management, Llc |
54 |
| ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
54 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
54 |
| Arete Wealth Advisors, LLC |
54 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
54 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
54 |
| Claris Advisors, Llc / Mo / |
54 |
| Quest Capital Management Inc /adv |
53 |
| RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF |
53 |
| Owl Creek Asset Management, L.P. |
53 |
| Whipplewood Advisors, LLC |
53 |
| Lsv Asset Management |
53 |
| Steelhead Partners Llc |
53 |
| Pinnacle Associates Ltd |
53 |
| Polen Capital Management Llc |
53 |
| Groupama Asset Managment |
53 |
| Fort Washington Investment Advisors Inc /oh/ |
53 |
| Columbia Partners L L C Investment Management |
53 |
| Semanteon Capital Management, LP |
53 |
| Bradley Foster & Sargent Inc/ct |
53 |
| Financial Perspectives, Inc |
53 |
| Timpani Capital Management LLC |
53 |
| Bollard Group LLC |
53 |
| Norden Group Llc |
53 |
| Fiduciary Trust Co |
53 |
| EULAV Asset Management |
53 |
| VitalStone Financial, LLC |
53 |
| Waratah Capital Advisors Ltd. |
53 |
| Redwood Investments, LLC |
53 |
| Denver Investment Advisors Llc |
53 |
| Delta Asset Management Llc/tn |
53 |
| Telemus Capital, Llc |
53 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
53 |
| Heritage Wealth Management, Llc |
53 |
| FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
53 |
| Mirador Capital Partners LP |
53 |
| SOA Wealth Advisors, LLC. |
53 |
| WealthPLAN Partners, LLC |
53 |
| Addison Advisors LLC |
53 |
| Ausdal Financial Partners, Inc. |
53 |
| BlackRock Capital Allocation Trust |
53 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
53 |
| Tairen Capital Ltd |
53 |
| OGIG - OSI ETF Trust - O'Shares Global Internet Giants ETF |
53 |
| IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF |
53 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
53 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
53 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
53 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
53 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
53 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
53 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
53 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
53 |
| Royce Value Trust Inc |
53 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
53 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
53 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
53 |
| Claraphi Advisory Network, LLC |
53 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
53 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
53 |
| Financial Gravity Companies, Inc. |
53 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
53 |
| Redpoint Investment Management Pty Ltd |
53 |
| Gladstone Institutional Advisory LLC |
53 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
53 |
| Strategic Blueprint, LLC |
53 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
53 |
| Kelly Financial Services LLC |
52 |
| Kestra Investment Management, LLC |
52 |
| Municipal Employees' Retirement System of Michigan |
52 |
| Liberty All Star Growth Fund Inc. |
52 |
| Adirondack Trust Co |
52 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
52 |
| Crosslink Capital Inc |
52 |
| JS Capital Management LLC |
52 |
| Concurrent Investment Advisors, LLC |
52 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
52 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
52 |
| Wall Street Associates |
52 |
| Bourgeon Capital Management Llc |
52 |
| Rivernorth Opportunities Fund, Inc. |
52 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
52 |
| Operose Advisors LLC |
52 |
| Cupps Capital Management, LLC |
52 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
52 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
52 |
| Tyers Asset Management LLC |
52 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
52 |
| Wedge Capital Management L L P/nc |
52 |
| AlpInvest Partners B.V. |
52 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
52 |
| Empyrean Capital Partners, LP |
52 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
52 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
52 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
52 |
| Hel Ved Capital Management Ltd |
52 |
| Chevy Chase Trust Holdings, Inc. |
52 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
52 |
| FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
52 |
| Capstone Asset Management Co |
52 |
| Transcend Wealth Collective, Llc |
52 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
52 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
52 |
| Blackrock Multi-sector Income Trust |
52 |
| LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
52 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
52 |
| Invenomic Capital Management LP |
52 |
| FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF |
52 |
| Zrc Wealth Management, Llc |
52 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
52 |
| My Personal CFO, LLC |
52 |
| Desjardins Global Asset Management Inc. |
52 |
| Profunds - Profund Vp Oil & Gas |
52 |
| Point72 Europe (London) LLP |
52 |
| Integrated Quantitative Investments LLC |
52 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
52 |
| Winton Diversified Opportunities Fund |
52 |
| Beck Bode, LLC |
52 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
52 |
| Voya Financial Advisors, Inc. |
52 |
| Kowal Investment Group, LLC |
52 |
| V-Square Quantitative Management LLC |
52 |
| Signet Financial Management, Llc |
52 |
| Johnson Investment Counsel Inc |
52 |
| DV Trading LLC |
51 |
| ICA Group Wealth Management, LLC |
51 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
51 |
| Railway Pension Investments Ltd |
51 |
| Wesbanco Bank Inc |
51 |
| Syon Capital Llc |
51 |
| Nemes Rush Group LLC |
51 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
51 |
| Banco BTG Pactual S.A. |
51 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
51 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
51 |
| Ratan Capital Management LP |
51 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
51 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
51 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
51 |
| M&G Plc |
51 |
| Lincoln National Corp |
51 |
| Hartford Investment Management Co |
51 |
| Ofi Invest Asset Management |
51 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
51 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
51 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
51 |
| PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. |
51 |
| Dorsey & Whitney Trust CO LLC |
51 |
| Societe Generale |
51 |
| Center for Financial Planning, Inc. |
51 |
| Investment Management Corp of Ontario |
51 |
| Lecap Asset Management Ltd |
51 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
51 |
| XR Securities LLC |
51 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
51 |
| Kettle Hill Capital Management, Llc |
51 |
| Impact Partnership Wealth, LLC |
51 |
| Cassaday & Co Wealth Management LLC |
51 |
| Ashford Capital Management Inc |
51 |
| Checchi Capital Advisers, LLC |
51 |
| Simplicity Wealth,LLC |
51 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
51 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
51 |
| Mutual Advisors, LLC |
51 |
| Dynamic Advisor Solutions LLC |
51 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
51 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
51 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
51 |
| Smith Group Asset Management, LLC |
51 |
| Zevenbergen Capital Investments Llc |
51 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
51 |
| Vigilant Capital Management, LLC |
51 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
51 |
| Oppenheimer Etf Trust |
51 |
| Van Hulzen Asset Management, LLC |
51 |
| Allred Capital Management, LLC |
51 |
| Ballentine Partners, LLC |
51 |
| Catalytic Wealth RIA, LLC |
51 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
51 |
| Smith Asset Management Group Lp |
51 |
| Tobam |
51 |
| Schechter Investment Advisors, LLC |
51 |
| Irish Life Investment Managers Ltd. |
51 |
| Tiger Management L.l.c. |
51 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
51 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
51 |
| Moisand Fitzgerald Tamayo, LLC |
51 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
51 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
51 |
| Leap Investments Lp |
51 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
51 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
51 |
| Heritage Wealth Advisors |
51 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
51 |
| Harber Asset Management Llc |
51 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
50 |
| TD Capital Management LLC |
50 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
50 |
| JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
50 |
| ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share |
50 |
| HBK Sorce Advisory LLC |
50 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
50 |
| River & Mercantile Asset Management Llp |
50 |
| Athos Capital Ltd |
50 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
50 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
50 |
| Next Financial Holdings |
50 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
50 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
50 |
| Asahi Life Asset Management Co., Ltd. |
50 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
50 |
| Cedar Mountain Advisors, LLC |
50 |
| High Note Wealth, LLC |
50 |
| Alera Investment Advisors, LLC |
50 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
50 |
| Moloney Securities Asset Management, LLC |
50 |
| Oversea-Chinese Banking CORP Ltd |
50 |
| Financial Network Wealth Advisors LLC |
50 |
| Ridgewood Investments LLC |
50 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
50 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
50 |
| Sit Investment Associates Inc |
50 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
50 |
| Neuburgh Advisers LLC |
50 |
| Union Bancaire Privee, UBP SA |
50 |
| KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
50 |
| FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
50 |
| Boston Advisors Llc |
50 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
50 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
50 |
| LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
50 |
| Index Management Solutions, LLC |
50 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
50 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
50 |
| FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
50 |
| Seeyond |
50 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
50 |
| Planning Capital Management Corp |
50 |
| American Trust |
50 |
| Ten Capital Wealth Advisors, LLC |
50 |
| Symphony Financial, Ltd. Co. |
50 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
50 |
| CastleKnight Management LP |
50 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
50 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
50 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
50 |
| Symmetry Partners, LLC |
50 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
50 |
| Providence Capital Advisors, LLC |
50 |
| Foundations Investment Advisors, LLC |
50 |
| Oaktree Diversified Income Fund Inc. |
50 |
| 272 Capital LP |
50 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
50 |
| Resolute Advisors LLC |
50 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
50 |
| Rathbone Brothers plc |
50 |
| Glynn Capital Management Llc |
50 |
| Jackson Square Capital, Llc |
50 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
50 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
50 |
| Zeke Capital Advisors, Llc |
50 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
50 |
| Nuveen Floating Rate Income Fund |
50 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
50 |
| Childress Capital Advisors, Llc |
50 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
50 |
| Cambridge Trust Co |
49 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
49 |
| NinePointTwo Capital |
49 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
49 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
49 |
| Primecap Management Co/ca/ |
49 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
49 |
| LGT Fund Management Co Ltd. |
49 |
| Wilbanks Smith & Thomas Asset Management Llc |
49 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
49 |
| AO Asset Management, LLC |
49 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
49 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
49 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
49 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
49 |
| Hilltop National Bank |
49 |
| Rakuten Investment Management, Inc. |
49 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
49 |
| Trellus Management Company, LLC |
49 |
| Dogwood Wealth Management LLC |
49 |
| Rydex Etf Trust |
49 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
49 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
49 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
49 |
| Riverbridge Partners Llc |
49 |
| AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
49 |
| Koch Industries Inc |
49 |
| Diversify Advisory Services, LLC |
49 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
49 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
49 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
49 |
| Premier Fund Managers Ltd |
49 |
| Sona Asset Management (us) Llc |
49 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
49 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
49 |
| Ardevora Asset Management LLP |
49 |
| Forum Funds |
49 |
| Minichmacgregor Wealth Management, Llc |
49 |
| Fir Tree Capital Management Lp |
49 |
| Needham Investment Management Llc |
49 |
| Legacy Financial Advisors, Inc. |
49 |
| Cornerstone Wealth Management, LLC |
49 |
| Bb&t Investment Services, Inc. |
49 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
49 |
| Axxcess Wealth Management, Llc |
49 |
| Mascoma Wealth Management LLC |
49 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
49 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
49 |
| CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares |
49 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
49 |
| PACIFIC SELECT FUND - Technology Portfolio Class I |
49 |
| Silvant Capital Management LLC |
49 |
| Icon Wealth Advisors, LLC |
49 |
| Curio Wealth, Llc |
49 |
| LGT Financial Advisors LLC |
49 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
49 |
| Equitable Holdings, Inc. |
49 |
| Ashton Thomas Securities, Llc |
49 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
49 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
49 |
| Silphium Asset Management Ltd |
49 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
49 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
49 |
| III Capital Management |
49 |
| Clal Insurance Enterprises Holdings Ltd |
49 |
| J. Safra Sarasin Holding AG |
49 |
| Camden Capital, LLC |
49 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
49 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
49 |
| Inscription Capital, LLC |
49 |
| Laurel Wealth Advisors LLC |
49 |
| Pinnacle Bancorp, Inc. |
49 |
| Highland Capital Management Lp |
49 |
| Kiwi Wealth Investments Limited Partnership |
49 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
49 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
49 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
48 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
48 |
| Integrated Investment Consultants, LLC |
48 |
| AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
48 |
| ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
48 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
48 |
| Campbell Multi-strategy Trust |
48 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
48 |
| Byrne Asset Management LLC |
48 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
48 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
48 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
48 |
| Rothschild Asset Management Inc |
48 |
| Chicago Capital Management, LLC |
48 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
48 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
48 |
| Strategic Advocates LLC |
48 |
| Usca Ria Llc |
48 |
| Joel Isaacson & Co., LLC |
48 |
| James Investment Research Inc |
48 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
48 |
| Hitchwood Capital Management LP |
48 |
| Old Mutual Customised Solutions (proprietary) Ltd |
48 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
48 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
48 |
| Clare Market Investments LLC |
48 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
48 |
| St Germain D J Co Inc |
48 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
48 |
| Sig Brokerage, Lp |
48 |
| Metis Global Partners, LLC |
48 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
48 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
48 |
| Lee Capital Holdings LLC |
48 |
| NorthRock Partners, LLC |
48 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
48 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
48 |
| Clear Harbor Asset Management, LLC |
48 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
48 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
48 |
| RFP Financial Group LLC |
48 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
48 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
48 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
48 |
| HighVista Strategies LLC |
48 |
| Annapolis Financial Services, LLC |
48 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
48 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
48 |
| Brown, Lisle/cummings, Inc. |
48 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
48 |
| Argent Trust Co |
48 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
48 |
| Rockbridge Investment Management, LCC |
48 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
48 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
48 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
48 |
| Symmetry Investments LP |
48 |
| Country Trust Bank |
48 |
| Tyler-Stone Wealth Management |
48 |
| Clearview Wealth Advisors LLC |
48 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
48 |
| Advisor Partners Ii, Llc |
48 |
| Alambic Investment Management, L.P. |
48 |
| Placemark Investments, Inc. |
48 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
48 |
| Verus Capital Partners, Llc |
48 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
48 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
48 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
48 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
48 |
| Chilton Capital Management Llc |
48 |
| Regentatlantic Capital Llc |
48 |
| Eaton Vance Senior Floating Rate Trust |
48 |
| Engrave Wealth Partners LLC |
47 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class |
47 |
| Spot Trading L.l.c. |
47 |
| Laird Norton Trust Company, Llc |
47 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
47 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
47 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
47 |
| Timber Hill LLC |
47 |
| Viking Global Investors Lp |
47 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
47 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
47 |
| CLARET ASSET MANAGEMENT Corp |
47 |
| Atwood & Palmer Inc |
47 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
47 |
| Thoroughbred Financial Services, Llc |
47 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
47 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
47 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
47 |
| Psagot Investment House Ltd. |
47 |
| HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
47 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
47 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
47 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
47 |
| Thrax Management, LLC |
47 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
47 |
| Renaissance Capital LLC |
47 |
| Armstrong Advisory Group, Inc |
47 |
| Mbb Public Markets I Llc |
47 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
47 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
47 |
| MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class |
47 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
47 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
47 |
| ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF |
47 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
47 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
47 |
| Aventura Private Wealth, LLC |
47 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
47 |
| Eaton Vance Floating-rate Income Trust |
47 |
| Rice Hall James & Associates, Llc |
47 |
| Jag Capital Management, Llc |
47 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
47 |
| Horrell Capital Management, Inc. |
47 |
| BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
47 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
47 |
| Hazlett, Burt & Watson, Inc. |
47 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
47 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
47 |
| Virtue Capital Management, LLC |
47 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
47 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
47 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
47 |
| Cornerstone Advisory, LLC |
47 |
| Fortis Capital Management LLC |
47 |
| Brant Point Investment Management Llc |
47 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
47 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
47 |
| Destination Wealth Management |
47 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
47 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
47 |
| MTCAX - MFS SERIES TRUST I - MFS Technology Fund A |
47 |
| Intrust Bank Na |
47 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
47 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
47 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
47 |
| Oakworth Capital, Inc. |
47 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
47 |
| JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
47 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
47 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
47 |
| Interval Partners, LP |
47 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
47 |
| Fortress Investment Group LLC |
47 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
46 |
| Eaton Vance Senior Income Trust |
46 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
46 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
46 |
| North Dakota State Investment Board |
46 |
| Nachman Norwood & Parrott, Inc |
46 |
| Carnegie Capital Asset Management, LLC |
46 |
| Governors Lane LP |
46 |
| Mazama Capital Management Inc |
46 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
46 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
46 |
| Integrated Advisors Network LLC |
46 |
| AlphaOne Investment Services, LLC |
46 |
| Flinton Capital Management LLC |
46 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
46 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
46 |
| Handelsinvest Investeringsforvaltning |
46 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
46 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
46 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
46 |
| Selective Wealth Management, Inc. |
46 |
| Deerfield Management Company, L.p. (series C) |
46 |
| Twin Capital Management Inc |
46 |
| J.Safra Asset Management Corp |
46 |
| Nuveen Short Duration Credit Opportunities Fund |
46 |
| First Foundation Advisors |
46 |
| Meridian Wealth Management, LLC |
46 |
| Fideuram Asset Management (Ireland) dac |
46 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
46 |
| Jump Trading, LLC |
46 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
46 |
| Absolute Return Capital, LLC |
46 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
46 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
46 |
| EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB |
46 |
| Kcl Capital, L.p. |
46 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
46 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
46 |
| FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
46 |
| AtonRa Partners |
46 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
46 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
46 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
46 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
46 |
| Honeycomb Asset Management LP |
46 |
| Redwood Wealth Management Group, LLC |
46 |
| Park West Asset Management LLC |
46 |
| First Capital Advisors Group, LLC. |
46 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
46 |
| Strengthening Families & Communities, LLC |
46 |
| Angelo Gordon & Co., L.p. |
46 |
| CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
46 |
| Kellner Capital, LLC |
46 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
46 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
46 |
| VisionPoint Advisory Group, LLC |
46 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
46 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
46 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
46 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
46 |
| Columbia Seligman Premium Technology Growth Fund, Inc. |
46 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
46 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
46 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
46 |
| Spouting Rock Asset Management, LLC |
46 |
| Harvest Investment Services, LLC |
46 |
| Main Management ETF Advisors, LLC |
46 |
| Redwood Investment Management, Llc |
46 |
| Frank, Rimerman Advisors LLC |
46 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
46 |
| Fort Baker Capital Management LP |
46 |
| Ramius Advisors Llc |
46 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
46 |
| CBIZ Investment Advisory Services, LLC |
46 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
46 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
45 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
45 |
| Moran Wealth Management, LLC |
45 |
| Nuveen Senior Income Fund |
45 |
| Siemens Fonds Invest GmbH |
45 |
| FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
45 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
45 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
45 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
45 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
45 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
45 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
45 |
| Credit Industriel Et Commercial |
45 |
| Godfrey Financial Associates, Inc. |
45 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
45 |
| Palogic Value Management, L.P. |
45 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
45 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
45 |
| DSAM Partners (London) Ltd |
45 |
| Aptus Capital Advisors, LLC |
45 |
| Global Wealth Strategies & Associates |
45 |
| American National Bank |
45 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
45 |
| Fulton Bank, N.a. |
45 |
| Nuveen Credit Strategies Income Fund |
45 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
45 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
45 |
| Halbert Hargrove Global Advisors, Llc |
45 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
45 |
| Bluestein R H & Co |
45 |
| Retirement Planning Co of New England, Inc. |
45 |
| Wealthfront Inc |
45 |
| TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
45 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
45 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
45 |
| Cheyne Capital Management (UK) LLP |
45 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
45 |
| Degroof Petercam Asset Management |
45 |
| ICONIQ Capital, LLC |
45 |
| FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
45 |
| Berkshire Capital Holdings Inc |
45 |
| IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF |
45 |
| Clean Yield Group |
45 |
| Bruce G. Allen Investments, LLC |
45 |
| Raiffeisen Bank International AG |
45 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
45 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
45 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
45 |
| Exos Asset Management LLC |
45 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
45 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
45 |
| 180 Wealth Advisors, Llc |
45 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
45 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
45 |
| PointState Capital LP |
45 |
| Berylson Capital Partners, Llc |
45 |
| ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
45 |
| Ameriflex Group, Inc. |
45 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
45 |
| Aspect Partners, LLC |
45 |
| Wedmont Private Capital |
45 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
45 |
| First Pacific Financial |
45 |
| Avitas Wealth Management LLC |
45 |
| BBVA USA Bancshares, Inc. |
45 |
| Zions Bancorporation |
45 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
45 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
45 |
| First Pacific Advisors, LP |
45 |
| AXS Investments LLC |
45 |
| One Wealth Advisors, LLC |
45 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
45 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
45 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
45 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
45 |
| Nuveen Floating Rate Income Opportunity Fund |
45 |
| BW Gestao de Investimentos Ltda. |
45 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
45 |
| Calton & Associates, Inc. |
45 |
| Eastern Bank |
45 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
45 |
| Harwood Advisory Group, LLC |
45 |
| Webster Bank, N. A. |
44 |
| Financial Enhancement Group LLC |
44 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
44 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
44 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
44 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
44 |
| AlphaCore Capital LLC |
44 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
44 |
| Ahrens Investment Partners LLC |
44 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 |
44 |
| Sepio Capital, LP |
44 |
| Tygh Capital Management, Inc. |
44 |
| AIQ - Global X Funds - Global X Future Analytics Tech ETF |
44 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
44 |
| Nwam Llc |
44 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
44 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
44 |
| Syquant Capital Sas |
44 |
| Fifth Lane Capital, Lp |
44 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
44 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
44 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
44 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
44 |
| LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
44 |
| Quilter Plc |
44 |
| 25 Llc |
44 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
44 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
44 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
44 |
| Circle Wealth Management, LLC |
44 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
44 |
| Abel Hall, LLC |
44 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
44 |
| Geneva Advisors, LLC |
44 |
| Mckinley Capital Management Llc /delaware |
44 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
44 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
44 |
| Miracle Mile Advisors, LLC |
44 |
| FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A |
44 |
| Ion Asset Management Ltd. |
44 |
| AdvisorShares Investments LLC |
44 |
| Morse Asset Management, Inc |
44 |
| Varma Mutual Pension Insurance Co |
44 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
44 |
| Advisory Alpha, LLC |
44 |
| Buckingham Strategic Wealth, Llc |
44 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
44 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
44 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
44 |
| Centerpoint Advisors, LLC |
44 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
44 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
44 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
44 |
| Murphy & Mullick Capital Management Corp |
44 |
| Temasek Holdings (Private) Ltd |
44 |
| FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
44 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
44 |
| Caitlin John, LLC |
44 |
| Turtle Creek Wealth Advisors, LLC |
44 |
| Retirement Wealth Solutions LLC |
44 |
| First Bank & Trust |
44 |
| DGS Capital Management, LLC |
44 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
44 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
44 |
| CWA Asset Management Group, LLC |
44 |
| V Wealth Advisors LLC |
44 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
44 |
| Avalon Advisors, Llc |
44 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
44 |
| Sageworth Trust Co |
44 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
44 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
44 |
| Dynamic Technology Lab Pte Ltd |
43 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
43 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
43 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
43 |
| Solstein Capital, LLC |
43 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
43 |
| EverPoint Asset Management, LLC |
43 |
| CNB Bank |
43 |
| Personal Capital Advisors Corp |
43 |
| Lansforsakringar Fondforvaltning AB (publ) |
43 |
| FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
43 |
| Blackrock Floating Rate Income Trust |
43 |
| Fifth Third Wealth Advisors LLC |
43 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
43 |
| IPG Investment Advisors LLC |
43 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
43 |
| EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
43 |
| Sage Mountain Advisors LLC |
43 |
| Global Endowment Management, LP |
43 |
| GraniteShares Advisors LLC |
43 |
| Clough Global Opportunities Fund |
43 |
| NorthCoast Asset Management LLC |
43 |
| Mission Creek Capital Partners, Inc. |
43 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
43 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
43 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
43 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
43 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
43 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
43 |
| Innovative Asset Advisors Group, LLC |
43 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
43 |
| YHB Investment Advisors, Inc. |
43 |
| Cribstone Capital Management, LLC |
43 |
| Anfield Capital Management, LLC |
43 |
| Mesirow Financial Investment Management, Inc. |
43 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
43 |
| Oakbrook Investments Llc |
43 |
| Arden Trust Co |
43 |
| Fidelis Capital Partners, LLC |
43 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
43 |
| OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
43 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
43 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
43 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
43 |
| Kingdon Capital Management, L.l.c. |
43 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
43 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
43 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
43 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
43 |
| Camarda Financial Advisors, LLC |
43 |
| 361 Capital Llc |
43 |
| Deltec Asset Management Llc |
43 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
43 |
| KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class |
43 |
| Peregrine Asset Advisers, Inc. |
43 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
43 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
43 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
43 |
| Sierra Capital LLC |
43 |
| Calvert Investment Management, Inc. |
43 |
| Voya Senior Income Fund |
43 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
43 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
43 |
| Farringdon Capital, Ltd. |
43 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
43 |
| Claymore Exchange-traded Fund Trust |
43 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
43 |
| DecisionPoint Financial, LLC |
43 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
43 |
| Storebrand Asset Management As |
43 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
43 |
| Pinnacle Financial Partners Inc |
43 |
| KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A |
43 |
| Bank of Jackson Hole Trust |
43 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
43 |
| Six Circles Trust - Six Circles Global Bond Fund |
43 |
| Ziegler Capital Management, LLC |
43 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
43 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
42 |
| West Branch Capital LLC |
42 |
| Truewealth Llc |
42 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
42 |
| Chiron Investment Management, LLC |
42 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
42 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
42 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
42 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
42 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
42 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
42 |
| Scout Investments, Inc. |
42 |
| Clarius Group, LLC |
42 |
| Ogorek Anthony Joseph /ny/ /adv |
42 |
| Kodai Capital Management LP |
42 |
| ISAM Funds (UK) Ltd |
42 |
| 683 Capital Management, LLC |
42 |
| Clear Creek Financial Management, LLC |
42 |
| Allstate Investment Management Co |
42 |
| SkyOak Wealth, LLC |
42 |
| Pacifica Partners Inc. |
42 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
42 |
| Change Path, LLC |
42 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
42 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
42 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
42 |
| Gateway Investment Advisers Llc |
42 |
| Meiji Yasuda Life Insurance Co |
42 |
| Sanctuary Wealth Advisors, LLC |
42 |
| Community Bank, N.A. |
42 |
| I.g. Investment Management, Ltd. |
42 |
| Romano Brothers And Company |
42 |
| Washington Trust Bank |
42 |
| Weaver Consulting Group |
42 |
| Telemark Asset Management, LLC |
42 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
42 |
| Wealthcare Capital Management Llc |
42 |
| Aperture Investors, LLC |
42 |
| Meeder Advisory Services, Inc. |
42 |
| Vanguard Whitehall Funds |
42 |
| Orion Capital Management LLC |
42 |
| Trust Point Inc. |
42 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
42 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
42 |
| Almanack Investment Partners, LLC. |
42 |
| Total Investment Management Inc |
42 |
| Independent Financial Group, Llc |
42 |
| MIG Capital, LLC |
42 |
| EFG Asset Management (North America) Corp. |
42 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
42 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
42 |
| Bryce Point Capital, LLC |
42 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
42 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
42 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
42 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
42 |
| Wealth Alliance |
42 |
| Havemeyer Place LP |
42 |
| Lynrock Lake LP |
42 |
| Exencial Wealth Advisors, Llc |
42 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
42 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
42 |
| Prosperity Wealth Management, Inc. |
42 |
| IWFH - iSHARES TRUST - iShares Virtual Work and Life Multisector ETF |
42 |
| Gen-Wealth Partners Inc |
42 |
| Ceera Investments, Llc |
42 |
| Fiduciary Alliance LLC |
42 |
| Invictus RG Pte. Ltd. |
42 |
| DT Investment Partners, LLC |
42 |
| Breakwater Investment Management |
42 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
42 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
42 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
42 |
| Cherry Tree Wealth Management, LLC |
42 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
42 |
| Optas, LLC |
42 |
| Perkins Coie Trust Co |
42 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
42 |
| Analytic Investors, LLC |
42 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
42 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
42 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
42 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
42 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
42 |
| Duncker Streett & Co Inc |
42 |
| Absolute Capital Management, LLC |
42 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
42 |
| Df Dent & Co Inc |
42 |
| Spearhead Capital Advisors, Llc |
42 |
| VGLSX - VALIC Co I - Global Strategy Fund |
42 |
| Sheaff Brock Investment Advisors, LLC |
42 |
| Investors Portfolio Services LLC |
42 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
42 |
| REAP Financial Group, LLC |
42 |
| Hurley Capital, LLC |
42 |
| Advisors Preferred, LLC |
42 |
| Manchester Financial Inc |
42 |
| Rosenberg Matthew Hamilton |
42 |
| LGT Group Foundation |
42 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
42 |
| Hennessy Advisors Inc |
42 |
| HGC Investment Management Inc. |
42 |
| Parisi Gray Wealth Management |
42 |
| MMCAP International Inc. SPC |
42 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
42 |
| Insigneo Advisory Services, Llc |
42 |
| Insight Holdings Group, LLC |
42 |
| Sycomore Asset Management |
42 |
| ACG Wealth |
42 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
42 |
| Conestoga Capital Advisors, LLC |
42 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
42 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
42 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
42 |
| Fort, L.p. |
42 |
| Legacy Wealth Managment, LLC/ID |
42 |
| First New York Securities Llc /ny |
42 |
| O'Dell Group, LLC |
42 |
| Accel Wealth Management |
41 |
| FourThought Financial Partners, LLC |
41 |
| Allianz Se |
41 |
| Institute for Wealth Management, LLC. |
41 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
41 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
41 |
| Senvest Management, LLC |
41 |
| Avanza Fonder AB |
41 |
| Sands Capital Management, Llc |
41 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
41 |
| Gryphon Financial Partners LLC |
41 |
| Squar Milner Financial Services Llc |
41 |
| Steadfast Capital Management Lp |
41 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
41 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
41 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
41 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
41 |
| Blackrock Credit Allocation Income Trust |
41 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
41 |
| WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA |
41 |
| City Holding Co |
41 |
| Aspire Private Capital, LLC |
41 |
| Quantessence Capital LLC |
41 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
41 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
41 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
41 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
41 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
41 |
| ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
41 |
| ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
41 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
41 |
| Industrial Alliance Investment Management Inc. |
41 |
| Logan Capital Management Inc |
41 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
41 |
| Delta Lloyd Nv |
41 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
41 |
| Sivia Capital Partners, LLC |
41 |
| Meritage Portfolio Management |
41 |
| Gladius Capital Management LP |
41 |
| ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
41 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
41 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
41 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
41 |
| Delos Wealth Advisors, LLC |
41 |
| Polymer Capital Management (HK) LTD |
41 |
| Jump Trading, Llc |
41 |
| OneAscent Financial Services LLC |
41 |
| Pembroke Management, LTD |
41 |
| ASR Vermogensbeheer N.V. |
41 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
41 |
| BlackRock Innovation & Growth Trust |
41 |
| XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF |
41 |
| Capital International Inc /ca/ |
41 |
| Triasima Portfolio Management inc. |
41 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
41 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
41 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
41 |
| Empire Capital Management, L.L.C. |
41 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
41 |
| Evolve Private Wealth, Llc |
41 |
| Capital Bank & Trust Co |
41 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
41 |
| Tiedemann Advisors, Llc |
41 |
| Bfsg, Llc |
41 |
| Proffitt & Goodson Inc |
41 |
| Apriem Advisors |
41 |
| Advantage Investment Management, Llc |
41 |
| Personal Cfo Solutions, Llc |
41 |
| Engle Capital Management, L.P. |
41 |
| Wbi Investments, Inc. |
41 |
| WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
41 |
| Manning & Napier Advisors Llc |
41 |
| Wagner Wealth Management, Llc |
41 |
| Adviser Investments LLC |
41 |
| FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
41 |
| Dorsal Capital Management, LLC |
41 |
| Corient Capital Partners, LLC |
41 |
| Elite Wealth Management, Inc. |
41 |
| Capital Advisory Group Advisory Services, LLC |
41 |
| Harbert Fund Advisors, Inc. |
41 |
| Baker Tilly Financial, Llc |
41 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
41 |
| Caldwell Securities, Inc |
41 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
41 |
| AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
41 |
| RMR Wealth Builders |
41 |
| Strive Financial Group ,LLC |
41 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
41 |
| Eminence Capital, Lp |
41 |
| FundVantage Trust - Verplanck Balanced Fund |
41 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
41 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
41 |
| IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
41 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
41 |
| Linden Thomas Advisory Services, LLC |
41 |
| South Dakota Investment Council |
41 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
41 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
41 |
| Columbia Wanger Asset Management Llc |
41 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
41 |
| SG Capital Management LLC |
41 |
| EVNT - AltShares Trust - AltShares Event-Driven ETF |
40 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
40 |
| Mediolanum International Funds Ltd |
40 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
40 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
40 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
40 |
| PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
40 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
40 |
| HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
40 |
| Nuveen Multi-Asset Income Fund |
40 |
| Privium Fund Management (UK) Ltd |
40 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
40 |
| Sand Grove Capital Management LLP |
40 |
| Kings Point Capital Management |
40 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
40 |
| Executive Wealth Management, LLC |
40 |
| BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
40 |
| Black Swift Group, LLC |
40 |
| Mycio Wealth Partners, Llc |
40 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
40 |
| BlackRock ESG Capital Allocation Trust |
40 |
| Barometer Capital Management Inc. |
40 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
40 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
40 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
40 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
40 |
| E Fund Management Co., Ltd. |
40 |
| Laffer Investments |
40 |
| Creekmur Asset Management LLC |
40 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
40 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
40 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
40 |
| Stony Point Capital LLC |
40 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
40 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
40 |
| Santa Fe Partners LLC |
40 |
| Chesapeake Asset Management Llc |
40 |
| Oak Associates Ltd /oh/ |
40 |
| Mosaic Family Wealth, LLC |
40 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
40 |
| Shapiro Robert N |
40 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
40 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
40 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
40 |
| Kim, Llc |
40 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
40 |
| Fairfield, Bush & Co. |
40 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
40 |
| Turning Point Benefit Group, Inc. |
40 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
40 |
| Invesco Senior Loan Fund |
40 |
| University Of Texas/texas Am Investment Managment Co |
40 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
40 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
40 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
40 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
40 |
| Luxor Capital Group, LP |
40 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
40 |
| Garelick Capital Partners, LP |
40 |
| Fosun International Ltd |
40 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
40 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
40 |
| Garde Capital, Inc. |
40 |
| Independence Bank of Kentucky |
40 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
40 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
40 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
40 |
| Clough Global Equity Fund |
40 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
40 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
40 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
40 |
| Pensionmark Financial Group, Llc |
40 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
40 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
40 |
| Frazier Financial Advisors, LLC |
40 |
| Formidable Asset Management, LLC |
40 |
| TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
40 |
| Mission Wealth Management, Lp |
40 |
| Kera Capital Partners, Inc. |
40 |
| West Oak Capital, LLC |
40 |
| ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
40 |
| Maxi Investments CY Ltd |
40 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
40 |
| Jpmorgan Trust Iii |
40 |
| Wealthbridge Capital Management, Llc |
40 |
| Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
40 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
40 |
| ORG Wealth Partners, LLC |
40 |
| LM Advisors LLC |
39 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
39 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
39 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
39 |
| Scarborough Advisors, LLC |
39 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
39 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
39 |
| Chicago Capital, LLC |
39 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
39 |
| BOK Financial Private Wealth, Inc. |
39 |
| Red Door Wealth Management, LLC |
39 |
| MidFirst Bank |
39 |
| Polianta Ltd |
39 |
| Binnacle Investments Inc |
39 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
39 |
| GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
39 |
| EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
39 |
| D'Orazio & Associates, Inc. |
39 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
39 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
39 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
39 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
39 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
39 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
39 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
39 |
| Altimeter Capital Management, LP |
39 |
| Vermillion & White Wealth Management Group, LLC |
39 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
39 |
| VVSGX - VALIC Co I - Small Cap Growth Fund |
39 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
39 |
| Hodges Capital Management Inc. |
39 |
| TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF |
39 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
39 |
| GFG Capital, LLC |
39 |
| Gabelli Dividend & Income Trust |
39 |
| Greenwood Capital Associates Llc |
39 |
| Andar Capital Management HK Ltd |
39 |
| Values First Advisors, Inc. |
39 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
39 |
| N.E.W. Advisory Services LLC |
39 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
39 |
| Coronation Fund Managers Ltd. |
39 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
39 |
| CQS Cayman LP |
39 |
| Putnam Fl Investment Management Co |
39 |
| One68 Global Capital, LLC |
39 |
| Cm Wealth Advisors Llc |
39 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
39 |
| Oarsman Capital, Inc. |
39 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
39 |
| TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
39 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
39 |
| Filbrandt Wealth Management, LLC |
39 |
| Moody Aldrich Partners Llc |
39 |
| AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
39 |
| Bank Of Hawaii |
39 |
| Tuscan Ridge Asset Management Llc |
39 |
| Medallion Wealth Advisors, LLC |
39 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
39 |
| Authentikos Wealth Advisory, LLC |
39 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
39 |
| MSS Series Trust - One Rock Fund |
39 |
| Henshaw Capital LLC |
39 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
39 |
| Icapital Wealth Llc |
39 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
39 |
| Kerrisdale Advisers, LLC |
39 |
| BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
39 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
39 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
39 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
39 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
39 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
39 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
39 |
| Zurich Insurance Group Ltd/FI |
39 |
| Dixon Hughes Goodman Wealth Advisors LLC |
39 |
| First PREMIER Bank |
39 |
| Central Asset Investments & Management Holdings (HK) Ltd |
39 |
| Cna Financial Corp |
39 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
39 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
39 |
| Ranger Investment Management, L.P. |
39 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
39 |
| Mirova |
39 |
| Diversify Wealth Management, Llc |
39 |
| Insight Capital Research & Management Inc |
39 |
| Coastal Capital Group, Inc. |
39 |
| Sora Investors Llc |
39 |
| Nkcfo Llc |
39 |
| Ruggie Capital Group |
39 |
| Clear Street Group Inc. |
39 |
| Hound Partners, LLC |
39 |
| Hunt Lane Capital LP |
39 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
39 |
| Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
39 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
39 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
39 |
| SEB Asset Management AB |
39 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
39 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
39 |
| Cramer Rosenthal Mcglynn Llc |
39 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
39 |
| Mizuho Securities Co. Ltd. |
39 |
| PENN SERIES FUNDS INC - Large Growth Stock Fund |
39 |
| Blume Capital Management, Inc. |
39 |
| Credential Qtrade Securities Inc. |
39 |
| Knight Capital Group, Inc. |
39 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
39 |
| United Community Bank |
39 |
| SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A |
38 |
| Cavalier Investments, LLC |
38 |
| Folger Hill Asset Management LP |
38 |
| CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
38 |
| Amplius Wealth Advisors, LLC |
38 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
38 |
| Mcguire Capital Advisors Inc |
38 |
| Alpha Windward Llc |
38 |
| Zazove Associates Llc |
38 |
| Passport Capital, LLC |
38 |
| MANA Advisors LLC |
38 |
| AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF |
38 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
38 |
| Granite Point Capital Management, L.P. |
38 |
| Canton Hathaway, LLC |
38 |
| Summit Creek Advisors LLC |
38 |
| Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
38 |
| WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF |
38 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
38 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
38 |
| CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
38 |
| Strategic Investment Solutions, Inc. /IL |
38 |
| Ellis Investment Partners, LLC |
38 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
38 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
38 |
| Carmel Capital Partners, LLC |
38 |
| Wealth Watch Advisors, INC |
38 |
| AustralianSuper Pty Ltd |
38 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
38 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
38 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
38 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
38 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
38 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
38 |
| Roble, Belko & Company, Inc |
38 |
| Gabelli Equity Trust Inc |
38 |
| Painted Porch Advisors LLC |
38 |
| Atreides Management, LP |
38 |
| Integrated Wealth Management |
38 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
38 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
38 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
38 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
38 |
| Lenox Wealth Management, Inc. |
38 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
38 |
| Parcion Private Wealth LLC |
38 |
| Intentional Wealth Strategies, LLC |
38 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
38 |
| Marsico Capital Management Llc |
38 |
| Heck Capital Advisors, LLC |
38 |
| D1 Capital Partners L.P. |
38 |
| Unique Wealth Strategies, LLC |
38 |
| Partners Group Holding AG |
38 |
| Stonebridge Financial Group, LLC |
38 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
38 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
38 |
| New York Life Investments Alternatives |
38 |
| PFM Health Sciences, LP |
38 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
38 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
38 |
| Wealth Quarterback LLC |
38 |
| ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
38 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
38 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
38 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
38 |
| Lone Pine Capital Llc |
38 |
| RFG Advisory, LLC |
38 |
| Samson Rock Capital LLP |
38 |
| Corbenic Partners LLC |
38 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
38 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
38 |
| Cim, Llc |
38 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
38 |
| China Universal Asset Management Co., Ltd. |
38 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
38 |
| Bear Mountain Capital, Inc. |
38 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
38 |
| Thematics Asset Management |
38 |
| First Financial Corp /in/ |
38 |
| Marino, Stram & Associates Llc |
38 |
| RGM Capital, LLC |
38 |
| Indaba Capital Management, L.P. |
38 |
| Tlp Group Llc |
38 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
38 |
| Alpine Woods Capital Investors, Llc |
38 |
| Hallmark Capital Management Inc |
38 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
38 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
38 |
| Lmcg Investments, Llc |
38 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
38 |
| Geneva Capital Management Llc |
38 |
| Knollwood Investment Advisory, LLC |
38 |
| Bnc Wealth Management, Llc |
38 |
| Scalar Gauge Management, Llc |
38 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
38 |
| APG Asset Management US Inc. |
38 |
| Princeton Global Asset Management LLC |
38 |
| Signition Lp |
38 |
| Pnc Funds |
38 |
| Bnp Paribas |
38 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
38 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
38 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
38 |
| Guerra Advisors Inc |
38 |
| IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
38 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
38 |
| Eaton Vance Short Duration Diversified Income Fund |
38 |
| Pinebridge Investments Llc |
38 |
| Wellington Grp LLC |
38 |
| Espalier Global Management LLC |
37 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
37 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
37 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
37 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
37 |
| Moody Lynn & Lieberson, Llc |
37 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
37 |
| Close Asset Management Ltd |
37 |
| Freemont Management S.A. |
37 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
37 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
37 |
| Headinvest, Llc |
37 |
| Nbt Bank N A /ny |
37 |
| STRV - EA Series Trust - Strive 500 ETF |
37 |
| Jackson Square Partners, LLC |
37 |
| TopTier Wealth Management, LLC |
37 |
| Tributary Capital Management, LLC |
37 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
37 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
37 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
37 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
37 |
| North Fourth Asset Management, LP |
37 |
| Pinkerton Retirement Specialists, LLC |
37 |
| Savior LLC |
37 |
| Friedenthal Financial |
37 |
| Lebenthal Asset Management, LLC |
37 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
37 |
| Horan Securities, Inc. |
37 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
37 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
37 |
| New England Research & Management, Inc. |
37 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
37 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
37 |
| Mcdonald Partners Llc |
37 |
| CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
37 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
37 |
| Next Capital Management LLC |
37 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
37 |
| JT Stratford LLC |
37 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
37 |
| XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF |
37 |
| Highlander Capital Management, LLC |
37 |
| Capital Guardian Trust Co |
37 |
| Financial Counselors Inc |
37 |
| Kentucky Retirement Systems |
37 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
37 |
| Retirement Group, LLC |
37 |
| First National Bank Of Omaha |
37 |
| PGGM Investments |
37 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 |
37 |
| Fortis Advisors, LLC |
37 |
| Baltimore-Washington Financial Advisors, Inc. |
37 |
| INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF |
37 |
| BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
37 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
37 |
| Krs Capital Management, Llc |
37 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
37 |
| Kentucky Retirement Systems Insurance Trust Fund |
37 |
| BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
37 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
37 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
37 |
| Vivaldi Capital Management, LLC |
37 |
| Castle Hook Partners LP |
37 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
37 |
| Steigerwald, Gordon & Koch Inc. |
37 |
| Ares Financial Consulting, LLC |
37 |
| Systematic Financial Management Lp |
37 |
| Morgens Waterfall Vintiadis & Co Inc |
37 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
37 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
37 |
| Karani Asset Management LLC |
37 |
| Invesco Senior Income Trust |
37 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
37 |
| Americana Partners, LLC |
37 |
| Griffin Asset Management, Inc. |
37 |
| Xtx Markets Llc |
37 |
| Nokota Management, LP |
37 |
| Cypress Capital Management LLC (WY) |
37 |
| PFG Investments, LLC |
37 |
| DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF |
37 |
| PSI Advisors, LLC |
37 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
37 |
| EHP Funds Inc. |
37 |
| Haafor (Singapore) Pte. Ltd. |
37 |
| Evermay Wealth Management Llc |
37 |
| 1620 Investment Advisors, Inc. |
37 |
| Norinchukin Bank, The |
37 |
| Roubaix Capital, LLC |
37 |
| Stratos Wealth Advisors, LLC |
37 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
37 |
| Castle Rock Wealth Management, LLC |
37 |
| SWAN Capital LLC |
37 |
| Parnassus Investments /ca |
37 |
| Silicon Valley Capital Partners |
37 |
| Millrace Asset Group, Inc. |
37 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
37 |
| Banco de Sabadell, S.A |
37 |
| Cqs (us), Llc |
37 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
37 |
| TCTC Holdings, LLC |
37 |
| Bel Air Investment Advisors Llc |
37 |
| Brandywine Managers, Llc |
37 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
37 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
37 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
36 |
| Eisler Capital Management Ltd. |
36 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
36 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
36 |
| Hardy Reed LLC |
36 |
| Seneschal Advisors, LLC |
36 |
| Dfpg Investments, Llc |
36 |
| AIA Investment Management Private Ltd |
36 |
| Matrix Capital Management Company, LP |
36 |
| Resources Management Corp /ct/ /adv |
36 |
| Goodman Advisory Group, LLC |
36 |
| ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
36 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
36 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
36 |
| Gratus Capital LLC |
36 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
36 |
| Bbva Usa |
36 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
36 |
| Saudi Central Bank |
36 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
36 |
| Stonnington Group, Llc |
36 |
| Capitolis Advisors LLC |
36 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
36 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
36 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
36 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
36 |
| F/M Investments LLC |
36 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
36 |
| Laurel Wealth Advisors, Inc. |
36 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
36 |
| GoalVest Advisory LLC |
36 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
36 |
| Chiron Capital Management, Llc |
36 |
| THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF |
36 |
| Karpus Management, Inc. |
36 |
| BlueMar Capital Management, LLC |
36 |
| Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 |
36 |
| Cambria Investment Management, L.P. |
36 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
36 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
36 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
36 |
| Junto Capital Management LP |
36 |
| Partner Investment Management, L.P. |
36 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
36 |
| Sandia Investment Management LP |
36 |
| COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
36 |
| Alphadyne Asset Management, LLC |
36 |
| Provenance Wealth Advisors, LLC |
36 |
| Hartford Financial Management Inc. |
36 |
| MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
36 |
| 1015 Capital Partners, LLC |
36 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
36 |
| Ovata Capital Management Ltd |
36 |
| Teamwork Financial Advisors, LLC |
36 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
36 |
| Hunting Hill Global Capital, LLC |
36 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
36 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
36 |
| Winnow Wealth Llc |
36 |
| Gupta Wealth Management LLC |
36 |
| Kingswood Wealth Advisors, Llc |
36 |
| Virtus Alternative Investment Advisers, Inc. |
36 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
36 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
36 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
36 |
| GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
36 |
| Global Trust Asset Management, LLC |
36 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
36 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
36 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
36 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
36 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
36 |
| PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
36 |
| Aberdeen Asset Management Plc/uk |
36 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
36 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
36 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
36 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
36 |
| Amerivest Investment Management LLC |
36 |
| City State Bank |
36 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
36 |
| HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
36 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
36 |
| CLOD - Themes ETF Trust - Themes Cloud Computing ETF |
36 |
| Pineridge Advisors LLC |
36 |
| Royce Micro-cap Trust, Inc /md/ |
36 |
| FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
36 |
| Guggenheim Strategic Opportunities Fund |
36 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
36 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
36 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
36 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
36 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
36 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
36 |
| Criterion Capital Management Llc |
36 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
36 |
| Nalls Sherbakoff Group, Llc |
36 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
36 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
36 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
36 |
| DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
36 |
| Morningstar Investment Management LLC |
36 |
| QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
36 |
| SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
36 |
| Underlying Funds Trust |
36 |
| Magnus Financial Group LLC |
36 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
36 |
| Alphasimplex Group, Llc |
36 |
| West Family Investments, Inc. |
36 |
| Arabesque Asset Management Ltd |
36 |
| Pfs Investments Inc. |
36 |
| Slow Capital, Inc. |
36 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
36 |
| MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I |
35 |
| EA Series Trust |
35 |
| S Squared Technology, LLC |
35 |
| Advisors Capital Management, LLC |
35 |
| Krane Funds Advisors LLC |
35 |
| American National Insurance Co /tx/ |
35 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
35 |
| Cfm Wealth Partners Llc |
35 |
| Triad Wealth Partners, LLC |
35 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
35 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
35 |
| Gofen & Glossberg Llc /il/ |
35 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
35 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
35 |
| Perbak Capital Partners LLP |
35 |
| MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares |
35 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
35 |
| WealthStone, Inc. |
35 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
35 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
35 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
35 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
35 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
35 |
| Coe Capital Management, LLC |
35 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
35 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
35 |
| TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF |
35 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
35 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
35 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
35 |
| Savvy Advisors, Inc. |
35 |
| Exos TFP Holdings LLC |
35 |
| S. Muoio & Co. Llc |
35 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
35 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
35 |
| VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
35 |
| Bienville Capital Management, LLC |
35 |
| Geduld E E |
35 |
| Clark Capital Management Group, Inc. |
35 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
35 |
| NWK Group, Inc. |
35 |
| Sittner & Nelson, Llc |
35 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
35 |
| StepStone Group LP |
35 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
35 |
| Westfuller Advisors, LLC |
35 |
| Bloom Tree Partners, Llc |
35 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
35 |
| Grey Fox Wealth Advisors, LLC |
35 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
35 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
35 |
| Brewin Dolphin Wealth Management Ltd |
35 |
| EMC Capital Management |
35 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
35 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
35 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
35 |
| Charter Oak Capital Management, LLC |
35 |
| Advisor OS, LLC |
35 |
| Legacy Wealth Asset Management, LLC |
35 |
| Cantab Capital Partners LLP |
35 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
35 |
| Rachor Investment Advisory Services, LLC |
35 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
35 |
| Peapack Gladstone Financial Corp |
35 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
35 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
35 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
35 |
| MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II |
35 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
35 |
| RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class |
35 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
35 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
35 |
| Baron Silver Stevens Financial Advisors, Llc |
35 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
35 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
35 |
| Reuter James Wealth Management, Llc |
35 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
35 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
35 |
| VCSMX - VALIC Co I - Small Cap Fund |
35 |
| Generali Asset Management SPA SGR |
35 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
35 |
| NuWave Investment Management, LLC |
35 |
| Wrapmanager Inc |
35 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
35 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
35 |
| Ascent Group, LLC |
35 |
| Baird Robert W & Co Inc /wi/ |
35 |
| Altfest L J & Co Inc |
35 |
| Vestor Capital, Llc |
35 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
35 |
| Ami Asset Management Corp |
35 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
35 |
| Coston, McIsaac & Partners |
35 |
| Frec Markets, Inc. |
35 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
35 |
| CHICAGO TRUST Co NA |
35 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
35 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
35 |
| PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
35 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
35 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
35 |
| Schonfeld Group Holdings LLC |
35 |
| Ledyard National Bank |
35 |
| Tidemark, LLC |
35 |
| Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A |
35 |
| Cowen Prime Services LLC |
35 |
| NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
35 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
35 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
35 |
| NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
35 |
| RYDEX VARIABLE TRUST - Internet Fund Variable Annuity |
35 |
| Limestone Investment Advisors LP |
35 |
| Gagnon Securities Llc |
35 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
35 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
35 |
| Vantage Investment Advisors, LLC |
35 |
| CloudAlpha Capital Management Limited/Hong Kong |
35 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
35 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
34 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
34 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
34 |
| JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
34 |
| Seaport Global Advisors, LLC |
34 |
| Howard Hughes Medical Institute |
34 |
| NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A |
34 |
| BBT Capital Management, LLC |
34 |
| Clough Global Dividend & Income Fund |
34 |
| McGlone Suttner Wealth Management, Inc. |
34 |
| POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
34 |
| Sentry Investment Management Llc |
34 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
34 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
34 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF |
34 |
| Atlas Private Wealth Advisors |
34 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
34 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
34 |
| Knowledge Leaders Capital, LLC |
34 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
34 |
| Landsberg, Bennett, & Dubbaneh LLC |
34 |
| Nova Wealth Management, Inc. |
34 |
| New Millennium Group LLC |
34 |
| Dubuque Bank & Trust Co |
34 |
| Redhawk Wealth Advisors, Inc. |
34 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
34 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
34 |
| Wakefield Asset Management LLLP |
34 |
| Platinum Investment Management Ltd |
34 |
| Financiere des Professionnels - Fonds d,investissement inc. |
34 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
34 |
| Coppell Advisory Solutions Corp. |
34 |
| Dai-ichi Life Holdings, Inc. |
34 |
| SpiderRock Trading LLC |
34 |
| HAP Trading, LLC |
34 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
34 |
| Nfj Investment Group, Llc |
34 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
34 |
| WMS Partners, LLC |
34 |
| Provenire Capital, LLC |
34 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
34 |
| Grandview Asset Management LLC |
34 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
34 |
| Thomas J. Herzfeld Advisors, Inc. |
34 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
34 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
34 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
34 |
| Mizuho Markets Americas Llc |
34 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
34 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
34 |
| Hanson & Doremus Investment Management |
34 |
| Avalon Trust Co |
34 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
34 |
| VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
34 |
| AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
34 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
34 |
| Sante Capital Fund, LP |
34 |
| National Planning Corp |
34 |
| EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
34 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
34 |
| Partnervest Advisory Services LLC |
34 |
| Empower Advisory Group, LLC |
34 |
| Ankerstar Wealth, LLC |
34 |
| Strategic Global Advisors, LLC |
34 |
| Sage Rock Capital Management LP |
34 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
34 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
34 |
| SevenBridge Financial Group, LLC |
34 |
| MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class |
34 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
34 |
| Journey Strategic Wealth Llc |
34 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
34 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
34 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
34 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
34 |
| Hatteras Funds, LLC |
34 |
| Hartford Series Fund Inc |
34 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
34 |
| Bbr Partners, Llc |
34 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
34 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
34 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
34 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
34 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
34 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
34 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
34 |
| Fortis Capital Advisors, LLC |
34 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
34 |
| Vanguard National Trust Co |
34 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
34 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
34 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
34 |
| One Capital Management, LLC |
34 |
| Kessler Investment Group, LLC |
34 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
34 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
34 |
| New England Securities Corp /MA/ |
34 |
| WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
33 |
| Conning Inc. |
33 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
33 |
| Neuberger Berman Next Generation Connectivity Fund Inc. |
33 |
| Bellwether Investment Group, LLC |
33 |
| Glass Jacobson Investment Advisors llc |
33 |
| PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF |
33 |
| KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF |
33 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
33 |
| Ninety One UK Ltd |
33 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
33 |
| STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
33 |
| Alliance Wealth Advisors, LLC /UT |
33 |
| Waddell & Associates, Llc |
33 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
33 |
| GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
33 |
| ESUM - Strategy Shares - Eventide US Market ETF |
33 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
33 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
33 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
33 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
33 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
33 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
33 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
33 |
| Carolina Wealth Advisors, LLC |
33 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
33 |
| Nuveen Core Equity Alpha Fund |
33 |
| Wellington Shields Capital Management, LLC |
33 |
| MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
33 |
| Polygon Management Ltd. |
33 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
33 |
| GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class |
33 |
| Flaharty Asset Management, LLC |
33 |
| Crawford Fund Management, LLC |
33 |
| Paradigm Financial Partners, Llc |
33 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
33 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
33 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
33 |
| Spectrum Management Group, LLC |
33 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
33 |
| Central Bank & Trust Co |
33 |
| Valued Wealth Advisors LLC |
33 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
33 |
| Alta Advisers Ltd |
33 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
33 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
33 |
| United Financial Planning Group LLC |
33 |
| Castle Wealth Management Llc |
33 |
| Mill Creek Capital Advisors, LLC |
33 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
33 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
33 |
| Arden Investment Series Trust |
33 |
| Fernwood Investment Management, LLC |
33 |
| New Jersey Better Educational Savings Trust |
33 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
33 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
33 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
33 |
| Havens Advisors Llc |
33 |
| FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
33 |
| FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio |
33 |
| Iron Horse Wealth Management, LLC |
33 |
| Privium Fund Management B.V. |
33 |
| Cooper Financial Group |
33 |
| Hilton Head Capital Partners, LLC |
33 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
33 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
33 |
| Bellecapital International Ltd. |
33 |
| Trifecta Capital Advisors, LLC |
33 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
33 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
33 |
| Exane Asset Management |
33 |
| Wade G W & Inc |
33 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
33 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
33 |
| HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF |
33 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
33 |
| SRS Investment Management, LLC |
33 |
| Disciplined Growth Investors Inc /mn |
33 |
| Pensionfund DSM Netherlands |
33 |
| Patten Group, Inc. |
33 |
| Quest Investment Management Llc |
33 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
33 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
33 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
33 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
33 |
| Seizert Capital Partners, Llc |
33 |
| E Fund Management (Hong Kong) Co., Ltd. |
33 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
33 |
| Signature Resources Capital Management, LLC |
33 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
33 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
33 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
33 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
33 |
| Sun Life Financial Inc |
33 |
| Green Arrow Capital Management Llc |
33 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
33 |
| Surevest, LLC |
33 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
33 |
| Trivest Advisors Ltd |
33 |
| Financial Synergies Wealth Advisors, Inc. |
33 |
| Sirios Capital Management L P |
33 |
| Ellsworth Advisors, LLC |
33 |
| HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
33 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
33 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
33 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
33 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
33 |
| MRGR - PROSHARES TRUST - ProShares Merger ETF |
33 |
| CTC Alternative Strategies, Ltd. |
33 |
| Brandywine Global Investment Management, LLC |
33 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
33 |
| GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class |
33 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
33 |
| Richardson Financial Services Inc. |
33 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
33 |
| Aegon Asset Management Uk Plc |
33 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
33 |
| Burleson & Company, LLC |
33 |
| Pacific Capital Wealth Advisors, Inc |
33 |
| Barrett & Company, Inc. |
33 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
33 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
33 |
| Gibbs Wealth Management |
33 |
| Jackson, Grant Investment Advisers, Inc. |
33 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
33 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
32 |
| Reflection Asset Management |
32 |
| Capital CS Group, LLC |
32 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
32 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
32 |
| Teton Westwood Funds |
32 |
| Precept Management LLC |
32 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
32 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
32 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
32 |
| Omni Event Management Ltd |
32 |
| Trust Department Mb Financial Bank N A |
32 |
| VARCOV Co. |
32 |
| MBEQX - M FUND INC - M International Equity Fund |
32 |
| Hidden Lake Asset Management LP |
32 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
32 |
| Cynosure Management, Llc |
32 |
| JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
32 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
32 |
| Core Alternative Capital |
32 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
32 |
| WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
32 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y |
32 |
| OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
32 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
32 |
| Southpoint Capital Advisors LP |
32 |
| APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
32 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
32 |
| Connective Capital Management, LLC |
32 |
| Accent Capital Management, LLC |
32 |
| Bain Capital Public Equity Management Ii, Llc |
32 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
32 |
| Davis Capital Management |
32 |
| First Eagle Investment Management, LLC |
32 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
32 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
32 |
| Magee Thomson Investment Partners Llc |
32 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
32 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
32 |
| Ardmore Road Asset Management LP |
32 |
| Rheos Capital Works Inc. |
32 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
32 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
32 |
| Glg Llc |
32 |
| Mayflower Financial Advisors, LLC |
32 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
32 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
32 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
32 |
| Paragon Advisors, LLC |
32 |
| Himension Fund |
32 |
| Capital Wealth Planning, LLC |
32 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
32 |
| Loup Funds, LLC |
32 |
| Mason Street Advisors, Llc |
32 |
| Cabot Wealth Management Inc |
32 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
32 |
| Aj Wealth Strategies, Llc |
32 |
| Beacon Investment Advisory Services, Inc. |
32 |
| Transce3nd, LLC |
32 |
| RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
32 |
| Avidian Wealth Solutions, LLC |
32 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
32 |
| Robertson Stephens Wealth Management, LLC |
32 |
| CHURCHILL MANAGEMENT Corp |
32 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
32 |
| HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
32 |
| Oasis Management Co Ltd. |
32 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
32 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
32 |
| TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
32 |
| McAdam, LLC |
32 |
| SWS Partners |
32 |
| PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
32 |
| Main Street Group, LTD |
32 |
| Rpo Llc |
32 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
32 |
| Breakline Capital Llc |
32 |
| Decker Retirement Planning Inc. |
32 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
32 |
| Glaxis Capital Management, LLC |
32 |
| Harvest Capital Strategies LLC |
32 |
| Angeles Wealth Management, Llc |
32 |
| Wealth Enhancement Trust Services, Inc. |
32 |
| BCJ Capital Management, LLC |
32 |
| Cannon Global Investment Management, LLC |
32 |
| Cowen Investment Management LLC |
32 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
32 |
| PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund |
32 |
| Chase Investment Counsel Corp |
32 |
| Sassicaia Capital Advisers Llc |
32 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
32 |
| IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
32 |
| Requisite Capital Management, LLC |
32 |
| Samalin Investment Counsel, LLC |
32 |
| GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
32 |
| Ironwood Financial, llc |
32 |
| PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
32 |
| Keystone Investors Pte Ltd |
32 |
| NZS Capital, LLC |
32 |
| Altus Wealth Group LLC |
32 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
32 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
32 |
| Absolute Investment Advisers Llc |
32 |
| Hoey Investments, Inc |
32 |
| HWG Holdings LP |
32 |
| PFG Advisors |
32 |
| Pin Oak Investment Advisors Inc |
32 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
32 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
32 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
32 |
| Fourth Dimension Wealth, LLC |
32 |
| Flossbach Von Storch Ag |
32 |
| Brown Advisory Securities, LLC |
32 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
32 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
32 |
| BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares |
32 |
| Vanguard Morgan Growth Fund |
32 |
| QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
32 |
| Westend Capital Management LLC |
32 |
| Waldron Private Wealth LLC |
32 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
32 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
32 |
| 1st Global Advisors, Inc. |
32 |
| Zullo Investment Group, Inc. |
32 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
32 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
32 |
| BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
32 |
| Tybourne Capital Management (hk) Ltd |
32 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
32 |
| Evanson Asset Management, LLC |
32 |
| THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A |
31 |
| Amica Mutual Insurance Co |
31 |
| Coastal Bridge Advisors, LLC |
31 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
31 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
31 |
| TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
31 |
| Durable Capital Partners LP |
31 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
31 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
31 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
31 |
| Lake Point Wealth Management |
31 |
| American Capital Management Inc |
31 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
31 |
| Colonial River Wealth Management, LLC |
31 |
| Keebeck Wealth Management, LLC |
31 |
| Okabena Investment Services Inc |
31 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
31 |
| Syntal Capital Partners, LLC |
31 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
31 |
| Osmosis Investment Management UK Ltd |
31 |
| Motiv8 Investments LLC |
31 |
| ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N |
31 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
31 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
31 |
| Dnca Finance |
31 |
| Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
31 |
| INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A |
31 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
31 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
31 |
| LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
31 |
| De Burlo Group Inc |
31 |
| NJ State Employees Deferred Compensation Plan |
31 |
| TradeLink Capital LLC |
31 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
31 |
| Trustmark National Bank Trust Department |
31 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
31 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
31 |
| Sumitomo Life Insurance Co |
31 |
| Waterloo Capital, L.P. |
31 |
| Sawgrass Asset Management Llc |
31 |
| Wetzel Investment Advisors, Inc. |
31 |
| Gilbert & Cook, Inc. |
31 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
31 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
31 |
| DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
31 |
| National Philanthropic Trust |
31 |
| Winfield Associates, Inc. |
31 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
31 |
| SYM FINANCIAL Corp |
31 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
31 |
| Northwest Investment Counselors, Llc |
31 |
| PENN SERIES FUNDS INC - Small Cap Growth Fund |
31 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
31 |
| VSSGX - VALIC Co I - Small-Mid Growth Fund |
31 |
| GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF |
31 |
| KADENSA CAPITAL Ltd |
31 |
| Cache Advisors, LLC |
31 |
| IFC & Insurance Marketing, Inc. |
31 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
31 |
| Dsm Capital Partners Llc |
31 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
31 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
31 |
| Purpose Unlimited Inc. |
31 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
31 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
31 |
| Saturna Capital CORP |
31 |
| Delta Investment Management, LLC |
31 |
| Cedar Wealth Management, LLC |
31 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
31 |
| FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
31 |
| Tradeworx Inc. |
31 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
31 |
| George Kaiser Family Foundation |
31 |
| WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
31 |
| SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
31 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
31 |
| Clear Perspective Advisors, LLC |
31 |
| PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
31 |
| Valmark Advisers, Inc. |
31 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
31 |
| Greenline Wealth Management LLC |
31 |
| Rockefeller Financial Services Inc |
31 |
| Zebra Capital Management LLC |
31 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
31 |
| Horizon Financial Services, Llc |
31 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
31 |
| Cary Street Partners Financial Llc |
31 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
31 |
| Keel Point, LLC |
31 |
| Nations Financial Group Inc, /ia/ /adv |
31 |
| Easterly Investment Partners Llc |
31 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
31 |
| Marks Group Wealth Management, Inc |
31 |
| Quintet Private Bank (Europe) S.A. |
31 |
| Crow Point Partners, LLC |
31 |
| Pinnacle Financial Partners, Inc. |
31 |
| Choate Investment Advisors |
31 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
31 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
31 |
| PRW Wealth Management LLC |
31 |
| Partners Capital Investment Group, Llp |
31 |
| XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF |
31 |
| Oppenheimer Quest For Value Funds |
31 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
31 |
| Astrantus Ltd |
31 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
31 |
| Aurora Investment Counsel |
31 |
| LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
31 |
| Financial Freedom, LLC |
31 |
| Melvin Capital Management LP |
31 |
| Capital International Ltd /ca/ |
31 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
31 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
31 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
31 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
31 |
| AllSquare Wealth Management LLC |
31 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
31 |
| SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
31 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
31 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
31 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
31 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
31 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
31 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
31 |
| LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
31 |
| RPG Investment Advisory, LLC |
31 |
| Hampton Road Capital Management LP |
31 |
| Pacitti Group Inc. |
31 |
| D L Carlson Investment Group Inc |
31 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
31 |
| Shellback Capital, LP |
31 |
| Bridges Investment Management Inc |
31 |
| Alexandria Capital, LLC |
31 |
| Wealthspring Capital LLC |
31 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
31 |
| Osbon Capital Management Llc |
31 |
| SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A |
31 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
31 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
31 |
| Praesidium Investment Management Company, LLC |
31 |
| Massar Capital Management, LP |
31 |
| Strategic Wealth Advisors Group, LLC |
31 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
31 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
31 |
| Sone Capital Management, LLC |
31 |
| BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF |
30 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
30 |
| Omnia Family Wealth, LLC |
30 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
30 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
30 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y |
30 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
30 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
30 |
| JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
30 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
30 |
| Advisory Resource Group |
30 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
30 |
| Kiley Juergens Wealth Management, Llc |
30 |
| North Star Asset Management Inc |
30 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
30 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
30 |
| MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
30 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
30 |
| Cordatus Wealth Management LLC |
30 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
30 |
| Legacy Investment Solutions, LLC |
30 |
| ARKW - Ark ETF Trust - ARK Next Generation Internet ETF |
30 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
30 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
30 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
30 |
| Marshall & Sterling Wealth Advisors Inc. |
30 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
30 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
30 |
| Left Brain Wealth Management, LLC |
30 |
| Summit Financial, LLC |
30 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
30 |
| Shepherd Kaplan Krochuk, Llc |
30 |
| Gilpin Wealth Management, Llc |
30 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
30 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
30 |
| Ariadne Wealth Management, LP |
30 |
| Vaughan Nelson Investment Management, L.p. |
30 |
| PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A |
30 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
30 |
| Kavar Capital Partners, LLC |
30 |
| Vega Investment Solutions |
30 |
| World Equity Group, Inc. |
30 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
30 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
30 |
| Gf Fund Management Co. Ltd. |
30 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
30 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
30 |
| Global X Japan Co., Ltd. |
30 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
30 |
| NatWest Group plc |
30 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
30 |
| GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF |
30 |
| HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
30 |
| Balboa Wealth Partners |
30 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
30 |
| DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF |
30 |
| Capital A Wealth Management, LLC |
30 |
| Brandywine Oak Private Wealth Llc |
30 |
| Murchinson Ltd. |
30 |
| QVT Financial LP |
30 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
30 |
| Safeguard Financial, LLC |
30 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
30 |
| Mid Atlantic Financial Management Inc/adv |
30 |
| Park Square Financial Group, LLC |
30 |
| Modera Wealth Management, LLC |
30 |
| CTRU - Ark ETF Trust - ARK Transparency ETF |
30 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
30 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
30 |
| Capital International Sarl |
30 |
| 1623 Capital LLC |
30 |
| JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
30 |
| Platinum Management (NY) LLC |
30 |
| Hershey Trust Co |
30 |
| Venator Capital Management Ltd. |
30 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
30 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
30 |
| Leuthold Group, Llc |
30 |
| Boston Trust Walden Corp |
30 |
| Cohanzick Management, Llc |
30 |
| Kcm Investment Advisors Llc |
30 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
30 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
30 |
| NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
30 |
| FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
30 |
| PAX Financial Group, LLC |
30 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
30 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
30 |
| Resonant Capital Advisors, LLC |
30 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
30 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
30 |
| San Luis Wealth Advisors LLC |
30 |
| JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF |
30 |
| Bank Hapoalim Bm |
30 |
| John Hancock Hedged Equity & Income Fund |
30 |
| Voisard Asset Management Group, Inc. |
30 |
| Alta Wealth Advisors LLC |
30 |
| Trust For Advisor Solutions |
30 |
| Vetamer Capital Management, L.p. |
30 |
| Advantage Alpha Capital Partners LP |
30 |
| Worth Asset Management, LLC |
30 |
| Dv Equities, Llc |
30 |
| L2 Asset Management, LLC |
30 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
30 |
| Rock Creek Group, LP |
30 |
| AOTG - EA Series Trust - AOT Growth and Innovation ETF |
30 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
30 |
| Templeton Global Income Fund |
30 |
| Oder Investment Management, LLC |
30 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
30 |
| IAG Wealth Partners, LLC |
30 |
| Atw Spac Management Llc |
30 |
| Perennial Investment Advisors, LLC |
30 |
| Hawk Ridge Capital Management Lp |
30 |
| Vista Wealth Management Group, LLC |
30 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
30 |
| Capital One, National Association |
30 |
| Private Advisory Group LLC |
30 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
30 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
30 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
30 |
| HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
30 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
30 |
| Miura Global Management, LLC |
30 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
30 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
30 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
30 |
| Chilton Investment Co Llc |
30 |
| Trust Co |
30 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
30 |
| Falcon Point Capital, Llc |
30 |
| Beese Fulmer Investment Management, Inc. |
30 |
| Custom Index Systems, Llc |
30 |
| SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A |
30 |
| Boston Private Bank & Trust Co |
30 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
30 |
| Endurance Wealth Management, Inc. |
30 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
30 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
30 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
30 |
| Connectus Wealth, LLC |
30 |
| IFG Advisory, LLC |
30 |
| PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A |
30 |
| Williams Jones Wealth Management, LLC. |
30 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
30 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
30 |
| OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
30 |
| Options Solutions, Llc |
30 |
| Turim 21 Investimentos Ltda. |
30 |
| Third Point LLC |
29 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
29 |
| Advisor Partners Llc |
29 |
| EJF Capital LLC |
29 |
| Costello Asset Management, INC |
29 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
29 |
| Cordasco Financial Network |
29 |
| Stonehage Fleming Financial Services Holdings Ltd |
29 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
29 |
| TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A |
29 |
| Summit X, LLC |
29 |
| Gallacher Capital Management LLC |
29 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
29 |
| COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A |
29 |
| Capital Advisors Inc/ok |
29 |
| Kathmere Capital Management, LLC |
29 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
29 |
| Alken Asset Management Ltd. |
29 |
| MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS |
29 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
29 |
| Cahill Financial Advisors Inc |
29 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
29 |
| Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
29 |
| Pilgrim Partners Asia Pte Ltd |
29 |
| Vectors Research Management, LLC |
29 |
| Morton Brown Family Wealth, LLC |
29 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
29 |
| Synergy Financial Group, LTD |
29 |
| Ckw Financial Group |
29 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
29 |
| TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
29 |
| SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
29 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
29 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
29 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
29 |
| Focus Financial Network, Inc. |
29 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
29 |
| Caldwell Trust Co |
29 |
| Delta Global Management LP |
29 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
29 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
29 |
| Concorde Asset Management, LLC |
29 |
| OneAscent Wealth Management LLC |
29 |
| Intact Investment Management Inc. |
29 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
29 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
29 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
29 |
| Highstreet Asset Management Inc. |
29 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
29 |
| LVW Advisors, LLC |
29 |
| VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
29 |
| MPS Loria Financial Planners, LLC |
29 |
| CLOU - Global X Funds - Global X Cloud Computing ETF |
29 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
29 |
| CMT Capital Markets Trading GmbH |
29 |
| Leverage Partners Absolute Return Fund SPC |
29 |
| Ab Pooling Portfolios |
29 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
29 |
| Rainier Investment Management Llc |
29 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
29 |
| Skylands Capital, LLC |
29 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
29 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
29 |
| Sagespring Wealth Partners, Llc |
29 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
29 |
| ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
29 |
| Mountain Capital Investment Advisors, Inc |
29 |
| BOSS - Global X Funds - Global X Founder-Run Companies ETF |
29 |
| Meridiem Capital Partners LP |
29 |
| Collaborative Holdings Management LP |
29 |
| First Command Bank |
29 |
| PrairieView Partners, LLC |
29 |
| Beck Capital Management, Llc |
29 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
29 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
29 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
29 |
| SlateStone Wealth, LLC |
29 |
| Tremblant Capital Group |
29 |
| Curi Wealth Management, LLC |
29 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
29 |
| Ford Financial Group, LLC |
29 |
| NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
29 |
| VCLO - Simplify Exchange Traded Funds - Simplify Volt Cloud and Cybersecurity Disruption ETF |
29 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
29 |
| Better Money Decisions, LLC |
29 |
| Vision Financial Markets Llc |
29 |
| Price Wealth Management, Inc. |
29 |
| FSA Wealth Management LLC |
29 |
| black-and-white Capital LP |
29 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
29 |
| Kanaly Trust Co |
29 |
| Gables Capital Management Inc. |
29 |
| TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
29 |
| Founders Financial Securities Llc |
29 |
| Northern Oak Wealth Management Inc |
29 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
29 |
| First Command Financial Services, Inc. |
29 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
29 |
| Girard Partners Ltd. |
29 |
| Maple Securities Usa Inc |
29 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
29 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
29 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
29 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
29 |
| ICICI Prudential Asset Management Co Ltd |
29 |
| Precision Wealth Strategies, LLC |
29 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
29 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
29 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
29 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
29 |
| STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
29 |
| Heron Bay Capital Management |
29 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
29 |
| United Asset Strategies, Inc. |
29 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
29 |
| Wilmington Funds Management Corp |
29 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
29 |
| Bulldog Investors, LLP |
29 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
29 |
| Resurgent Financial Advisors LLC |
29 |
| Ramirez Asset Management, Inc. |
29 |
| MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
29 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
29 |
| Oppenheimer Variable Account Funds |
29 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
29 |
| Fund Management at Engine No. 1 LLC |
29 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
29 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
29 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
29 |
| Gordian Capital Singapore Pte Ltd |
29 |
| Great Valley Advisor Group, Inc. |
29 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
29 |
| First Interstate Bank |
29 |
| Junson Asset Management (Hong Kong) Ltd |
29 |
| Madison Asset Management, LLC |
29 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
29 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
29 |
| Essex Financial Services, Inc. |
29 |
| Evolutionary Tree Capital Management, LLC |
29 |
| BluePath Capital Management, LLC |
29 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
29 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
29 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
29 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class |
29 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
29 |
| Bull Harbor Capital LLC |
29 |
| M&r Capital Management Inc |
29 |
| Gluskin Sheff & Assoc Inc |
28 |
| Parsons Capital Management Inc/ri |
28 |
| Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
28 |
| Bridgewater Advisors Inc. |
28 |
| Henrickson Nauta Wealth Advisors, Inc. |
28 |
| Roundview Capital LLC |
28 |
| Kohmann Bosshard Financial Services, LLC |
28 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
28 |
| BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares |
28 |
| Dynasty Wealth Management, Llc |
28 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
28 |
| Man Investments Ltd |
28 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
28 |
| Retireful, LLC |
28 |
| Farmers & Merchants Trust Co of Chambersburg PA |
28 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
28 |
| CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
28 |
| South Texas Money Management Ltd |
28 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
28 |
| B. Riley Financial, Inc. |
28 |
| Investment House Llc |
28 |
| Fore Capital, LLC |
28 |
| Copia Wealth Management |
28 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
28 |
| MJT & Associates Financial Advisory Group, Inc. |
28 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
28 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
28 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
28 |
| DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A |
28 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
28 |
| Simplify Asset Management Inc. |
28 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
28 |
| Woodward Diversified Capital, Llc |
28 |
| Sentinus, LLC |
28 |
| ClearAlpha Technologies LP |
28 |
| RBB FUND, INC. - Aquarius International Fund |
28 |
| Sagefield Capital LP |
28 |
| Balter Liquid Alternatives, LLC |
28 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
28 |
| Strategic Advisors LLC |
28 |
| Future Financial Wealth Managment LLC |
28 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
28 |
| GenTrust, LLC |
28 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
28 |
| MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
28 |
| Simmons Bank |
28 |
| Tortoise Index Solutions, LLC |
28 |
| Soma Equity Partners Lp |
28 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
28 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
28 |
| Ag2r La Mondiale Gestion D'actifs |
28 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
28 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
28 |
| Mark Asset Management Lp |
28 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
28 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
28 |
| GURU - Global X Funds - Global X Guru Index ETF |
28 |
| Weil Company, Inc. |
28 |
| Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
28 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
28 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
28 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
28 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
28 |
| Naples Money Management LLC |
28 |
| Mohican Financial Management, LLC |
28 |
| Mizuho Asset Management Co.,Ltd. |
28 |
| MFCPX - M FUND INC - M Capital Appreciation Fund |
28 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
28 |
| Lyell Wealth Management, Lp |
28 |
| Otter Creek Advisors, LLC |
28 |
| Westover Capital Advisors, LLC |
28 |
| PENN SERIES FUNDS INC - Large Core Growth Fund |
28 |
| VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
28 |
| Lodestone Wealth Management LLC |
28 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
28 |
| NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
28 |
| Thb Asset Management |
28 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
28 |
| Alpha Family Trust |
28 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
28 |
| Ulland Investment Advisors, LLC |
28 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
28 |
| M Holdings Securities, Inc. |
28 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
28 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
28 |
| Lynx Investment Advisory |
28 |
| Menard Financial Group LLC |
28 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
28 |
| SPX Equities Gestao de Recursos Ltda |
28 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
28 |
| Berbice Capital Management LLC |
28 |
| Pacific Center for Financial Services |
28 |
| Senator Investment Group LP |
28 |
| Firsthand Capital Management, Inc. |
28 |
| SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
28 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
28 |
| HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
28 |
| Motley Fool Wealth Management, LLC |
28 |
| Tensile Capital Management LP |
28 |
| Optimize Financial Inc |
28 |
| CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class |
28 |
| Bell Bank |
28 |
| Greykasell Wealth Strategies, Inc. |
28 |
| CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
28 |
| FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
28 |
| Sphera Management Technology Funds Ltd |
28 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
28 |
| Axiom Investment Management LLC |
28 |
| KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
28 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
28 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
28 |
| Aubrey Capital Management Ltd |
28 |
| Main Street Financial Solutions, LLC |
28 |
| Marathon Capital Management |
28 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
28 |
| LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
28 |
| Tower View Investment Management & Research LLC |
28 |
| Catalyst Private Wealth, Llc |
28 |
| Cavalry Management Group, LLC |
28 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
28 |
| Edge Advisors, Llc |
28 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
28 |
| AMF Pensionsforsakring AB |
28 |
| MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
28 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
28 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
28 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
28 |
| Tru Independence Asset Management 2, Llc |
28 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
28 |
| Stance Capital Llc |
28 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
28 |
| York Capital Management Global Advisors, LLC |
28 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
28 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
28 |
| Arrow Financial Corp |
28 |
| Certified Advisory Corp |
28 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
28 |
| GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
28 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
28 |
| qPULA Trading Management LP |
28 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
28 |
| Ferguson Wellman Capital Management, Inc |
28 |
| Intersect Capital LLC |
28 |
| Brasada Capital Management, Lp |
27 |
| McMahon Financial Advisors, LLC |
27 |
| TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF |
27 |
| Third View Private Wealth, LLC |
27 |
| Fortis Group Advisors, LLC |
27 |
| Opera Trading Capital |
27 |
| Clearbridge, Llc |
27 |
| First Midwest Bank Trust Division |
27 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
27 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
27 |
| BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund |
27 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
27 |
| Daymark Wealth Partners, Llc |
27 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
27 |
| Sphera Funds Management Ltd. |
27 |
| PFA Pension, Forsikringsaktieselskab |
27 |
| Stelac Advisory Services LLC |
27 |
| Bangor Savings Bank |
27 |
| PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares |
27 |
| Connors Investor Services Inc |
27 |
| IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class |
27 |
| Suffolk Capital Management Llc |
27 |
| HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
27 |
| Skaana Management L.P. |
27 |
| Godsey & Gibb Associates |
27 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
27 |
| Avalon Global Asset Management LLC |
27 |
| Legal Advantage Investments, Inc. |
27 |
| Glg Inc. |
27 |
| Graypoint LLC |
27 |
| Welch & Forbes Llc |
27 |
| State of New Jersey Common Pension Fund A |
27 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
27 |
| MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I |
27 |
| BlueCrest Capital Management LLP |
27 |
| Drive Wealth Management, Llc |
27 |
| Defiance ETFs, LLC |
27 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
27 |
| Qs Batterymarch Financial Management, Inc |
27 |
| Lead Edge Capital Management, LLC |
27 |
| EPG Wealth Management LLC |
27 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
27 |
| Vivid Financial Management, Inc. |
27 |
| Allegheny Financial Group LTD |
27 |
| Guardian Capital Lp |
27 |
| Leelyn Smith, LLC |
27 |
| Berry Street Capital Management LLP |
27 |
| Synergy Financial Management, LLC |
27 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
27 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
27 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
27 |
| S.A. Mason LLC |
27 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
27 |
| Metavasi Capital LP |
27 |
| Gainplan LLC |
27 |
| Apollo Management Holdings, L.P. |
27 |
| EFG Asset Management (Americas) Corp. |
27 |
| Frontier Wealth Management LLC |
27 |
| Fullerton Fund Management Co Ltd |
27 |
| Kozak & Associates, Inc. |
27 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
27 |
| PENN SERIES FUNDS INC - Mid Cap Growth Fund |
27 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
27 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
27 |
| Halpern Financial, Inc. |
27 |
| EWG Elevate Inc. |
27 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
27 |
| 12 West Capital Management LP |
27 |
| Encompass Wealth Advisors, Llc |
27 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
27 |
| GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
27 |
| GDAT - Goldman Sachs ETF Trust - Goldman Sachs Motif Data-Driven World ETF |
27 |
| Everhart Financial Group, Inc. |
27 |
| Ferris Capital, Llc |
27 |
| ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
27 |
| Burns Matteson Capital Management, LLC |
27 |
| Odyssean, LLC |
27 |
| NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
27 |
| Your Advocates Ltd., LLP |
27 |
| Perritt Capital Management Inc |
27 |
| Family Management Corp |
27 |
| Invesco Bond Fund |
27 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
27 |
| Aspiriant, Llc |
27 |
| IXN - iSHARES TRUST - iShares Global Tech ETF |
27 |
| VestGen Advisors, LLC |
27 |
| Wahed Invest LLC |
27 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
27 |
| BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
27 |
| WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
27 |
| RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
27 |
| SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
27 |
| Bank of New Hampshire |
27 |
| HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
27 |
| Emfo, Llc |
27 |
| Putnam ETF Trust - Putnam Sustainable Future ETF - |
27 |
| Whalen Wealth Management Inc. |
27 |
| Philadelphia Trust Co |
27 |
| Lucus Advisors Llc |
27 |
| Griffin Institutional Access Credit Fund |
27 |
| North Capital, Inc. |
27 |
| Modus Advisors, LLC |
27 |
| Board of Trustees of The Leland Stanford Junior University |
27 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
27 |
| WT Asset Management Ltd |
27 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
27 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
27 |
| Foster Dykema Cabot & Partners, Llc |
27 |
| Pinnbrook Capital Management Lp |
27 |
| Oracle Alpha Inc. |
27 |
| TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
27 |
| S&t Bank/pa |
27 |
| Vima Llc |
27 |
| Hartline Investment Corp/ |
27 |
| Joseph P. Lucia & Associates, LLC |
27 |
| First Washington CORP |
27 |
| Transcendent Capital Group LLC |
27 |
| Center Lake Capital Management, LLC |
27 |
| SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 |
27 |
| Pinnacle Wealth Management Advisory Group, LLC |
27 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
27 |
| Garrett Wealth Advisory Group, LLC |
27 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
27 |
| HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
27 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
27 |
| High Net Worth Advisory Group LLC |
27 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
27 |
| TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF |
27 |
| PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
27 |
| W.G. Shaheen & Associates DBA Whitney & Co |
27 |
| Global X Funds |
27 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
27 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
27 |
| CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A |
27 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
27 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
27 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
27 |
| Level Financial Advisors, Inc. |
27 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
27 |
| Hilton Capital Management, LLC |
27 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
27 |
| Ativo Capital Management LLC |
27 |
| TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I |
27 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
27 |
| TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
27 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
27 |
| Gmt Capital Corp |
27 |
| Caerus Investment Advisors, LLC |
27 |
| Missouri Trust & Investment Co |
27 |
| Eagle Global Advisors Llc |
27 |
| Hall Laurie J Trustee |
27 |
| TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
27 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
27 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
27 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
27 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
27 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
27 |
| Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund |
27 |
| LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C |
27 |
| HMI Capital Management, L.P. |
27 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
27 |
| WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N |
27 |
| MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M |
27 |
| Quest 10 Wealth Builders, Inc. |
27 |
| Congress Park Capital LLC |
27 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
27 |
| WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R |
27 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
27 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
27 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
27 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
27 |
| Sandy Cove Advisors, LLC |
27 |
| Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II |
27 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
27 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
27 |
| Juncture Wealth Strategies, Llc |
27 |
| Innovator ETFs Trust - Innovator Loup Frontier Tech ETF |
27 |
| RPg Family Wealth Advisory, LLC |
27 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
27 |
| Tennessee Valley Asset Management Partners |
27 |
| TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
27 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
26 |
| APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares |
26 |
| Legacy Bridge, LLC |
26 |
| Covenant Partners, LLC |
26 |
| Hirtle Callaghan & Co LLC |
26 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
26 |
| XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF |
26 |
| CSM Advisors, LLC |
26 |
| Summit Wealth Group Llc / Co |
26 |
| Nelson Capital Management, LLC |
26 |
| Luminus Management Llc |
26 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
26 |
| Cion Ares Diversified Credit Fund |
26 |
| Mizuho Securities Usa Llc |
26 |
| Denali Advisors Llc |
26 |
| Mpwm Advisory Solutions, Llc |
26 |
| Lucha Capital Management, LP |
26 |
| Argent Capital Management Llc |
26 |
| GM Advisory Group, Inc. |
26 |
| MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
26 |
| SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
26 |
| Falcon Edge Capital, LP |
26 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
26 |
| PACIFIC SELECT FUND - Growth Portfolio Class I |
26 |
| Unigestion Holding SA |
26 |
| Mitchell Capital Management Co |
26 |
| Stephenson National Bank & Trust |
26 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
26 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
26 |
| Vertex One Asset Management Inc. |
26 |
| BSW Wealth Partners |
26 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
26 |
| American National Registered Investment Advisor, Inc. |
26 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
26 |
| Mowery & Schoenfeld Wealth Management, LLC |
26 |
| JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
26 |
| New Wave Wealth Advisors Llc |
26 |
| Lyon Street Capital, LLC |
26 |
| Richard Bernstein Advisors LLC |
26 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
26 |
| MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
26 |
| Phoenix Wealth Advisors |
26 |
| Abc Arbitrage Sa |
26 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
26 |
| Engine No. 1 Llc |
26 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
26 |
| Stonehage Fleming (uk) Ltd |
26 |
| SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A |
26 |
| HNASX - HOMESTEAD FUNDS INC - Growth Fund |
26 |
| WESPAC Advisors SoCal, LLC |
26 |
| 9258 Wealth Management, LLC |
26 |
| Intercontinental Wealth Advisors, LLC |
26 |
| BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares |
26 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
26 |
| MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
26 |
| ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF |
26 |
| CastleArk Alternatives, LLC |
26 |
| TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
26 |
| Starboard Value LP |
26 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
26 |
| Semmax Financial Advisors Inc. |
26 |
| Wayfinding Financial, LLC |
26 |
| IMG Wealth Management, Inc. |
26 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
26 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
26 |
| Ramsey Quantitative Systems |
26 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
26 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
26 |
| General Motors Investment Management Corp |
26 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
26 |
| Jackson Wealth Management, LLC |
26 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
26 |
| Clark Wealth Partners |
26 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
26 |
| Omni Partners Llp |
26 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
26 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
26 |
| Tealwood Asset Management Inc |
26 |
| Fideuram - Intesa Sanpaolo Private Banking S.p.a. |
26 |
| Profunds - Profund Vp Internet |
26 |
| Geneva Partners, LLC |
26 |
| Register Financial Advisors LLC |
26 |
| Barrett Asset Management, LLC |
26 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
26 |
| Northwest Financial Advisors |
26 |
| QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A |
26 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
26 |
| JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
26 |
| Security National Trust Co |
26 |
| IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF |
26 |
| Cullinan Associates Inc |
26 |
| PCM Encore, LLC |
26 |
| Lion Street Advisors, LLC |
26 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
26 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
26 |
| Shinko Asset Management Co., Ltd. |
26 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
26 |
| INPIX - Profunds - Internet Ultrasector Profund Investor Class |
26 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
26 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
26 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
26 |
| CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES |
26 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
26 |
| Oxbow Advisors, LLC |
26 |
| Suvretta Capital Management, Llc |
26 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
26 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
26 |
| TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
26 |
| QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
26 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
26 |
| Icon Advisers Inc/co |
26 |
| Mine & Arao Wealth Creation & Management, LLC. |
26 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
26 |
| Thames Capital Management Llc |
26 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
26 |
| Professional Financial Advisors, LLC |
26 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
26 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
26 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
26 |
| USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
26 |
| Independent Solutions Wealth Management, LLC |
26 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
26 |
| Capital Investment Counsel, Inc |
26 |
| John Hancock Income Securities Trust |
26 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
26 |
| Amica Retiree Medical Trust |
26 |
| ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
26 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
26 |
| Dynamic Capital Management Ltd |
26 |
| Clayton Financial Group LLC |
26 |
| FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund |
26 |
| Meritage Group LP |
26 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
26 |
| TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
26 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
26 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
26 |
| Navalign, LLC |
26 |
| WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares |
26 |
| AM Squared Ltd |
26 |
| Cedar Capital, Llc |
26 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
26 |
| Zuckerman Investment Group, LLC |
26 |
| Kingdom Financial Group LLC. |
26 |
| Portus Wealth Advisors, LLC |
26 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
26 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
26 |
| Ascend Capital, Llc |
26 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
26 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
26 |
| Tiaa Trust, National Association |
26 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
26 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
26 |
| Qci Asset Management Inc/ny |
26 |
| Fairscale Capital, LLC |
26 |
| Conway Capital Management, Inc. |
26 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
26 |
| Wall Street Financial Group, Inc. |
26 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
26 |
| NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
26 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
26 |
| Aft, Forsyth & Company, Inc. |
26 |
| Verity Asset Management, Inc. |
26 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
26 |
| Palisade Asset Management, LLC |
26 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
26 |
| Twin Focus Capital Partners, Llc |
25 |
| Profunds - Profund Vp Ultramid-cap |
25 |
| Monarch Partners Asset Management LLC |
25 |
| Davidson Kempner Partners |
25 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
25 |
| Greenhouse Funds LLLP |
25 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
25 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
25 |
| EVR Research LP |
25 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
25 |
| Pathway Capital Management, Lp |
25 |
| Clarus Wealth Advisors |
25 |
| SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
25 |
| Siren, L.L.C. |
25 |
| WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
25 |
| Ibex Wealth Advisors |
25 |
| Tilia Fiduciary Partners, Inc. |
25 |
| PDS Planning, Inc |
25 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
25 |
| Kinneret Advisory, LLC |
25 |
| GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
25 |
| Hc Financial Advisors Inc |
25 |
| WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
25 |
| TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
25 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
25 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
25 |
| Concert Wealth Management Inc. |
25 |
| TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
25 |
| OpenArc Corporate Advisory, LLC |
25 |
| WFA of San Diego, LLC |
25 |
| NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A |
25 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
25 |
| Franklin Street Advisors Inc /nc |
25 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
25 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
25 |
| CR Intrinsic Investors, LLC |
25 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
25 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
25 |
| Old Point Trust & Financial Services N A |
25 |
| Wellington Shields & Co., LLC |
25 |
| CarsonAllaria Wealth Management, Ltd. |
25 |
| Affinity Investment Advisors, Llc |
25 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
25 |
| Cohen & Steers, Inc. |
25 |
| HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
25 |
| Bayban |
25 |
| Spdr S&p Midcap 400 Etf Trust |
25 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
25 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
25 |
| Rothschild Investment Corp /il |
25 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
25 |
| FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
25 |
| Reyes Financial Architecture, Inc. |
25 |
| ProVise Management Group, LLC |
25 |
| Abacus Wealth Partners, LLC |
25 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
25 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
25 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
25 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
25 |
| JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) |
25 |
| Inlight Wealth Management, LLC |
25 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
25 |
| Spears Abacus Advisors LLC |
25 |
| WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
25 |
| PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
25 |
| Essex Savings Bank |
25 |
| R&F Capital Advisors LP |
25 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
25 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
25 |
| AlphaCentric Advisors LLC |
25 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
25 |
| Gunderson Capital Management Inc. |
25 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
25 |
| Lebenthal Global Advisors, LLC |
25 |
| Gill Capital Partners, Llc |
25 |
| Elevated Capital Advisors, LLC |
25 |
| Blackstone / Gso Strategic Credit Fund |
25 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class |
25 |
| BIGY - ETF Series Solutions - Defiance Next Gen Big Data ETF |
25 |
| Heartwood Wealth Advisors LLC |
25 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
25 |
| Perella Weinberg Partners Capital Management LP |
25 |
| Board of the Pension Protection Fund |
25 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
25 |
| KERR FINANCIAL PLANNING Corp |
25 |
| Capitolis Liquid Global Markets LLC |
25 |
| Stansberry Asset Management, Llc |
25 |
| PNC Managed Account Solutions, Inc. |
25 |
| Kirtland Hills Capital Management, Llc |
25 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
25 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
25 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
25 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
25 |
| Howard Capital Management Inc. |
25 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
25 |
| Newfound Research LLC |
25 |
| FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
25 |
| Partners Group Private Equity (master Fund), Llc |
25 |
| Acumen Wealth Advisors, LLC |
25 |
| Bouvel Investment Partners, LLC |
25 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
25 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
25 |
| TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class |
25 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
25 |
| FSC Wealth Advisors, LLC |
25 |
| Beirne Wealth Consulting Services, LLC |
25 |
| Cutter & CO Brokerage, Inc. |
25 |
| Syverson Strege & Co |
25 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
25 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
25 |
| Elliott Management Corporation |
25 |
| PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
25 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
25 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
25 |
| Red Tortoise LLC |
25 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
25 |
| Wilkerson Advisory Group LLC |
25 |
| Full Sail Capital, LLC |
25 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
25 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
25 |
| Kassirer Asset Management Corp |
25 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
25 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
25 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
25 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
25 |
| Nicolet Bankshares Inc |
25 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
25 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
25 |
| RMG Wealth Management LLC |
25 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
25 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
25 |
| Perimeter Capital Partners, LLC |
25 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
25 |
| Odey Asset Management Group Ltd |
25 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
25 |
| Newbrook Capital Advisors LP |
25 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
25 |
| PayPay Securities Corp |
25 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
25 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
25 |
| Verde Servicos Internacionais S.A. |
25 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
25 |
| Polaris Wealth Advisory Group, LLC |
25 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
25 |
| ASB Consultores, LLC |
25 |
| B & T Capital Management DBA Alpha Capital Management |
25 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
25 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
25 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
25 |
| ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
25 |
| Great Lakes Retirement, Inc. |
25 |
| Nilsine Partners, LLC |
25 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
25 |
| Sandhill Capital Partners LLC |
25 |
| waypoint wealth counsel |
25 |
| Pekin Hardy Strauss, Inc. |
25 |
| TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
25 |
| OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A |
25 |
| BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
25 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
25 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
25 |
| NEOS Investment Management LLC |
25 |
| Mascagni Wealth Management, Inc. |
25 |
| WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
25 |
| Aviso Financial Inc. |
25 |
| Harvard Management Co Inc |
25 |
| Hills Bank & Trust Co |
25 |
| Force Hill Capital Management LP |
25 |
| Sapient Capital Llc |
25 |
| Opseu Pension Plan Trust Fund |
25 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
25 |
| Westport Resources Management Inc |
25 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
25 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
25 |
| VBCVX - VALIC Co I - Systematic Value Fund |
25 |
| Empirical Finance, LLC |
25 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
25 |
| Hohimer Wealth Management, Llc |
25 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
25 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
25 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
25 |
| ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
25 |
| Mizuho Trust & Banking Co., Ltd. |
25 |
| McClarren Financial Advisors, Inc. |
25 |
| Botty Investors LLC |
25 |
| Cpwm, Llc |
25 |
| Grimes & Company, Inc. |
25 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
25 |
| Sierra Summit Advisors Llc |
25 |
| 3 Factor Indexing, Llc |
25 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
25 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
25 |
| Abundance Wealth Counselors |
25 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
25 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
25 |
| Econ Financial Services Corp |
25 |
| Claybrook Capital, LLC |
25 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
25 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
25 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
25 |
| PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
25 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
25 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
25 |
| Vigilare Wealth Management |
25 |
| Wellesley Asset Management |
25 |
| Dara Capital Us, Inc. |
25 |
| AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
25 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
24 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
24 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
24 |
| CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
24 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
24 |
| Gitterman Wealth Management, LLC |
24 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
24 |
| Capstone Triton Financial Group, LLC |
24 |
| Jetstream Capital LLC |
24 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
24 |
| Veracity Capital LLC |
24 |
| Trust Asset Management LLC |
24 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
24 |
| DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
24 |
| QTUM - ETF Series Solutions - Defiance Quantum ETF |
24 |
| Hoover Financial Advisors, Inc. |
24 |
| Lakeview Capital Partners, LLC |
24 |
| Traynor Capital Management, Inc. |
24 |
| Western Pacific Wealth Management, LP |
24 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
24 |
| Iron Financial, LLC |
24 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
24 |
| Private Advisors, LLC |
24 |
| Walled Lake Planning & Wealth Management, Llc |
24 |
| Vazirani Asset Management LLC |
24 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
24 |
| FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares |
24 |
| INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND |
24 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
24 |
| Seelaus Asset Management LLC |
24 |
| FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF |
24 |
| PFS Partners, LLC |
24 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
24 |
| Crystalline Management Inc. |
24 |
| Marietta Investment Partners Llc |
24 |
| AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF |
24 |
| TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
24 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
24 |
| Anomaly Capital Management, LP |
24 |
| Piermont Capital Management LLC |
24 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
24 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
24 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
24 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
24 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
24 |
| ABN AMRO Bank N.V. |
24 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
24 |
| Weaver C. Barksdale & Associates, Inc. |
24 |
| Anchor Capital Advisors Llc |
24 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
24 |
| G&S Capital LLC |
24 |
| MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
24 |
| American Research & Management Co. |
24 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
24 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
24 |
| Insight Wealth Strategies, LLC |
24 |
| Atlantic Edge Private Wealth Management, LLC |
24 |
| TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
24 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
24 |
| NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
24 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
24 |
| FormulaFolio Investments, LLC |
24 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
24 |
| LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
24 |
| Basepoint Wealth LLC |
24 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
24 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
24 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
24 |
| AlphaStar Capital Management, LLC |
24 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
24 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
24 |
| Braun Stacey Associates Inc |
24 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
24 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
24 |
| Aureus Asset Management, LLC |
24 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
24 |
| Green Alpha Advisors, LLC |
24 |
| Richardson Capital Management LLC |
24 |
| Cranbrook Wealth Management, LLC |
24 |
| Financial Connections Group, Inc. |
24 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
24 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
24 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
24 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
24 |
| Aware Super Pty Ltd as trustee of Aware Super |
24 |
| FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF |
24 |
| Virtus Global Dividend & Income Fund Inc. |
24 |
| Williamson Legacy Group, LLC |
24 |
| Winslow Capital Management, LLC |
24 |
| Pillar Pacific Capital Management Llc |
24 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
24 |
| Bremer Trust National Association |
24 |
| SIH Partners, LLLP |
24 |
| Connable Office Inc |
24 |
| Lowe Wealth Advisors, LLC |
24 |
| Patton Fund Management, Inc. |
24 |
| GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
24 |
| Flow State Investments, L.P. |
24 |
| Harvey Capital Management Inc |
24 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
24 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
24 |
| VELA Funds - VELA Large Cap 130/30 Fund Class I |
24 |
| Blackstone / Gso Long-short Credit Income Fund |
24 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
24 |
| Ferox Capital Management LP |
24 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
24 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
24 |
| ANTIPODES PARTNERS Ltd |
24 |
| Comprehensive Financial Consultants Institutional, Inc. |
24 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
24 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
24 |
| PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares |
24 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
24 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
24 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
24 |
| SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class |
24 |
| Estate Counselors, LLC |
24 |
| National Wealth Management Group, LLC |
24 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
24 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
24 |
| KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
24 |
| HMS Capital Management, LLC |
24 |
| Principal Street Partners, LLC |
24 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
24 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
24 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
24 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
24 |
| Well Done, LLC |
24 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
24 |
| Barrow Hanley Mewhinney & Strauss Llc |
24 |
| BLPIX - Profunds - Bull Profund Investor Class |
24 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
24 |
| American Funds Insurance Series |
24 |
| IronBridge Private Wealth, LLC |
24 |
| Mizuho Markets Cayman LP |
24 |
| Soltis Investment Advisors LLC |
24 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
24 |
| Capricorn Fund Managers Ltd |
24 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
24 |
| Profunds - Profund Vp Mid-cap Growth |
24 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
24 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
24 |
| GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF |
24 |
| Decatur Capital Management, Inc. |
24 |
| Investment Research & Advisory Group, Inc. |
24 |
| Hobbs Group Advisors, LLC |
24 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
24 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
24 |
| Aprio Wealth Management, LLC |
24 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
24 |
| Able Wealth Management LLC |
24 |
| Patriot Investment Management Inc. |
24 |
| QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
24 |
| Alerus Financial Na |
24 |
| Toms Capital Investment Management Lp |
24 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
24 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
24 |
| Jamison Private Wealth Management, Inc. |
24 |
| Virginia Retirement System |
24 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
24 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
24 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
24 |
| Rocky Mountain Advisers, Llc |
24 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
24 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
24 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
24 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
24 |
| Miles Capital, Inc. |
24 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
24 |
| Wealth Architects, LLC |
24 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
24 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 |
24 |
| TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
24 |
| Sturgeon Ventures LLP |
24 |
| Xai Octagon Floating Rate & Alternative Income Term Trust |
24 |
| Liberty All Star Equity Fund |
24 |
| SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
24 |
| SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
24 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
24 |
| Taikang Asset Management (Hong Kong) Co Ltd |
24 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
24 |
| Reynolds Capital Management Llc |
24 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
24 |
| Trust Co Of Toledo Na /oh/ |
24 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
24 |
| DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF |
24 |
| MRP Capital Investments, LLC |
24 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
24 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
24 |
| TriaGen Wealth Management LLC |
24 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
24 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
24 |
| Cca Investments Trust |
24 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
24 |
| EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
24 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
24 |
| Think Investments LP |
24 |
| IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
24 |
| Wood Tarver Financial Group, LLC |
24 |
| Eubel Brady & Suttman Asset Management Inc |
24 |
| Planned Solutions, Inc. |
24 |
| Consolidated Planning Corp |
24 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
24 |
| Kalos Management, Inc. |
24 |
| QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
24 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
24 |
| POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares |
24 |
| LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
24 |
| Jackson Thornton Asset Management, Llc |
23 |
| Soviero Asset Management, LP |
23 |
| TPG Group Holdings (SBS) Advisors, Inc. |
23 |
| AWM Investment Company, Inc. |
23 |
| Nantahala Capital Management, LLC |
23 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
23 |
| OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio |
23 |
| PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
23 |
| Monetta Financial Services Inc |
23 |
| TrinityPoint Wealth, LLC |
23 |
| MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I |
23 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
23 |
| Davide Leone & Partners Investment Co Ltd. |
23 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
23 |
| Emancipation Management LLC |
23 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
23 |
| TB Alternative Assets Ltd. |
23 |
| AlTi Global, Inc. |
23 |
| First Trust High Yield Opportunities 2027 Term Fund |
23 |
| ROSS\JOHNSON & Associates LLC |
23 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
23 |
| PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
23 |
| Regatta Capital Group, Llc |
23 |
| Koss-Olinger Consulting, LLC |
23 |
| Manning & Napier Group, LLC |
23 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
23 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
23 |
| BlackRock ETF Trust - iShares Technology Opportunities Active ETF |
23 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
23 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
23 |
| Fedenia Advisers LLC |
23 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
23 |
| Equitec Specialists, Llc |
23 |
| Old North State Trust, LLC |
23 |
| RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
23 |
| UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class |
23 |
| Perpetual Investment Management Ltd |
23 |
| Susquehanna Advisors Group, Inc. |
23 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
23 |
| Profunds - Profund Vp Ultranasdaq-100 |
23 |
| QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF |
23 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
23 |
| Oak Harvest Investment Services |
23 |
| Peconic Partners Llc |
23 |
| Atala Financial Inc |
23 |
| VASMX - VALIC Co II - Small Cap Growth Fund |
23 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
23 |
| Stux Capital Management, LLC |
23 |
| QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares |
23 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
23 |
| Capital Investment Advisors, LLC |
23 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
23 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
23 |
| OTPIX - Profunds - Nasdaq-100 Profund Investor Class |
23 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
23 |
| Profunds - Profund Vp Nasdaq-100 |
23 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
23 |
| Reliance Trust Co Of Delaware |
23 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
23 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
23 |
| WestEnd Advisors, LLC |
23 |
| Accuvest Global Advisors |
23 |
| Platform Technology Partners |
23 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
23 |
| Samlyn Capital, Llc |
23 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
23 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
23 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
23 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
23 |
| Wintrust Investments Llc |
23 |
| Cornerstone Wealth Group, LLC |
23 |
| Bowling Portfolio Management LLC |
23 |
| Adams Diversified Equity Fund, Inc. |
23 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
23 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
23 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
23 |
| Lumature Wealth Partners, LLC |
23 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
23 |
| Liberty One Investment Management, Llc |
23 |
| FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF |
23 |
| BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
23 |
| VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
23 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
23 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
23 |
| RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity |
23 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
23 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
23 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
23 |
| Prio Wealth Limited Partnership |
23 |
| PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
23 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
23 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
23 |
| Nippon Life Global Investors Americas, Inc. |
23 |
| ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class |
23 |
| Pinnacle Summer Investments, Inc. |
23 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
23 |
| Alpha Cubed Investments, LLC |
23 |
| Private Capital Management, LLC |
23 |
| AnglePoint Asset Management Ltd |
23 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
23 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
23 |
| Graves-Light Private Wealth Management, Inc. |
23 |
| GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional |
23 |
| PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
23 |
| Good Life Advisors, LLC |
23 |
| Scopia Capital Management Lp |
23 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
23 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y |
23 |
| Sumitomo Mitsui Financial Group, Inc. |
23 |
| SILVER OAK SECURITIES, Inc |
23 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
23 |
| Czech National Bank |
23 |
| Douglass Winthrop Advisors, LLC |
23 |
| Dimension Capital Management Llc |
23 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
23 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
23 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
23 |
| Sheets Smith Investment Management |
23 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
23 |
| Athena Capital Advisors Llc |
23 |
| VCNIX - VALIC Co I - Nasdaq-100 Index Fund |
23 |
| McElhenny Sheffield Capital Management, LLC |
23 |
| Dialectic Capital Management, Lp |
23 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
23 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
23 |
| Sentinel Asset Management, Inc. |
23 |
| Robeco Schweiz AG |
23 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
23 |
| RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H |
23 |
| Alamar Capital Management, LLC |
23 |
| Bedell Frazier Investment Counseling, LLC |
23 |
| Lake Street Financial Llc |
23 |
| Scoggin Management Lp |
23 |
| Estabrook Capital Management |
23 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
23 |
| TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
23 |
| Adalta Capital Management LLC |
23 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
23 |
| QLD - PROSHARES TRUST - ProShares Ultra QQQ |
23 |
| Ark Investment Management Llc |
23 |
| Boston Family Office Llc |
23 |
| Empirical Asset Management, LLC |
23 |
| Robbins Farley Llc |
23 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
23 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
23 |
| RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
23 |
| Palumbo Wealth Management LLC |
23 |
| Alliancebernstein Global High Income Fund Inc |
23 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
23 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
23 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
23 |
| BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K |
23 |
| KG&L Capital Management,LLC |
23 |
| NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
23 |
| Pathway Financial Advisers, LLC |
23 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
23 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
23 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
23 |
| Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio |
23 |
| Sc Us (ttgp), Ltd. |
23 |
| First Growth Investment Manager LP |
23 |
| Munro Partners |
23 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
23 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
23 |
| Fulton Breakefield Broenniman Llc |
23 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
23 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
23 |
| AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
23 |
| CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
23 |
| RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity |
23 |
| Blue Rock Advisors, LLC |
23 |
| Occidental Asset Management, LLC |
23 |
| Shaker Investments Llc/oh |
23 |
| Flight Deck Capital, LP |
23 |
| TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF |
23 |
| Hexavest Inc. |
23 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
23 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
23 |
| Monetary Management Group Inc |
23 |
| Trillium Asset Management, Llc |
23 |
| NLB Skladi, upravljanje premozenja, d.o.o. |
23 |
| Old Second National Bank Of Aurora |
23 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
23 |
| USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund |
23 |
| AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S |
23 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
23 |
| CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF |
23 |
| MADDEN SECURITIES Corp |
23 |
| ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
23 |
| Blackrock Master Llc |
23 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
23 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
23 |
| Weatherly Asset Management L. P. |
23 |
| Optimal Asset Management, Inc. |
23 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
23 |
| Fft Wealth Management Llc |
23 |
| HHR Asset Management, LLC |
23 |
| RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class |
23 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
23 |
| David J Yvars Group |
23 |
| Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
23 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
23 |
| FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
23 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
23 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
23 |
| Human Investing LLC |
23 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
23 |
| RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A |
23 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
23 |
| Rotella Capital Management, Inc. |
23 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
23 |
| Mount Lucas Management LP |
23 |
| Whitener Capital Management, Inc. |
23 |
| Canada Post Corp Registered Pension Plan |
23 |
| VAPPX - VALIC Co I - Capital Appreciation Fund |
23 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
23 |
| TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
23 |
| TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ |
23 |
| Meramec Financial Planners, LLC |
23 |
| Foresters Investment Management Company, Inc. |
23 |
| Sand Hill Global Advisors, LLC |
23 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
23 |
| Thomas White International Ltd |
23 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
23 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
23 |
| QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund |
23 |
| FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund |
23 |
| Curian Capital Llc |
23 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
23 |
| LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
23 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
23 |
| Braun-Bostich & Associates Inc. |
23 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
23 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
23 |
| Dixon Hubard Feinour & Brown Inc/va |
23 |
| Eaton Vance Floating-rate Income Plus Fund |
23 |
| PENN SERIES FUNDS INC - Index 500 Fund |
23 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
23 |
| Coastline Trust Co |
23 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
23 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
23 |
| Family Firm, Inc. |
23 |
| ThornTree Capital Partners LP |
23 |
| Masso Torrence Wealth Management Inc. |
23 |
| Invesco Qqq Trust, Series 1 |
23 |
| NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares |
23 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
23 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
23 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
23 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
23 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
23 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
23 |
| Acorn Financial Advisory Services Inc /adv |
23 |
| PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF |
23 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
23 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
23 |
| Spdr S&p 500 Etf Trust |
23 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
23 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
23 |
| VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I |
23 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
23 |
| Fwl Investment Management, Llc |
23 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
23 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
23 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
23 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
23 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
23 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
23 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
23 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
23 |
| Trilogy Capital Inc. |
23 |
| Sageworth Trust Co of South Dakota |
22 |
| Caisse Des Depots Et Consignations |
22 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
22 |
| Summitry Llc |
22 |
| Clear Investment Research, Llc |
22 |
| Hl Financial Services Llc |
22 |
| Torray Llc |
22 |
| Tectonic Advisors Llc |
22 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
22 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
22 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
22 |
| APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A |
22 |
| SeaTown Holdings Pte. Ltd. |
22 |
| VSTIX - VALIC Co I - Stock Index Fund |
22 |
| CGC Financial Services, LLC |
22 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
22 |
| FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
22 |
| Legacy Capital Group California, Inc. |
22 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
22 |
| Alydar Partners Llc |
22 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
22 |
| EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
22 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
22 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
22 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
22 |
| Delta Lloyd Asset Management N.v. |
22 |
| Putney Financial Group LLC |
22 |
| Annex Advisory Services, LLC |
22 |
| Potomac Capital Management, Inc. |
22 |
| JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV |
22 |
| Solaris Asset Management Llc |
22 |
| Paragon Capital Management Ltd |
22 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
22 |
| Citizens Business Bank |
22 |
| WATWX - WANGER ADVISORS TRUST - Wanger Select |
22 |
| Vanguard Convertible Securities Fund |
22 |
| GFS Advisors, LLC |
22 |
| Triangle Securities Wealth Management |
22 |
| WCG Wealth Advisors LLC |
22 |
| Selz Capital LLC |
22 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
22 |
| Menora Mivtachim Holdings Ltd. |
22 |
| Islay Capital Management, Llc |
22 |
| WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
22 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
22 |
| Vision Retirement, LLC |
22 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
22 |
| VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares |
22 |
| Integre Asset Management, LLC |
22 |
| MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I |
22 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
22 |
| Gyl Financial Synergies, Llc |
22 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
22 |
| Northwest Wealth Management, Llc |
22 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
22 |
| Ulysses Management LLC |
22 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
22 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
22 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
22 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
22 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 |
22 |
| Noked Israel Ltd |
22 |
| Oak Grove Capital LLC |
22 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
22 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
22 |
| Anatole Investment Management Ltd |
22 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
22 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
22 |
| Profunds - Profund Vp Ultrabull |
22 |
| Profunds - Profund Vp Bull |
22 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
22 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
22 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
22 |
| Wealthsource Partners, Llc |
22 |
| McCarthy Asset Management, Inc. |
22 |
| Ewing Morris & Co. Investment Partners Ltd. |
22 |
| Main Street Research LLC |
22 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
22 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
22 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
22 |
| Synergy Investment Management, LLC |
22 |
| Great Diamond Partners, LLC |
22 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
22 |
| Maryland Capital Advisors Inc. |
22 |
| TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund |
22 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
22 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
22 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
22 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
22 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
22 |
| SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF |
22 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
22 |
| Noble Wealth Management PBC |
22 |
| PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A |
22 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
22 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
22 |
| Bruderman Asset Management, LLC |
22 |
| MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I |
22 |
| Smallcap World Fund Inc |
22 |
| QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF |
22 |
| Element Pointe Advisors, Llc |
22 |
| PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A |
22 |
| LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares |
22 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
22 |
| Texas Capital Bank Wealth Management Services Inc |
22 |
| Elmwood Wealth Management, Inc. |
22 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
22 |
| BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
22 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
22 |
| Maridea Wealth Management LLC |
22 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
22 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
22 |
| Game Plan Financial Advisors, LLC |
22 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
22 |
| JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) |
22 |
| Vanderbilt University |
22 |
| Apollo Senior Floating Rate Fund Inc. |
22 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
22 |
| Buckland Partners Management Co LLC |
22 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
22 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
22 |
| Nicolet Advisory Services, Llc |
22 |
| TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial |
22 |
| Moseley Investment Management Inc |
22 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
22 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
22 |
| Bremer Bank National Association |
22 |
| FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class |
22 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
22 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
22 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
22 |
| Strategy Asset Managers Llc |
22 |
| MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
22 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
22 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
22 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
22 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
22 |
| Profunds - Profund Vp Small-cap Growth |
22 |
| Ironwood Investment Management Llc |
22 |
| Wealth Management Associates, Inc. |
22 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
22 |
| Knightsbridge Asset Management, Llc |
22 |
| Proem Advisors LLC |
22 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
22 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
22 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
22 |
| Lanexa Management, Llc |
22 |
| Genus Capital Management Inc. |
22 |
| WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A |
22 |
| Gwn Securities Inc. |
22 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
22 |
| Crestwood Capital Management, L.P. |
22 |
| Wd Rutherford Llc |
22 |
| LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A |
22 |
| New England Capital Financial Advisors LLC |
22 |
| IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A |
22 |
| LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF |
22 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
22 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
22 |
| PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
22 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
22 |
| FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
22 |
| SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
22 |
| GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional |
22 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
22 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
22 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
22 |
| Mufg Securities Americas Inc. |
22 |
| Cumberland Partners Ltd |
22 |
| AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
22 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
22 |
| Lingohr & Partner Asset Management GmbH |
22 |
| Marshall Financial Group LLC |
22 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
22 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
22 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
22 |
| Softbank Group Corp |
22 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
22 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
22 |
| Gilliland Jeter Wealth Management LLC |
22 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
22 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
22 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
22 |
| Kazazian Asset Management, LLC |
22 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
22 |
| Wright Investors Service Inc |
22 |
| BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
22 |
| WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
22 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
22 |
| Bdf-gestion |
22 |
| BlackRock ETF Trust - BlackRock Future Innovators ETF |
22 |
| Paragon Wealth Strategies, LLC |
22 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
22 |
| Keystone Financial Group |
22 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
22 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
22 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
22 |
| FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF |
22 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
22 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
22 |
| Millstone Evans Group, LLC |
22 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
22 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
22 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
22 |
| Hillhouse Capital Advisors, Ltd. |
22 |
| FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
22 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
22 |
| Barnett & Company, Inc. |
22 |
| Oaktree Fund Advisors, LLC |
22 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
22 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
22 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
22 |
| Brookside Capital Management Llc |
22 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
22 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
22 |
| Fidelity Multi-Strategy Credit Fund |
22 |
| Garda Capital Partners Lp |
22 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
22 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
22 |
| FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
22 |
| Lavaca Capital Llc |
22 |
| Fort Point Capital Partners LLC |
22 |
| Linden Capital L.P. |
22 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
22 |
| DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
22 |
| JTC Employer Solutions Trusteee Ltd |
22 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
22 |
| Paradigm Financial Advisors, LLC |
22 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
22 |
| Ophir Asset Management Pty Ltd |
22 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
22 |
| BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class |
22 |
| JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
22 |
| Personal Wealth Partners |
22 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
22 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
22 |
| Financial Avengers, Inc. |
22 |
| CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF |
22 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
22 |
| Cat Rock Capital Management Lp |
22 |
| QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF |
22 |
| HighTower Trust Services, LTA |
22 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
22 |
| Pictet & Cie (Europe) SA |
22 |
| HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF |
22 |
| Rs Investment Trust |
22 |
| Canandaigua National Bank & Trust Co |
22 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
22 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
22 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
22 |
| CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF |
22 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
22 |
| Copper Rock Capital Partners, LLC |
22 |
| Parvin Asset Management, LLC |
22 |
| BankPlus Trust Department |
22 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
22 |
| Tabor Asset Management, LP |
22 |
| WESPAC Advisors, LLC |
22 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
22 |
| DSC Advisors, L.P. |
22 |
| DCM Advisors, LLC |
22 |
| Comprehensive Financial Management LLC |
22 |
| Shelton Wealth Management, Llc |
22 |
| 1 North Wealth Services Llc |
22 |
| Evolution Wealth Management Inc. |
22 |
| SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund |
21 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
21 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
21 |
| JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV |
21 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
21 |
| Cypress Point Investment Management Lp |
21 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
21 |
| GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
21 |
| Security National Bank |
21 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. |
21 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
21 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
21 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
21 |
| Ambassador Advisors, LLC |
21 |
| RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares |
21 |
| WoodTrust Financial Corp |
21 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
21 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
21 |
| HCR Wealth Advisors |
21 |
| SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
21 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
21 |
| Gillson Capital LP |
21 |
| Premier Path Wealth Partners, LLC |
21 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
21 |
| Dixon Mitchell Investment Counsel Inc. |
21 |
| HBW Advisory Services LLC |
21 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
21 |
| Hoxton Financial, Inc. |
21 |
| Alaska Permanent Fund Corp |
21 |
| F3Logic, LLC |
21 |
| Gries Financial Llc |
21 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
21 |
| Safeguard Investment Advisory Group, LLC |
21 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
21 |
| AMG National Trust Bank |
21 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
21 |
| PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF |
21 |
| MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
21 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
21 |
| Brick & Kyle, Associates |
21 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
21 |
| Regency Capital Management Inc.\DE |
21 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard |
21 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
21 |
| Boreal Capital Management LLC |
21 |
| a16z Perennial Management, L.P. |
21 |
| Everpar Advisors Llc |
21 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
21 |
| Quotient Wealth Partners, LLC |
21 |
| Evergreen Private Wealth LLC |
21 |
| Invst, LLC |
21 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
21 |
| Allianzgi Convertible & Income 2024 Target Term Fund |
21 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
21 |
| Horizon Investment Services, LLC |
21 |
| Glenview Trust Co |
21 |
| TradeLink Global Equity LLC |
21 |
| MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
21 |
| Winthrop Capital Management, LLC |
21 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
21 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
21 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
21 |
| Westwood Management Corp /il/ |
21 |
| Nano Cap New Millennium Growth Fund L P |
21 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
21 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
21 |
| PRNT - Ark ETF Trust - The 3D Printing ETF |
21 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
21 |
| IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
21 |
| VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
21 |
| HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
21 |
| Untitled Investments Lp |
21 |
| PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I |
21 |
| Keudell/Morrison Wealth Management |
21 |
| Verdad Advisers, LP |
21 |
| Punch & Associates Investment Management, Inc. |
21 |
| Quantum Private Wealth, LLC |
21 |
| CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
21 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
21 |
| Pax World Management Llc |
21 |
| CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
21 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
21 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
21 |
| Harbor Financial Services, Llc |
21 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
21 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
21 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
21 |
| Kraematon Investment Advisors, Inc |
21 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
21 |
| Nuveen S&p 500 Buywrite Income Fund |
21 |
| Nuveen Diversified Dividend & Income Fund |
21 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
21 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
21 |
| Green Square Capital Advisors Llc |
21 |
| Northeast Financial Consultants Inc |
21 |
| Titleist Asset Management, Llc |
21 |
| Quaero Capital S.A. |
21 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
21 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
21 |
| Quadcap Wealth Management, LLC |
21 |
| Atlas Private Wealth Management |
21 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
21 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
21 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
21 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
21 |
| Moser Wealth Advisors, LLC |
21 |
| Hatteras Alternative Mutual Funds, LLC |
21 |
| Morningstar Investment Services LLC |
21 |
| Osborne Partners Capital Management, Llc |
21 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
21 |
| Volterra Technologies LP |
21 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
21 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
21 |
| Advent International Corp/ma |
21 |
| Alpha Square Group S, LLC |
21 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
21 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
21 |
| Transamerica Partners Portfolios |
21 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
21 |
| Transamerica Partners Funds Group Ii |
21 |
| Sage Rhino Capital Llc |
21 |
| Transamerica Partners Funds Group |
21 |
| EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A |
21 |
| Forward Management, LLC |
21 |
| MONTX - MONETTA TRUST - Monetta Fund |
21 |
| Munder Capital Management |
21 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
21 |
| Laidlaw Wealth Management LLC |
21 |
| Burt Wealth Advisors |
21 |
| Antonetti Capital Management LLC |
21 |
| SCS Capital Management LLC |
21 |
| Capitolis Liquid Global Markets Llc |
21 |
| Meru Capital Group, LP |
21 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
21 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
21 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
21 |
| CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
21 |
| Woodmont Investment Counsel Llc |
21 |
| Tiger Eye Capital LLC |
21 |
| Sunstone Asset Management, L.P. |
21 |
| Ares Systematic Credit Ltd |
21 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
21 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
21 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
21 |
| Fairman Group, LLC |
21 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
21 |
| GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class |
21 |
| Kaizen Financial Strategies |
21 |
| Wildcat Capital Management, LLC |
21 |
| Seven Grand Managers, Llc |
21 |
| Zwj Investment Counsel Inc |
21 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
21 |
| Virtus Global Multi-sector Income Fund |
21 |
| Foster Dykema Cabot & Co Inc/ma |
21 |
| Koesten, Hirschmann & Crabtree, INC. |
21 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
21 |
| QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF |
21 |
| Twin Securities, Inc. |
21 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
21 |
| Fox Hill Wealth Management |
21 |
| Davidson Capital Management Inc. |
21 |
| Calamos Long/Short Equity & Dynamic Income Trust |
21 |
| Bahl & Gaynor Inc |
21 |
| QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF |
21 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
21 |
| Connective Portfolio Management, LLC |
21 |
| F&C Asset Management plc |
21 |
| Glenview Capital Management, Llc |
21 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
21 |
| VGI Partners Ltd |
21 |
| Baron Wealth Management LLC |
21 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
21 |
| QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF |
21 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
21 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
21 |
| Kensico Capital Management Corp |
21 |
| Taylor Frigon Capital Management LLC |
21 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
21 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
21 |
| Fpc Investment Advisory, Inc. |
21 |
| Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
21 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
21 |
| Palestra Capital Management LLC |
21 |
| Mjp Associates Inc /adv |
21 |
| Texas Capital Bancshares Inc/tx |
21 |
| Aviance Capital Partners, LLC |
21 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
21 |
| SBI Okasan Asset Management Co.Ltd. |
21 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
21 |
| Woodstock Corp |
21 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
21 |
| Guidance Point Advisors, LLC |
21 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
21 |
| QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF |
21 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
21 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
21 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
21 |
| CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
21 |
| Bessemer Securities Llc |
21 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
21 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
21 |
| Cunning Capital Partners, LP |
21 |
| Meridian Wealth Advisors, LLC |
21 |
| CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
21 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
21 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
21 |
| Spyglass Capital Management Llc |
21 |
| MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
21 |
| Advocate Investing Services LLC |
21 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
21 |
| Argos Wealth Advisors, LLC |
21 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
21 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
21 |
| Totem Point Management, LLC |
21 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
21 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
21 |
| GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF |
21 |
| Burren Capital Advisors Ltd |
21 |
| Sylebra Capital Ltd |
21 |
| TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
21 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
21 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
21 |
| U S Global Investors Inc |
21 |
| Jacob Asset Management Of New York Llc |
21 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
21 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
21 |
| Corsair Capital Management, L.p. |
21 |
| Profunds - Profund Vp Small-cap Value |
21 |
| Profunds - Profund Vp Large-cap Growth |
21 |
| Guardian Life Insurance Co Of America |
21 |
| Net Worth Advisory Group |
21 |
| Capital Group Investment Management Pte. Ltd. |
21 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
21 |
| Titleist Asset Management, Ltd. |
21 |
| Matarin Capital Management, LLC |
21 |
| Lannebo Fonder Ab |
21 |
| Brand Asset Management Group, Inc. |
21 |
| Accredited Wealth Management, LLC |
21 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
21 |
| Texas Yale Capital Corp. |
21 |
| Onefund, Llc |
21 |
| Generation Investment Management Llp |
21 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
21 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
21 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
21 |
| Ashfield Capital Partners, LLC |
21 |
| DDD Partners, LLC |
21 |
| AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF |
21 |
| Northpointe Capital Llc |
21 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
21 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
21 |
| Altium Wealth Management LLC |
21 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
21 |
| Redmond Asset Management, LLC |
21 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
21 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
21 |
| MBM Wealth Consultants, LLC |
21 |
| Private Portfolio Partners Llc |
21 |
| Abound Financial, Llc |
21 |
| Cercano Management LLC |
21 |
| Topline Capital Management, LLC |
21 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
21 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
21 |
| MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A |
21 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
21 |
| Divisadero Street Capital Management, LP |
21 |
| PSWD - DBX ETF TRUST - Xtrackers Cybersecurity Select Equity ETF |
21 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
21 |
| Maseco Llp |
21 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
21 |
| CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class |
21 |
| Sfmg, Llc |
21 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
21 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
21 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
21 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
21 |
| Crescent Grove Advisors, LLC |
21 |
| Advanced Series Trust - Ast International Growth Portfolio |
21 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
20 |
| DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund |
20 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
20 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
20 |
| Overland Advisors, LLC |
20 |
| Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund |
20 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
20 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
20 |
| Osborn Rohs Williams & Donohoe Ltd |
20 |
| Gruber & Mcbaine Capital Management Llc |
20 |
| SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
20 |
| Wallace Advisory Group, LLC |
20 |
| Bainco International Investors |
20 |
| NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF |
20 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
20 |
| denkapparat Operations GmbH |
20 |
| Roberts Glore & Co Inc /il/ |
20 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
20 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
20 |
| Maryland Capital Management |
20 |
| Wall Street Access Asset Management, LLC |
20 |
| Invesco Dynamic Credit Opportunities Fund |
20 |
| WMG Financial Advisors, LLC |
20 |
| Argonautica Private Wealth Management, Inc |
20 |
| ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A |
20 |
| Must Asset Management Inc. |
20 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
20 |
| Empire Life Investments Inc. |
20 |
| Silver Rock Financial LP |
20 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
20 |
| Doliver Advisors, Lp |
20 |
| Q Global Advisors, LLC |
20 |
| Lapides Asset Management, LLC |
20 |
| Crowley Wealth Management, Inc. |
20 |
| Greenvale Capital LLP |
20 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
20 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
20 |
| NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
20 |
| Carleon Capital Partners LLC |
20 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
20 |
| Voss Capital, LLC |
20 |
| Reynders McVeigh Capital Management, LLC |
20 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
20 |
| Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF |
20 |
| Kesler, Norman & Wride, LLC |
20 |
| Cohen Capital Management, Inc. |
20 |
| Kiker Wealth Management, LLC |
20 |
| KAMES CAPITAL plc |
20 |
| Herold Advisors, Inc. |
20 |
| EdgeRock Capital LLC |
20 |
| WIREX - PFS FUNDS - Wireless Fund |
20 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
20 |
| Wealth Management Partners, LLC |
20 |
| APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
20 |
| PKO Investment Management Joint-Stock Co |
20 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
20 |
| COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
20 |
| Grey Street Capital, LLC |
20 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
20 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
20 |
| Candlestick Capital Management LP |
20 |
| SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 |
20 |
| Dock Street Asset Management Inc |
20 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
20 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
20 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
20 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
20 |
| Pinnacle Holdings, LLC |
20 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
20 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
20 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
20 |
| JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A |
20 |
| Raging Capital Management, LLC |
20 |
| Foxhaven Asset Management, LP |
20 |
| JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
20 |
| Clark Estates Inc/ny |
20 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
20 |
| Jupiter Wealth Management LLC |
20 |
| TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I |
20 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
20 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
20 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
20 |
| Gw Henssler & Associates Ltd |
20 |
| ZVGNX - Trust for Advised Portfolios - Zevenbergen Genea Fund Investor Class |
20 |
| Tema Etfs Llc |
20 |
| Cheviot Value Management, LLC |
20 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
20 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
20 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
20 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
20 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
20 |
| Sachem Head Capital Management LP |
20 |
| HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class |
20 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
20 |
| Azimuth Capital Management LLC |
20 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
20 |
| Sarasin & Partners LLP |
20 |
| Jet Capital Investors L P |
20 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
20 |
| BTC Capital Management, Inc. |
20 |
| Kinetic Partners Management, LP |
20 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
20 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
20 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
20 |
| Lord Abbett Developing Growth Fund, Inc. |
20 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
20 |
| Core Wealth Advisors, Llc |
20 |
| FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
20 |
| Imprint Wealth LLC |
20 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
20 |
| AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 |
20 |
| Oslo Pensjonsforsikring AS |
20 |
| Evelyn Partners Investment Management LLP |
20 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
20 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
20 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
20 |
| Alaethes Wealth LLC |
20 |
| RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF |
20 |
| Harbor Spring Capital, LLC |
20 |
| Greenspring Associates, LLC |
20 |
| Ithaka Group Llc |
20 |
| GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class |
20 |
| Ewa, Llc |
20 |
| MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A |
20 |
| Sanctuary Wealth Management, L.L.C. |
20 |
| Firestone Capital Management |
20 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
20 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
20 |
| Cyndeo Wealth Partners, LLC |
20 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
20 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
20 |
| Pvg Asset Management Corp |
20 |
| Ivy Lane Capital Management, Llc |
20 |
| Huntleigh Advisors, Inc. |
20 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
20 |
| Apex Capital Management |
20 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
20 |
| Wsfs Capital Management, Llc |
20 |
| Regents Of The University Of California |
20 |
| Luken Investment Analytics, LLC |
20 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
20 |
| Holistic Financial Partners |
20 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
20 |
| Three Seasons Wealth, LLC |
20 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
20 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
20 |
| Greenline Partners, LLC |
20 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
20 |
| Kalmar Investments Inc /de/ |
20 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class |
20 |
| Century Capital Management, LLC |
20 |
| Balasa Dinverno & Foltz Llc |
20 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
20 |
| APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C |
20 |
| Norway Savings Bank |
20 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
20 |
| Orrstown Financial Services Inc |
20 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
20 |
| IATAX - IVY FUNDS - Ivy Accumulative Fund Class A |
20 |
| JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
20 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
20 |
| Ninety One North America, Inc. |
20 |
| FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
20 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
20 |
| Santori & Peters, Inc. |
20 |
| Brighthouse Funds Trust II - Jennison Growth Portfolio Class A |
20 |
| North Run Capital, Lp |
20 |
| Archon Partners LLC |
20 |
| FTEKX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Technology Fund |
20 |
| Modern Wealth Management, LLC |
20 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
20 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
20 |
| Williams Jones & Associates LLC |
20 |
| Curated Wealth Partners LLC |
20 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
20 |
| James Hambro & Partners |
20 |
| WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
20 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
20 |
| PFG Private Wealth Management, LLC |
20 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
20 |
| CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund |
20 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
20 |
| VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
20 |
| Cannell Capital Llc |
20 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
20 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
20 |
| Keenan Capital, LLC |
20 |
| JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
20 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
20 |
| Abbrea Capital, LLC |
20 |
| TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF |
20 |
| Allegiance Financial Group Advisory Services LLC |
20 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
20 |
| First Heartland Consultants, Inc. |
20 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
20 |
| Blackhawk Capital Partners LLC. |
20 |
| Centricity Wealth Management, LLC |
20 |
| QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund |
20 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
20 |
| Harvey Partners, LLC |
20 |
| Perennial Advisors, LLC |
20 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
20 |
| Integrity Alliance, Llc. |
20 |
| Pimco Corporate & Income Opportunity Fund |
20 |
| Titan Global Capital Management Usa Llc |
20 |
| Wealth Effects Llc |
20 |
| PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class |
20 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
20 |
| KRMA - Global X Funds - Global X Conscious Companies ETF |
20 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
20 |
| Mastrapasqua Asset Management Inc |
20 |
| JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF |
20 |
| TUG - Listed Funds Trust - STF Tactical Growth ETF |
20 |
| QTR Family Wealth, LLC |
20 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
20 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
20 |
| AJOVista, LLC |
20 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
20 |
| Trium Capital LLP |
20 |
| Corient IA LLC |
20 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
20 |
| TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
20 |
| Carroll Investors, Inc |
20 |
| Arista Wealth Management, LLC |
20 |
| Vienna Asset Management LLC |
20 |
| Kayak Investment Partners LLC |
20 |
| NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A |
20 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
20 |
| FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF |
20 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
20 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
20 |
| Meristem Family Wealth, LLC |
20 |
| MASTERINVEST Kapitalanlage GmbH |
20 |
| Piershale Financial Group, Inc. |
20 |
| PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
20 |
| Cleararc Capital Inc |
20 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF |
20 |
| 40 North Management LLC |
20 |
| Sterling Ridge Capital Management LP |
20 |
| CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A |
20 |
| Quadrant Private Wealth Management, LLC |
20 |
| Integrated Core Strategies (us) Llc |
20 |
| LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
20 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
20 |
| Golden Green, Inc. |
20 |
| CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class |
20 |
| JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
20 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
20 |
| KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares |
20 |
| Visionary Asset Management, Inc. |
20 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
20 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
20 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
20 |
| SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF |
20 |
| Mfs Multimarket Income Trust |
20 |
| Lavelle Capital Lp |
20 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
20 |
| Cognios Capital, LLC |
20 |
| MTCGX - M FUND INC - M Large Cap Growth Fund |
20 |
| CTC Capital Management, LLC |
20 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
20 |
| Gladstone Capital Management LLP |
20 |
| Sienna Gestion |
20 |
| Knuff & Co LLC |
20 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
20 |
| CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
20 |
| University Of Notre Dame Du Lac |
20 |
| Gagnon Advisors, LLC |
20 |
| 3G Capital Partners LP |
20 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
20 |
| Lockheed Martin Investment Management Co |
20 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
20 |
| TCLD - Managed Portfolio Series - Tortoise Cloud Infrastructure Fund |
19 |
| Caliber Wealth Management, Llc |
19 |
| Richard W. Paul & Associates, LLC |
19 |
| Strategic Financial Concepts, LLC |
19 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
19 |
| Daiwa SB Investments Ltd. |
19 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
19 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
19 |
| New Republic Capital, LLC |
19 |
| Eaton Vance Enhanced Equity Income Fund Ii |
19 |
| PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I |
19 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
19 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
19 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
19 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
19 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
19 |
| Connor Clark & Lunn Investment Management Ltd |
19 |
| Leavell Investment Management, Inc. |
19 |
| Benchmark Investment Advisors LLC |
19 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
19 |
| Birch Grove Capital LP |
19 |
| New Hampshire Trust |
19 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
19 |
| Evelyn Partners Asset Management Ltd |
19 |
| ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class |
19 |
| Papamarkou Wellner Asset Management inc. |
19 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
19 |
| Inverness Counsel Llc /ny/ |
19 |
| Shufro Rose & Co Llc |
19 |
| Dagco, Inc. |
19 |
| Octahedron Capital Management L.P. |
19 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
19 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
19 |
| TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares |
19 |
| Sound View Wealth Advisors Group, LLC |
19 |
| MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
19 |
| LifePro Asset Management |
19 |
| Rampart Investment Management Company, LLC |
19 |
| Smallwood Wealth Investment Management, LLC |
19 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
19 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
19 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
19 |
| May Hill Capital, LLC |
19 |
| SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A |
19 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
19 |
| Bellevue Group AG |
19 |
| Ridgeworth Funds |
19 |
| FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
19 |
| Putnam High Income Securities Fund |
19 |
| Israel Discount Bank of New York |
19 |
| Advocacy Wealth Management Services, LLC |
19 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
19 |
| NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A |
19 |
| FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF |
19 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
19 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
19 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
19 |
| BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I |
19 |
| Stonebridge Capital Management Inc |
19 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
19 |
| JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF |
19 |
| FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. |
19 |
| AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 |
19 |
| PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
19 |
| Ninety One SA (PTY) Ltd |
19 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
19 |
| Varenne Capital Partners |
19 |
| Saranac Partners Ltd |
19 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
19 |
| Institutional Investment Strategy Fund |
19 |
| Oxford Financial Group Ltd |
19 |
| Lee Capital Asset Management Llc |
19 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
19 |
| Joseph Group Capital Management |
19 |
| DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
19 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
19 |
| GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A |
19 |
| Systematic Alpha Investments, LLC |
19 |
| Homrich & Berg |
19 |
| TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
19 |
| Private Capital Advisors, Inc. |
19 |
| First National Trust Co |
19 |
| Masters Capital Management Llc |
19 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
19 |
| Bravera Wealth |
19 |
| Corvex Management LP |
19 |
| Circumference Group LLC |
19 |
| Kempen Capital Management N.v. |
19 |
| Credit Capital Investments LLC |
19 |
| CI Global Investments Inc. |
19 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
19 |
| BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional |
19 |
| WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF |
19 |
| Apollo Tactical Income Fund Inc. |
19 |
| South Shore Capital Advisors |
19 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
19 |
| IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
19 |
| Legg Mason Investment Counsel, LLC |
19 |
| Argent Advisors, Inc. |
19 |
| Bordeaux Wealth Advisors LLC |
19 |
| BTG Pactual Asset Management US LLC |
19 |
| MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
19 |
| ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
19 |
| Campbell Capital Management Inc |
19 |
| BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio |
19 |
| Sax Wealth Advisors, Llc |
19 |
| True North Advisors, LLC |
19 |
| Roman Butler Fullerton & Co |
19 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
19 |
| Kaizen Advisory, Llc |
19 |
| Cota Capital Management, LLC |
19 |
| Southeast Asset Advisors Inc. |
19 |
| Bristlecone Advisors, LLC |
19 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
19 |
| Brave Asset Management Inc |
19 |
| TFB Advisors LLC |
19 |
| TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares |
19 |
| Financial Engines Advisors L.L.C. |
19 |
| Voya Global Advantage & Premium Opportunity Fund |
19 |
| ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
19 |
| Allen Operations Llc |
19 |
| Global Assets Advisory, LLC |
19 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
19 |
| MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
19 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
19 |
| IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF |
19 |
| Yong Rong (HK) Asset Management Ltd |
19 |
| Legacy Capital Wealth Partners, LLC |
19 |
| Quotient Investors, LLC |
19 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
19 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
19 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
19 |
| Willingdon Wealth Management |
19 |
| IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
19 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
19 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
19 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
19 |
| WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF |
19 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
19 |
| Emerson Point Capital Lp |
19 |
| Core Wealth Advisors, Inc. |
19 |
| EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
19 |
| Gabelli Multimedia Trust Inc. |
19 |
| IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
19 |
| CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
19 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
19 |
| SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
19 |
| Forefront Wealth Partners, LLC |
19 |
| Heritage Trust Co |
19 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
19 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
19 |
| Intrua Financial, LLC |
19 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
19 |
| Cloverfields Capital Group, Lp |
19 |
| MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
19 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
19 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
19 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
19 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
19 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
19 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
19 |
| BOCHK Asset Management Ltd |
19 |
| Pure Financial Advisors, Inc. |
19 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
19 |
| Profunds - Profund Vp Large-cap Value |
19 |
| Advance Capital I Inc |
19 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF |
19 |
| Lattice Capital Management, LLC |
19 |
| Portfolio Design Labs, LLC |
19 |
| MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A |
19 |
| MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF |
19 |
| Makena Capital Management Llc |
19 |
| Tdam Usa Inc. |
19 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
19 |
| Murphy Michael R |
19 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
19 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
19 |
| GQG Partners LLC |
19 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
19 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
19 |
| FOMO - Collaborative Investment Series Trust - FOMO ETF |
19 |
| Fi3 FINANCIAL ADVISORS, LLC |
19 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
19 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
19 |
| Alpha Omega Wealth Management LLC |
19 |
| Gq Asset Management, Llc |
19 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
19 |
| POM Investment Strategies, LLC |
19 |
| SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
19 |
| HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
19 |
| ATFV - Alger ETF Trust - Alger 35 ETF |
19 |
| Tri-continental Corp |
19 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
19 |
| Adams Wealth Management |
19 |
| LBA Wealth Management, LLC |
19 |
| Quent Long Short Global Small Cap Fund, LP |
19 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
19 |
| WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
19 |
| Swedbank |
19 |
| Ameliora Wealth Management Ltd. |
19 |
| 1776 Wealth LLC |
19 |
| FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
19 |
| FT Options LLC |
19 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
19 |
| Tejara Capital Ltd |
19 |
| Permian Investment Partners, LP |
19 |
| HBC Financial Services, PLLC |
19 |
| ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
19 |
| SeaBridge Investment Advisors LLC |
19 |
| Cooper Investors Pty Ltd |
19 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
19 |
| Paradigm Capital Management Inc/ny |
19 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
19 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
19 |
| Davis R M Inc |
19 |
| Jarislowsky, Fraser Ltd |
19 |
| MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class |
19 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
19 |
| Napier Financial, LLC |
19 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
19 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
19 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
19 |
| Deuterium Capital Management, LLC |
19 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
19 |
| Twin Lakes Capital Management, LLC |
19 |
| Dodge & Cox |
19 |
| Akkr Management Company, Llc |
19 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
19 |
| USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
19 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
19 |
| Napean Trading & Investment Co (Singapore) PTE Ltd |
19 |
| Family Legacy Financial Solutions, LLC |
19 |
| Aristotle Atlantic Partners, Llc |
19 |
| Pennsylvania Trust Co |
19 |
| IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
19 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
19 |
| Davis Selected Advisers |
19 |
| TBH Global Asset Management, LLC |
19 |
| VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
19 |
| Edge Capital Group, LLC |
19 |
| Stock Yards Bank & Trust Co |
19 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
19 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
19 |
| BUG - Global X Funds - Global X Cybersecurity ETF |
19 |
| GSB Wealth Management, LLC |
19 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
19 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
19 |
| BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF |
19 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
19 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
19 |
| DHJJ Financial Advisors, Ltd. |
19 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
19 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
19 |
| NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
19 |
| Thompson Investment Management, Inc. |
19 |
| Kamunting Street Capital Management, L.P. |
19 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
19 |
| 2Xideas AG |
19 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
19 |
| Journey Retirement Planning & Investment Management Llc |
19 |
| Seldon Capital Lp |
19 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
19 |
| NMIEX - Northern Funds - Active M International Equity Fund |
19 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
19 |
| Kingfisher Capital LLC |
19 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
19 |
| Prentice Wealth Management LLC |
19 |
| HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
19 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
19 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
19 |
| Ritter Daniher Financial Advisory LLC / DE |
18 |
| Bray Capital Advisors |
18 |
| Isthmus Partners, Llc |
18 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
18 |
| Mass Ave Global Inc. |
18 |
| RE Dickinson Investment Advisors, LLC |
18 |
| Litman Gregory Asset Management LLC |
18 |
| DORCHESTER WEALTH MANAGEMENT Co |
18 |
| CenturyLink Investment Management Co |
18 |
| Appleton Partners Inc/ma |
18 |
| FRG Family Wealth Advisors LLC |
18 |
| Stiles Financial Services Inc |
18 |
| First American Bank |
18 |
| Fsb Premier Wealth Management, Inc. |
18 |
| Highview Capital Management LLC/DE/ |
18 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
18 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
18 |
| ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R |
18 |
| Axel Capital Management, LLC |
18 |
| JB Capital LLC |
18 |
| SPRX - Listed Funds Trust - Spear Alpha ETF |
18 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
18 |
| Studio Investment Management Llc |
18 |
| Callan Capital, LLC |
18 |
| First Affirmative Financial Network |
18 |
| Field & Main Bank |
18 |
| Greenwich Wealth Management LLC |
18 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
18 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
18 |
| Cherry Creek Investment Advisors, Inc. |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
18 |
| JBF Capital, Inc. |
18 |
| Amica Pension Fund Board Of Trustees |
18 |
| John G Ullman & Associates Inc |
18 |
| EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB |
18 |
| FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF |
18 |
| Harding Loevner Lp |
18 |
| PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class |
18 |
| Camelot Portfolios, LLC |
18 |
| Atalanta Sosnoff Capital, Llc |
18 |
| CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
18 |
| Franchise Capital Ltd |
18 |
| Infini Capital Management Ltd |
18 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
18 |
| Platte River Capital LLC |
18 |
| Harvest Volatility Management Llc |
18 |
| Smith, Salley & Associates |
18 |
| RHJ International SA |
18 |
| InterOcean Capital Group, LLC |
18 |
| WealthPlan Investment Management, LLC |
18 |
| True Link Financial Advisors, LLC |
18 |
| CBOE Vest Financial, LLC |
18 |
| Cypress Point Wealth Management, LLC |
18 |
| Galvin, Gaustad & Stein, LLC |
18 |
| Morris Retirement Advisors, LLC |
18 |
| FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares |
18 |
| Catalyst Financial Partners Llc |
18 |
| Shanda Payment Holdings Ltd. |
18 |
| Beaumont Financial Partners, LLC |
18 |
| Beaumont Financial Advisors, LLC |
18 |
| Valinor Management, Llc |
18 |
| QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF |
18 |
| Night Owl Capital Management, LLC |
18 |
| Crawford Investment Counsel Inc |
18 |
| Wafra Inc. |
18 |
| Swiss Re Ltd |
18 |
| BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional |
18 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
18 |
| RIA Advisory Group LLC |
18 |
| ACK Asset Management LLC |
18 |
| Sphinx Trading, Lp |
18 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
18 |
| RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class |
18 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
18 |
| Robinson Capital Management, Llc |
18 |
| Linscomb & Williams, Inc. |
18 |
| Supplemental Annuity Collective Trust of NJ |
18 |
| SPYGX - Manager Directed Portfolios - Spyglass Growth Fund Institutional Shares |
18 |
| Gateway Wealth Partners, LLC |
18 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
18 |
| Black Maple Capital Management LP |
18 |
| SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
18 |
| Edmond De Rothschild Asset Management (france) |
18 |
| ARS Investment Partners, LLC |
18 |
| Lakewood Asset Management LLC |
18 |
| Klingman & Associates, LLC |
18 |
| Physicians Financial Services, Inc. |
18 |
| Werba Rubin Papier Wealth Management |
18 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
18 |
| TT International Asset Management LTD |
18 |
| TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF |
18 |
| DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares |
18 |
| Phocas Financial Corp. |
18 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
18 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
18 |
| Tempus Wealth Planning, LLC |
18 |
| Mariner Wealth Advisors-NYC, LLC |
18 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
18 |
| Wisconsin Capital Management Llc |
18 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
18 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
18 |
| Deseret Mutual Benefit Administrators |
18 |
| No Street GP LP |
18 |
| Wilmington Trust, National Association |
18 |
| Quad Capital Management Advisors LLC |
18 |
| Soros Capital Management Llc |
18 |
| Houlihan Financial Resource Group, Ltd. |
18 |
| Advanced Portfolio Management, LLC |
18 |
| 3Chopt Investment Partners, LLC |
18 |
| Arthur M. Cohen & Associates, Llc |
18 |
| Cypress Capital Group |
18 |
| Beacon Capital Management, Inc. |
18 |
| Sapphire Ventures, L.l.c. |
18 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
18 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
18 |
| Covenant Asset Management, LLC |
18 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
18 |
| Corrado Advisors, Llc |
18 |
| Bridgeworth, LLC |
18 |
| IFC Holdings Incorporated/FL |
18 |
| NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
18 |
| Doyle Wealth Management |
18 |
| CFO4Life Group, LLC |
18 |
| Global Financial Private Capital, LLC |
18 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
18 |
| Princeton Capital Management Llc |
18 |
| Schwartz Investment Counsel Inc |
18 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
18 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
18 |
| Regal Wealth Group, Inc. |
18 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
18 |
| Garner Asset Management Corp |
18 |
| Bramshill Investments, LLC |
18 |
| Moss Adams Wealth Advisors LLC |
18 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
18 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
18 |
| CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I |
18 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
18 |
| GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class |
18 |
| Cobblestone Capital Advisors Llc /ny/ |
18 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
18 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
18 |
| Geller Advisors LLC |
18 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
18 |
| IronBridge Capital Management LP |
18 |
| Holderness Investments Co |
18 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
18 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
18 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
18 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
18 |
| New Century Financial Group, LLC |
18 |
| Altrafin AG |
18 |
| MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
18 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
18 |
| Baldwin Investment Management, LLC |
18 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
18 |
| RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
18 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
18 |
| Signal Advisors Wealth, LLC |
18 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
18 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
18 |
| Belmont Capital, LLC |
18 |
| Elliott Investment Management L.P. |
18 |
| Blackstone / Gso Senior Floating Rate Term Fund |
18 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
18 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
18 |
| Waddell & Reed Advisors Funds |
18 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
18 |
| Quattro Advisors LLC |
18 |
| Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
18 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
18 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
18 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
18 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
18 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
18 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
18 |
| Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
18 |
| RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
18 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
18 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
18 |
| Proathlete Wealth Management Llc |
18 |
| Leo Wealth, LLC |
18 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
18 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
18 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
18 |
| New America High Income Fund Inc |
18 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
18 |
| Strategic Planning Group, Llc |
18 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
18 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
18 |
| Mfs Charter Income Trust |
18 |
| QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
18 |
| RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF |
18 |
| Oppenheimer Global Multi-asset Growth Fund |
18 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
18 |
| OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
18 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
18 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
18 |
| Atlanta Capital Management Co L L C |
18 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
18 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
18 |
| Sugar Maple Asset Management, LLC |
18 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
18 |
| Arbor Capital Management Llc |
18 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
18 |
| TruNorth Capital Management, LLC |
18 |
| AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C |
18 |
| Turner Funds |
18 |
| Ctc Llc |
18 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
18 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
18 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
18 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
18 |
| Franklin Ltd Duration Income Trust |
18 |
| KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares |
18 |
| AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares |
18 |
| FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF |
18 |
| Northwest Capital Management Inc |
18 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
18 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
18 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
18 |
| DeDora Capital, Inc. |
18 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
18 |
| Taylor Hoffman Wealth Management |
18 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
18 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
18 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
18 |
| Lunia Capital Lp |
18 |
| PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 |
18 |
| ACT Capital Management, LLLP |
18 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
18 |
| Crabel Capital Management, LLC |
18 |
| Strategic Vision Investment Ltd |
18 |
| WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
18 |
| AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares |
18 |
| SmartHarvest Portfolios, LLC |
18 |
| E Six Thirteen, Llc |
18 |
| Kaufman Rossin Wealth, LLC |
18 |
| YANKCOM Partnership |
18 |
| Mainstay Capital Management Llc /adv |
18 |
| WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares |
18 |
| WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
18 |
| Roxbury Financial LLC |
18 |
| Arnhold LLC |
18 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
18 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
18 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
18 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
18 |
| Go Etf Solutions Llp |
18 |
| Western Asset Management Company, LLC |
18 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
18 |
| SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
18 |
| Richards, Merrill & Peterson, Inc. |
18 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
18 |
| Angeles Investment Advisors, LLC |
18 |
| Strategic Investment Advisors / MI |
18 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
18 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
18 |
| IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
18 |
| Little House Capital Llc |
18 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
18 |
| Antara Capital LP |
18 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
18 |
| London & Capital Asset Management Ltd |
18 |
| Brendel Financial Advisors LLC |
18 |
| Foster Victor Wealth Advisors, LLC |
18 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
18 |
| Aspetuck Financial Management LLC |
18 |
| First National Corp /ma/ /adv |
18 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
18 |
| Pandora Wealth, Inc. |
18 |
| S-Bank Fund Management Ltd |
18 |
| LeConte Wealth Management, LLC |
18 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
18 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
18 |
| Xcel Wealth Management, LLC |
18 |
| Evelyn Partners Investment Management Services Ltd |
18 |
| Traub Capital Management LLC |
18 |
| Burk Holdings LLC |
18 |
| Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A |
18 |
| BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
18 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
18 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
18 |
| Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) |
18 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
18 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
18 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
18 |
| RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
18 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
18 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
18 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A |
18 |
| OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
18 |
| BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND |
18 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
18 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
18 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
18 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
18 |
| ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class |
18 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
18 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
18 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
18 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
18 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
18 |
| Future Fund LLC |
18 |
| Perkins Investment Management, LLC |
17 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
17 |
| Cortina Funds, Inc. |
17 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
17 |
| OmniStar Financial Group, Inc. |
17 |
| Fore Research & Management, LP |
17 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
17 |
| Canyon Capital Advisors Llc |
17 |
| Bank Of Nova Scotia Trust Co |
17 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
17 |
| SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I |
17 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
17 |
| WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF |
17 |
| 6 Meridian |
17 |
| SPAM - Themes ETF Trust - Themes Cybersecurity ETF |
17 |
| DiMeo Schneider & Associates, L.L.C. |
17 |
| Aviance Capital Management, Llc |
17 |
| Penbrook Management LLC |
17 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
17 |
| Cambiar Investors Llc |
17 |
| Standard Life Investments LTD |
17 |
| Corsicana & Co. |
17 |
| First Sabrepoint Capital Management Lp |
17 |
| Grace Capital |
17 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
17 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
17 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
17 |
| First Merchants Corp |
17 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
17 |
| CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
17 |
| Sandell Asset Management Corp |
17 |
| Bridgecreek Investment Management, LLC |
17 |
| Budros, Ruhlin & Roe, Inc. |
17 |
| TAP Consulting, LLC |
17 |
| QUANTRES ASSET MANAGEMENT Ltd |
17 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
17 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
17 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
17 |
| Brandes Investment Partners, Lp |
17 |
| Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
17 |
| OTA Financial Group L.P. |
17 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
17 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
17 |
| GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF |
17 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
17 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
17 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
17 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
17 |
| Long Island Wealth Management, Inc. |
17 |
| Advanced Series Trust - Ast Mfs Growth Portfolio |
17 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
17 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
17 |
| Themes Management Co LLC |
17 |
| Generali Investments, Management Co LLC |
17 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
17 |
| United Advisor Group, LLC |
17 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
17 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
17 |
| Condor Capital Management |
17 |
| Forum Finance Group S.A. |
17 |
| XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
17 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
17 |
| Triglav Skladi, D.o.o. |
17 |
| Canal Capital Management, LLC |
17 |
| Oberndorf William E |
17 |
| ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class |
17 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class |
17 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
17 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
17 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
17 |
| Danica Pension, Livsforsikringsaktieselskab |
17 |
| ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio |
17 |
| Daruma Capital Management Llc |
17 |
| IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF |
17 |
| Ballast Advisors Llc |
17 |
| MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I |
17 |
| Torno Capital, Llc |
17 |
| Atalaya Capital Management LP |
17 |
| Wells Fargo Multi-sector Income Fund |
17 |
| Munich Reinsurance Co Stock Corp in Munich |
17 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
17 |
| Benchstone Capital Management LP |
17 |
| Paul John Balson |
17 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
17 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
17 |
| Battery Global Advisors, LLC |
17 |
| GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A |
17 |
| CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class |
17 |
| Holloway Wealth Management, LLC |
17 |
| Heritage Financial Services, LLC |
17 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
17 |
| Old Well Partners, LLC |
17 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
17 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
17 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
17 |
| NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
17 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
17 |
| Midwest Professional Planners, LTD. |
17 |
| Impact Capital Partners LLC |
17 |
| Ikos Cif Ltd |
17 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
17 |
| Mosley Wealth Management |
17 |
| Private Wealth Partners, LLC |
17 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
17 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
17 |
| BBR ALO Fund, LLC |
17 |
| First National Bank of Hutchinson |
17 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
17 |
| AMJ Financial Wealth Management |
17 |
| Bares Capital Management, Inc. |
17 |
| Torrey Growth & Income Advisors |
17 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
17 |
| P.a.w. Capital Corp |
17 |
| Connecticut Wealth Management, LLC |
17 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
17 |
| Allegis Investment Advisors, LLC |
17 |
| Forte Capital Llc /adv |
17 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
17 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
17 |
| FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
17 |
| MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
17 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
17 |
| Cannell Peter B & Co Inc |
17 |
| QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
17 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
17 |
| ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF |
17 |
| RiverFront Investment Group, LLC |
17 |
| Atlantic Private Wealth, LLC |
17 |
| Azimuth Capital Investment Management LLC |
17 |
| Cove Street Capital, LLC |
17 |
| Focus Financial Network Inc /adv |
17 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
17 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
17 |
| Bks Advisors, Llc |
17 |
| Prosperity Consulting Group, LLC |
17 |
| Guild Investment Management, Inc. |
17 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
17 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
17 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
17 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
17 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
17 |
| Price Capital Management, Inc. |
17 |
| Pflug Koory, LLC |
17 |
| IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF |
17 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
17 |
| Kepos Capital LP |
17 |
| Orser Capital Management, Llc |
17 |
| Lee Danner & Bass Inc |
17 |
| High Pointe Capital Management Llc |
17 |
| Bernard Wealth Management Corp. |
17 |
| Capital Markets Trading UK LLP |
17 |
| Sentinel Trust Co Lba |
17 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
17 |
| Siena Capital Llc |
17 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
17 |
| Chimera Capital Management LLC |
17 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
17 |
| JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF |
17 |
| GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
17 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
17 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
17 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
17 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
17 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
17 |
| FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
17 |
| Barton Investment Management |
17 |
| Hotchkis & Wiley Capital Management Llc |
17 |
| FirstPurpose Wealth LLC |
17 |
| BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
17 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
17 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
17 |
| SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
17 |
| Van Berkom & Associates Inc. |
17 |
| Poinciana Advisors Group, Llc |
17 |
| Acropolis Investment Management, LLC |
17 |
| PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund |
17 |
| Pathway Financial Advisors LLC |
17 |
| THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
17 |
| Vivaldi Opportunities Fund |
17 |
| FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio |
17 |
| SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
17 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
17 |
| Nellore Capital Management LLC |
17 |
| Principle Wealth Partners Llc |
17 |
| TrueMark Investments, LLC |
17 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
17 |
| XY Capital Ltd |
17 |
| BKM Wealth Management, LLC |
17 |
| Seven Springs Wealth Group, LLC |
17 |
| Schaper Benz & Wise Investment Counsel Inc/wi |
17 |
| Outfitter Financial LLC |
17 |
| Channel Wealth Llc |
17 |
| BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class |
17 |
| Employees Provident Fund Board |
17 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
17 |
| MGRIX - Marsico Investment Fund - Marsico Growth Fund |
17 |
| DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
17 |
| Wealthgarden F.s. Llc |
17 |
| Clear Street Derivatives LLC |
17 |
| Portfolio Strategies, Inc. |
17 |
| Stifel Nicolaus & Co Inc \mo\ |
17 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
17 |
| Spence Asset Management |
17 |
| Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
17 |
| DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
17 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
17 |
| KP Management LLC |
17 |
| Jessup Wealth Management, Inc |
17 |
| CoreFirst Bank & Trust |
17 |
| PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
17 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
17 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
17 |
| Distillate Capital Partners LLC |
17 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
17 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
17 |
| EMJ Capital Ltd. |
17 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
17 |
| Copperwynd Financial, LLC |
17 |
| CFS Investment Advisory Services, LLC |
17 |
| Octavia Wealth Advisors, LLC |
17 |
| Biltmore Capital Advisors LLC |
17 |
| NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares |
17 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
17 |
| LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
17 |
| Perkins Capital Management Inc |
17 |
| SP Asset Management LLC |
17 |
| Copeland Capital Management, LLC |
17 |
| 13D Management LLC |
17 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
17 |
| Freedom Wealth Alliance, Llc |
17 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
17 |
| Troluce Capital Advisors LLC |
17 |
| Dowling & Yahnke Llc |
17 |
| American Financial Network Advisory Services Llc |
17 |
| GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
17 |
| Intesa Sanpaolo S.p.a. |
17 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
17 |
| Re Advisers Corp |
17 |
| Berger Financial Group, Inc |
17 |
| Tiaa, Fsb |
17 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
17 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
17 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
17 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
17 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
17 |
| Sunrise Financial Services, LLC |
17 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
17 |
| Haverford Trust Co |
17 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
17 |
| City National Bank |
17 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
17 |
| Harris Associates L P |
17 |
| GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF |
17 |
| JSF Financial, LLC |
17 |
| Alpine Bank Wealth Management |
17 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
17 |
| Accredited Investors Inc. |
17 |
| STF Management LP |
17 |
| PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
17 |
| VCIEX - VALIC Co I - International Equities Index Fund |
17 |
| Buck Wealth Strategies, LLC |
17 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
17 |
| Noked Capital LTD |
17 |
| MTM Investment Management, LLC |
17 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
17 |
| SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc |
17 |
| Sagewood Asset Management LP |
17 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
17 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
17 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
17 |
| Founders Capital Management |
17 |
| White Pine Capital Llc |
17 |
| Stuart Chaussee & Associates, Inc. |
17 |
| ARKK - Ark ETF Trust - ARK Innovation ETF |
17 |
| White Square Capital Llp |
17 |
| SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF |
17 |
| Blue Owl Capital Holdings LP |
17 |
| Donaldson Capital Management, Llc |
17 |
| Vicus Capital |
17 |
| Intrepid Capital Management Inc |
17 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
17 |
| Gould Capital, LLC |
17 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
17 |
| CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF |
17 |
| FOURPOINTS Investment Managers, S.A.S. |
17 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
17 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
17 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
17 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
17 |
| B.O.S.S. Retirement Advisors, LLC |
17 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
17 |
| Kelly Lawrence W & Associates Inc/ca |
17 |
| Shepherd Financial Partners LLC |
17 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
17 |
| Financial Life Planners |
17 |
| Prentiss Smith & Co Inc |
17 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
17 |
| SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
17 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
17 |
| Western Financial Corp/CA |
17 |
| Broadview Advisors Llc |
17 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
17 |
| TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF |
17 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
17 |
| Riverpark Capital Management Llc |
17 |
| Prosperity Bancshares Inc |
17 |
| Chartwell Investment Partners/pa |
17 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
17 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
17 |
| Jana Partners Llc |
17 |
| Klr Investment Advisors, Llc |
17 |
| Fondren Management LP |
17 |
| Birchwood Financial Partners, Inc. |
17 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
17 |
| NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
17 |
| MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF |
17 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
16 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
16 |
| Mawer Investment Management Ltd. |
16 |
| JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
16 |
| AIGH Capital Management LLC |
16 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
16 |
| First Growth Capital Management LLC |
16 |
| Mindset Wealth Management, Llc |
16 |
| Shamrock Asset Management LLC |
16 |
| IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
16 |
| Capital & Planning, Llc |
16 |
| Quentec Asset Management Llc |
16 |
| Kingdom Ridge Capital, LLC |
16 |
| Insight Advisors, LLC/ PA |
16 |
| Cowa, Llc |
16 |
| VELA Investment Management, LLC |
16 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
16 |
| CM Management, LLC |
16 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
16 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
16 |
| Alphabet Inc. |
16 |
| Aries Wealth Management |
16 |
| Wingate Wealth Advisors, Inc. |
16 |
| IVC Wealth Advisors LLC |
16 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
16 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
16 |
| Resolute Capital Asset Partners LLC |
16 |
| CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
16 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
16 |
| Leo H. Evart, Inc. |
16 |
| Legacy Financial Group LLC |
16 |
| Northeast Investment Management |
16 |
| YOKE - EA Series Trust - Yoke Core ETF |
16 |
| Naviter Wealth, LLC |
16 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
16 |
| Hartwell J M Limited Partnership |
16 |
| Munder Series Trust |
16 |
| WT Wealth Management |
16 |
| NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
16 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
16 |
| WFA Asset Management Corp |
16 |
| IFS Advisors, LLC |
16 |
| Tiaa-cref Individual & Institutional Services, Llc |
16 |
| JDM Financial Group LLC |
16 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
16 |
| BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I |
16 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
16 |
| Johnson Midwest Financial, LLC |
16 |
| Mariner Investment Group Llc |
16 |
| Rinkey Investments |
16 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
16 |
| North Peak Capital Management, LLC |
16 |
| Jafra Capital Management LP |
16 |
| TIAA Wealth Investment Management LLC |
16 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
16 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
16 |
| Anderson Financial Strategies, LLC |
16 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
16 |
| Patten & Patten Inc/tn |
16 |
| JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
16 |
| Cardan Capital Partners, LLC |
16 |
| Align Financial, LLC |
16 |
| Arena Capital Advisors, LLC- CA |
16 |
| Dreyfus High Yield Strategies Fund |
16 |
| Fort Pitt Capital Group, Llc |
16 |
| Financial Advisors Network, Inc. |
16 |
| Carret Asset Management, Llc |
16 |
| QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF |
16 |
| NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class |
16 |
| Amtrust Financial Services, Inc. |
16 |
| Gierl Augustine Investment Management Inc |
16 |
| SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
16 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
16 |
| Fusion Family Wealth LLC |
16 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
16 |
| Exxonmobil Investment Management Inc /tx |
16 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
16 |
| Westerkirk Capital Inc. |
16 |
| Briaud Financial Planning, Inc |
16 |
| Advyzon Investment Management, LLC |
16 |
| LifeSteps Financial, Inc. |
16 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
16 |
| Rossmore Private Capital |
16 |
| Minot Wealth Management LLC |
16 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
16 |
| Trivant Custom Portfolio Group, LLC |
16 |
| First United Bank Trust/ |
16 |
| BLI - Banque de Luxembourg Investments |
16 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
16 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
16 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
16 |
| Tripletail Wealth Management, LLC |
16 |
| JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) |
16 |
| Scopus Asset Management, L.p. |
16 |
| Corbett Road Capital Management, Llc |
16 |
| Pine Valley Investments Ltd Liability Co |
16 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
16 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
16 |
| Austin Private Wealth, LLC |
16 |
| Cornerstone Advisors, LLC |
16 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
16 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
16 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
16 |
| Probity Advisors, Inc. |
16 |
| MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
16 |
| Delphi Private Advisors LLC |
16 |
| Monaco Asset Management SAM |
16 |
| Visionary Wealth Advisors |
16 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
16 |
| Klingenstein Fields & Co Lp |
16 |
| Lionsbridge Wealth Management LLC |
16 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
16 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
16 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
16 |
| JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund |
16 |
| Ethos Financial Group, LLC |
16 |
| Catamount Wealth Management |
16 |
| SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
16 |
| Indiana Trust & Investment Management CO |
16 |
| Beech Hill Advisors, Inc. |
16 |
| Scott Marsh Financial, LLC |
16 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
16 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
16 |
| Winton Capital Management Ltd |
16 |
| Staley Capital Advisers Inc |
16 |
| Susquehanna International Group Ltd. |
16 |
| Eaton Financial Holdings Company, LLC |
16 |
| Sustainable Growth Advisers, LP |
16 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
16 |
| Daiwa Capital Markets America Inc. |
16 |
| NS Partners Ltd |
16 |
| VSM Wealth Advisory, LLC |
16 |
| ShearLink Capital, LLC |
16 |
| BRC Investment Management LLC |
16 |
| SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A |
16 |
| Wellspring Financial Advisors, LLC |
16 |
| APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
16 |
| Cushing Asset Management, Lp |
16 |
| Plancorp, LLC |
16 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
16 |
| Calixto Global Investors, LP |
16 |
| BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares |
16 |
| PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund |
16 |
| Milestone Investment Advisors LLC |
16 |
| Walter & Keenan Financial Consulting Co /mi/ /adv |
16 |
| LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
16 |
| CapWealth Advisors, LLC |
16 |
| Portman Square Capital LLP |
16 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
16 |
| Manchester Global Management (UK) Ltd |
16 |
| STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A |
16 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
16 |
| Compass Wealth Management LLC |
16 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
16 |
| Pomelo Capital LLC |
16 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
16 |
| Delap Wealth Advisory, Llc |
16 |
| Park National Corp /oh/ |
16 |
| GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
16 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
16 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
16 |
| Sunriver Management LLC |
16 |
| SFYF - Tidal ETF Trust - SoFi 50 ETF |
16 |
| Esoterica Thematic Trust - Esoterica NextG Economy ETF |
16 |
| Strategic Investment Management, Llc |
16 |
| Scholtz & Company, Llc |
16 |
| ARKF - Ark ETF Trust - ARK Fintech Innovation ETF |
16 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
16 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
16 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
16 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
16 |
| Harvest Portfolios Group Inc. |
16 |
| Irenic Capital Management LP |
16 |
| Garden State Investment Advisory Services LLC |
16 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
16 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
16 |
| FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund |
16 |
| CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares |
16 |
| Highland Private Wealth Management |
16 |
| Asturias Capital Llc |
16 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
16 |
| NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF |
16 |
| Fortem Financial Group, Llc |
16 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
16 |
| Oppenheimer Discovery Fund |
16 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
16 |
| Jackson Hole Capital Partners, LLC |
16 |
| MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
16 |
| Ada Investment Management, LP |
16 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
16 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
16 |
| Boston Common Asset Management, LLC |
16 |
| Armis Advisers, LLC |
16 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
16 |
| Redwood Park Advisors LLC |
16 |
| Outlook Wealth Advisors, LLC |
16 |
| Wells Fargo Global Dividend Opportunity Fund |
16 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
16 |
| Acorn Wealth Advisors, LLC |
16 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
16 |
| NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF |
16 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
16 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
16 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
16 |
| New World Advisors LLC |
16 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
16 |
| Gyroscope Capital Management Group, Llc |
16 |
| Franklin Templeton International Trust |
16 |
| Badgley Phelps Wealth Managers, LLC |
16 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
16 |
| CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
16 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
16 |
| Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II |
16 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
16 |
| EMG Holdings, L.P. |
16 |
| Capital Group Private Client Services, Inc. |
16 |
| Paulson & Co. Inc. |
16 |
| MONECO Advisors, LLC |
16 |
| Penn Mutual Asset Management, LLC |
16 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
16 |
| H2o Am Llp |
16 |
| TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF |
16 |
| Lansing Street Advisors |
16 |
| Artal Group S.A. |
16 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
16 |
| AssuredPartners Investment Advisors, LLC |
16 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
16 |
| Trust Investment Advisors |
16 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
16 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
16 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
16 |
| West Michigan Advisors, Llc |
16 |
| VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares |
16 |
| NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF |
16 |
| Grant Private Wealth Management Inc |
16 |
| Capital Management Associates /ny/ |
16 |
| METV - Listed Funds Trust - Roundhill Ball Metaverse ETF |
16 |
| Weatherbie Capital, Llc |
16 |
| BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class |
16 |
| Fairway Wealth LLC |
16 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
16 |
| Lynwood Capital Management Inc. |
16 |
| Mcmorgan & Co Llc |
16 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
16 |
| Tran Capital Management, L.p. |
16 |
| ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
16 |
| PUNK - Series Portfolios Trust - Subversive Metaverse ETF |
16 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
16 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
16 |
| S&co Inc |
16 |
| DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A |
16 |
| CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y |
16 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
16 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
16 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
16 |
| LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
16 |
| Orinda Asset Management LLC |
16 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
16 |
| GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class |
16 |
| Genesee Valley Trust Co |
16 |
| Azora Capital LP |
16 |
| Relative Value Partners Group, LLC |
16 |
| Royce Global Value Trust, Inc. |
16 |
| DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
16 |
| Wealthedge Investment Advisors, Llc |
16 |
| GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A |
16 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
16 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
16 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
16 |
| Arcadia Investment Advisors Llc |
16 |
| Sonora Investment Management Group, LLC |
16 |
| ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
16 |
| ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
16 |
| Special Opportunities Fund, Inc. |
16 |
| SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 |
16 |
| Guinness Asset Management LTD |
16 |
| Suncoast Equity Management |
16 |
| ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
16 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
16 |
| JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
16 |
| CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
16 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
16 |
| RVW Wealth, LLC |
16 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
16 |
| GLOBALT Investments LLC / GA |
16 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
16 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
16 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
16 |
| DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF |
16 |
| Cooper/haims Advisors, Llc |
16 |
| FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF |
16 |
| Fort Sheridan Advisors Llc |
16 |
| WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares |
16 |
| Unisphere Establishment |
16 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
16 |
| Signature Estate & Investment Advisors Llc |
16 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
16 |
| Avondale Wealth Management |
16 |
| Buckhead Capital Management Llc |
16 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
16 |
| SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
16 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
16 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
16 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class |
16 |
| Encompass More Asset Management |
16 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
16 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
16 |
| Heritage Investors Management Corp |
16 |
| Berkshire Asset Management Llc/pa |
16 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
16 |
| Kent Lake Capital LLC |
16 |
| Dfa Investment Trust Co - The Continental Small Company Series |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
16 |
| AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
16 |
| Premier Asset Management Llc |
16 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
16 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
16 |
| Poehling Capital Management, LLC |
16 |
| Barnes Dennig Private Wealth Management LLC |
16 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
16 |
| Maia Wealth LLC |
16 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB |
16 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
16 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
16 |
| First Trust Investment Solutions L.P. |
16 |
| Nippon Life Insurance Co |
16 |
| Dividend Asset Capital, Llc |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
16 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
16 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
16 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
16 |
| Riversedge Advisors, Llc |
16 |
| Clay Northam Wealth Management, LLC |
16 |
| WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R |
16 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
16 |
| Lloyds Banking Group plc |
16 |
| OV Management LLC |
16 |
| Chesley Taft & Associates LLC |
16 |
| FSM Wealth Advisors, LLC |
16 |
| Herndon Capital Management Llc |
16 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
16 |
| Silver Grove Financial Group, Inc. |
16 |
| Dockside LLC |
16 |
| Piscataqua Savings Bank |
16 |
| KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares |
16 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
16 |
| Naples Global Advisors, Llc |
16 |
| Hunter Associates Investment Management Llc |
16 |
| OMNI 360 Wealth, Inc. |
16 |
| Columbia Asset Management |
16 |
| Lakewood Capital Management, Lp |
16 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
16 |
| Leonard Capital Management, Inc |
16 |
| FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
16 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
16 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
16 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
16 |
| 71 West Capital Partners |
16 |
| GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF |
16 |
| AMS Capital Ltda |
16 |
| GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF |
16 |
| Prakash Investment Advisors Llc |
16 |
| FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
16 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
16 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
16 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
16 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
16 |
| Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
16 |
| BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
16 |
| Affinity Wealth Management Llc |
16 |
| Freedman Financial Associates, Inc. |
16 |
| Arlington Financial Advisors, LLC |
16 |
| QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I |
16 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
16 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
16 |
| 1248 Management, LLC |
15 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
15 |
| Generali Investments CEE, investicni spolecnost, a.s. |
15 |
| Haven Private, LLC |
15 |
| Cowbird Capital Lp |
15 |
| Promus Capital, LLC |
15 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
15 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
15 |
| Highline Capital Management, L.p. |
15 |
| Acuitas Investments, LLC |
15 |
| Fs Credit Income Fund |
15 |
| Acima Private Wealth, Llc |
15 |
| Performa Ltd (US), LLC |
15 |
| BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
15 |
| Horizon Kinetics LLC |
15 |
| Sovran Advisors, LLC |
15 |
| Signature Wealth Management Group |
15 |
| TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A |
15 |
| IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A |
15 |
| ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class |
15 |
| NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF |
15 |
| T3 Companies, LLC |
15 |
| MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
15 |
| D.B. Root & Company, LLC |
15 |
| JCIC Asset Management Inc. |
15 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
15 |
| Westmount Partners, LLC |
15 |
| HoyleCohen, LLC |
15 |
| Prana Capital Management, LP |
15 |
| Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF |
15 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
15 |
| Ascent Wealth Partners, LLC |
15 |
| PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
15 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
15 |
| Aevitas Wealth Management, Inc. |
15 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
15 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
15 |
| EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB |
15 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
15 |
| Science & Technology Partners, L.P. |
15 |
| Wealthstreet Investment Advisors, LLC |
15 |
| FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
15 |
| Deprince Race & Zollo Inc |
15 |
| EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
15 |
| Cypress Wealth Services, LLC |
15 |
| Morgan Creek Global Equity Long/short Institutional Fund |
15 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
15 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF |
15 |
| NCP Inc. |
15 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
15 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
15 |
| Talon Private Wealth, LLC |
15 |
| Novem Group |
15 |
| PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A |
15 |
| Point Break Capital Management, LLC |
15 |
| Fairfield Financial Advisors, LTD |
15 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
15 |
| KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
15 |
| Kings Path Partners LLC |
15 |
| IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF |
15 |
| EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
15 |
| Hellman Jordan Management Co Inc /ma/ |
15 |
| Meyer Handelman Co |
15 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
15 |
| FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 |
15 |
| Bwcp, Lp |
15 |
| FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
15 |
| TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class |
15 |
| Tenere Capital LLC |
15 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
15 |
| Ares Dynamic Credit Allocation Fund, Inc. |
15 |
| PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class |
15 |
| Bowen Hanes & Co Inc |
15 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
15 |
| Amplify ETF Trust - Amplify BlueStar Israel Technology ETF |
15 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
15 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
15 |
| New Covenant Trust Company, N.A. |
15 |
| Mairs & Power Inc |
15 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
15 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
15 |
| Spirepoint Private Client, Llc |
15 |
| Total Wealth Planning & Management, Inc. |
15 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
15 |
| Neuberger Berman High Yield Strategies Fund Inc. |
15 |
| JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) |
15 |
| Catalina Capital Group, LLC |
15 |
| New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
15 |
| Fdp Series, Inc. |
15 |
| New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
15 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
15 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
15 |
| Fulcrum Equity Management |
15 |
| YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
15 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
15 |
| Marco Investment Management Llc |
15 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
15 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
15 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
15 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
15 |
| SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
15 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
15 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
15 |
| Pacific Alternative Asset Management Company, Llc |
15 |
| Means Investment Co., Inc. |
15 |
| WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
15 |
| Clarity Capital Partners LLC |
15 |
| CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
15 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
15 |
| QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF |
15 |
| Wilmington Trust Co |
15 |
| Baldrige Asset Management LLC |
15 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
15 |
| Bulltick Wealth Management, LLC |
15 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
15 |
| SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
15 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
15 |
| Eaton Vance Tax-managed Buy-write Income Fund |
15 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
15 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
15 |
| FS Series Trust - FS Market Neutral Fund Class I |
15 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
15 |
| Enterprise Trust & Investment Co |
15 |
| Consolidated Press International Holdings Ltd |
15 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
15 |
| Bragg Financial Advisors, Inc |
15 |
| Howland Capital Management Llc |
15 |
| Channing Capital Management, LLC |
15 |
| Dg Capital Management Inc |
15 |
| Wiser Advisor Group LLC |
15 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
15 |
| Brookwood Investment Group LLC |
15 |
| Mb, Levis & Associates, Llc |
15 |
| MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
15 |
| Cetera Trust Company, N.A |
15 |
| FengHe Fund Management Pte. Ltd. |
15 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
15 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
15 |
| Investors Capital Advisory Services |
15 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
15 |
| Pzena Investment Management Llc |
15 |
| RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF |
15 |
| FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio |
15 |
| Iridian Asset Management Llc/ct |
15 |
| QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I |
15 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
15 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
15 |
| Vista Private Wealth Partners. LLC |
15 |
| Busey Wealth Management |
15 |
| Union Square Park Capital Management, LLC |
15 |
| Ninepoint Partners LP |
15 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
15 |
| Militia Capital Partners, LP |
15 |
| Barbara Oil Co. |
15 |
| Cidel Asset Management Inc |
15 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
15 |
| Johanson Financial Advisors, Inc. |
15 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
15 |
| Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
15 |
| SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A |
15 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
15 |
| Sarver Vrooman Wealth Advisors |
15 |
| Williams & Novak, LLC |
15 |
| Ayrton Capital LLC |
15 |
| British Airways Pensions Investment Management Ltd |
15 |
| Financial Advisory Corp /ut/ /adv |
15 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
15 |
| EastBay Asset Management, LLC |
15 |
| Prevail Innovative Wealth Advisors, Llc |
15 |
| APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
15 |
| Ipswich Investment Management Co., Inc. |
15 |
| Key Square Capital Management LLC |
15 |
| Pluribus Labs, LLC |
15 |
| Sicart Associates LLC |
15 |
| Gerstein Fisher |
15 |
| MBE Wealth Management, LLC |
15 |
| Coastal Investment Management, L.p. |
15 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
15 |
| Clearwater Capital Advisors, LLC |
15 |
| Dearborn Partners Llc |
15 |
| Powell Investment Advisors, LLC |
15 |
| Strategic Wealth Designers |
15 |
| DCF Advisers, LLC |
15 |
| Watershed Asset Management, L.L.C. |
15 |
| Transform Wealth, LLC |
15 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
15 |
| Cascade Investment Advisors, Inc. |
15 |
| WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
15 |
| Sowa Financial Group, Inc. |
15 |
| Magnolia Capital Advisors Llc |
15 |
| IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
15 |
| DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares |
15 |
| Rosenblum Silverman Sutton S F Inc /ca |
15 |
| Crescent Park Management, L.P. |
15 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
15 |
| Apella Capital, LLC |
15 |
| Stevard, LLC |
15 |
| Prostatis Group LLC |
15 |
| ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF |
15 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
15 |
| Mandatum Life Insurance Co Ltd |
15 |
| Edmond De Rothschild (suisse) S.a. |
15 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
15 |
| Cornerstone Capital, Inc. |
15 |
| Euclid Advisors LLC |
15 |
| VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
15 |
| Boston Financial Mangement Llc |
15 |
| Applied Finance Capital Management, LLC |
15 |
| EMS Capital LP |
15 |
| KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF |
15 |
| BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
15 |
| Steamboat Capital Partners, LLC |
15 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
15 |
| Aspen Grove Capital, LLC |
15 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
15 |
| Canandaigua National Corp |
15 |
| JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class |
15 |
| TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund |
15 |
| FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF |
15 |
| Tekne Capital Management, LLC |
15 |
| Lumina Fund Management LLC |
15 |
| Freshford Capital Management, LLC |
15 |
| Lgl Partners, Llc |
15 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
15 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
15 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
15 |
| MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS |
15 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
15 |
| Lbmc Investment Advisors, Llc |
15 |
| RK Capital Management, LLC |
15 |
| FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
15 |
| Cane Capital Partners, LLC |
15 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
15 |
| LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF |
15 |
| Discovery Group I, LLC |
15 |
| Guyasuta Investment Advisors Inc |
15 |
| IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
15 |
| Windmill Hill Asset Management Ltd |
15 |
| Key Capital Management, INC |
15 |
| Olistico Wealth, LLC |
15 |
| Jeppson Wealth Management, Llc |
15 |
| Anchyra Partners Llc |
15 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
15 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
15 |
| Douglas Lane & Associates, LLC |
15 |
| Ashburton (Jersey) Ltd |
15 |
| Avory & Company, LLC |
15 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
15 |
| IAM Advisory, LLC |
15 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
15 |
| Cary Street Partners Asset Management Llc |
15 |
| Sandbox Financial Partners, LLC |
15 |
| TD Securities (USA) LLC |
15 |
| Cartenna Capital, LP |
15 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
15 |
| Whalerock Point Partners, Llc |
15 |
| PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
15 |
| Sovereign Financial Group, Inc. |
15 |
| Southern Michigan Bank & Trust |
15 |
| BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
15 |
| One01 Capital, LP |
15 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
15 |
| SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A |
15 |
| Urban Wealth Management, LLC |
15 |
| Addison Capital Co |
15 |
| Valliance Asset Management Ltd |
15 |
| ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
15 |
| ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
15 |
| VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF |
15 |
| Stone Toro Investment Advisers, LP |
15 |
| Jat Capital Management, L.p. |
15 |
| CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
15 |
| Valley Brook Capital Group, Inc. |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y |
15 |
| Bard Financial Services, Inc. |
15 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
15 |
| Advanced Series Trust - Ast High Yield Portfolio |
15 |
| WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF |
15 |
| Counsel Portfolio Services Inc. |
15 |
| Facet Wealth, Inc. |
15 |
| BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A |
15 |
| Guerra Pan Advisors, Llc |
15 |
| Syntax Advisors, Llc |
15 |
| Canvas Wealth Advisors, LLC |
15 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
15 |
| CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A |
15 |
| Arthedge Capital Management, LLC |
15 |
| Somerset Trust Co |
15 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
15 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
15 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
15 |
| Aspen Investment Management Inc |
15 |
| Peddock Capital Advisors, Llc |
15 |
| Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) |
15 |
| RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class |
15 |
| Lifeworks Advisors, LLC |
15 |
| Tcs Capital Management Llc |
15 |
| Mitchell Mcleod Pugh & Williams Inc |
15 |
| ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
15 |
| BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I |
15 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
15 |
| VCBDX - VALIC Co I - Core Bond Fund |
15 |
| Tourbillon Capital Partners, L.P. |
15 |
| PACIFIC SELECT FUND - Focused Growth Portfolio Class I |
15 |
| Norris Perne & French Llp/mi |
15 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
15 |
| Range Financial Group LLC |
15 |
| Comerica Securities Inc |
15 |
| Montag & Caldwell, Llc |
15 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
15 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
15 |
| Covenant Multifamily Offices, LLC |
15 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
15 |
| FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF |
15 |
| Sankala Group LLC |
15 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
15 |
| Strategic Asset Management, LLC |
15 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund |
15 |
| Rothschild Capital Partners, LLC |
15 |
| Adell Harriman & Carpenter Inc |
15 |
| JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares |
15 |
| Segment Wealth Management, LLC |
15 |
| Factory Mutual Insurance Co |
15 |
| Manteio Capital LLC |
15 |
| Beacon Financial Group |
15 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
15 |
| DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
15 |
| Kolinsky Wealth Management, LLC |
15 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
15 |
| Pegasus Partners Ltd. |
15 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
15 |
| Nepsis, Inc. |
15 |
| Ivory Investment Management, Llc |
15 |
| St. Johns Investment Management Company, LLC |
15 |
| Mason Capital Management Llc |
15 |
| Ofi Carlyle Private Credit Fund |
15 |
| Uniting Wealth Partners, LLC |
15 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
15 |
| Northside Capital Management, LLC |
15 |
| Ocean Capital Management, LLC |
15 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
15 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
15 |
| Profunds - Profund Vp Mid-cap Value |
15 |
| WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N |
15 |
| MSD Partners, L.P. |
15 |
| SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
15 |
| Ramiah Investment Group |
15 |
| Wealth High Governance Capital Ltda |
15 |
| Arcus Capital Partners, LLC |
14 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
14 |
| Reinhart Partners, Inc. |
14 |
| Honeywell International Inc |
14 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
14 |
| Birchcreek Wealth Management, LLC |
14 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
14 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
14 |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
14 |
| BARING ASSET MANAGEMENT Ltd |
14 |
| Drucker Wealth 3.0, LLC |
14 |
| Badgley Phelps & Bell Inc |
14 |
| IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A |
14 |
| Stableford Capital Ii Llc |
14 |
| Real Talk Capital, LLC |
14 |
| Steadview Capital Management LLC |
14 |
| Amussen Hunsaker Associates Llc |
14 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
14 |
| Latitude Advisors, LLC |
14 |
| Impact Asset Management GmbH |
14 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
14 |
| DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
14 |
| Full18 Capital LLC |
14 |
| Mma Asset Management Llc |
14 |
| Vulcan Value Partners, LLC |
14 |
| GK Wealth Management LLC |
14 |
| Cito Capital Group, LLC |
14 |
| Accretive Wealth Partners, LLC |
14 |
| One River Asset Management, LLC |
14 |
| Wunderlich Capital Managemnt |
14 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
14 |
| Trigran Investments, Inc. |
14 |
| Martin Currie Ltd |
14 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
14 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
14 |
| Western Asset Corporate Loan Fund Inc. |
14 |
| FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
14 |
| IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF |
14 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
14 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
14 |
| Oxler Private Wealth LLC |
14 |
| Gabelli Equity Series Funds Inc |
14 |
| SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A |
14 |
| Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
14 |
| CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
14 |
| Ade, Llc |
14 |
| Kensington Investment Counsel, LLC |
14 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
14 |
| FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
14 |
| Montanaro Asset Management Ltd |
14 |
| Hengehold Capital Management Llc |
14 |
| CrestPoint Capital Management, LLC |
14 |
| Chesapeake Wealth Management |
14 |
| Hayden Royal, Llc |
14 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
14 |
| HN Saltoro Capital, LP |
14 |
| QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I |
14 |
| Crestone Asset Management LLC |
14 |
| Exchange Capital Management, Inc. |
14 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
14 |
| Grassi Investment Management |
14 |
| DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R |
14 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
14 |
| Pinnacle Wealth Management, LLC |
14 |
| Trueblood Wealth Management, LLC |
14 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
14 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
14 |
| Ignite Planners, LLC |
14 |
| Perfromance Wealth Partners, LLC |
14 |
| Barrier Capital Management, LLC |
14 |
| FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
14 |
| SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF |
14 |
| Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund |
14 |
| Harfst & Associates, Inc. |
14 |
| Usaa Etf Trust |
14 |
| First Business Financial Services, Inc. |
14 |
| Draper Asset Management, LLC |
14 |
| Davidson Investment Advisors |
14 |
| FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
14 |
| Financial Advisory Service, Inc. |
14 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
14 |
| Fielder Capital Group LLC |
14 |
| Sigma Investment Counselors Inc |
14 |
| Todd Asset Management Llc |
14 |
| Three Peaks Capital Management, LLC |
14 |
| Mane Global Capital Management Lp |
14 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
14 |
| JGP Wealth Management, LLC |
14 |
| CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
14 |
| JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
14 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
14 |
| Monument Capital Management |
14 |
| IMS Capital Management |
14 |
| AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
14 |
| First National Advisers, LLC |
14 |
| FINX - Global X Funds - Global X FinTech ETF |
14 |
| MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
14 |
| Profit Investment Management, LLC |
14 |
| MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y |
14 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
14 |
| Pingora Partners LLC |
14 |
| Keeler THomas Management LLC |
14 |
| Bosman Wealth Management, LLC |
14 |
| BLB&B Advisors, LLC |
14 |
| FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
14 |
| Hyman Charles D |
14 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
14 |
| Axiom Advisory, LLC |
14 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
14 |
| FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
14 |
| Source Capital Inc /de/ |
14 |
| Difesa Capital Management, Lp |
14 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
14 |
| Victory Financial Group, Llc |
14 |
| Quantum Capital Management |
14 |
| MU Investments Co., Ltd. |
14 |
| Long Path Partners LP |
14 |
| Transatlantique Private Wealth Llc |
14 |
| Woodley Farra Manion Portfolio Management Inc |
14 |
| EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
14 |
| New Amsterdam Partners Llc/ny |
14 |
| 55i, Llc |
14 |
| Matrix Trust Co |
14 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
14 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 |
14 |
| Twelve Points Wealth Management LLC |
14 |
| VIEX Capital Advisors, LLC |
14 |
| Cohen Klingenstein LLC |
14 |
| ROCI - EA Series Trust - ROC ETF |
14 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
14 |
| Curbstone Financial Management Corp |
14 |
| Community Financial Services Group, LLC |
14 |
| Abner Herrman & Brock Llc |
14 |
| Capital Investment Services of America, Inc. |
14 |
| Mystic Asset Management, Inc. |
14 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
14 |
| PeakShares LLC |
14 |
| Guardian Wealth Advisors, Llc / Nc |
14 |
| Systematic Portfolios LLC |
14 |
| Elk Creek Partners, LLC |
14 |
| VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
14 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
14 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
14 |
| RP Investment Advisors LP |
14 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
14 |
| FJ Investments, LLC |
14 |
| CHGX - EA Series Trust - Stance Sustainable Beta ETF |
14 |
| UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
14 |
| TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund |
14 |
| Sanibel Captiva Trust Company, Inc. |
14 |
| PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
14 |
| Premia Global Advisors, Llc |
14 |
| ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A |
14 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
14 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
14 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
14 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
14 |
| BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
14 |
| General American Investors Co Inc |
14 |
| MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I |
14 |
| JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares |
14 |
| PlanVest Financial, Inc |
14 |
| VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares |
14 |
| Schmidt P J Investment Management Inc |
14 |
| PSquared Asset Management AG |
14 |
| Jabodon Pt Co |
14 |
| AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF |
14 |
| MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
14 |
| Florida Financial Advisors, Llc |
14 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
14 |
| Analyst IMS Investment Management Services Ltd. |
14 |
| Kieckhefer Group Llc |
14 |
| Lafayette Investments, Inc. |
14 |
| MainStreet Investment Advisors LLC |
14 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
14 |
| River Wealth Advisors LLC |
14 |
| Sendero Wealth Management, LLC |
14 |
| Roanoke Asset Management Corp/ Ny |
14 |
| FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares |
14 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
14 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
14 |
| CGMFX - CGM TRUST - CGM Focus Fund |
14 |
| Archetype Wealth Partners |
14 |
| Prudential Short Duration High Yield Fund, Inc. |
14 |
| PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A |
14 |
| Quad-Cities Investment Group, LLC |
14 |
| Spartan Fund Management Inc. |
14 |
| Reston Wealth Management Llc |
14 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
14 |
| Border to Coast Pensions Partnership Ltd |
14 |
| Sava Infond d.o.o. |
14 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
14 |
| EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
14 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
14 |
| Graney & King, LLC |
14 |
| Cypress Capital, LLC |
14 |
| Thomasville National Bank |
14 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
14 |
| Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares |
14 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
14 |
| NEA Management Company, LLC |
14 |
| Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares |
14 |
| Wolf Group Capital Advisors |
14 |
| Twenty Acre Capital LP |
14 |
| First Community Trust Na |
14 |
| Kwmg, Llc |
14 |
| Sargent Investment Group, LLC |
14 |
| NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A |
14 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
14 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
14 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
14 |
| PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
14 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
14 |
| Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
14 |
| Origin Asset Management LLP |
14 |
| Roberts Wealth Advisors, LLC |
14 |
| Gargoyle Investment Advisor L.L.C. |
14 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
14 |
| Offit Capital Advisors Llc |
14 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
14 |
| Par Capital Management Inc |
14 |
| Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares |
14 |
| Provence Wealth Management Group |
14 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
14 |
| Biltmore Family Office, LLC |
14 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
14 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
14 |
| Bennett Lawrence Management L L C/ny |
14 |
| Game Creek Capital, LP |
14 |
| MorganRosel Wealth Management, LLC |
14 |
| Crews Bank & Trust |
14 |
| Comprehensive Financial Planning, Inc./PA |
14 |
| Howard Financial Services, Ltd. |
14 |
| Doheny Asset Management /ca |
14 |
| New England Investment & Retirement Group, Inc. |
14 |
| American Independence Funds Trust |
14 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional |
14 |
| EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF |
14 |
| Amplify ETF Trust - Amplify Video Game Tech ETF |
14 |
| Greenwood Gearhart Inc |
14 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
14 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
14 |
| JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) |
14 |
| Beverly Hills Private Wealth, LLC |
14 |
| FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
14 |
| E&G Advisors, LP |
14 |
| MML Series Investment Fund II - MML Special Situations Fund Class II |
14 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
14 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
14 |
| NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF |
14 |
| EPIQ Capital Group, LLC |
14 |
| Marvin & Palmer Associates Inc |
14 |
| PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
14 |
| Ifrah Financial Services, Inc. |
14 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
14 |
| Sheffield Asset Management, L.L.C. |
14 |
| Svenska Handelsbanken AB (publ) |
14 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
14 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
14 |
| Tanglewood Legacy Advisors, LLC |
14 |
| EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF |
14 |
| SP Asset Management |
14 |
| Orbis Allan Gray Ltd |
14 |
| MGLBX - Marsico Investment Fund - Marsico Global Fund |
14 |
| PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares |
14 |
| HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
14 |
| WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
14 |
| WMKGX - WESMARK FUNDS - WesMark Growth Fund |
14 |
| Bbjs Financial Advisors, Llc |
14 |
| PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class |
14 |
| aeris Capital Holding GmbH |
14 |
| Artemis Wealth Advisors, LLC |
14 |
| WealthTrust Fairport, LLC |
14 |
| TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
14 |
| Prudent Man Advisors, LLC |
14 |
| IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I |
14 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
14 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
14 |
| Putnam ETF Trust - Putnam ESG High Yield ETF - |
14 |
| Fayez Sarofim & Co |
14 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
14 |
| Actinver Wealth Management, Inc. |
14 |
| Crystal Rock Capital Management |
14 |
| Southport Management, L.l.c. |
14 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II |
14 |
| JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) |
14 |
| Abdiel Capital Advisors, LP |
14 |
| LMR Master Fund Ltd |
14 |
| Coolidge Francis L |
14 |
| FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
14 |
| MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
14 |
| BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional |
14 |
| Arena Investors LP |
14 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
14 |
| JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class |
14 |
| Goelzer Investment Management, Inc. |
14 |
| RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
14 |
| Meridian Investment Counsel Inc. |
14 |
| Atlas Principals, LLC |
14 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
14 |
| Parian Global Management LP |
14 |
| Blue Grotto Capital, LLC |
14 |
| Akaris Global Partners, LP |
14 |
| HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia |
14 |
| JFG Wealth Management, LLC |
14 |
| Consolidated Portfolio Review Corp |
14 |
| Central Square Management LLC |
14 |
| Blue Zone Wealth Advisors, LLC |
14 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
14 |
| Breiter Capital Management Inc |
14 |
| West Bancorporation Inc |
14 |
| LFA - Lugano Financial Advisors SA |
14 |
| Hourglass Capital, Llc |
14 |
| DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
14 |
| Granite Bay Wealth Management, LLC |
14 |
| Stanford Investment Group, Inc. |
14 |
| Stokes Family Office, LLC |
14 |
| Goldstein Advisors, LLC |
14 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
14 |
| RGT Wealth Advisors, LLC |
14 |
| NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund |
14 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
14 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
14 |
| Clarity Wealth Advisors, LLC |
14 |
| Rowland Carmichael Advisors Inc /adv |
14 |
| Robocap Asset Management Ltd |
14 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. |
14 |
| MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF |
14 |
| Pragma Gestao De Patrimonio Ltd |
14 |
| Howard Wealth Management, Llc |
14 |
| Spartan Wealth Advisory Services LLC |
14 |
| ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares |
14 |
| Wick Capital Partners, LLC |
14 |
| Chapin Davis, Inc. |
14 |
| SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
14 |
| Claudia M.p. Batlle, Crp (r) Llc |
14 |
| JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A |
14 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
14 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
14 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
14 |
| Lee Capital Management LP |
14 |
| Delek Group, Ltd. |
14 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
14 |
| SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
14 |
| FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
14 |
| Sustainable Insight Capital Management, LLC |
14 |
| RB Capital Management, LLC |
14 |
| Midwest Trust Co |
14 |
| PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
14 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
14 |
| Merriman Wealth Management, LLC |
14 |
| LOM Asset Management Ltd |
14 |
| ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
14 |
| Wealth Advisory Solutions, LLC |
14 |
| Indivisible Partners |
14 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
14 |
| ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A |
14 |
| Lindenwold Advisors |
14 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
14 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
14 |
| Blue Square Asset Management, Llc |
14 |
| Raab & Moskowitz Asset Management LLC |
14 |
| Israel Discount Bank Of New York /gfn |
14 |
| Nia Impact Advisors, Llc |
14 |
| CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
14 |
| Obermeyer Wood Investment Counsel, Lllp |
14 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
14 |
| Adirondack Retirement Specialists, Inc. |
14 |
| MTVR - EXCHANGE TRADED CONCEPTS TRUST - Fount Metaverse ETF |
14 |
| LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
14 |
| Value Star Asset Management (Hong Kong) Ltd |
14 |
| Stock Portfolio - Stock Portfolio |
13 |
| BKD Wealth Advisors, LLC |
13 |
| Goodwin Daniel L |
13 |
| Fairfax Financial Holdings Ltd/ Can |
13 |
| Northern Right Capital Management, L.P. |
13 |
| General Atlantic Llc |
13 |
| Nokomis Capital, L.L.C. |
13 |
| Tenzing Global Management, LLC |
13 |
| River Road Asset Management, LLC |
13 |
| Silicon Valley Community Foundation |
13 |
| Pacific Grove Capital LP |
13 |
| Steadfast Advisors Lp |
13 |
| Brahman Capital Corp. |
13 |
| Ronald Blue & Co Llc |
13 |
| Rock Point Advisors, LLC |
13 |
| Ruffer LLP |
13 |
| Valiant Capital Management, L.P. |
13 |
| Courier Capital Llc |
13 |
| Whitnell & Co. |
13 |
| Paragon Capital Management LLC |
13 |
| Seven Bridges Advisors LLC |
13 |
| Us Financial Advisors, Llc |
13 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
13 |
| Independence Capital Asset Partners, LLC |
13 |
| Novare Capital Management Llc |
13 |
| Kimelman & Baird, LLC |
13 |
| Uniplan Investment Counsel, Inc. |
13 |
| Sather Financial Group Inc |
13 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
13 |
| Ntv Asset Management Llc |
13 |
| Stevens First Principles Investment Advisors |
13 |
| Pointe Capital Management LLC |
13 |
| Sharkey, Howes & Javer |
13 |
| Private Bank & Trust Co |
13 |
| 1st Source Bank |
13 |
| Beck Mack & Oliver Llc |
13 |
| Shikiar Asset Management Inc |
13 |
| Caz Investments Lp |
13 |
| Palladium Partners Llc |
13 |
| Diligent Investors, LLC |
13 |
| Bright Rock Capital Management, Llc |
13 |
| Russell Clark Investment Management Ltd |
13 |
| Palladiem, Llc |
13 |
| Regis Management CO LLC |
13 |
| Coyle Financial Counsel LLC |
13 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
13 |
| West Coast Financial LLC |
13 |
| Papp L Roy & Associates |
13 |
| Mathes Company, Inc. |
13 |
| Consolidated Investment Group LLC |
13 |
| UNIVEST FINANCIAL Corp |
13 |
| Spirit Of America Management Corp/ny |
13 |
| Jacobs & Co/ca |
13 |
| Deane Retirement Strategies, Inc. |
13 |
| Kynikos Associates LP |
13 |
| Sigma Capital Management Llc |
13 |
| Bard Associates Inc |
13 |
| Ws Management Lllp |
13 |
| Guinness Atkinson Asset Management Inc |
13 |
| Fagan Associates, Inc. |
13 |
| Smith, Moore & Co. |
13 |
| First American Trust, Fsb |
13 |
| Anderson Hoagland & Co |
13 |
| Silver Lake Group, L.L.C. |
13 |
| Rovida Advisors Inc. |
13 |
| Rivulet Capital, Llc |
13 |
| Princeton Portfolio Strategies Group LLC |
13 |
| Adi Capital Management LLC |
13 |
| St. Louis Trust Co |
13 |
| Andromeda Capital LLC |
13 |
| Ferox Capital LLP |
13 |
| Loeb Offshore Management LP |
13 |
| Gary Goldberg Planning Services Inc |
13 |
| Archipel Asset Management AB |
13 |
| Telluride Asset Management LLC |
13 |
| Nicholas Hoffman & Company, LLC. |
13 |
| Wilmington Trust Investment Management, LLC |
13 |
| Harbor Advisors LLC |
13 |
| Rubric Capital Management LP |
13 |
| Rainier Group Investment Advisory LLC |
13 |
| WP Advisors, LLC |
13 |
| William Marsh Rice University |
13 |
| Dumac, Inc. |
13 |
| Old Mission Capital, Llc |
13 |
| Maso Capital Partners Ltd |
13 |
| Keeley-Teton Advisors, LLC |
13 |
| Quattro Financial Advisors Llc |
13 |
| Harrington Investments, INC |
13 |
| Affiance Financial, LLC |
13 |
| Broadleaf Partners, LLC |
13 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
13 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
13 |
| Multi-strategy Growth & Income Fund |
13 |
| PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
13 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
13 |
| Pimco Corporate & Income Strategy Fund |
13 |
| Pimco Income Strategy Fund Ii |
13 |
| Palmer Square Opportunistic Income Fund |
13 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
13 |
| VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. |
13 |
| Prudentials Gibraltar Fund - Prudentials Gibraltar Fund |
13 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
13 |
| QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio |
13 |
| TIMOTHY PLAN - Timothy Strategic Variable |
13 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
13 |
| Zazove Convertible Securities Fund Inc |
13 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
13 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
13 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
13 |
| DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
13 |
| Sentinel Group Funds Inc |
13 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
13 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
13 |
| HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
13 |
| DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
13 |
| PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
13 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
13 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
13 |
| REDWX - Aspiration Funds - Aspiration Redwood Fund |
13 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
13 |
| Nan Shan Life Insurance Co., Ltd. |
13 |
| Allen Capital Group, LLC |
13 |
| Fluent Financial, LLC |
13 |
| Altman Advisors, Inc. |
13 |
| Paulson Wealth Management Inc. |
13 |
| Crown Advisors Management, Inc. |
13 |
| Abacus Planning Group, Inc. |
13 |
| Cozad Asset Management Inc |
13 |
| United Capital Management of KS, Inc. |
13 |
| Bell Rock Capital Llc |
13 |
| Tcg Advisors, Lp |
13 |
| Pacific Wealth Strategies Group, Inc. |
13 |
| Campbell Wealth Management |
13 |
| Frisch Financial Group, Inc. |
13 |
| Tech Square Trading Lp |
13 |
| One Fin Capital Management LP |
13 |
| Thor Advisors, Llc |
13 |
| Legend Financial Advisors, Inc. |
13 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
13 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
13 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
13 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
13 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
13 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
13 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
13 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
13 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
13 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
13 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
13 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
13 |
| BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares |
13 |
| BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares |
13 |
| SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF |
13 |
| GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
13 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
13 |
| SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF |
13 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
13 |
| WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class |
13 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
13 |
| XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF |
13 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
13 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
13 |
| ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares |
13 |
| JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
13 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
13 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A |
13 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
13 |
| JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
13 |
| Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 |
13 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
13 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
13 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
13 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial |
13 |
| Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
13 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
13 |
| Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund |
13 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
13 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
13 |
| JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
13 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
13 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
13 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
13 |
| MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
13 |
| ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
13 |
| MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
13 |
| BCMSX - Brown Capital Management Mutual Funds - The Brown Capital Management Mid Company Fund Investor Shares |
13 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
13 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
13 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
13 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
13 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
13 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
13 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
13 |
| SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
13 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
13 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
13 |
| FNG - AdvisorShares Trust - ADVISORSHARES NEW TECH AND MEDIA ETF |
13 |
| ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF |
13 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares |
13 |
| WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
13 |
| WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
13 |
| WMCNX - WILLIAM BLAIR FUNDS - William Blair Macro Allocation Fund Class N |
13 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
13 |
| BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
13 |
| PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A |
13 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
13 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
13 |
| FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
13 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
13 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
13 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
13 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
13 |
| TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A |
13 |
| MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
13 |
| HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
13 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
13 |
| PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
13 |
| NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A |
13 |
| FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
13 |
| FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
13 |
| FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
13 |
| FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
13 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
13 |
| ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
13 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
13 |
| LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A |
13 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
13 |
| RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund |
13 |
| TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class |
13 |
| AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A |
13 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
13 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
13 |
| IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
13 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
13 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
13 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
13 |
| IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
13 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
13 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
13 |
| SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 |
13 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
13 |
| HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A |
13 |
| WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C |
13 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
13 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
13 |
| CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
13 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
13 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
13 |
| Peterson Wealth Management |
13 |
| EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
13 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
13 |
| PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class |
13 |
| LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
13 |
| LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF |
13 |
| ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A |
13 |
| AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A |
13 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
13 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
13 |
| NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV |
13 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
13 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
13 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
13 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
13 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
13 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
13 |
| NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
13 |
| VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A |
13 |
| PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
13 |
| Secure Asset Management, LLC |
13 |
| Aft, Forsyth & Sober, LLC |
13 |
| Summit Wealth Group, LLC |
13 |
| Horizon Bancorp Inc /in/ |
13 |
| Advanced Research Investment Solutions, Llc |
13 |
| Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
13 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
13 |
| Bank of Marin |
13 |
| Blue Whale Capital LLP |
13 |
| Pinpoint Asset Management Ltd |
13 |
| Capital Wealth Alliance, LLC |
13 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
13 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
13 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
13 |
| Spotlight Asset Group, Inc. |
13 |
| Affinity Capital Advisors, LLC |
13 |
| Citizens National Bank Trust Department |
13 |
| Souders Financial Advisors |
13 |
| CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
13 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
13 |
| NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF |
13 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
13 |
| LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
13 |
| GWM Asset Management Ltd |
13 |
| HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF |
13 |
| ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
13 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
13 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
13 |
| Salvus Wealth Management, LLC |
13 |
| Oxinas Partners Wealth Management LLC |
13 |
| Crescent Capital Consulting, LLC |
13 |
| Western Financial Corporation |
13 |
| West Financial Advisors, LLC |
13 |
| Infini Master Fund |
13 |
| Sterling Financial Planning, Inc. |
13 |
| Longitude (Cayman) Ltd. |
13 |
| Reby Advisors, LLC |
13 |
| Cadent Capital Advisors, LLC |
13 |
| Green Harvest Asset Management LLC |
13 |
| Clarus Group, Inc. |
13 |
| Alcosta Capital Management, Inc. |
13 |
| Amitell Capital Pte Ltd |
13 |
| Ararat Capital Management, LP |
13 |
| Round Rock Advisors, LLC |
13 |
| SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class |
13 |
| Absoluto Partners Gestao de Recursos Ltda |
13 |
| Patron Partners Advisors, Llc |
13 |
| Defined Wealth Management, Llc |
13 |
| NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
13 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF |
13 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
13 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
13 |
| BlackRock Private Investments Fund |
13 |
| Heartland Bank & Trust Co |
13 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
13 |
| Putnam ETF Trust - Putnam Sustainable Leaders ETF - |
13 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
13 |
| VIOPX - VALIC Co I - International Opportunities Fund |
13 |
| 17 Capital Partners, Llc |
13 |
| OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
13 |
| FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
13 |
| FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
13 |
| FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
13 |
| FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF |
13 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
13 |
| JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares |
13 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
13 |
| FNGG - Direxion Shares ETF Trust - Direxion Daily Select Large Caps & FANGs Bull 2X Shares |
13 |
| Tpg Gp A, Llc |
13 |
| Riverwater Partners LLC |
13 |
| Kathleen S. Wright Associates Inc. |
13 |
| Revolve Wealth Partners, LLC |
13 |
| Lane Generational LLC |
13 |
| Pinnacle Private Wealth, LLC |
13 |
| HST Ventures, LLC |
13 |
| Aquire Wealth Advisors, LLC |
13 |
| Covea Finance |
13 |
| Sonen Capital LLC |
13 |
| Nauset Wealth Management. LLC |
13 |
| Goldstream Capital Management Ltd |
13 |
| Thrive Wealth Management, LLC |
13 |
| Philosophy Capital Management LLC |
13 |
| Redmont Wealth Advisors Llc |
13 |
| Repertoire Partners LP |
13 |
| Oak Harbor Wealth Partners, Llc |
13 |
| BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C |
13 |
| Merlin Capital LLC |
13 |
| UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
13 |
| Cyrus J. Lawrence, LLC |
13 |
| Cladis Investment Advisory, LLC |
13 |
| Styrax Capital, LP |
13 |
| BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF |
13 |
| F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares |
13 |
| Willner & Heller, Llc |
13 |
| SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares |
13 |
| VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF |
13 |
| FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
13 |
| GDS Wealth Management |
13 |
| Tradewinds, LLC. |
13 |
| ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF |
13 |
| WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class |
13 |
| SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF |
13 |
| VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
13 |
| Fundrise Growth Tech Fund, LLC |
13 |
| Fund 1 Investments, LLC |
13 |
| Unique Wealth, Llc |
13 |
| Newlands Management Operations LLC |
13 |
| Bain Capital Public Equity, LP |
13 |
| Avala Global LP |
13 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
13 |
| Ruedi Wealth Management, Inc. |
13 |
| DoubleLine ETF Adviser LP |
13 |
| BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF |
13 |
| Seven Mile Advisory |
13 |
| TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
13 |
| PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
13 |
| KPP Advisory Services LLC |
13 |
| Revisor Wealth Management LLC |
13 |
| TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF |
13 |
| One Wealth Management Investment & Advisory Services, LLC |
13 |
| Barlow Wealth Partners, Inc. |
13 |
| Chesapeake Capital Corp /il/ |
13 |
| First Financial Bankshares Inc |
13 |
| USRD - Themes ETF Trust - Themes US R&D Champions ETF |
13 |
| Franklin Templeton ETF Trust - Franklin Focused Growth ETF |
13 |
| LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
13 |
| Seeds Investor Llc |
13 |
| Atlanta Consulting Group Advisors, LLC |
13 |
| Amplify ETF Trust - Amplify Cybersecurity ETF |
13 |
| FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF |
13 |
| Chris Bulman Inc |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class |
13 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
13 |
| ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF |
13 |
| Paragon Capital Management Inc |
13 |
| BluePointe Capital Management, LLC |
13 |
| Diversified Enterprises, LLC |
13 |
| LIVR - EA Series Trust - Intelligent Livermore ETF |
13 |
| TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
13 |
| One Wealth Capital Management, Llc |
13 |
| Fairvoy Private Wealth, LLC |
13 |
| PUREfi Wealth, LLC |
13 |
| Hickory Point Bank & Trust |
13 |
| Monimus Capital Management, Lp |
13 |
| Runnymede Capital Advisors, Inc. |
13 |
| Katamaran Capital LLP |
13 |
| Nearwater Capital Markets, Ltd |
13 |
| Strive Asset Management, LLC |
13 |
| Navigoe, LLC |
13 |
| Kingstone Capital Partners Texas, LLC |
13 |
| GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
13 |
| Night Squared LP |
13 |
| NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class |
13 |
| INVN - Alger ETF Trust - Alger Russell Innovation ETF |
13 |
| Birchbrook, Inc. |
13 |
| BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
13 |
| TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF |
13 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
13 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
13 |
| RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
13 |
| QQWZ - Pacer Funds Trust - Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF |
13 |
| Kepler Cheuvreux (Suisse) SA |
13 |
| Entrust Financial Llc |
13 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
13 |
| McMillan Office, Inc. |
13 |
| Intesa Sanpaolo Wealth Management |
13 |
| Laurel Oak Wealth Management, Llc |
13 |
| Pitcairn Wealth Advisors LLC |
13 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
13 |
| Hamrick Investment Counsel, llc |
13 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
12 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
12 |
| Ab Multi-manager Alternative Fund |
12 |
| Fernbridge Capital Management Lp |
12 |
| DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
12 |
| Private Management Group Inc |
12 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
12 |
| Chung Wu Investment Group, LLC |
12 |
| EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF |
12 |
| Anglepoint Asset Management, Ltd. |
12 |
| NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
12 |
| Hanlon Investment Management, Inc. |
12 |
| Tidal Trust II - Clouty Tune ETF |
12 |
| Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
12 |
| Ballew Advisors, Inc |
12 |
| WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class |
12 |
| SLT Holdings LLC |
12 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
12 |
| Pioneer Floating Rate Trust |
12 |
| Prosperity Financial Group, Inc. |
12 |
| KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
12 |
| SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
12 |
| Avantra Family Wealth, Inc. |
12 |
| Phillip James Consulting Co. |
12 |
| Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF |
12 |
| QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF |
12 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
12 |
| AlphaQ Advisors LLC |
12 |
| Blackthorn Investment Group Llc |
12 |
| 300 North Capital, Llc |
12 |
| Us Global Investors Funds |
12 |
| Heartland Advisors Inc |
12 |
| Truepoint, Inc. |
12 |
| Absolute Gestao de Investimentos Ltda. |
12 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
12 |
| Ironbridge Funds, Inc. |
12 |
| Bank Pictet & Cie (asia) Ltd |
12 |
| Pictet North America Advisors SA |
12 |
| Foyston, Gordon, & Payne Inc |
12 |
| Brown University |
12 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
12 |
| Beaconlight Capital, Llc |
12 |
| Eschler Asset Management LLP |
12 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
12 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
12 |
| IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares |
12 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
12 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
12 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
12 |
| Vanguard Windsor Funds |
12 |
| IVES - Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF |
12 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
12 |
| Rs Variable Products Trust |
12 |
| FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF |
12 |
| RIVEX - Investment Managers Series Trust - Riverbridge Eco Leaders Fund Institutional Class |
12 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
12 |
| SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
12 |
| Gateway Advisory, LLC |
12 |
| Fiduciary Planning LLC |
12 |
| Woodard & Co Asset Management Group Inc /adv |
12 |
| King Wealth |
12 |
| Stablepoint Partners, LLC |
12 |
| First Eagle Credit Opportunities Fund |
12 |
| Power Corp of Canada |
12 |
| Montecito Bank & Trust |
12 |
| Vontobel Asset Management Inc |
12 |
| Pensionfund Sabic |
12 |
| SFE Investment Counsel |
12 |
| Americafirst Capital Management, Llc |
12 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
12 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
12 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
12 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
12 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
12 |
| Starfire Investment Advisers, Inc. |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio |
12 |
| Horizon Funds - HORIZON EXPEDITION PLUS ETF |
12 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
12 |
| John W. Brooker & Co., CPAs |
12 |
| BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
12 |
| J. W. Coons Advisors, LLC |
12 |
| Open Field Capital LLC |
12 |
| NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A |
12 |
| Asio Capital, LLC |
12 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
12 |
| Iberiabank Corp |
12 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
12 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
12 |
| TFG Advisers LLC |
12 |
| PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund |
12 |
| Marxe Austin W & Greenhouse David M |
12 |
| Tanager Wealth Management LLP |
12 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
12 |
| MOHR - Collaborative Investment Series Trust - Mohr Growth ETF |
12 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
12 |
| PartnerRe Asset Management CORP |
12 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
12 |
| RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
12 |
| David R. Rahn & Associates Inc. |
12 |
| HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
12 |
| Whitebox Mutual Funds |
12 |
| Boston Income Portfolio - Boston Income Portfolio |
12 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
12 |
| Waycross Partners, Llc |
12 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd |
12 |
| SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
12 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
12 |
| Guardian Capital Advisors Lp |
12 |
| LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares |
12 |
| Lucia Wealth Services, Llc |
12 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
12 |
| White Elm Capital, LLC |
12 |
| Waypoint Wealth Partners Inc. |
12 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
12 |
| Findlay Park Partners LLP |
12 |
| Pimco Income Strategy Fund |
12 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
12 |
| Portfolio Solutions, LLC |
12 |
| Tevis Investment Management |
12 |
| Abbot Financial Management, Inc. |
12 |
| Murphy Capital Management Inc |
12 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
12 |
| Providence First Trust Co |
12 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
12 |
| AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
12 |
| Appaloosa Lp |
12 |
| Red Spruce Capital, LLC |
12 |
| PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares |
12 |
| Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
12 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
12 |
| Willis Johnson & Associates, Inc. |
12 |
| Matthews International Capital Management Llc |
12 |
| LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 |
12 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
12 |
| HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF |
12 |
| SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF |
12 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
12 |
| McAdams Wright Ragen, Inc. |
12 |
| Nwi Management Lp |
12 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
12 |
| Credential Securities Inc. |
12 |
| FDO Partners, LLC |
12 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
12 |
| Cantor Fitzgerald Investment Adviser L.p. |
12 |
| Napa Wealth Management |
12 |
| Natural Investments, Llc |
12 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
12 |
| BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND |
12 |
| USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A |
12 |
| Dow Chemical Co /de/ |
12 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
12 |
| BancorpSouth Bank |
12 |
| Dohj, Llc |
12 |
| Robinhood Asset Management, LLC |
12 |
| ZEGA Investments, LLC |
12 |
| CG Asset Management LLC |
12 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
12 |
| Sherman Porfolios, Llc |
12 |
| Ohio National Investments, Inc. |
12 |
| Index Fund Advisors, Inc. |
12 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
12 |
| LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class |
12 |
| Horizons Etf Trust I |
12 |
| Legacy Wealth Management, LLC / MS |
12 |
| CCLA Investment Management Ltd |
12 |
| Credo Capital Management, LLC |
12 |
| Spectrum Wealth Counsel, LLC |
12 |
| New Capital Management LP |
12 |
| Capital Planning Advisors, LLC |
12 |
| Aquila Investment Management LLC |
12 |
| Legacy Trust |
12 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
12 |
| BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND |
12 |
| QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
12 |
| Onyx Bridge Wealth Group LLC |
12 |
| Nair Vinay |
12 |
| Nicola Wealth Management Ltd. |
12 |
| QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
12 |
| Hillman Co |
12 |
| ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A |
12 |
| Alphagen Securities Llc |
12 |
| Eaton Vance Tax-managed Diversified Equity Income Fund |
12 |
| Mcdaniel Terry & Co |
12 |
| Becker Capital Management Inc |
12 |
| Leeward Financial Partners, LLC |
12 |
| Roffman Miller Associates Inc /pa/ |
12 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
12 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
12 |
| KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
12 |
| Codex Capital, L.L.C. |
12 |
| Private Asset Management Inc |
12 |
| Autumn Glory Partners, LLC |
12 |
| Financial Sense Advisors, Inc. |
12 |
| McKinley Carter Wealth Services, Inc. |
12 |
| CMF - iSHARES TRUST - iShares California Muni Bond ETF |
12 |
| Hermes Investment Management Ltd |
12 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
12 |
| Yale University |
12 |
| GRIN - Victory Portfolios II - VictoryShares International Free Cash Flow Growth ETF |
12 |
| BIGTX - Monteagle Funds - The Texas Fund Class I |
12 |
| National Penn Investors Trust Co /pa |
12 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
12 |
| Eads & Heald Wealth Management |
12 |
| Monolith Management Ltd |
12 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
12 |
| Ironwood Investment Counsel, LLC |
12 |
| NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF |
12 |
| Rodgers Brothers Inc. |
12 |
| FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
12 |
| MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
12 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
12 |
| Clarkston Capital Partners, LLC |
12 |
| MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
12 |
| Granite Investment Advisors, LLC |
12 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
12 |
| Brown Shipley& Co Ltd |
12 |
| GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional |
12 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
12 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
12 |
| Income Insurance Ltd |
12 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
12 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
12 |
| Cardiff Park Advisors, Llc |
12 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
12 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
12 |
| FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
12 |
| Spectrum Asset Management, Inc. (NB/CA) |
12 |
| FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
12 |
| Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF |
12 |
| Vahanian & Associates Financial Planning Inc. |
12 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
12 |
| Essex LLC |
12 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
12 |
| Asset Planning,Inc |
12 |
| Baxter Bros Inc |
12 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
12 |
| Canopy Partners, LLC |
12 |
| Garton & Associates Financial Advisors LLC |
12 |
| ABS Direct Equity Fund LLC |
12 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
12 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
12 |
| Andina Capital Management, LLC |
12 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
12 |
| ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A |
12 |
| Granite FO LLC |
12 |
| Reliant Investment Management, LLC |
12 |
| Stockbridge Partners LLC |
12 |
| Clarfeld Financial Advisors, Llc |
12 |
| Vantage Investment Partners, LLC |
12 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A |
12 |
| FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
12 |
| Columbia Trust Co 01012016 |
12 |
| FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
12 |
| WHV Investments, Inc. |
12 |
| WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares |
12 |
| Laurus Investment Counsel Inc. |
12 |
| EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA |
12 |
| Frontier Investment Mgmt Co |
12 |
| Capstone Capital Management Ltd |
12 |
| Ally Financial Inc. |
12 |
| Smith Anglin Financial, LLC |
12 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
12 |
| DG Capital Management, LLC |
12 |
| MML SERIES INVESTMENT FUND - MML Global Fund Class I |
12 |
| Lodge Hill Capital, LLC |
12 |
| Rockland Trust Co |
12 |
| Boltwood Capital Management |
12 |
| PARK CIRCLE Co |
12 |
| LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
12 |
| Kercheville Advisors, LLC |
12 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
12 |
| Tortoise Capital Advisors, L.l.c. |
12 |
| Mechanics Financial Corp |
12 |
| Clark Financial Services Group Inc /bd |
12 |
| Master Focus Growth Llc - Master Focus Growth Llc |
12 |
| ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio |
12 |
| Ayalon Holdings Ltd. |
12 |
| FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
12 |
| Omni Partners US LLC |
12 |
| GKV Capital Management Co., Inc. |
12 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
12 |
| Wambolt & Associates, LLC |
12 |
| Tritonpoint Wealth, Llc |
12 |
| Motive Wealth Advisors |
12 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
12 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
12 |
| Growth Fund Of America |
12 |
| Viridian Ria, Llc |
12 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
12 |
| Cornerstone Total Return Fund Inc |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
12 |
| Scott & Selber, Inc. |
12 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
12 |
| Levitt Capital Management LLC |
12 |
| Ariel Investments, Llc |
12 |
| CISGX - Touchstone Institutional Funds Trust - Touchstone Sands Capital Institutional Growth Fund |
12 |
| MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF |
12 |
| Bornite Capital Management LP |
12 |
| ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF |
12 |
| Freedom Day Solutions, LLC |
12 |
| Alan B. Lancz & Associates, Inc. |
12 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
12 |
| Eaton Vance Risk-managed Diversified Equity Income Fund |
12 |
| Compass Capital Corp /ma/ /adv |
12 |
| Centurion Wealth Management LLC |
12 |
| EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A |
12 |
| PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
12 |
| Howard Bailey Securities, Llc |
12 |
| ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
12 |
| Redwood Financial Network Corp |
12 |
| ADAPT Investment Managers SA |
12 |
| CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class |
12 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
12 |
| Peloton Wealth Strategists |
12 |
| Td Asset Management Usa Funds Inc. |
12 |
| Sunpointe, LLC |
12 |
| PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
12 |
| Connacht Asset Management LP |
12 |
| Milestone Asset Management, Llc |
12 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
12 |
| Scissortail Wealth Management, LLC |
12 |
| Castlekeep Investment Advisors Llc |
12 |
| Neville Rodie & Shaw Inc |
12 |
| LJI Wealth Management, LLC |
12 |
| Biondo Investment Advisors, LLC |
12 |
| Hillhouse Capital Management, Ltd. |
12 |
| Lebenthal Holdings,LLC |
12 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
12 |
| Wealthquest Corp |
12 |
| PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
12 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
12 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M |
12 |
| Emory University |
12 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
12 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
12 |
| Matauro, Llc |
12 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
12 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
12 |
| Marshall Investment Management, Llc |
12 |
| Henderson Global Funds |
12 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
12 |
| Bradley & Co. Private Wealth Management, LLC |
12 |
| Park Avenue Institutional Advisers LLC |
12 |
| Berkeley Capital Partners, LLC |
12 |
| Kmg Fiduciary Partners, Llc |
12 |
| Calamos ETF Trust - Calamos Convertible Equity Alternative ETF |
12 |
| RDA Financial Network |
12 |
| Estate Planners Group, LLC |
12 |
| ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
12 |
| Bell Asset Management Ltd |
12 |
| FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
12 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
12 |
| Sensato Investors LLC |
12 |
| Minot DeBlois Advisors LLC |
12 |
| Team Hewins, LLC |
12 |
| Forge First Asset Management Inc. |
12 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
12 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
12 |
| Aurora Private Wealth, Inc. |
12 |
| Anchorage Capital Group, L.L.C. |
12 |
| Panoramic Capital, LLC |
12 |
| Taika Capital, LP |
12 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
12 |
| Calvert Management Series - Calvert Small/Mid-Cap Fund Class I |
12 |
| Soroban Capital Partners LP |
12 |
| TIME - Capitol Series Trust - Clockwise Capital Innovation ETF |
12 |
| PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C |
12 |
| Bedrijfstakpensioenfonds Voor De Media Pno |
12 |
| Primoris Wealth Advisors, Llc |
12 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
12 |
| Kirr Marbach & Co Llc /in/ |
12 |
| Waverton Investment Management Ltd |
12 |
| QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF |
12 |
| Impact Investors, Inc |
12 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
12 |
| City National Bank Of Florida /msd |
12 |
| Birch Financial Group, Llc |
12 |
| Longboard Asset Management, LP |
12 |
| Asset Management Corp /il/ /adv |
12 |
| MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
12 |
| PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I |
12 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
12 |
| RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares |
12 |
| TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
12 |
| JISOX - John Hancock Funds II - New Opportunities Fund Class 1 |
12 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
12 |
| Baer Investment Advisory LLC |
12 |
| Prospect Capital Advisors, LLC |
12 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
12 |
| IvyRock Asset Management (HK) Ltd |
12 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
12 |
| Cambient Family Office, Llc |
12 |
| Hager Investment Management Services, Llc |
12 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
12 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
12 |
| JSSSX - Managed Portfolio Series - Jackson Square All-Cap Growth Fund IS Class |
12 |
| XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF |
12 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
12 |
| Strategic Family Wealth Counselors, L.L.C. |
12 |
| DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
12 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
12 |
| JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
12 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
12 |
| Delaware Enhanced Global Dividend & Income Fund |
12 |
| Rogco, Lp |
12 |
| Richelieu Gestion PLC |
12 |
| AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
12 |
| Longbow Finance SA |
12 |
| Beacon Harbor Wealth Advisors, Inc. |
12 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
12 |
| Walker Asset Management, LLC |
12 |
| Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I |
12 |
| HRS Investment Holdings, LLC |
12 |
| Tranquility Partners, LLC |
12 |
| Sonnipe Ltd |
12 |
| Arvest Bank Trust Division |
12 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
12 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
12 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
12 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
12 |
| Moon Capital Management Lp |
12 |
| FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
12 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
12 |
| Tobias Financial Advisors, Inc. |
12 |
| FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares |
12 |
| DLK Investment Management, LLC |
12 |
| Rainier Investment Management Mutual Funds |
12 |
| WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
12 |
| Werlinich Asset Management, LLC |
12 |
| Three Bridge Wealth Advisors, LLC |
12 |
| Bleichroeder LP |
12 |
| Westport Asset Management Inc |
12 |
| JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV |
12 |
| MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A |
12 |
| Aviso Wealth Management |
12 |
| Brucke Financial, Inc. |
12 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A |
11 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
11 |
| True Vision MN LLC |
11 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
11 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
11 |
| EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
11 |
| Ables, Iannone, Moore & Associates, Inc. |
11 |
| Revere Asset Management, Inc |
11 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 |
11 |
| ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
11 |
| INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF |
11 |
| TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
11 |
| KLCM Advisors, Inc. |
11 |
| Eidelman Virant Capital |
11 |
| CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
11 |
| ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S |
11 |
| STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
11 |
| TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
11 |
| FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class |
11 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
11 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
11 |
| LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund |
11 |
| SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
11 |
| Cornell Pochily Investment Advisors, Inc. |
11 |
| EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB |
11 |
| Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - |
11 |
| Sumit Capital, Llc |
11 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
11 |
| Shapiro Capital Management Llc |
11 |
| MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
11 |
| Sabby Management, Llc |
11 |
| SRB Corp |
11 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
11 |
| Asset Allocation & Management Company, LLC |
11 |
| Annandale Capital, LLC |
11 |
| Scharf Investments, Llc |
11 |
| STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
11 |
| Red Wave Investments LLC |
11 |
| Roosevelt Investment Group Llc |
11 |
| Discovery Value Fund |
11 |
| WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N |
11 |
| LH Capital Markets, LLC |
11 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
11 |
| GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
11 |
| IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
11 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
11 |
| EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA |
11 |
| L.m. Kohn & Company |
11 |
| Monticello Wealth Management, Llc |
11 |
| Solel Partners LP |
11 |
| EIS - iShares, Inc. - iShares MSCI Israel ETF |
11 |
| ULTRA SERIES FUND - Diversified Income Fund Class I |
11 |
| Alecta Pensionsforsakring, Omsesidigt |
11 |
| Kennebec Savings Bank |
11 |
| JFWD - Jacob Funds Inc. - Jacob Forward ETF |
11 |
| Eukles Asset Management |
11 |
| Welch Group, LLC |
11 |
| Benson Wealth Management INC |
11 |
| NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
11 |
| Life Planning Partners, Inc |
11 |
| Crossingbridge Advisors, LLC |
11 |
| OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
11 |
| Efficient Market Advisors, LLC |
11 |
| ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class |
11 |
| BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
11 |
| GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
11 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
11 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
11 |
| Cowen Prime Advisors LLC |
11 |
| Eos Management, L.P. |
11 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
11 |
| High Point Wealth Management, LLC |
11 |
| Taylor Wealth Management Partners |
11 |
| Prairie Wealth Advisors, Inc. |
11 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
11 |
| Greenhaven Road Investment Management, L.P. |
11 |
| Weaver Capital Management LLC |
11 |
| Permanens Capital L.P. |
11 |
| Oxford Wealth Group, LLC |
11 |
| JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I) |
11 |
| Man Investments (CH) AG |
11 |
| MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF |
11 |
| NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF |
11 |
| Hoplite Capital Management, L.p. |
11 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
11 |
| Custom Portfolio Group LLC |
11 |
| MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS |
11 |
| TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I |
11 |
| ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class |
11 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
11 |
| Horan Capital Advisors, LLC. |
11 |
| Schwab Charitable Fund |
11 |
| LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
11 |
| JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
11 |
| Fortress Wealth Group, LLC |
11 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
11 |
| HERO - Global X Funds - Global X Video Games & Esports ETF |
11 |
| Contrarius Investment Management Ltd |
11 |
| Boothe Investment Group, Inc. |
11 |
| Correct Capital Wealth Management |
11 |
| Seascape Capital Management |
11 |
| Sentry Investments Corp. |
11 |
| Boenning & Scattergood, Inc. |
11 |
| Eagle Boston Investment Management Inc |
11 |
| Blue Barn Wealth, LLC |
11 |
| Verity & Verity, LLC |
11 |
| FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF |
11 |
| City Center Advisors, LLC |
11 |
| Ascendant Capital Management, LLC |
11 |
| Breakwater Capital Group |
11 |
| CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class |
11 |
| DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
11 |
| Mirae Asset Securities (usa) Inc. |
11 |
| Sarissa Consulting Llc |
11 |
| FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class |
11 |
| Commons Capital, Llc |
11 |
| PENN SERIES FUNDS INC - Mid Cap Value Fund |
11 |
| Wilson Asset Management (international) Pty Ltd |
11 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
11 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
11 |
| HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia |
11 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I |
11 |
| Blue Chip Partners, Inc. |
11 |
| Parametric Market Neutral Portfolio |
11 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
11 |
| Eagle Strategies LLC |
11 |
| Tiger Legatus Capital Management, LLC |
11 |
| ZGEN - EA Series Trust - The Gen Z ETF |
11 |
| Brainard Capital Management LLC |
11 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
11 |
| Newman Dignan & Sheerar, Inc. |
11 |
| Greytown Advisors Inc. |
11 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
11 |
| FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class |
11 |
| Mendel Money Management |
11 |
| Bluebird Wealth Management LLC |
11 |
| Edmonds Duncan Registered Investment Advisors, LLC |
11 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
11 |
| Hobart Private Capital, LLC |
11 |
| FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio |
11 |
| Charter Trust Co |
11 |
| CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
11 |
| Delta Financial Group, Inc. |
11 |
| Stancorp Investment Advisers Inc |
11 |
| PARUS FINANCE (UK) Ltd |
11 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
11 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
11 |
| Gilman Hill Asset Management, LLC |
11 |
| Cherrydale Wealth Management, Llc |
11 |
| Dumont & Blake Investment Advisors Llc |
11 |
| Parsec Financial Management, Inc. |
11 |
| Breton Hill Capital Ltd. |
11 |
| Spinnaker Trust |
11 |
| Lester Murray Antman dba SimplyRich |
11 |
| New Perspective Fund |
11 |
| VCCAX - VALIC Co II - Capital Appreciation Fund |
11 |
| NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
11 |
| Peterson Wealth Services |
11 |
| Nichols Asset Management LLC |
11 |
| WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class |
11 |
| Altrinsic Global Advisors Llc |
11 |
| PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
11 |
| Live Oak Investment Partners |
11 |
| SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF |
11 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
11 |
| DMG Group, LLC |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
11 |
| PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A |
11 |
| HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares |
11 |
| Catapult Capital Management Llc |
11 |
| Caldwell & Orkin Inc |
11 |
| FJ Capital Management LLC |
11 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
11 |
| QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans |
11 |
| Bitwise Funds Trust - Bitwise Web3 ETF |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
11 |
| Daventry Group, LP |
11 |
| EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A |
11 |
| Greenwoods Asset Management Ltd |
11 |
| IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
11 |
| Scout Funds |
11 |
| QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans |
11 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
11 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
11 |
| Mmbg Investment Advisors Co. |
11 |
| RUFF - ETF Opportunities Trust - Alpha Dog ETF |
11 |
| Decade Capital Management Llc |
11 |
| Peak Financial Advisors Llc |
11 |
| Franklin BSP Private Credit Fund |
11 |
| Pinnacle Family Advisors, LLC |
11 |
| Kopp Investment Advisors Llc |
11 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 |
11 |
| NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
11 |
| Sage Capital Advisors,llc |
11 |
| Triton Wealth Management, PLLC |
11 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
11 |
| Farmers Trust Co |
11 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
11 |
| Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 |
11 |
| Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund |
11 |
| Hartree Partners, LP |
11 |
| John Hancock Investors Trust |
11 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
11 |
| IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A |
11 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
11 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
11 |
| TenCore Partners, LP |
11 |
| STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I |
11 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
11 |
| ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares |
11 |
| Flagship Private Wealth, LLC |
11 |
| Montrusco Bolton Investments Inc. |
11 |
| Rather & Kittrell, Inc. |
11 |
| East Coast Asset Management, LLC. |
11 |
| BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
11 |
| Apis Capital Advisors, LLC |
11 |
| PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A |
11 |
| Chatham Capital Group, Inc. |
11 |
| Lifestyle Asset Management, Inc. |
11 |
| Oppenheimer Discovery Mid Cap Growth Fund |
11 |
| PACIFIC SELECT FUND - International Growth Portfolio Class P |
11 |
| Roberts Capital Advisors, LLC |
11 |
| Progressive Investment Management Corp |
11 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
11 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
11 |
| Graham Capital Wealth Management, Llc |
11 |
| GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional |
11 |
| CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
11 |
| Mfs Special Value Trust |
11 |
| McCarthy Grittinger Financial Group, LLC |
11 |
| Lountzis Asset Management, Llc |
11 |
| Bivin & Associates, Inc. |
11 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
11 |
| Aris Wealth Services, Inc. |
11 |
| AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A |
11 |
| Johnson Financial Group, LLC |
11 |
| PCA Investment Advisory Services Inc. |
11 |
| TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class |
11 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
11 |
| Hudson Way Capital Management LLC |
11 |
| VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares |
11 |
| First City Capital Management, Inc. |
11 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
11 |
| Silicon Hills Wealth Management, LLC |
11 |
| AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
11 |
| Oasis Advisors, LLC |
11 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
11 |
| Q Fund Management (Hong Kong) Ltd |
11 |
| LifePlan Financial Group, Inc |
11 |
| Loews Corp |
11 |
| Holos Integrated Wealth LLC |
11 |
| FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A |
11 |
| Wells Fargo Income Opportunities Fund |
11 |
| QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
11 |
| Oliver Luxxe Assets LLC |
11 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
11 |
| FLP Wealth Management, LLC |
11 |
| VR - Global X Funds - Global X Metaverse ETF |
11 |
| ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
11 |
| Norris Financial Group, LLC |
11 |
| QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
11 |
| Marble Wealth, LLC |
11 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
11 |
| Timberline Asset Management LLC |
11 |
| MBL Wealth, LLC |
11 |
| RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 |
11 |
| IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
11 |
| DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
11 |
| AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class |
11 |
| RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
11 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
11 |
| Sunflower Bank, N.A. |
11 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
11 |
| JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
11 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
11 |
| Callahan Advisors, LLC |
11 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
11 |
| NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class |
11 |
| JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
11 |
| Reliant Investment Partners, LLC |
11 |
| Spinnaker ETF Series - Parabla Innovation ETF |
11 |
| VanEck Funds |
11 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
11 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
11 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
11 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
11 |
| VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 |
11 |
| Global Strategic Investment Solutions, LLC |
11 |
| RiverPoint Capital Management, LLC |
11 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
11 |
| OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF |
11 |
| Chelsea Counsel Co |
11 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
11 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
11 |
| Croft-leominster Inc |
11 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
11 |
| Sara-Bay Financial |
11 |
| ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N |
11 |
| PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
11 |
| Danda Trouve Investment Management, Inc. |
11 |
| IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
11 |
| FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund |
11 |
| Unterberg Capital LLC |
11 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
11 |
| LRT Capital Management, LLC |
11 |
| Capital Insight Partners, Llc |
11 |
| Union Savings Bank |
11 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
11 |
| Radnor Capital Management, LLC |
11 |
| Apex Capital, Llc |
11 |
| Concourse Capital Management, LLC |
11 |
| Telos Capital Management, Inc. |
11 |
| SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
11 |
| Centre Asset Management, LLC |
11 |
| IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
11 |
| CT Financial Advisors LLC |
11 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
11 |
| Addenda Capital Inc. |
11 |
| GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
11 |
| LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
11 |
| Gleason Group, Inc. |
11 |
| Conatus Capital Management LP |
11 |
| Eaton Vance Enhanced Equity Income Fund |
11 |
| PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A |
11 |
| Hibernia Wealth Partners, LLC |
11 |
| Grandfield & Dodd, Llc |
11 |
| Raine Capital LLC |
11 |
| FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
11 |
| FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF |
11 |
| MWA Asset Management |
11 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
11 |
| JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
11 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
11 |
| OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
11 |
| JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 |
11 |
| WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares |
11 |
| Crossvault Capital Management LLC |
11 |
| NOIGX - Northern Funds - Northern International Equity Fund |
11 |
| IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
11 |
| WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
11 |
| Jacobsen Capital Management |
11 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
11 |
| Sloy Dahl & Holst, LLC |
11 |
| Employers Holdings, Inc. |
11 |
| NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A |
11 |
| XML Financial, LLC |
11 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
11 |
| Kestrel Investment Management Corp |
11 |
| Ariose Capital Management Ltd |
11 |
| Goodman Financial Corp |
11 |
| Columbia Pacific Advisors, LLC |
11 |
| Severin Investments, LLC |
11 |
| Kavi Asset Management, LP |
11 |
| Guardian Investor Services Llc |
11 |
| Joho Capital Llc |
11 |
| Texas Bank & Trust Co |
11 |
| CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
11 |
| Evolution Advisers, Inc. |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class |
11 |
| Zhang Financial LLC |
11 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
11 |
| Fiduciary Group LLC |
11 |
| Lgt Capital Partners Ltd. |
11 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
11 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
11 |
| JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
11 |
| Opes Wealth Management LLC |
11 |
| FundVantage Trust - Polen Growth & Income Fund Institutional Class |
11 |
| CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class |
11 |
| Asset One Wealth Management LLC |
11 |
| Foster Group, Inc. |
11 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
11 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
11 |
| Insight 2811, Inc. |
11 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
11 |
| Greenwoods Asset Management Hong Kong Ltd. |
11 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
11 |
| Capstone Series Fund Inc |
11 |
| GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class |
11 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
11 |
| AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I |
11 |
| CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class |
11 |
| Bearing Point Capital, Llc |
11 |
| Lourd Capital, LLC |
11 |
| FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
11 |
| InTrack Investment Management Inc |
11 |
| Center For Asset Management LLC |
11 |
| ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
11 |
| Journey Advisory Group, LLC |
11 |
| Lewis Asset Management, LLC |
11 |
| General Partner, Inc. |
11 |
| JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
11 |
| Stonebridge Financial Planning Group, LLC |
11 |
| ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
11 |
| Buckley Wealth Management, LLC |
11 |
| Li Winifred I |
11 |
| Adirondack Research & Management Inc. |
11 |
| Zevin Asset Management Llc |
11 |
| Carnick & Kubik, LLC |
11 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
11 |
| Steadfast Capital Management (UK) Ltd. |
11 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
11 |
| LexAurum Advisors, LLC |
11 |
| Philip James Wealth Mangement, LLC |
11 |
| Buffington Mohr McNeal |
11 |
| ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF |
11 |
| CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
11 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
11 |
| Alpine Associates Advisors |
11 |
| Kms Financial Services, Inc |
11 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A |
11 |
| Renasant Bank |
11 |
| Edmond de Rothschild (Europe) |
11 |
| ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF |
11 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
11 |
| Criterion Capital Advisors, Llc |
11 |
| Cadinha & Co Llc |
11 |
| IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF |
11 |
| Stonebrook Private Inc. |
11 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
11 |
| Northstar Investment Advisors Llc |
11 |
| Advanced Asset Management Advisors Inc |
11 |
| Marathon Asset Mgmt Ltd |
11 |
| Alta Capital Management Llc/ |
11 |
| Capital Financial Planning, LLC |
11 |
| ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund |
11 |
| MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class |
11 |
| Guardian Partners Inc. |
11 |
| Commonwealth Financial Services, LLC |
11 |
| VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A |
11 |
| Financially Speaking Inc |
11 |
| Harmony Asset Management Llc |
11 |
| Benin Management CORP |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
11 |
| X-Square Capital, LLC |
11 |
| Searle & Co. |
11 |
| Source Financial Advisors LLC |
11 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
11 |
| Madison Investment Advisors, LLC |
11 |
| Nbw Capital Llc |
11 |
| CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A |
11 |
| Magellan Asset Management Ltd |
11 |
| IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF |
11 |
| Hopwood Financial Services, Inc. |
11 |
| Delaware Vip Trust - Delaware Vip U.s. Growth Series Standard Class |
11 |
| Silverleafe Capital Partners, LLC |
11 |
| Capstone Financial Advisors, Inc. |
11 |
| Cardinal Capital Management Llc /ct |
11 |
| TriOaks Capital Management L.P. |
11 |
| Salesforce.com, Inc. |
11 |
| IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
11 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
11 |
| Rare Wolf Capital LLC |
11 |
| OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares |
11 |
| SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF |
11 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
11 |
| 1858 Wealth Management, Llc |
11 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
11 |
| Lazard Freres Gestion S.A.S. |
11 |
| Optima Fund Management Llc |
11 |
| Argentus Capital Management, LLC |
11 |
| SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
11 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
11 |
| Clifford Swan Investment Counsel Llc |
11 |
| Carson Advisory Inc. |
11 |
| Blueprint Investment Partners LLC |
11 |
| Merited Wealth, LLC |
11 |
| Stamos Capital Partners, L.p. |
11 |
| Single Point Partners, LLC |
11 |
| Boyd Watterson Asset Management Llc/oh |
11 |
| Slotnik Capital, LLC |
11 |
| Northwestern Mutual Investment Services Llc |
11 |
| Kentucky Farm Bureau Mutual Insurance Co |
11 |
| Vanguard Capital Wealth Advisors |
11 |
| Tacita Capital Inc |
11 |
| Integrity Capital Management (HK) Ltd |
11 |
| Louisbourg Investments Inc. |
11 |
| Diamond Hill Capital Management Inc |
11 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
11 |
| SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF |
11 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
11 |
| Compass Financial Services Inc |
11 |
| Birinyi Associates Inc |
11 |
| Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class |
11 |
| Cypress Asset Management Inc/tx |
11 |
| Rikoon Group, LLC |
11 |
| Public Investment Fund |
11 |
| First National Bank of South Miami |
11 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
11 |
| TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I |
11 |
| Diversified Investment Strategies, LLC |
11 |
| FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
11 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
11 |
| SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T |
11 |
| Morgan Dempsey Capital Management Llc |
11 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
11 |
| Long Walk Management Lp |
11 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
11 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
11 |
| SOL Capital Management CO |
11 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares |
11 |
| American Assets Investment Management, LLC |
11 |
| DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
11 |
| Apexium Financial, Lp |
11 |
| QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund |
11 |
| TABR Capital Management, LLC |
11 |
| Mcrae Capital Management Inc |
11 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
11 |
| Pergamon Offshore Advisors, L.P. |
11 |
| Hamilton Wealth, LLC |
11 |
| EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A |
11 |
| PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
11 |
| SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF |
11 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
11 |
| ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF |
11 |
| Walsh & Associates, LLC |
10 |
| High Point Bank & Trust Co |
10 |
| Windward Capital Management Co /ca |
10 |
| Promethos Capital, LLC |
10 |
| Meadow Creek Wealth Advisors Llc |
10 |
| South Plains Financial, Inc. |
10 |
| KNGS - Alpha Architect ETF Trust - UPHOLDINGS Compound Kings ETF |
10 |
| FLC Capital Advisors |
10 |
| Compass Ion Advisors, LLC |
10 |
| NOIEX - Northern Funds - Northern Income Equity Fund |
10 |
| Chemistry Wealth Management LLC |
10 |
| Garrett Investment Advisors LLC |
10 |
| Gamble Jones Investment Counsel |
10 |
| CVAR - ETF Opportunities Trust - Cultivar ETF |
10 |
| Investment Partners, Ltd. |
10 |
| IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV |
10 |
| DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
10 |
| MD Financial Management Inc. |
10 |
| New York Life Trust Co |
10 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
10 |
| QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF |
10 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
10 |
| LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
10 |
| Pacific Global Investment Management Co |
10 |
| Hedeker Wealth, LLC |
10 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
10 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
10 |
| MidWestOne Financial Group, Inc. |
10 |
| Carl Domino Inc |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
10 |
| First Trust Enhanced Equity Income Fund |
10 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
10 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
10 |
| Feis Lawrence Michael |
10 |
| Indus Capital Partners, Llc |
10 |
| LifeWealth Investments, LLC |
10 |
| O'Brien Wealth Partners LLC |
10 |
| MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A |
10 |
| Shilanski & Associates, Inc. |
10 |
| NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
10 |
| Kite Lake Capital Management (uk) Llp |
10 |
| Watson Rebecca |
10 |
| AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund |
10 |
| Gabelli Global Utility & Income Trust |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 |
10 |
| Argentarii, LLC |
10 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
10 |
| Carr Financial Group Corp |
10 |
| Bay Rivers Group |
10 |
| Convergence Financial, LLC |
10 |
| RQSI Ltd |
10 |
| SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
10 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
10 |
| Viawealth, Llc |
10 |
| Nekton Capital Ltd. |
10 |
| Galaxy Capital Trading Ltd |
10 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
10 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
10 |
| Lehman & Derafelo Financial Resources LLC |
10 |
| BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares |
10 |
| DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A |
10 |
| FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares |
10 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
10 |
| Weitz Investment Management, Inc. |
10 |
| PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares |
10 |
| CrossGen Wealth, LLC |
10 |
| Solidarilty Wealth, LLC |
10 |
| Palidye Holdings (Caymans) Ltd |
10 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
10 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
10 |
| HGGAX - HARBOR FUNDS - Harbor Global Leaders Fund Institutional Class |
10 |
| 9823 Capital, L.P. |
10 |
| TCF National Bank |
10 |
| Aveo Capital Partners, LLC |
10 |
| Evergreen Quality Fund GP, Ltd. |
10 |
| Meridian Financial Partners LLC |
10 |
| ID Management A/S |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
10 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A |
10 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
10 |
| HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
10 |
| Paragon Private Wealth Management, LLC |
10 |
| RBA Wealth Management, LLC |
10 |
| Merrion Investment Management Co, LLC |
10 |
| Paradice Investment Management LLC |
10 |
| Schooner Investment Group, LLC. |
10 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
10 |
| DJE Kapital AG |
10 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
10 |
| Persistent Asset Partners Ltd |
10 |
| Peak Asset Management, LLC |
10 |
| Sage Private Wealth Group, Llc |
10 |
| Summit Wealth & Retirement Planning, Inc. |
10 |
| TritonPoint Partners, LLC |
10 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
10 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
10 |
| JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) |
10 |
| Mezzasalma Advisors, LLC |
10 |
| DB Fitzpatrick & Co, Inc |
10 |
| Blue Pool Management Ltd. |
10 |
| Peninsula Wealth, LLC |
10 |
| Fundamentun, Llc |
10 |
| WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
10 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
10 |
| Investment Research Partners LLC |
10 |
| ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF |
10 |
| Cascade Financial Partners, LLC |
10 |
| Walser Wealth Management Company, A Ltd Liability Co |
10 |
| SPC Financial, Inc. |
10 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
10 |
| Afg Fiduciary Services Limited Partnership |
10 |
| MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
10 |
| C-J Advisory, Inc. |
10 |
| Element Wealth, LLC |
10 |
| Tiaa Cref Trust Co Fsb/mo |
10 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
10 |
| Dantai Capital Ltd |
10 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
10 |
| Commonwealth Retirement Investments LLC |
10 |
| Eagle Ridge Investment Management |
10 |
| Umpqua Bank |
10 |
| Marble Harbor Investment Counsel, LLC |
10 |
| Investmark Advisory Group LLC |
10 |
| Growth Interface Management LLC |
10 |
| Astoria Portfolio Advisors LLC. |
10 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
10 |
| Donald L. Hagan, LLC |
10 |
| PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P |
10 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
10 |
| Mizuho Bank, Ltd. |
10 |
| SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
10 |
| SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
10 |
| VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
10 |
| PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
10 |
| HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
10 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
10 |
| SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
10 |
| AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF |
10 |
| FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A |
10 |
| Vista Investment Management |
10 |
| Whelan Financial |
10 |
| Brandywine Trust Co |
10 |
| AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A |
10 |
| Brooklyn FI, LLC |
10 |
| Fragasso Group Inc. |
10 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
10 |
| Hemenway Trust Co LLC |
10 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
10 |
| London Co Of Virginia |
10 |
| ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
10 |
| Petredis Investment Advisors Llc |
10 |
| New Century Investment Management, Inc |
10 |
| PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
10 |
| Natixis ETF Trust - Natixis Gateway Quality Income ETF |
10 |
| Space Summit Capital LLC |
10 |
| United Maritime Capital Llc |
10 |
| Northstar Asset Management Llc |
10 |
| Eagle Wealth Advisors LLC |
10 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
10 |
| Nadler Financial Group, Inc. |
10 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
10 |
| Waterway Wealth Management, LLC |
10 |
| Diameter Capital Partners LP |
10 |
| Mainstream Capital Management LLC |
10 |
| Fiduciary Family Office, Llc |
10 |
| CMH Wealth Management LLC |
10 |
| Prudential Global Short Duration High Yield Fund, Inc. |
10 |
| Apertura Capital, LLC |
10 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
10 |
| Northbridge Financial Group, Llc |
10 |
| Winthrop Advisory Group LLC |
10 |
| Van Leeuwen & Company, LLC |
10 |
| ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF |
10 |
| FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
10 |
| SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
10 |
| Vancity Investment Management Ltd |
10 |
| DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard |
10 |
| Cornerstone Strategic Value Fund Inc |
10 |
| Spurstone Advisory Services, LLC |
10 |
| Elevated Private Wealth, LLC |
10 |
| 49 Wealth Management, Llc |
10 |
| EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
10 |
| Fullcircle Wealth Llc |
10 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
10 |
| BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares |
10 |
| Vision Capital Management, Inc. |
10 |
| Dreman Value Management, L L C |
10 |
| GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF |
10 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
10 |
| New Vernon Capital Holdings II LLC |
10 |
| Tesco Pension Investment Ltd |
10 |
| Ray Gerald L & Associates Ltd |
10 |
| ADSRX - Advisors' Inner Circle Fund III - Aperture Discover Equity Fund Class X Shares |
10 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
10 |
| Traveka Wealth, LLC |
10 |
| Sfam, Llc |
10 |
| Fundsmith LLP |
10 |
| MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
10 |
| Everett Harris & Co /ca/ |
10 |
| Northwest Bancshares, Inc. |
10 |
| Empirical Capital Management, LLC |
10 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
10 |
| BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A |
10 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
10 |
| TFJ Management, LLC |
10 |
| O'Brien Greene & Co. Inc |
10 |
| Miller Value Partners, Llc |
10 |
| Epiq Partners, Llc |
10 |
| Northern Lights Fund Trust IV - Brookstone Growth Stock ETF |
10 |
| Edgewood Management Llc |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
10 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
10 |
| Schf (gpe), Llc |
10 |
| NorthAvenue LLC |
10 |
| Capital Square, LLC |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class |
10 |
| Q3 Asset Management |
10 |
| PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares |
10 |
| Fermata Advisors, LLC |
10 |
| AT Bancorp |
10 |
| Opus Capital Group, LLC |
10 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
10 |
| Qualcomm Inc/de |
10 |
| ARGI Investment Services, LLC |
10 |
| NEIRG Wealth Management, LLC |
10 |
| Clarity Financial LLC |
10 |
| Elephas Investment Management Ltd |
10 |
| Capital Advantage, Inc. |
10 |
| SGL Investment Advisors, Inc. |
10 |
| QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class |
10 |
| Grand Jean Capital Management Inc |
10 |
| Toronado Partners, LLC |
10 |
| Arvest Trust Co N A |
10 |
| Signature Financial Management, Inc. |
10 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
10 |
| Creative Capital Management Investments LLC |
10 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
10 |
| TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF |
10 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
10 |
| Aua Capital Management, Llc |
10 |
| Guardian Wealth Management, Inc. |
10 |
| Westwood Wealth Management |
10 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
10 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
10 |
| Pimco Dynamic Income Fund |
10 |
| Tyche Wealth Partners LLC |
10 |
| SMITH HAYES Advisers, Inc |
10 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
10 |
| LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
10 |
| Applied Research Investments, Llc |
10 |
| Mechanics Bank Trust Department |
10 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
10 |
| Financial Advantage, Inc. |
10 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
10 |
| VCIGX - VALIC Co I - Dividend Value Fund |
10 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
10 |
| Dinsmore Capital Management Co/nj |
10 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
10 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
10 |
| GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares |
10 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
10 |
| Patton Albertson Miller Group, Llc |
10 |
| Carlson Capital Management |
10 |
| BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund |
10 |
| Gallagher Fiduciary Advisors, LLC |
10 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
10 |
| EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
10 |
| Woodson Capital Management, LP |
10 |
| GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF |
10 |
| Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF |
10 |
| Majedie Asset Management Ltd |
10 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
10 |
| Sapience Investments, LLC |
10 |
| Insight Folios Inc |
10 |
| James Reed Financial Services, Inc. |
10 |
| Tower Bridge Advisors |
10 |
| First Dallas Securities Inc. |
10 |
| CV Advisors LLC |
10 |
| Trust Co Of Oklahoma |
10 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
10 |
| ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
10 |
| Numen Capital LLP |
10 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
10 |
| Mid-American Wealth Advisory Group, Inc. |
10 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
10 |
| TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I |
10 |
| McGuire Investment Group, LLC |
10 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
10 |
| Portman Ltd |
10 |
| Cliftonlarsonallen Wealth Advisors, Llc |
10 |
| GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class |
10 |
| Andor Capital Management, L.l.c. |
10 |
| Warren Street Wealth Advisors, LLC |
10 |
| NIXT - EA Series Trust - Research Affiliates Deletions ETF |
10 |
| Xn Lp |
10 |
| THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF |
10 |
| Kingstown Capital Management L.p. |
10 |
| Salient Capital Advisors, LLC |
10 |
| Catherine Avery Investment Management LLC |
10 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
10 |
| POLRX - FundVantage Trust - Polen Growth Fund Investor Class |
10 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
10 |
| JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares |
10 |
| First Trust High Income Long/short Fund |
10 |
| Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 |
10 |
| Rexford Capital Inc |
10 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
10 |
| CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares |
10 |
| Mubadala Investment Co PJSC |
10 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
10 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
10 |
| Intermede Investment Partners Ltd |
10 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
10 |
| SVA Wealth Management, LLC |
10 |
| Bingham Osborn & Scarborough Llc |
10 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
10 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
10 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
10 |
| Yeomans Consulting Group, Inc. |
10 |
| Pacific View Asset Management, Llc |
10 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
10 |
| Van Diest Capital, LLC |
10 |
| Cognios Beta Neutral Large Cap Fund, Lp |
10 |
| DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
10 |
| Cross Staff Investments Inc |
10 |
| Local Pensions Partnership Investment Ltd |
10 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
10 |
| Providence Equity Partners L.L.C. |
10 |
| Davis-rea Ltd. |
10 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
10 |
| FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I |
10 |
| TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 |
10 |
| Warther Private Wealth, LLC |
10 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) |
10 |
| LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
10 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
10 |
| Altai Capital Management, L.P. |
10 |
| Greystone Managed Investments Inc. |
10 |
| Pimco High Income Fund |
10 |
| SRN Advisors, LLC |
10 |
| RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF |
10 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF |
10 |
| Relyea Zuckerberg Hanson LLC |
10 |
| SEG Partners Long/Short Equity Fund |
10 |
| Financial Network Wealth Management LLC |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
10 |
| Community Capital Management, Inc. |
10 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
10 |
| Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF |
10 |
| Riverstone Advisors, LLC |
10 |
| Clarity Asset Management, Inc. |
10 |
| Henry James International Management Inc. |
10 |
| WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N |
10 |
| VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C |
10 |
| Cypress Wealth Advisors LLC |
10 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
10 |
| Lamond Capital Partners LLC |
10 |
| Centennial Bank/AR/ |
10 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
10 |
| Jensen Investment Management Inc |
10 |
| MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
10 |
| Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I |
10 |
| PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF |
10 |
| BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF |
10 |
| PSGAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Growth Fund Class A |
10 |
| MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF |
10 |
| Hyperion Capital Advisors LP |
10 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
10 |
| Century Capital Management Trust |
10 |
| THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF |
10 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I |
10 |
| RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares |
10 |
| Saxon Interests, Inc. |
10 |
| MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
10 |
| FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
10 |
| LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF |
10 |
| Hcim Trust |
10 |
| Walkner Condon Financial Advisors LLC |
10 |
| Gs Investments, Inc. |
10 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
10 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
10 |
| MPLY - Strategy Shares - MONOPOLY ETF |
10 |
| Carderock Capital Management Inc |
10 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
10 |
| Consilio Wealth Advisors, Llc |
10 |
| Independent Wealth Network Inc. |
10 |
| NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF |
10 |
| LVZ Advisors, Inc. |
10 |
| THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I |
10 |
| MEME - Listed Funds Trust - Roundhill MEME ETF |
10 |
| CapitalatWork S.A. |
10 |
| WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class |
10 |
| TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF |
10 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
10 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
10 |
| Wolf Hill Capital Management, LP |
10 |
| JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) |
10 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
10 |
| Longaeva Partners L.P. |
10 |
| Efg Capital International Corp. |
10 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
10 |
| Long Corridor Asset Management Ltd |
10 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
10 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
10 |
| Waterfront Wealth Inc. |
10 |
| BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
10 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
10 |
| Shore Point Advisors, LLC |
10 |
| M3 Advisory Group, LLC |
10 |
| Detwiler Fenton Investment Management LLC |
10 |
| Security Benefit Life Insurance Co /ks/ |
10 |
| Elevatus Welath Management |
10 |
| Massachusetts Institute Of Technology |
10 |
| TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund |
10 |
| PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
10 |
| Ahara Advisors LLC |
10 |
| Sea Otter Advisors LLC |
10 |
| VOLMX - VOLUMETRIC FUND INC - Volumetric Fund |
10 |
| Clear Point Advisors Inc. |
10 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
10 |
| Caliber Wealth Management, LLC / KS |
10 |
| BancorpSouth Inc |
10 |
| EDENTREE ASSET MANAGEMENT Ltd |
10 |
| Rivernorth Marketplace Lending Corp |
10 |
| StrongBox Wealth, LLC |
10 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
10 |
| Schnieders Capital Management Llc |
10 |
| MayTech Global Investments, LLC |
10 |
| PFW Advisors LLC |
10 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
10 |
| GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y |
10 |
| Jordan Park Group LLC |
10 |
| KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF |
10 |
| Karlinski Andrew C |
10 |
| DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A |
10 |
| TAX - EA Series Trust - Cambria Tax Aware ETF |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
10 |
| Sawyer & Company, Inc |
10 |
| Invesco, Llc |
10 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
10 |
| Lederer & Associates Investment Counsel/ca |
10 |
| IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C |
10 |
| MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
10 |
| Hummer Financial Advisory Services Inc |
10 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
10 |
| NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF |
10 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
10 |
| Eton Park Capital Management, L.P. |
10 |
| Watts Gwilliam & Co., LLC |
10 |
| Biltmore Wealth Management, LLC |
10 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
10 |
| MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
10 |
| BlackRock ETF Trust II - BlackRock High Yield ETF |
10 |
| FDMAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Communications Equipment Fund Class A |
10 |
| White Knight Strategic Wealth Advisors, LLC |
10 |
| THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
10 |
| SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF |
10 |
| Tounjian Advisory Partners, Llc |
10 |
| Selway Asset Management |
10 |
| one8zero8, LLC |
10 |
| Dash Acquisitions Inc. |
10 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
10 |
| Overbrook Management Corp |
10 |
| Postrock Partners Llc |
10 |
| LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
10 |
| GRZZ - Listed Funds Trust - Grizzle Growth ETF |
10 |
| Eurizon SLJ Capital Ltd |
10 |
| Paladin Advisory Group, LLC |
10 |
| Greenoaks Capital Partners Llc |
10 |
| XN Exponent Advisors LLC |
10 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
10 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
10 |
| Quadrature Capital LLP |
10 |
| SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
10 |
| WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
10 |
| DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF |
10 |
| WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
10 |
| PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A |
10 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
10 |
| FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund |
10 |
| PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 |
10 |
| Greenup Street Wealth Management Llc |
10 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
10 |
| Secured Retirement Advisors, Llc |
10 |
| JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class |
10 |
| Wilkinson Global Asset Management LLC |
10 |
| SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF |
10 |
| UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
10 |
| ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I |
10 |
| Hutchens & Kramer Investment Management Group, LLC |
10 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
10 |
| FirstWave Capital Management LLC |
10 |
| Edgemoor Investment Advisors, Inc. |
10 |
| Z3 Capital Partners, LLC |
10 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
10 |
| Hamilton Point Investment Advisors, LLC |
10 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
10 |
| New Age Alpha Trust - AVDR US LargeCap Leading ETF |
10 |
| Himco Variable Insurance Trust |
10 |
| Palo Capital, Inc. |
10 |
| Expressive Wealth LLC |
10 |
| QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
10 |
| GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
10 |
| Armbruster Capital Management, Inc. |
10 |
| Brio Consultants, LLC |
10 |
| First Western Capital Management Co |
10 |
| Hall Kathryn A. |
10 |
| Veritas Investment Partners (UK) Ltd. |
10 |
| Tcfg Wealth Management, Llc |
10 |
| Terra Nova Asset Management LLC |
10 |
| Fulcrum Capital LLC |
10 |
| Prospect Financial Services LLC |
10 |
| Omega Advisors Inc. |
10 |
| JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
10 |
| HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF |
10 |
| DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
10 |
| MN Wealth Advisors, LLC |
10 |
| BankChampaign, National Association |
10 |
| Ostrum Asset Management U.s., Llc |
10 |
| Value Partners Investments Inc. |
10 |
| Markel Corp |
10 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
10 |
| HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia |
10 |
| Price Michael F |
9 |
| AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A |
9 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
9 |
| General Electric Co |
9 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
9 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
9 |
| TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
9 |
| Sky Investment Group LLC |
9 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
9 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
9 |
| Arta Finance Wealth Management LLC |
9 |
| Quantum Financial Advisors, LLC |
9 |
| 22nw, Lp |
9 |
| Bond & Devick Financial Network, Inc. |
9 |
| Pelham Capital Ltd. |
9 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
9 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
9 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
9 |
| Washburn Capital Management, Inc. |
9 |
| Lineweaver Wealth Advisors, LLC |
9 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
9 |
| FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
9 |
| FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF |
9 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
9 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
9 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
9 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
9 |
| Next Level Private LLC |
9 |
| City Financial Investment Co Ltd |
9 |
| NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund |
9 |
| FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
9 |
| Arkfeld Wealth Strategies, L.L.C. |
9 |
| ION Fund Management Ltd |
9 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
9 |
| TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund |
9 |
| REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
9 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
9 |
| CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
9 |
| Divisar Capital Management LLC |
9 |
| GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C |
9 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
9 |
| DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
9 |
| DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A |
9 |
| EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K |
9 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
9 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
9 |
| 1888 Investments, LLC |
9 |
| Ravenswood Partners LP |
9 |
| Spartan Planning & Wealth Management |
9 |
| Teton Advisors, LLC |
9 |
| North Reef Capital Management LP |
9 |
| Amcap Fund |
9 |
| Teca Partners, LP |
9 |
| HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
9 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
9 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
9 |
| Family Capital Trust Co |
9 |
| Walter Public Investments Inc. |
9 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
9 |
| FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio |
9 |
| C WorldWide Group Holding A/S |
9 |
| Wells Fargo Utilities & High Income Fund |
9 |
| FSDCX - FIDELITY SELECT PORTFOLIOS - Communications Equipment Portfolio |
9 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
9 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
9 |
| TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A |
9 |
| Objective Capital Management, LLC |
9 |
| VAMGX - VALIC Co II - Mid Cap Growth Fund |
9 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
9 |
| Dean Investment Associates, Llc |
9 |
| Blue Arrow Capital Management Llc |
9 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 |
9 |
| Rhl Group, Llc |
9 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
9 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
9 |
| VISEX - VALIC Co II - International Opportunities Fund |
9 |
| LCOW - Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF |
9 |
| WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
9 |
| Kopion Asset Management, LLC |
9 |
| Alesco Advisors Llc |
9 |
| CXI Advisors |
9 |
| Golden Gate Private Equity, Inc. |
9 |
| Mason & Associates Inc |
9 |
| HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
9 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
9 |
| Ursa Fund Management, LLC |
9 |
| Vantage Financial Partners, LLC |
9 |
| Key Client Fiduciary Advisors, LLC |
9 |
| Lafitte Capital Management LP |
9 |
| Smart Portfolios, LLC |
9 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
9 |
| united american securities inc. (d/b/a uas asset management) |
9 |
| Atlas Brown,Inc. |
9 |
| Cruiser Capital Advisors, Llc |
9 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
9 |
| Algebris (uk) Ltd |
9 |
| Acuity Investment Management Inc |
9 |
| Hongkou Capital LP |
9 |
| RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
9 |
| EDBI Pte Ltd |
9 |
| Fca Corp /tx |
9 |
| Compass Financial Advisors Llc |
9 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
9 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
9 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
9 |
| SPRINGS CAPITAL (HONG KONG) Ltd |
9 |
| Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF |
9 |
| Seven Post Investment Office LP |
9 |
| Engine Capital Management, LP |
9 |
| Ownership Capital B.V. |
9 |
| FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF |
9 |
| Watermark Asset Management, Inc. |
9 |
| Hiddenite Capital Partners LP |
9 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
9 |
| HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
9 |
| Parkside Investments, LLC |
9 |
| Mengis Capital Management, Inc. |
9 |
| Union Investments & Development Ltd. |
9 |
| Matrix Private Capital Group Llc |
9 |
| Gillespie Robinson & Grimm Inc |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II |
9 |
| Falcon Wealth Planning |
9 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
9 |
| LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
9 |
| Roumell Asset Management, LLC |
9 |
| Investor Ab |
9 |
| Parker Investment Management, LLC |
9 |
| DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A |
9 |
| Sterne Agee Group, Inc. |
9 |
| GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
9 |
| JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
9 |
| Ransom Advisory, Ltd |
9 |
| JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
9 |
| Lansdowne Partners (uk) Llp |
9 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
9 |
| BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class |
9 |
| Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A |
9 |
| Global Alpha Capital Management Ltd. |
9 |
| Anb Bank |
9 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
9 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
9 |
| INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y |
9 |
| GROZ - Zacks Trust - Zacks Focus Growth ETF |
9 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
9 |
| Tandem Capital Management Corp /adv |
9 |
| Cornerstone Planning, LLC |
9 |
| Cypress Growth Fund Iii Lp |
9 |
| 360 Financial, Inc. |
9 |
| CBLS - Elevation Series Trust - Clough Hedged Equity ETF |
9 |
| PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 |
9 |
| TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class |
9 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
9 |
| GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N |
9 |
| State Farm Mutual Automobile Insurance Co |
9 |
| SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF |
9 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
9 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
9 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
9 |
| GIC Private Ltd |
9 |
| AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
9 |
| Infinitum Asset Management, Llc |
9 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
9 |
| Cooperman Leon G |
9 |
| Investment Management Corp /va/ /adv |
9 |
| Brooktree Capital Management |
9 |
| Cypress Advisory Group LLC |
9 |
| Horizon Kinetics Asset Management Llc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
9 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
9 |
| Hoese & Co LLP |
9 |
| Bridger Management, Llc |
9 |
| Fiduciary Management Associates Llc |
9 |
| Shen Neil Nanpeng |
9 |
| Strategy Capital LLC |
9 |
| Enterprise Bank & Trust Co |
9 |
| LCM Capital Management Inc |
9 |
| Lantz Financial LLC |
9 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
9 |
| BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares |
9 |
| Littlejohn & Co Llc |
9 |
| Alteri Wealth LLC |
9 |
| Bastion Asset Management Inc. |
9 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
9 |
| Glenhill Advisors Llc |
9 |
| Broderick Brian C |
9 |
| Centric Wealth Management |
9 |
| Sixth Street Partners Management Company, L.P. |
9 |
| Burling Wealth Partners, Llc |
9 |
| Northstar Advisory Group, LLC |
9 |
| J.P. Marvel Investment Advisors, LLC |
9 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
9 |
| PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
9 |
| Agp Franklin, Llc |
9 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
9 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
9 |
| MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I |
9 |
| CCON - Direxion Shares ETF Trust - Direxion Connected Consumer ETF |
9 |
| PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
9 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
9 |
| Intellus Advisors LLC |
9 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
9 |
| Flagship Wealth Advisors, Llc |
9 |
| Akre Capital Management Llc |
9 |
| INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
9 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
9 |
| Ancient Art, L.P. |
9 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
9 |
| Philadelphia Financial Management of San Francisco, LLC |
9 |
| Gallagher Capital Advisors, LLC |
9 |
| Meriwether Wealth & Planning, LLC |
9 |
| Dendur Capital Lp |
9 |
| IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV |
9 |
| Greystone Financial Group, LLC |
9 |
| Silver Lake Advisory, LLC |
9 |
| Isomer Partners LP |
9 |
| Generali Powszechne Towarzystwo Emerytalne |
9 |
| Michael & Susan Dell Foundation |
9 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
9 |
| Broad Bay Capital Management, LP |
9 |
| VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
9 |
| Palacios Wealth Management, LLC |
9 |
| Summit Financial Wealth Advisors, LLC |
9 |
| PineView Asset Management LP |
9 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
9 |
| TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I |
9 |
| Eq Wealth Advisors, Llc |
9 |
| Ignis Investment Services Ltd |
9 |
| SevenOneSeven Capital Management |
9 |
| Mitra Capital LLC |
9 |
| Thoma Bravo, Llc |
9 |
| Corundum Group, Inc. |
9 |
| Live Your Vision, LLC |
9 |
| Soundwatch Capital LLC |
9 |
| ShawSpring Partners LLC |
9 |
| Genesis Private Wealth, Llc |
9 |
| RKL Wealth Management LLC |
9 |
| Impala Asset Management LLC |
9 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
9 |
| Dougherty Wealth Advisers LLC |
9 |
| Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
9 |
| Cedar Brook Financial Partners, LLC |
9 |
| Pines Wealth Management, LLC |
9 |
| Pinnacle Wealth Advisors |
9 |
| Parsifal Capital Management, LP |
9 |
| LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I |
9 |
| Eos Focused Equity Management, L.P. |
9 |
| CRA Financial Services, LLC |
9 |
| Concentrum Wealth Management |
9 |
| RHS Financial, LLC |
9 |
| Amplify ETF Trust - Amplify CWP Growth & Income ETF |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
9 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
9 |
| American Beacon Sound Point Enhanced Income Fund |
9 |
| Avidity Partners Management LP |
9 |
| Marshall & Sullivan Inc /wa/ |
9 |
| Everstar Asset Management, LLC |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio |
9 |
| SG Trading Solutions, LLC |
9 |
| Taylor Hoffman Capital Management LLC |
9 |
| TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A |
9 |
| P2 Capital Partners, LLC |
9 |
| MidAtlantic Capital Management, Inc. |
9 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
9 |
| CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
9 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
9 |
| AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund |
9 |
| JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I |
9 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
9 |
| Cohen & Co Financial Management, LLC |
9 |
| BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class |
9 |
| Cerro Pacific Wealth Advisors LLC |
9 |
| Mattson Financial Services, LLC |
9 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
9 |
| SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
9 |
| Bernzott Capital Advisors |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio |
9 |
| Vanguard Chester Funds |
9 |
| Highwater Wealth Management, LLC |
9 |
| Plimoth Trust Co Llc |
9 |
| MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class |
9 |
| GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF |
9 |
| Square Peg Capital Pty Ltd |
9 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
9 |
| NovaPoint Capital, LLC |
9 |
| Demars Financial Group, LLC |
9 |
| Burgundy Asset Management Ltd. |
9 |
| Tiemann Investment Advisors, Llc |
9 |
| Life Cycle Investment Partners Ltd |
9 |
| Covington Investment Advisors Inc. |
9 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
9 |
| Stonekeep Investments, LLC |
9 |
| Kcg Americas Llc |
9 |
| Index Technologies Group LLC |
9 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
9 |
| Generate Investment Management Ltd |
9 |
| CacheTech Inc. |
9 |
| ESPO - VanEck Vectors ETF Trust - VanEck Vectors Video Gaming and eSports ETF |
9 |
| WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
9 |
| MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF |
9 |
| Harrell Investment Partners, Llc |
9 |
| HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A |
9 |
| Valtura Capital Partners LLC |
9 |
| Arbor Wealth Management, LLC |
9 |
| NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF |
9 |
| Granite Islands Private Wealth, Llc |
9 |
| Accident Compensation Corp |
9 |
| LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I |
9 |
| TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A |
9 |
| TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A |
9 |
| True Bearing Asset Management LP |
9 |
| PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
9 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
9 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
9 |
| Bronson Point Management LLC |
9 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
9 |
| Johnson Bixby & Associates, LLC |
9 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
9 |
| Vista Investment Partners Llc |
9 |
| Wallace Hart LLC |
9 |
| First Long Island Investors, LLC |
9 |
| Fisher Funds Management LTD |
9 |
| NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
9 |
| V2 Financial group LLC |
9 |
| New Insight Wealth Advisors |
9 |
| Holland Capital Management Llc |
9 |
| WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares |
9 |
| Forbes J M & Co Llp |
9 |
| Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF |
9 |
| Mcmillion Capital Management Inc |
9 |
| GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A |
9 |
| ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A |
9 |
| AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A |
9 |
| TPAIX - TIMOTHY PLAN - Timothy Israel Common Values Fund Class A |
9 |
| Farr Miller & Washington Llc/dc |
9 |
| MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
9 |
| JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
9 |
| AIMZ Investment Advisors, LLC |
9 |
| Granite Group Advisors, LLC |
9 |
| UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P |
9 |
| QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF |
9 |
| Marcho Partners LLP |
9 |
| Forefront Analytics, LLC |
9 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
9 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
9 |
| Winthrop Partners - Wny, Llc |
9 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
9 |
| Resource Management, LLC |
9 |
| Cove Private Wealth, LLC |
9 |
| THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
9 |
| Sander Capital Advisors Inc |
9 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
9 |
| HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A |
9 |
| Buckingham Capital Management, Inc. |
9 |
| DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares |
9 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
9 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
9 |
| ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF |
9 |
| QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
9 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
9 |
| Apoletto Ltd |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
9 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
9 |
| Hixon Zuercher, LLC |
9 |
| Intracoastal Capital, Llc |
9 |
| JSPTX - Managed Portfolio Series - Jackson Square Global Growth Fund Institutional Class |
9 |
| Five Oceans Advisors |
9 |
| Investment Management Of Virginia Llc |
9 |
| Foster & Motley Inc |
9 |
| Cypress Funds Llc |
9 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
9 |
| Trilogy Global Advisors Lp |
9 |
| JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
9 |
| Cornerstone Advisors Inc |
9 |
| Wilkins Investment Counsel Inc |
9 |
| Divergent Wealth Advisors, Llc |
9 |
| Wellington Wealth Strategies, LLC. |
9 |
| American Money Management, LLC |
9 |
| All Terrain Financial Advisors, LLC |
9 |
| Zega Financial, LLC |
9 |
| Rail-Splitter Capital Management, LLC |
9 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
9 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
9 |
| McGowan Group Asset Management, Inc. |
9 |
| Edge Asset Management, Inc |
9 |
| Davidson & Garrard Inc |
9 |
| South Georgia Capital, Llc |
9 |
| Valentine Capital Asset Management, Inc. |
9 |
| ESL Trust Services, LLC |
9 |
| Palo Ds Manager Llc |
9 |
| Aristotle Capital Management, LLC |
9 |
| Madison Investment Holdings Inc |
9 |
| BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF |
9 |
| PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 |
9 |
| Hudson Value Partners, LLC |
9 |
| MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
9 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
9 |
| Fishman Jay A Ltd/mi |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
9 |
| Boomfish Wealth Group, LLC |
9 |
| Kiely Wealth Advisory Group, Inc. |
9 |
| Trustees of Princeton University |
9 |
| Haberer Registered Investment Advisor Inc |
9 |
| Aster Investment Management Co Inc |
9 |
| Tamar Securities, LLC |
9 |
| Grisanti Capital Management LLC |
9 |
| Berry Wealth Group, LP |
9 |
| Eagle Wealth Strategies Llc |
9 |
| Worm Capital, Llc |
9 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
9 |
| Private Client Services, Llc |
9 |
| Ttp Investments, Inc. |
9 |
| Covalis Capital Llp |
9 |
| ZIG - ETF Series Solutions - The Acquirers Fund |
9 |
| FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund |
9 |
| Successful Portfolios LLC |
9 |
| Keener Financial Planning LLC |
9 |
| FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund |
9 |
| Wealth Advisors of Tampa Bay, LLC |
9 |
| StoneCrest Wealth Management, Inc. |
9 |
| Afton Capital Management Llc |
9 |
| Palouse Capital Management, Inc. |
9 |
| Rockline Wealth Management, LLC |
9 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
9 |
| FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
9 |
| Beutel, Goodman & Co Ltd. |
9 |
| Nichols & Pratt Advisers Llp /ma |
9 |
| Southland Equity Partners LLC |
9 |
| Quantedge Capital Pte Ltd |
9 |
| GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF |
9 |
| CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF |
9 |
| JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S |
9 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
9 |
| Sloane Robinson LLP |
9 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
9 |
| LIV - Emles Trust - Emles @Home ETF |
9 |
| JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T |
9 |
| Syntax Research, Inc. |
9 |
| DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
9 |
| FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class |
9 |
| Yelin Lapidot Holdings Management Ltd. |
9 |
| FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
9 |
| EJMK Ventures LLC |
9 |
| Hudson Valley Investment Advisors Inc /adv |
9 |
| FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF |
9 |
| Benson Investment Management Company, Inc. |
9 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
9 |
| Groesbeck Investment Management Corp /nj/ |
9 |
| Penobscot Investment Management Company, Inc. |
9 |
| Confluence Investment Management Llc |
9 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
9 |
| Account Management LLC |
9 |
| Act Ii Management, Lp |
9 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
9 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
9 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
9 |
| First Financial Bank - Trust Division |
9 |
| Capstone Financial Group, Inc. |
9 |
| Argus Investors' Counsel, Inc. |
9 |
| Lake Hills Wealth Management, LLC |
9 |
| Leisure Capital Management |
9 |
| Seaport Global Asset Management Llc |
9 |
| Asher Enterprises Inc |
9 |
| TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
9 |
| Sterneck Capital Management, LLC |
9 |
| Samjo Management, LLC |
9 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
9 |
| Richard P Slaughter Associates Inc |
9 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
9 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
9 |
| RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
9 |
| Surience Private Wealth Llc |
9 |
| Genesis Wealth Advisors, LLC |
9 |
| Cardinal Point Capital Management, ULC |
9 |
| Invictus Private Wealth, Llc |
9 |
| SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
9 |
| VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares |
9 |
| ValueAct Holdings, L.P. |
9 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
9 |
| Mountain Pacific Investment Advisers Inc/id |
9 |
| Warburg Pincus Llc |
9 |
| MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF |
9 |
| Montgomery Investment Management Inc |
9 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
9 |
| Columbus Hill Capital Management, L.P. |
9 |
| Ensemble Capital Management, LLC |
9 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
9 |
| Integral Investment Advisors, Inc. |
9 |
| BIP Wealth, LLC |
9 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
9 |
| Gruss & Co., LLC |
9 |
| BlueSpruce Investments, LP |
9 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
9 |
| WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class |
9 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
9 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
9 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
9 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
9 |
| SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF |
9 |
| FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF |
9 |
| IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
9 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
9 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
9 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
9 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
9 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
9 |
| Retirement Planning Group |
9 |
| Greatmark Investment Partners, Inc. |
9 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
9 |
| Lee Johnson Capital Management, Llc |
9 |
| AG Campbell Advisory, LLC |
9 |
| AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
9 |
| TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF |
9 |
| Burns J W & Co Inc/ny |
9 |
| Inspirion Wealth Advisors, Llc |
9 |
| BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares |
9 |
| AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class |
9 |
| Talbot Financial, LLC |
9 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
9 |
| XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
9 |
| Mfs Intermediate High Income Fund |
9 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
9 |
| Utah Peaks Capital Inc |
9 |
| JGP Global Gestao de Recursos Ltda. |
9 |
| SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
9 |
| Veritas Asset Management LLP |
9 |
| Egerton Capital (UK) LLP |
9 |
| Phillips Wealth Planners LLC |
9 |
| Invesco Dynamic Credit Opportunity Fund |
9 |
| Marietta Wealth Management, LLC |
9 |
| WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares |
9 |
| Atlas Wealth LLC |
9 |
| Stad Marc |
9 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
9 |
| Bank OZK |
9 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
9 |
| Hgk Asset Management Inc |
9 |
| Meridian Management Co |
9 |
| NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
9 |
| Ponta Wealth Partners, LLC |
9 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
9 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
9 |
| Zenyatta Capital Management LP |
9 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
9 |
| Watershed Private Wealth Llc |
9 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
9 |
| Nixon Peabody Trust Co |
9 |
| Iowa State Bank |
9 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
9 |
| Zimmermann Investment Management & Planning Llc |
9 |
| Dalton Greiner Hartman Maher & Co |
9 |
| Riverview Capital Advisers, LLC |
9 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
9 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial |
9 |
| Vista Finance, Llc |
9 |
| Ssga Master Trust |
9 |
| WealthTrust Axiom LLC |
9 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
9 |
| Cardinal Capital Management |
9 |
| Seed Wealth Management, Inc. |
9 |
| Capital Market Strategies LLC |
9 |
| PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
9 |
| MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
9 |
| Lloyd Park, LLC |
9 |
| PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
9 |
| Martin Capital Advisors, LLP |
9 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
9 |
| MUB - iSHARES TRUST - iShares National Muni Bond ETF |
9 |
| PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
9 |
| Nvest Wealth Strategies, Inc. |
9 |
| Cornerstone National Bank & Trust Co |
9 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
9 |
| Ticino Wealth |
9 |
| Udine Wealth Management, Inc. |
9 |
| XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
9 |
| Pimco Flexible Credit Income Fund |
9 |
| Drw Securities, L.l.c. |
9 |
| Cobiz Investment Management, Llc |
9 |
| Beta Wealth Group, Inc. |
9 |
| Narwhal Capital Management |
9 |
| Narus Financial Partners, LLC |
9 |
| Axim Planning & Wealth |
9 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
9 |
| BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF |
9 |
| LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares |
9 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
9 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
9 |
| SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF |
9 |
| VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A |
9 |
| ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
8 |
| Matthew Goff Investment Advisor, LLC |
8 |
| Amici Capital, LLC |
8 |
| FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
8 |
| Regent Investment Management LLC |
8 |
| Cobalt Capital Management, Inc. |
8 |
| PMV Capital Advisers, LLC |
8 |
| Once Capital Management, LLC |
8 |
| Willow Creek Wealth Management Inc. |
8 |
| Graybill Bartz & Assoc Ltd |
8 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
8 |
| Titan Investment Solutions Ltd |
8 |
| CFC Planning Co LLC |
8 |
| Birnam Oak Advisors, LP |
8 |
| Tetrem Capital Management Ltd. |
8 |
| AAFMAA Wealth Management & Trust LLC |
8 |
| FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
8 |
| Clearfield Capital Management Lp |
8 |
| IVINX - IVY FUNDS - Ivy Global Growth Fund Class A |
8 |
| Intelligence Driven Advisers, LLC |
8 |
| Vinland Capital Management Gestora de Recursos LTDA. |
8 |
| BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
8 |
| Nordwand Advisors, LLC |
8 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
8 |
| Alterity Financial Group, LLC |
8 |
| JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
8 |
| Aberdeen Global Income Fund Inc |
8 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
8 |
| 55 North Private Wealth, LLC |
8 |
| Dorsey Asset Management, LLC |
8 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
8 |
| Anthracite Investment Company, Inc. |
8 |
| Win Advisors, Inc |
8 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
8 |
| IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A |
8 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
8 |
| JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF |
8 |
| Measured Risk Portfolios, Inc. |
8 |
| Stonebridge Financial Group, LLC / MO |
8 |
| DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
8 |
| Centennial Wealth Advisory LLC |
8 |
| Am Investment Strategies Llc |
8 |
| Quantum Capital Management, LLC / NJ |
8 |
| BlackDiamond Wealth Management Inc. |
8 |
| Indie Asset Partners, LLC |
8 |
| Luminist Capital LLC |
8 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
8 |
| FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class |
8 |
| GGIIX - GuideStone Funds - Global Impact Fund Investor |
8 |
| Ducere Wealth Management LLC |
8 |
| Tikvah Management LLC |
8 |
| LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF |
8 |
| Cypress Capital Management Llc |
8 |
| KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund |
8 |
| Finivi Inc. |
8 |
| Daytona Street Capital LLC |
8 |
| Westbourne Investments, Inc. |
8 |
| JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
8 |
| Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
8 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
8 |
| Parametric Risk Advisors LLC |
8 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
8 |
| TrueWealth Advisors, LLC |
8 |
| Emerald Advisors, LLC |
8 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
8 |
| PBMares Wealth Management LLC |
8 |
| Oppenheimer Main Street Small Cap Fund |
8 |
| PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
8 |
| VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund |
8 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
8 |
| Flynn Zito Capital Management, Llc |
8 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
8 |
| Payden & Rygel |
8 |
| Genesee Capital Advisors, LLC |
8 |
| Gibraltar Capital Management, Inc. |
8 |
| Western Asset Income Fund |
8 |
| Allen Mooney & Barnes Investment Advisors LLC |
8 |
| Parr Mcknight Wealth Management Group, Llc |
8 |
| Savoie Capital LLC |
8 |
| Warm Springs Advisors Inc. |
8 |
| GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional |
8 |
| Vaughan David Investments Inc/il |
8 |
| Copperleaf Capital, LLC |
8 |
| STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
8 |
| Industry Ventures, L.L.C. |
8 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
8 |
| Apeiron RIA LLC |
8 |
| ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund |
8 |
| Sovarnum Capital L.p. |
8 |
| Atlas Merchant Capital LLC |
8 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
8 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
8 |
| PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF |
8 |
| Josh Arnold Investment Consultant, Llc |
8 |
| PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P |
8 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
8 |
| Meros Investment Management, LP |
8 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
8 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
8 |
| CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF |
8 |
| NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF |
8 |
| Whitaker-Myers Wealth Managers, LTD. |
8 |
| Fairview Capital Investment Management, Llc |
8 |
| SignalPoint Asset Management, LLC |
8 |
| Monolith Advisors |
8 |
| TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
8 |
| Delphi Financial Group, Inc. |
8 |
| AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
8 |
| William Allan, Llc |
8 |
| Clarendon Private LLC |
8 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
8 |
| SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares |
8 |
| BSN Capital Partners Ltd |
8 |
| Tilt Investment Management Holdings, PBC |
8 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
8 |
| Charles Schwab Trust Co |
8 |
| Benedetti & Gucer, Inc. |
8 |
| Gabelli Global Small & Mid Cap Value Trust |
8 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
8 |
| NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
8 |
| ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF |
8 |
| Select Asset Management & Trust |
8 |
| IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
8 |
| Sands Capital Ventures, LLC |
8 |
| SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
8 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
8 |
| Breed's Hill Capital LLC |
8 |
| Pegasus Asset Management, Inc. |
8 |
| QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund |
8 |
| Crew Capital Management, Ltd. |
8 |
| ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A |
8 |
| LWM Advisory Services, LLC |
8 |
| Paradigm, Strategies in Wealth Management, LLC |
8 |
| Family CFO Inc |
8 |
| IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
8 |
| FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares |
8 |
| Aravt Global Llc |
8 |
| MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
8 |
| Route One Investment Company, L.P. |
8 |
| LaFleur & Godfrey LLC |
8 |
| Tufton Capital Management |
8 |
| FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares |
8 |
| Northern Capital Management Llc |
8 |
| GROW Partners, LLC |
8 |
| Financial Management Network Inc |
8 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
8 |
| SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares |
8 |
| Ilex Capital Partners (UK) LLP |
8 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
8 |
| Tulsa Wealth Advisors, INC |
8 |
| Power Wealth Management Llc |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
8 |
| TAMRO Capital Partners LLC |
8 |
| Keystone Wealth Services, LLC |
8 |
| TMFGX - RBB FUND, INC. - MFAM Mid-Cap Growth Fund Investor Shares |
8 |
| OneAscent Family Office, LLC |
8 |
| ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
8 |
| Peoples Bank/KS |
8 |
| C2C Wealth Management, LLC |
8 |
| Vann Equity Management LLC |
8 |
| SurgoCap Partners LP |
8 |
| Cardinal Capital Management, Inc. |
8 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. |
8 |
| Brown Miller Wealth Management, LLC |
8 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
8 |
| JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A |
8 |
| Potomac Fund Management Inc /adv |
8 |
| BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N |
8 |
| Barings Global Short Duration High Yield Fund |
8 |
| SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares |
8 |
| Highlander Partners, L.P. |
8 |
| UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
8 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
8 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
8 |
| ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
8 |
| MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
8 |
| Post Resch Tallon Group Inc. |
8 |
| Alpha Quant Advisors, Llc |
8 |
| Bernardo Wealth Planning LLC |
8 |
| TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF |
8 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
8 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
8 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
8 |
| Wendell David Associates Inc |
8 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
8 |
| ROE - EA Series Trust - Astoria US Quality Kings ETF |
8 |
| GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
8 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
8 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
8 |
| NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF |
8 |
| Wealthstream Advisors, Inc. |
8 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
8 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
8 |
| McLean Asset Management Corp |
8 |
| VCI Wealth Management LLC |
8 |
| VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C |
8 |
| New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
8 |
| NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A |
8 |
| SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
8 |
| Wharton Business Group, LLC |
8 |
| Miller Global Investments, LLC |
8 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
8 |
| H&H Retirement Design & Management INC |
8 |
| New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES |
8 |
| Torch Wealth Management LLC |
8 |
| R. G. Niederhoffer Capital Management Inc |
8 |
| Glassy Mountain Advisors, Inc. |
8 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
8 |
| Cascade Investment Group, Inc. |
8 |
| CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares |
8 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
8 |
| Cravens & Co Advisors, LLC |
8 |
| Kure Advisory, LLC |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II |
8 |
| New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
8 |
| Strategic Wealth Advisors LLC |
8 |
| KCS Wealth Advisory |
8 |
| Prasad Wealth Partners, LLC |
8 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
8 |
| FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF |
8 |
| First Commonwealth Financial Corp /pa/ |
8 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
8 |
| Flatrock Wealth Partners LLC |
8 |
| New Age Alpha Funds Trust - NAA Allocation Fund Class C |
8 |
| Round Table Services, LLC |
8 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
8 |
| Elkhorn Partners Limited Partnership |
8 |
| Mar Vista Investment Partners Llc |
8 |
| Retirement Solution Inc. |
8 |
| First Trust Senior Floating Rate Income Fund Ii |
8 |
| Sentinel Variable Products Trust |
8 |
| Rothschild & Co Wealth Management UK Ltd |
8 |
| KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
8 |
| HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
8 |
| OPTIMAS CAPITAL Ltd |
8 |
| Strait & Sound Wealth Management LLC |
8 |
| GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class |
8 |
| WJ Wealth Management, LLC |
8 |
| Bensler, LLC |
8 |
| CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
8 |
| CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 |
8 |
| KOIN - EXCHANGE TRADED CONCEPTS TRUST - Innovation Shares NextGen Protocol ETF |
8 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
8 |
| Ascension Asset Management LLC |
8 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
8 |
| GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A |
8 |
| PICTET BANK & TRUST Ltd |
8 |
| Nasdaq Premium Income & Growth Fund Inc. |
8 |
| HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
8 |
| TFR Capital, LLC. |
8 |
| America First Investment Advisors, LLC |
8 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
8 |
| Illumine Investment Management, LLC |
8 |
| IronOak Wealth LLC. |
8 |
| Drake & Associates, LLC |
8 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
8 |
| Evernest Financial Advisors, LLC |
8 |
| CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A |
8 |
| Alpha Wealth Funds, LLC |
8 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
8 |
| ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF |
8 |
| LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
8 |
| Mitchell & Pahl Private Wealth, Llc |
8 |
| CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares |
8 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
8 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
8 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
8 |
| CIBRA Capital Ltd |
8 |
| DSG Capital Advisors, LLC |
8 |
| EWC - iShares, Inc. - iShares MSCI Canada ETF |
8 |
| Gabelli Go Anywhere Trust |
8 |
| SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class |
8 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
8 |
| Dynamo Internacional Gestao De Recursos Ltda. |
8 |
| Grace & Mercy Foundation, Inc. |
8 |
| McNamara Financial Services, Inc. |
8 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
8 |
| GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
8 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
8 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
8 |
| Vantage Financial Partners Ltd., Inc. |
8 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
8 |
| Sherman Asset Management, Inc. |
8 |
| Securian Funds Trust - SFT Ivy Growth Fund |
8 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
8 |
| Dynamic Wealth Strategies, LLC |
8 |
| WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
8 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
8 |
| Randolph Co Inc |
8 |
| Kernodle & Katon Asset Management Group, LLC |
8 |
| Prime Capital Management Co Ltd |
8 |
| Paralel Advisors LLC |
8 |
| Fenimore Asset Management Inc |
8 |
| MRSAX - MFS SERIES TRUST I - MFS Research International Fund A |
8 |
| Jnl Series Trust - Jnl/invesco International Growth Fund (a) |
8 |
| Cadence Bank Na |
8 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
8 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
8 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
8 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
8 |
| Orbis Holdings Ltd |
8 |
| Western Standard LLC |
8 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
8 |
| EnRich Financial Partners LLC |
8 |
| EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A |
8 |
| MITSUBISHI UFJ SECURITIES (USA), Inc. |
8 |
| Rand Wealth, Llc |
8 |
| JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares |
8 |
| NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF |
8 |
| Letko, Brosseau & Associates Inc |
8 |
| Dudley Capital Management, Llc |
8 |
| Crown Wealth Group, LLC |
8 |
| Endex Capital Management Llc |
8 |
| Middleton & Co Inc/ma |
8 |
| Clear Wave Wealth Management Llc |
8 |
| Confluence Wealth Management LLC |
8 |
| Dockyard Capital Management Lp |
8 |
| Saxony Capital Management, LLC |
8 |
| HGRAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Growth Opportunities Fund Class A |
8 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I |
8 |
| AGH Wealth Advisors, LLC |
8 |
| Mayport, Llc |
8 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
8 |
| Icc Capital Management Inc/ |
8 |
| Sonoma Private Wealth LLC |
8 |
| Wbh Advisory Inc |
8 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
8 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
8 |
| Pettee Investors, Inc. |
8 |
| XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
8 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
8 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
8 |
| Crux Wealth Advisors |
8 |
| Epic Trust Investment Advisors, LLC |
8 |
| Titan Wealth (CI) Ltd |
8 |
| ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF |
8 |
| DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
8 |
| Worth Financial Advisory Group, LLC |
8 |
| Bristol John W & Co Inc /ny/ |
8 |
| FNETX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Communications Fund |
8 |
| Bowie Capital Management, LLC |
8 |
| Maniro Ltd |
8 |
| SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
8 |
| FolioMetrix LLC |
8 |
| OEF - iSHARES TRUST - iShares S&P 100 ETF |
8 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
8 |
| CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class |
8 |
| Invicta Capital Management, LLC |
8 |
| PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares |
8 |
| SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
8 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
8 |
| FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class |
8 |
| Ritter Daniher Financial Advisory, Llc |
8 |
| Benedict Financial Advisors Inc |
8 |
| Essential Planning, LLC. |
8 |
| First Beijing Investment Ltd |
8 |
| FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
8 |
| M.e. Allison & Co., Inc. |
8 |
| Intrepid Financial Planning Group LLC |
8 |
| Mondrian Investment Partners LTD |
8 |
| Networth Advisors, LLC |
8 |
| Mesirow Institutional Investment Management, Inc. |
8 |
| Hyperion Asset Management Ltd |
8 |
| MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
8 |
| WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R |
8 |
| ERn Financial, LLC |
8 |
| Evergreen Wealth Solutions, LLC |
8 |
| FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
8 |
| ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
8 |
| Bigelow Investment Advisors, LLC |
8 |
| Byrne Financial Freedom, Llc |
8 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
8 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
8 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
8 |
| North American Management Corp |
8 |
| Hunter Perkins Capital Management, LLC |
8 |
| Firethorn Wealth Partners, Llc |
8 |
| Intel Corp |
8 |
| Lotus Technology Management, LP |
8 |
| Tcw Strategic Income Fund Inc |
8 |
| Wealth Advisors, Inc. |
8 |
| Credit Suisse Asset Management Income Fund Inc |
8 |
| Core Bond Portfolio - Core Bond Portfolio |
8 |
| Brighthouse Funds Trust I - MFS Research International Portfolio Class A |
8 |
| Mirova US LLC |
8 |
| SPWM Advisors LLC |
8 |
| Martin Investment Management, LLC |
8 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
8 |
| Signature Wealth Management Partners, LLC |
8 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
8 |
| Simply Money Advisors |
8 |
| American Asset Management Inc. |
8 |
| Titus Wealth Management |
8 |
| Baupost Group Llc/ma |
8 |
| Pale Fire Capital SE |
8 |
| RAM Investment Partners, LLC |
8 |
| USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
8 |
| Moreno Evelyn V |
8 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
8 |
| Arrow Investments Trust - Arrow DWA Country Rotation ETF |
8 |
| Ahl Investment Management, Inc. |
8 |
| Sterling Investment Counsel, LLC |
8 |
| LETB - AdvisorShares Trust - AdvisorShares Let Bob AI Powered Momentum ETF |
8 |
| Heritage Family Offices, LLP |
8 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
8 |
| Ksa Capital Management, Llc |
8 |
| Old Port Advisors |
8 |
| Intercapital, Llc |
8 |
| GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A |
8 |
| Blackrock Enhanced Global Dividend Trust |
8 |
| Intrepid Capital Management Inc /de/ |
8 |
| Fiduciary Financial Group, Llc |
8 |
| Tempo Wealth, LLC |
8 |
| Monte Financial Group, LLC |
8 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A |
8 |
| Fortune Financial Advisors, LLC |
8 |
| OneAscent Investment Solutions LLC |
8 |
| TOWER TRUST & INVESTMENT Co |
8 |
| Mirabaud Asset Management (France) SAS |
8 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
8 |
| Thryve Wealth Management Llc |
8 |
| Cloverdale Capital Management, LLC |
8 |
| NFP Retirement, Inc. |
8 |
| Claar Advisors LLC |
8 |
| J2 Capital Management Inc |
8 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
8 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
8 |
| VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares |
8 |
| NWF Advisory Services Inc. |
8 |
| Alamea Verwaltungs GmbH |
8 |
| EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF |
8 |
| Truadvice, LLC |
8 |
| PCJ Investment Counsel Ltd. |
8 |
| Birch Hill Investment Advisors LLC |
8 |
| Benchmark Financial Wealth Advisors, LLC |
8 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
8 |
| MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I |
8 |
| EDUT - Global X Funds - Global X Education ETF |
8 |
| Saiers Capital, LLC |
8 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
8 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
8 |
| Chesapeake Partners Management Co Inc/md |
8 |
| Ccm Investment Advisers Llc |
8 |
| Klk Capital Management Llc |
8 |
| Infrastructure Capital Advisors, Llc |
8 |
| Farmers & Merchants Trust Co of Long Beach |
8 |
| Ashe Capital Management, LP |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
8 |
| Ted Buchan & Co |
8 |
| Usa Mutuals Advisors, Inc. |
8 |
| Amida Capital Management II, LLC |
8 |
| Teachers Insurance & Annuity Association Of America |
8 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
8 |
| Blackrock Enhanced Equity Dividend Trust |
8 |
| Western Asset Diversified Income Fund |
8 |
| Miller Financial Services LLC |
8 |
| Bracebridge Capital, LLC |
8 |
| WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund |
8 |
| Summit Place Financial Advisors, LLC |
8 |
| IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
8 |
| Phraction Management LLC |
8 |
| Amiya Capital LLP |
8 |
| ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class |
8 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
8 |
| Matisse Capital |
8 |
| TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF |
8 |
| AMH Equity Ltd |
8 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
8 |
| LST - Managed Portfolio Series - Leuthold Select Industries ETF |
8 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
8 |
| Everest Financial Group LLC |
8 |
| TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A |
8 |
| TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II |
8 |
| Strategic Capital Alternatives LLC |
8 |
| Cubic Asset Management, LLC |
8 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
8 |
| Campbell Newman Asset Management Inc |
8 |
| Dundas Partners LLP |
8 |
| Vector Capital Management, L.P. |
8 |
| BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
8 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
8 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
8 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
8 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
8 |
| DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
8 |
| ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund |
8 |
| Sound Shore Management Inc /ct/ |
8 |
| Comgest Global Investors S.a.s. |
8 |
| NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
8 |
| Alhambra Investment Partners LLC |
8 |
| Sessa Capital IM, L.P. |
8 |
| Isi Strategy Fund Inc |
8 |
| ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF |
8 |
| Maripau Wealth Management Llc |
8 |
| Matters Capital Llc |
8 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
8 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
8 |
| Blackrock Multi-sector Opportunities Trust |
8 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
8 |
| Cigogne Management Sa |
8 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
8 |
| Serengeti Asset Management LP |
8 |
| Heritage Wealth Management, Inc. |
8 |
| Cannon Financial Strategists, Inc. |
8 |
| Lantern Wealth Advisors, LLC |
8 |
| Carter Financial Group, INC. |
8 |
| TCW ETF Trust - TCW Flexible Income ETF |
8 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
8 |
| Alua Capital Management LP |
8 |
| Old Dominion Capital Management Inc |
8 |
| Highside Global Management Llc |
8 |
| BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
8 |
| Chescapmanager LLC |
8 |
| Nicollet Investment Management, Inc. |
8 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
8 |
| Iyo Bank, Ltd. |
8 |
| Hoxton Planning & Management, LLC |
8 |
| Fcg Advisors, Llc |
8 |
| WIGTX - ALPS Series Trust - Seven Canyons World Innovators Fund Institutional Class |
8 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
8 |
| Fountainhead AM, LLC |
8 |
| Stone Run Capital, Llc |
8 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
8 |
| Silverberg Bernstein Capital Management LLC |
8 |
| EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
8 |
| Axecap Investments, LLC |
8 |
| Parsonex Advisory Services, Inc. |
8 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
8 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
8 |
| PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
8 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
8 |
| Goldstone Financial Group, LLC |
8 |
| PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A |
8 |
| Hickory Lane Capital Management LP |
8 |
| Infusive Asset Management Inc. |
8 |
| Sterling Global Strategies LLC |
8 |
| Burkehill Global Management, LP |
8 |
| CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
8 |
| Destrier Capital Management Llc |
8 |
| Sandbar Asset Management LLP |
8 |
| TRB Wealth Management, LLC |
8 |
| JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares |
8 |
| LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 |
8 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
8 |
| BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 |
8 |
| Andrew Hill Investment Advisors, Inc. |
8 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
8 |
| Burr Financial Services, Llc |
8 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
8 |
| QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
8 |
| Ruane, Cunniff & Goldfarb L.P. |
8 |
| LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF |
8 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
8 |
| Cultivar Capital, Inc. |
8 |
| ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts |
8 |
| United Bank |
8 |
| Barr E S & Co |
8 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
8 |
| Longview Financial Advisors LLC |
8 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
8 |
| Alpine Series Trust |
8 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
8 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
8 |
| GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF |
8 |
| Canandaigua National Trust Co of Florida |
8 |
| Concord Asset Management, LLC/VA |
8 |
| Clear Perspectives Financial Planning, LLC |
8 |
| Guardian Asset Advisors, LLC |
8 |
| Trustees of Columbia University in the City of New York |
8 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
8 |
| Hutchens Investment Management Inc |
8 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
8 |
| Crow Point Global Dividend Plus Fund |
8 |
| Putnam Investors Fund |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio |
8 |
| Embree Financial Group |
8 |
| Achievement Holdings L.P. |
8 |
| Blue Sparrow, LLC /DE |
8 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
8 |
| American Alpha Advisors, LLC |
8 |
| Alphinity Investment Management Pty Ltd |
8 |
| Pennsylvania Capital Management Inc /adv |
8 |
| Provident Investment Management, Inc. |
8 |
| Rfg Holdings, Inc. |
8 |
| First National Bank Sioux Falls |
8 |
| Cascades Capital Asset Management, LLC |
8 |
| VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
8 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
8 |
| Northstar Capital Management Llc |
8 |
| FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund |
8 |
| Portland Investment Counsel Inc. |
8 |
| Factorial Partners, Llc |
8 |
| Alliance Wealth Advisors, LLC |
8 |
| Bryn Mawr Capital Management Inc |
8 |
| Qvr Llc |
8 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
8 |
| PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
8 |
| Connolly Sarah T. |
8 |
| CBTG - Listed Funds Trust - Cabot Growth ETF |
8 |
| UNICOM Systems, Inc. |
8 |
| Schnieders Capital Management, Llc. |
8 |
| Tyrus Capital S.A.M. |
8 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
8 |
| Raiff Partners Inc |
8 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
8 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
8 |
| RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares |
8 |
| Kkr Income Opportunities Fund |
8 |
| IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
8 |
| Signet Investment Advisory Group, Inc. |
8 |
| Wealth Alliance Advisory Group, LLC |
8 |
| POIIX - FundVantage Trust - Polen International Growth Fund Institutional Class |
8 |
| Palo Alto Wealth Advisors, Llc |
8 |
| SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF |
8 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
8 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
8 |
| Satuit Capital Management Trust |
8 |
| PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class |
8 |
| Wealth Science Advisors LLC |
8 |
| MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
8 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
8 |
| Monumental Financial Group Inc. |
8 |
| Alethea Capital Management, Llc |
8 |
| Asset Planning Services, Ltd. |
8 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
8 |
| Trutina Financial LLC |
8 |
| Lighthouse Financial Advisors, Inc. |
8 |
| Cascadia Advisory Services, LLC |
8 |
| Duff & Phelps Investment Management Co |
8 |
| Beacon Financial Advisory LLC |
8 |
| Violich Capital Management, Inc. |
8 |
| Pimco Global Stocksplus & Income Fund |
8 |
| Citizens & Northern Corp |
8 |
| Forza Wealth Management, LLC |
8 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
8 |
| PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
8 |
| Disciplined Equity Management, Inc. |
8 |
| PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
8 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
8 |
| Audent Global Asset Management, LLC |
8 |
| Lord Abbett Floating Rate High Income Fund |
8 |
| Phase 2 Partners, LLC |
8 |
| Simmons First Trust Co Na |
8 |
| HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class |
8 |
| HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
8 |
| GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
8 |
| USAdvisors Wealth Management, LLC |
8 |
| Hancock Whitney Investment Services Inc. |
8 |
| Grant Street Asset Management, Inc. |
8 |
| CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF |
8 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
8 |
| Morling Financial Advisors, LLC |
8 |
| Brooklands Fund Management Ltd |
8 |
| GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares |
8 |
| Sii Investments Inc/wi |
8 |
| Lodestar Private Asset Management Llc |
8 |
| WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
8 |
| Oppenheimer Main Street Mid Cap Fund |
8 |
| RWQ Financial Management Services, Inc. |
8 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
8 |
| Avenir Corp |
8 |
| SMART Wealth LLC |
8 |
| Bell & Brown Wealth Advisors, Llc |
8 |
| Thrive Capital Management, LLC |
8 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
8 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
8 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
8 |
| Pacific Sun Financial Corp |
8 |
| TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
8 |
| United Bank |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
8 |
| Cornerstone Select Advisors, LLC |
8 |
| FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
8 |
| FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class |
8 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
8 |
| Guidant Wealth Advisors |
8 |
| American Independence Financial Services LLC |
8 |
| Yoder Wealth Management, Inc. |
8 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
8 |
| MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
8 |
| All Season Financial Advisors, Inc. |
8 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
8 |
| Bolton Lp |
8 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
8 |
| Chapman Investment Management, LLC |
8 |
| NAN FUNG TRINITY (HK) Ltd |
8 |
| OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF |
8 |
| P-Solve Investments Ltd |
8 |
| Cvfg Llc |
8 |
| Tandem Investment Advisors, Inc. |
8 |
| FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
8 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
7 |
| OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class |
7 |
| LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF |
7 |
| River Street Advisors LLC |
7 |
| Lowe Brockenbrough & Co Inc |
7 |
| NexPoint Credit Strategies Fund |
7 |
| AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund |
7 |
| Carrera Capital Advisors |
7 |
| Professional Planning |
7 |
| JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares |
7 |
| Hoertkorn Richard Charles |
7 |
| TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I |
7 |
| FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A |
7 |
| Strategic Capital Group LLC |
7 |
| Aldebaran Financial Inc. |
7 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I |
7 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
7 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
7 |
| IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund |
7 |
| RVER - Advisor Managed Portfolios - Trenchless Fund ETF |
7 |
| Brown Financial Advisors |
7 |
| HYA Advisors, Inc |
7 |
| South Street Advisors LLC |
7 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
7 |
| AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF |
7 |
| Greater Midwest Financial Group, LLC |
7 |
| Foresight Capital Management Advisors, Inc. |
7 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
7 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
7 |
| HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund |
7 |
| EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
7 |
| Martin & Co Inc /tn/ |
7 |
| NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A |
7 |
| Paladin Wealth, LLC |
7 |
| ShoreHaven Wealth Partners, LLC |
7 |
| Country Club Trust Company, n.a. |
7 |
| GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF |
7 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
7 |
| Bft Financial Group, Llc |
7 |
| Twin City Private Wealth, Llc |
7 |
| Hotaling Investment Management, LLC |
7 |
| Trajan Wealth LLC |
7 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
7 |
| Titan Capital Management, LLC /CA |
7 |
| Snider Financial Group |
7 |
| CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class |
7 |
| Utc North American Fund, Inc. |
7 |
| Wealth Group, Ltd. |
7 |
| KC Investment Advisors, LLC |
7 |
| BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 |
7 |
| Blake Schutter Theil Wealth Advisors, LLC |
7 |
| Rice Partnership, LLC |
7 |
| MACRO Consulting Group |
7 |
| CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class |
7 |
| KKR Credit Opportunities Portfolio |
7 |
| M&G Investments (USA) Inc. |
7 |
| JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
7 |
| Proactive Wealth Strategies LLC |
7 |
| Voya International High Dividend Equity Income Fund |
7 |
| Optivise Advisory Services LLC |
7 |
| Berkshire Bank |
7 |
| Inlet Private Wealth, LLC |
7 |
| HF Advisory Group, LLC |
7 |
| Berry Group, Llc |
7 |
| Argent Financial Group, Inc. |
7 |
| Safe Harbor Fiduciary, LLC |
7 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
7 |
| Davies Financial Advisors, Inc. |
7 |
| Kent Lake PR LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
7 |
| Tannin Capital LLC |
7 |
| Foresters Asset Management Inc. |
7 |
| FT Vest Total Return Income Fund: Series A2 |
7 |
| FT Vest Hedged Equity Income Fund: Series A2 |
7 |
| PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF |
7 |
| Nuveen Fund Advisors, LLC |
7 |
| RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I |
7 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
7 |
| RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I |
7 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
7 |
| Standard Pacific Capital Llc/ca |
7 |
| Eaton Vance Tax Advantaged Dividend Income Fund |
7 |
| SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I |
7 |
| EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB |
7 |
| Fairbanks Capital Management, Inc. |
7 |
| First Trust Portfolios Lp |
7 |
| Marathon Capital Management |
7 |
| Kdi Capital Partners Llc |
7 |
| Beacon Pointe Wealth Advisors, Llc |
7 |
| Mainsail Asset Management, Llc |
7 |
| TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class |
7 |
| Duncan Williams Asset Management, LLC |
7 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
7 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
7 |
| Miller Capital Partners, Inc. |
7 |
| EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB |
7 |
| LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF |
7 |
| AA Financial Advisors, LLC |
7 |
| JSPVX - Managed Portfolio Series - Jackson Square Global Growth Fund Investor Class |
7 |
| BMS Financial Advisors, LLC |
7 |
| PagnatoKarp Partners LLC |
7 |
| Elwood & Goetz Wealth Advisory Group, LLC |
7 |
| Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A |
7 |
| Exor Capital LLP |
7 |
| Nwq Investment Management Company, Llc |
7 |
| LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
7 |
| Leonard Green & Partners, L.P. |
7 |
| Eddie Patel Inc |
7 |
| MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A |
7 |
| Windsor Creek Advisors, Llc |
7 |
| Family Wealth Partners, Llc |
7 |
| New South Capital Management Inc |
7 |
| Garrison Point Advisors, Llc |
7 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
7 |
| Tlwm |
7 |
| Bluegrass Capital Partners LP |
7 |
| Te Ahumairangi Investment Management Ltd |
7 |
| Brady Martz Wealth Solutions, LLC |
7 |
| Frontier Capital Management Co Llc |
7 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
7 |
| Clearwave Capital, LLC |
7 |
| Fma Advisory Inc |
7 |
| Wealth Dimensions Group, Ltd. |
7 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
7 |
| MILN - Global X Funds - Global X Millennials Thematic ETF |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II |
7 |
| NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
7 |
| AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
7 |
| VeraBank, N.A. |
7 |
| ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares |
7 |
| PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares |
7 |
| Investment Centers Of America Inc |
7 |
| PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares |
7 |
| JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 |
7 |
| Pactiv General Employee Benefit Trust |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
7 |
| 44 Wealth Management Llc |
7 |
| Leonard Rickey Investment Advisors P.L.L.C. |
7 |
| EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB |
7 |
| Truehand, Inc |
7 |
| ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund |
7 |
| Jacobus Wealth Management, Inc. |
7 |
| EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
7 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
7 |
| Ironvine Capital Partners, LLC |
7 |
| LKFIX - LKCM Funds - LKCM Fixed Income Fund |
7 |
| Sitrin Capital Management LLC |
7 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
7 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
7 |
| HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
7 |
| Vontobel Swiss Wealth Advisors AG |
7 |
| MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares |
7 |
| Schwarz Dygos Wheeler Investment Advisors Llc |
7 |
| Marble Arch Investments, LP |
7 |
| Capital Directions Investment Advisors, LLC |
7 |
| Peoples Financial Services Corp. |
7 |
| DPCEX - Managed Portfolio Series - Jackson Square Select 20 Growth Fund IS Class |
7 |
| General Equity Holdings LP |
7 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
7 |
| WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A |
7 |
| NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class |
7 |
| Legacy Capital Partners, Inc. |
7 |
| LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
7 |
| Threadgill Financial, Llc |
7 |
| Sweet Financial Partners, LLC |
7 |
| COFG Advisors, LLC |
7 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
7 |
| WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class |
7 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
7 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
7 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
7 |
| Provident Living Financial Services, Inc. |
7 |
| ZGFIX - Advisors' Inner Circle Fund III - Ninety One Global Franchise Fund I Shares |
7 |
| Compton Wealth Advisory Group, LLC |
7 |
| NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A |
7 |
| Telligent Fund, LP |
7 |
| FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF |
7 |
| Panoramic Capital Partners, LLC |
7 |
| Optimist Retirement Group LLC |
7 |
| ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A |
7 |
| Fairpointe Capital LLC |
7 |
| One Charles Private Wealth Services, LLC |
7 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
7 |
| Crumly & Associates Inc. |
7 |
| Qp Wealth Management, Llc |
7 |
| Kentucky Trust Co |
7 |
| Mfg Wealth Management, Inc. |
7 |
| Calvert Impact Fund Inc |
7 |
| Immersion Capital LLP |
7 |
| Littlejohn Financial Services, Inc. |
7 |
| J. Team Financial, Inc. |
7 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
7 |
| Integrity Advisory Solutions, LLC |
7 |
| BXM Wealth LLC |
7 |
| Hickory Asset Management, Inc. |
7 |
| TigerOak Management, L.L.C. |
7 |
| Blue Jean Financial Llc |
7 |
| BCS Wealth Management |
7 |
| Financial Partners Group, Inc |
7 |
| Sea Cliff Partners Management, LP |
7 |
| Cue Financial Group, Inc. |
7 |
| Hardman Johnston Global Advisors LLC |
7 |
| Monetary Solutions, Ltd |
7 |
| Blue Clay Capital Management, LLC |
7 |
| Blackrock Enhanced Capital & Income Fund, Inc. |
7 |
| Agur Provident & Training Funds Management Ltd |
7 |
| VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF |
7 |
| SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A |
7 |
| Weinberger Asset Management, Inc |
7 |
| Betterment LLC |
7 |
| ARS Wealth Advisors Group, LLC |
7 |
| TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
7 |
| Purkiss Capital Advisors LLC |
7 |
| MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
7 |
| NB Crossroads Private Markets Access Fund LLC |
7 |
| Eachwin Capital, Lp |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
7 |
| J. Stern & Co. LLP |
7 |
| Ring Mountain Capital, LLC |
7 |
| Arvin Capital Management LP |
7 |
| Steward Partners Investment Solutions, Llc |
7 |
| Liberty Capital Management, Inc. |
7 |
| FCG Investment Co |
7 |
| COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
7 |
| StackLine Partners LP |
7 |
| Peachtree Investment Advisors, Inc. |
7 |
| Apollon Financial, LLC |
7 |
| Darden Wealth Group Inc |
7 |
| TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A |
7 |
| Burkett Financial Services, Llc |
7 |
| Peak Financial Management, Inc. |
7 |
| RiverGlades Family Offices LLC |
7 |
| RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF |
7 |
| Northern Financial Advisors Inc |
7 |
| Cornerstone Enterprises, Llc |
7 |
| DecisionMap Wealth Management, LLC |
7 |
| Fic Capital Inc |
7 |
| Hamilton Capital, LLC |
7 |
| Unio Capital LLC |
7 |
| MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
7 |
| BayBridge Capital Group, LLC |
7 |
| Valicenti Advisory Services Inc |
7 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
7 |
| SRHQ - Elevation Series Trust - SRH U.S. Quality ETF |
7 |
| THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
7 |
| M & L Capital Management Ltd |
7 |
| Madden Advisory Services, Inc. |
7 |
| Second Line Capital, LLC |
7 |
| Deer VIII & Co. Ltd. |
7 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
7 |
| Exit Wealth Advisors, LLC. |
7 |
| GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class |
7 |
| Banyan Partners, LLC |
7 |
| One Madison Group Llc |
7 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
7 |
| Decagon Asset Management LLP |
7 |
| PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class |
7 |
| JMN Financial LLC |
7 |
| Cottage Street Advisors LLC |
7 |
| VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
7 |
| Integrity Wealth Solutions LLC |
7 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
7 |
| Markston International Llc |
7 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
7 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
7 |
| Stegent Equity Advisors, Inc. |
7 |
| Alden Global Capital LLC |
7 |
| Mountain Hill Investment Partners Corp. |
7 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
7 |
| Pertento Partners LLP |
7 |
| American State Bank (Iowa) |
7 |
| Thoma Bravo Ugp, Llc |
7 |
| West Chester Capital Advisors, Inc |
7 |
| Oakmont Corp |
7 |
| Trust Co of Kansas |
7 |
| Force Capital Management LLC |
7 |
| Hara Capital LLC |
7 |
| MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class |
7 |
| MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
7 |
| Olstein Capital Management, L.P. |
7 |
| BlackRock Multi-Sector Opportunities Trust II |
7 |
| Tactive Advisors, LLC |
7 |
| Sapphire Star Partners LP |
7 |
| RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
7 |
| Significant Wealth Partners LLC |
7 |
| Elwood Capital Partners Lp |
7 |
| Investment Partners Asset Management, Inc. |
7 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
7 |
| Invesco Bldrs Index Funds Trust |
7 |
| American Financial Advisors, LLC |
7 |
| BloombergSen Inc. |
7 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
7 |
| Lagoda Investment Management, L.P. |
7 |
| IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A |
7 |
| CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
7 |
| ROGSX - Oak Associates Funds - Red Oak Technology Select Fund |
7 |
| Nutshell Asset Management Ltd |
7 |
| Lakehouse Capital Pty Ltd |
7 |
| Ogborne Capital Management, Llc |
7 |
| DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A |
7 |
| Gabelli ETFs Trust - Gabelli Asset ETF |
7 |
| Arjuna Capital |
7 |
| Trybe Capital Management LP |
7 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
7 |
| EdgePoint Investment Group Inc. |
7 |
| Caldwell Investment Management Ltd. |
7 |
| Nikulski Financial, Inc. |
7 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
7 |
| PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
7 |
| Loeb Partners Corp |
7 |
| Vivid Wealth Management, LLC |
7 |
| Kultura Capital Management LP |
7 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
7 |
| Texas Treasury Safekeeping Trust Co |
7 |
| Petros Family Wealth, LLC |
7 |
| LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF |
7 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
7 |
| Tatro Capital, LLC |
7 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
7 |
| Cohen Investment Advisors LLC |
7 |
| MSH Capital Advisors LLC |
7 |
| Private Harbour Investment Management & Counsel, LLC |
7 |
| Stenger Family Office, LLC |
7 |
| Kintayl Capital LP |
7 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
7 |
| Visionary Horizons, LLC |
7 |
| Sabadell Asset Management, S.A S.G.I.I.C |
7 |
| Sovereign's Capital Management, LLC |
7 |
| Somerville Kurt F |
7 |
| PBKIX - FundVantage Trust - Polen Bank Loan Fund Institutional Class |
7 |
| VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares |
7 |
| Brightfield Capital Management Llc |
7 |
| Smith & Howard Wealth Management, LLC |
7 |
| VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares |
7 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
7 |
| Sophrosyne Capital Llc |
7 |
| CMC Financial Group |
7 |
| KR Capital LP |
7 |
| KWEB - Krane Shares Trust - KraneShares CSI China Internet ETF |
7 |
| Symons Capital Management Inc |
7 |
| SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares |
7 |
| FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund |
7 |
| Blue Fin Capital, Inc. |
7 |
| Boys Arnold & Co Inc |
7 |
| Blue Capital, Inc. |
7 |
| AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I |
7 |
| Wealthgate Family Office, LLC |
7 |
| CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class |
7 |
| GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class |
7 |
| Trinity Legacy Partners, LLC |
7 |
| SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares |
7 |
| LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
7 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
7 |
| CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF |
7 |
| FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A |
7 |
| Hilltop Park Associates LLC |
7 |
| SNS Financial Group, LLC |
7 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
7 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
7 |
| Victrix Investment Advisors |
7 |
| Goodwin Investment Advisory |
7 |
| Taylor, Cottrill, Erickson & Associates, Inc. |
7 |
| DRH Investments, Inc. |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
7 |
| Banque de Luxembourg S.A. |
7 |
| Odey Holdings AG |
7 |
| FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
7 |
| Owls Nest Partners IA, LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
7 |
| Wesleyan Assurance Society |
7 |
| Vista Cima Wealth Management LLC |
7 |
| IFC Advisors LLC |
7 |
| Ako Capital Llp |
7 |
| CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares |
7 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
7 |
| Pennington Partners & Co., Llc |
7 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
7 |
| Aspex Management (HK) Ltd |
7 |
| Court Place Advisors, LLC |
7 |
| NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class |
7 |
| Toews Corp /adv |
7 |
| HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
7 |
| USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
7 |
| Arbiter Partners Capital Management LLC |
7 |
| Pacific Point Advisors, LLC |
7 |
| MVSGX - HARBOR FUNDS - Harbor Strategic Growth Fund Institutional Class |
7 |
| Banbury Partners Llc |
7 |
| Caxton Corp |
7 |
| Pachira Investments Inc. |
7 |
| Pine Haven Investment Counsel, Inc |
7 |
| Howard Capital Management Group, LLC |
7 |
| RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
7 |
| FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF |
7 |
| Tradition Asset Management Llc |
7 |
| FT Vest Total Return Income Fund: Series A3 |
7 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
7 |
| JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I |
7 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
7 |
| Farmers National Bank |
7 |
| FT Vest Hedged Equity Income Fund: Series A3 |
7 |
| Kickstand Ventures, Llc. |
7 |
| CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF |
7 |
| TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A |
7 |
| JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A |
7 |
| JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I |
7 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
7 |
| WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A |
7 |
| Diversified, LLC |
7 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
7 |
| AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class |
7 |
| RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
7 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
7 |
| SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio |
7 |
| JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) |
7 |
| Jones Road Capital Management, L.p. |
7 |
| Bank Of The West |
7 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
7 |
| Tranquilli Financial Advisor LLC |
7 |
| HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
7 |
| BridgePort Financial Solutions, LLC |
7 |
| JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) |
7 |
| Engaged Capital LLC |
7 |
| NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
7 |
| CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
7 |
| Aire Advisors, Llc |
7 |
| New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES |
7 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
7 |
| JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF |
7 |
| Shariaportfolio, Inc. |
7 |
| FIISX - First Investors Equity Funds - First Investors Global Fund Class A |
7 |
| Euro Pacific Asset Management, LLC |
7 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A |
7 |
| New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES |
7 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
7 |
| Everett Capital Advisors UK LLP |
7 |
| Continental Advisors Llc |
7 |
| Bishop Rock Capital, L.P. |
7 |
| Insight Select Income Fund |
7 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
7 |
| Consolidated Capital Management, Llc |
7 |
| HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF |
7 |
| Arlington Capital Management, Inc. |
7 |
| PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A |
7 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
7 |
| MASTER LARGE CAP SERIES LLC - Master Large Cap Focus Growth Portfolio |
7 |
| Livet Wealth, LLC |
7 |
| Newton One Investments LLC |
7 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
7 |
| ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF |
7 |
| MRAD - GUINNESS ATKINSON FUNDS - SmartETFs Advertising & Marketing Technology ETF |
7 |
| Bluepoint Investment Series Trust |
7 |
| Bpv Family Of Funds |
7 |
| American Financial Group Inc |
7 |
| SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund |
7 |
| Farmer Steven Patrick |
7 |
| GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF |
7 |
| Guidance Capital, Inc |
7 |
| UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF |
7 |
| RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I |
7 |
| Clark Asset Management, LLC |
7 |
| Allen Holding Inc /ny |
7 |
| FPRAX - FPA PARAMOUNT FUND INC - FPA Paramount Fund, Inc. |
7 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
7 |
| MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A |
7 |
| IBOT - VanEck ETF Trust - VanEck Robotics ETF |
7 |
| GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
7 |
| MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF |
7 |
| Monterey Private Wealth, Inc. |
7 |
| Union Point Advisors, LLC |
7 |
| Vista Capital Partners, Inc. |
7 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
7 |
| Capstone Wealth Management Group LLC |
7 |
| TKG Advisors, LLC |
7 |
| LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF |
7 |
| AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class |
7 |
| Wincap Financial Llc |
7 |
| Delta Financial Advisors Llc |
7 |
| Militia Capital Management LLC |
7 |
| VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares |
7 |
| RD Finance Ltd |
7 |
| Tsai Capital Corp |
7 |
| Charles Carroll Financial Partners, LLC |
7 |
| Yiheng Capital Management, L.P. |
7 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
7 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A |
7 |
| Belmont Global Advisors, Inc. |
7 |
| Retirement Guys Formula Llc |
7 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
7 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
7 |
| Prospector Partners Llc |
7 |
| Capital Advisors Wealth Management, LLC |
7 |
| PTEC - Global X Funds - Global X PropTech ETF |
7 |
| Rangeley Capital, LLC |
7 |
| FT Vest Total Return Income Fund: Series A4 |
7 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
7 |
| FT Vest Hedged Equity Income Fund: Series A4 |
7 |
| IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
7 |
| Glacier Peak Capital LLC |
7 |
| IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF |
7 |
| Credit Suisse High Yield Bond Fund |
7 |
| PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R |
7 |
| BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
7 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
7 |
| TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class |
7 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
7 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
7 |
| Westend Partners Lp |
7 |
| JHL Capital Group LLC |
7 |
| Kelman-Lazarov, Inc. |
7 |
| FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A |
7 |
| AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF |
7 |
| Darlington Partners Capital Management, Lp |
7 |
| Uhlmann Price Securities, Llc |
7 |
| QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
7 |
| AQINX - AQR Funds - AQR International Equity Fund Class N |
7 |
| Evelyn Partners Investment Management (Europe) Ltd |
7 |
| LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares |
7 |
| Austin Asset Management Co Inc |
7 |
| Hutchinson Financial Advisors, INC |
7 |
| Bmc Fund Inc |
7 |
| VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class |
7 |
| Consultiva Wealth Management, Corp. |
7 |
| MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I |
7 |
| Wisconsin Wealth Advisors, LLC |
7 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
7 |
| KAMES CAPITAL management Ltd |
7 |
| Bank Of Stockton |
7 |
| RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I |
7 |
| Kennedy Investment Group |
7 |
| Womack Financial LLC |
7 |
| RMBHX - RMB INVESTORS TRUST - RMB Fund Class A |
7 |
| HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class |
7 |
| Bath Savings Trust Co |
7 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
7 |
| BCS Private Wealth Management, Inc. |
7 |
| First International Bank of Israel Ltd. |
7 |
| Aurora Investment Managers, LLC. |
7 |
| Foronjy Financial Llc |
7 |
| RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I |
7 |
| CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
7 |
| BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class |
7 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
7 |
| AWEG - Alger ETF Trust - Alger Weatherbie Enduring Growth ETF |
7 |
| Settian Capital LP |
7 |
| S Harris Financial Group, LLC |
7 |
| Concentric Wealth Management, Llc |
7 |
| Courage Capital Management Llc |
7 |
| JNL SERIES TRUST - JNL/Vanguard International Fund (A) |
7 |
| IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
7 |
| Nautilus Advisors LLC |
7 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
7 |
| Hays Advisory Llc |
7 |
| FT Vest Hedged Equity Income Fund: Series B1 |
7 |
| Snowhook Capital Management LP |
7 |
| Meadowbrook Advisors Group, LLC |
7 |
| Ullmann Financial Group, Inc. |
7 |
| PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
7 |
| FT Vest Total Return Income Fund: Series B1 |
7 |
| Henssler Funds Inc |
7 |
| FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
7 |
| FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
7 |
| Windsor Capital Management, LLC |
7 |
| ABLE Financial Group, LLC |
7 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
7 |
| ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
7 |
| Blackston Financial Advisory Group, LLC |
7 |
| Ark Venture Fund |
7 |
| First National Bank of Mount Dora, Trust Investment Services |
7 |
| Cohen & Steers Global Income Builder, Inc |
7 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
7 |
| Fox Point Capital Management LLC |
7 |
| Rnc Capital Management Llc |
7 |
| Leith Wheeler Investment Counsel Ltd. |
7 |
| BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P |
7 |
| H. L. Ormond & Company, LLC |
7 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
7 |
| Yarger Wealth Strategies, Llc |
7 |
| Kanha Capital, Lp |
7 |
| Laurel Wealth Planning LLC |
7 |
| XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF |
7 |
| Cutler Capital Management, LLC |
7 |
| GQETX - GMO TRUST - GMO Quality Fund Class III |
7 |
| Awm Capital, Llc |
7 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
7 |
| Hollow Brook Wealth Management LLC |
7 |
| Oak Family Advisors, Llc |
7 |
| FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
7 |
| Resonate Capital, LLC |
7 |
| Blankinship & Foster, LLC |
7 |
| Dravo Bay Llc |
7 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
7 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
7 |
| Community Bank & Trust, Waco, Texas |
7 |
| StrategIQ Financial Group, LLC |
7 |
| SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund |
7 |
| Canoe Financial LP |
7 |
| Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
7 |
| RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
7 |
| Provident Wealth Management, LLC |
7 |
| Spinnaker Investment Group, LLC |
7 |
| Investors Financial Group, LLC |
7 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
7 |
| Avaii Wealth Management, Llc |
7 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
7 |
| GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF |
7 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
7 |
| VR Advisory Services Ltd |
7 |
| J. Derek Lewis & Associates Inc. |
7 |
| Antipodean Advisors LLC |
7 |
| Metatron Capital SICAV plc |
7 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
7 |
| Security National Bank Of So Dak |
7 |
| AQGX - Starboard Investment Trust - AI Quality Growth ETF |
7 |
| Elk River Wealth Management, LLC |
7 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
7 |
| Empire Financial Management Company, LLC |
7 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
7 |
| FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund |
7 |
| Stark Wealth Management LLC |
7 |
| Park Edge Advisors, LLC |
7 |
| Petra Financial Advisors Inc |
7 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
7 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
7 |
| Dillon & Associates Inc |
7 |
| BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF |
7 |
| Milestone Advisory Partners |
7 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
7 |
| Miller Howard Investments Inc /ny |
7 |
| CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
7 |
| Beaumont Asset Management, L.L.C. |
7 |
| Rit Capital Partners Plc |
7 |
| Messner & Smith Theme Value Investment Management Ltd /ca/ |
7 |
| Myriad Asset Management US LP |
7 |
| Vance Wealth, Inc. |
7 |
| Sprott Inc. |
7 |
| FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
7 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
7 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
7 |
| Avenue 1 Advisors, LLC |
7 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
7 |
| SOCL - Global X Funds - Global X Social Media ETF |
7 |
| EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF |
7 |
| Burke & Herbert Bank & Trust Co |
7 |
| VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A |
7 |
| Long Road Investment Counsel, LLC |
7 |
| Thomas Story & Son Llc |
7 |
| Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
7 |
| Asset Advisors Corp |
7 |
| BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K |
7 |
| Tiff Advisory Services Inc |
7 |
| BlackRock ETF Trust - iShares Defense Industrials Active ETF |
7 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
7 |
| Two Roads Shared Trust - Hypatia Women CEO ETF |
7 |
| ARGA Investment Management, LP |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
7 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
7 |
| Napier Park Global Capital (US) LP |
7 |
| Mitchell Sinkler & Starr/pa |
7 |
| UGPIX - PROFUNDS - UltraChina ProFund Investor Class |
7 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
7 |
| Alpine Group Usvi, Llc |
7 |
| TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF |
7 |
| Taurus Asset Management, Llc |
7 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
7 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
7 |
| Ford Foundation |
7 |
| Bannerstone Capital Management, LLC |
7 |
| BOBP - EXCHANGE TRADED CONCEPTS TRUST - CORE16 Best of Breed Premier Index ETF |
7 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
7 |
| NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class |
7 |
| Alvarez & Marsal Private Wealth Partners, LLC |
7 |
| VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A |
7 |
| Rebalance, Llc |
7 |
| Oak Point Wealth Management |
7 |
| EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
7 |
| DUTCH ASSET Corp |
7 |
| Herbst Group, Llc |
7 |
| Maple Capital Management, Inc. |
7 |
| SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF |
7 |
| CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL |
7 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
7 |
| Sabal Trust CO |
7 |
| Cushing Renaissance Fund |
7 |
| Bain Capital Venture Investors, Llc |
7 |
| GlobalBridge, Inc. |
7 |
| Security Asset Management |
7 |
| Lmp Capital & Income Fund Inc. |
7 |
| Boulder Wealth Advisors, LLC |
7 |
| American Trust Investment Advisors, LLC |
7 |
| MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
7 |
| PBGIX - FundVantage Trust - Polen Global SMID Company Growth Fund Institutional Class |
7 |
| Zinnia Wealth Advisory, LLC |
7 |
| Vernier Capital Partners, Lp |
7 |
| MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
7 |
| Fcm Investments/tx |
7 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
7 |
| GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
7 |
| Trinity Street Asset Management LLP |
7 |
| SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
7 |
| Enzi Wealth |
7 |
| UBP Investment Advisors SA |
7 |
| CIC Wealth, LLC |
7 |
| SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF |
7 |
| Cresta Advisors, Ltd. |
7 |
| VSR Financial Services, Inc. |
7 |
| Causeway Capital Management Llc |
7 |
| LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A |
7 |
| SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF |
7 |
| BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF |
7 |
| Lg Capital Funding, Llc |
7 |
| Davis Investment Partners, LLC |
7 |
| Rydar Equities, Inc. |
7 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
7 |
| Jamison Eaton & Wood Inc /nj |
7 |
| COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A |
7 |
| Invesco Private Capital, Inc. |
7 |
| Kavar Capital Partners Group, Llc |
7 |
| NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
7 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
7 |
| CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
7 |
| Churchill Financial Advisors, LLC |
7 |
| WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class |
7 |
| Hikari Power Ltd |
7 |
| Financial Partners Capital Management Llc |
7 |
| Garrison Bradford & Associates Inc |
7 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
7 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
7 |
| Glovista Investments LLC |
7 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
7 |
| ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF |
7 |
| GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
7 |
| PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF |
7 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
7 |
| LeJeune Puetz Investment Counsel LLC |
7 |
| Larry Mathis Financial Planning, LLC |
7 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
7 |
| Steinberganna Wealth Management |
7 |
| NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A |
7 |
| My Legacy Advisors, LLC |
7 |
| Timelo Investment Management Inc. |
7 |
| MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I |
7 |
| SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A |
7 |
| Chemical Bank |
7 |
| Aletheian Wealth Advisors LLC |
7 |
| Capstone Wealth Management Group, Llc |
7 |
| Core Wealth Partners LLC |
7 |
| Deroy & Devereaux Private Investment Counsel Inc |
7 |
| PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF |
7 |
| CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
7 |
| Endowment Wealth Management, Inc. |
7 |
| TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class |
7 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
7 |
| TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
7 |
| MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I |
7 |
| Excalibur Management Corp |
7 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
7 |
| Rooted Wealth Advisors, Inc. |
7 |
| Worthington Financial Partners, LLC |
7 |
| Cape Ann Savings Bank |
7 |
| FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
7 |
| Broadwater Capital Management Llc |
7 |
| Front Barnett Associates Llc |
7 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
7 |
| Growth Portfolio |
7 |
| Capital World Growth & Income Fund |
7 |
| Monograph Wealth Advisors, Llc |
7 |
| Viking Fund Management Llc |
7 |
| Blodgett Wealth Advisors, Llc |
7 |
| Greycroft LP |
7 |
| Helios Capital Management Pte. Ltd |
7 |
| Wright Managed Equity Trust |
7 |
| D. Scott Neal, Inc. |
7 |
| ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
7 |
| DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A |
7 |
| UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF |
7 |
| GFGF - EA Series Trust - Guru Favorite Stocks ETF |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
7 |
| Northstar Asset Management Inc |
7 |
| Baring International Investment Ltd |
7 |
| LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund |
7 |
| Andesa Financial Management Inc. |
7 |
| Wealthstar Advisors, Llc |
7 |
| Grosvenor Holdings, L.l.c. |
7 |
| Battery Management Corp. |
7 |
| Marlowe Partners LP |
7 |
| ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
7 |
| Broad Peak Investment Advisers Pte Ltd |
7 |
| Sculati Wealth Management, LLC |
7 |
| Triodos Investment Management BV |
7 |
| TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
7 |
| Client 1st Advisory Group, Llc |
7 |
| PW Nova Financial Services LLC |
7 |
| ELberon, LLC |
7 |
| Profunds - Profund Vp Industrials |
7 |
| Vishria Bird Financial Group, LLC |
7 |
| Bach Investment Advisors Ltd |
7 |
| Semus Wealth Partners LLC |
7 |
| Context Partners Fund, L.p. |
7 |
| JCSD Capital, LLC |
7 |
| J. L. Bainbridge & Co., Inc. |
7 |
| Lvm Capital Management Ltd/mi |
7 |
| PYA Waltman Capital, LLC |
7 |
| NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A |
7 |
| JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A |
7 |
| GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class |
7 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
7 |
| EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA |
7 |
| Jacobson & Schmitt Advisors, Llc |
7 |
| Fundsmith Investment Services Ltd. |
7 |
| OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
7 |
| Steinberg Global Asset Management |
6 |
| Cassia Capital Partners, LLC |
6 |
| Humankind Investments LLC |
6 |
| Thrive Capital Management, LLC |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I |
6 |
| SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF |
6 |
| Bluesphere Advisors, LLC |
6 |
| Midwest Wealth Management Inc. |
6 |
| WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
6 |
| Oakwell Private Wealth Management, LLC |
6 |
| LKEQX - LKCM Funds - LKCM Equity Fund |
6 |
| BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity |
6 |
| NewGen Asset Management Ltd |
6 |
| FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares |
6 |
| Colony Family Offices, LLC |
6 |
| Greenhouse Wealth Management, LLC |
6 |
| Pathfinder Wealth Consulting, Inc. |
6 |
| MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio |
6 |
| Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
6 |
| DB Wealth Management Group, LLC |
6 |
| Lombard Odier & Cie (Canada), Limited Partnership |
6 |
| Hutchens Investment Management Inc |
6 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
6 |
| AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares |
6 |
| APEIRON CAPITAL Ltd |
6 |
| High Falls Advisors, Inc |
6 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
6 |
| ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares |
6 |
| CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares |
6 |
| CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund |
6 |
| CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
6 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
6 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
6 |
| Tensor Edge Capital, LLC |
6 |
| SkyTop Capital Management LLC |
6 |
| 4J Wealth Management LLC |
6 |
| IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class |
6 |
| Svb Financial Group |
6 |
| Orbitronix, LP |
6 |
| DoubleLine Yield Opportunities Fund |
6 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
6 |
| MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I |
6 |
| SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
6 |
| DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A |
6 |
| ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class |
6 |
| VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF |
6 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
6 |
| IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares |
6 |
| Montage Investments, Llc |
6 |
| Springowl Associates Llc |
6 |
| New Vernon Investment Management Llc |
6 |
| Godshalk Welsh Capital Management, Inc. |
6 |
| PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class |
6 |
| Bandera Partners LLC |
6 |
| BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares |
6 |
| Deer Management Co. LLC |
6 |
| RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class |
6 |
| XXEC, Inc. |
6 |
| Odyssey Capital Advisors, Inc. |
6 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
6 |
| BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF |
6 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
6 |
| Millennium Capital Advisors, LLC |
6 |
| MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A |
6 |
| AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
6 |
| DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
6 |
| First Allied Asset Management, Inc. |
6 |
| Aristotle Capital Boston, LLC |
6 |
| KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares |
6 |
| VSL - ETF Series Solutions - Volshares Large Cap ETF |
6 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
6 |
| Boyer & Corporon Wealth Management, LLC |
6 |
| Lipe & Dalton |
6 |
| JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) |
6 |
| Two Creeks Capital Management, LP |
6 |
| JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class |
6 |
| Wimmer Associates 1, Llc |
6 |
| NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund |
6 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
6 |
| Darsana Capital Partners LP |
6 |
| Merrithew & Thorsten Inc |
6 |
| AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund |
6 |
| Thunderbird Partners Llp |
6 |
| Lomas Capital Management, LLC |
6 |
| SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares |
6 |
| MKP Capital Management, L.L.C. |
6 |
| FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares |
6 |
| LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class |
6 |
| Guardian Point Capital, Lp |
6 |
| SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
6 |
| WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund |
6 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
6 |
| RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
6 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 |
6 |
| Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio |
6 |
| Carlyle Group Inc. |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial |
6 |
| Evansbrook LLC |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II |
6 |
| BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N |
6 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
6 |
| Diversified Management Inc |
6 |
| Greenberg Financial Group |
6 |
| GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
6 |
| MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A |
6 |
| Buffalo Business & Estate Services Ltd |
6 |
| Financial Planning Hawaii, Inc. |
6 |
| Independence Wealth Advisors, LLC |
6 |
| Virtue Asset Management Llc |
6 |
| PENN SERIES FUNDS INC - Large Cap Growth Fund |
6 |
| PENN SERIES FUNDS INC - Smid Cap Value Fund |
6 |
| IFS Group,LLC |
6 |
| Fearless Solutions, LLC dba Best Invest |
6 |
| LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F |
6 |
| Tred Avon Family Wealth, Llc |
6 |
| Meadowbrook Wealth Management, LLC |
6 |
| Element Squared LLC |
6 |
| American Fidelity Dual Strategy Fund Inc |
6 |
| Beacon Financial Strategies CORP |
6 |
| BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund |
6 |
| RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
6 |
| LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF |
6 |
| TEXN - iSHARES TRUST - iShares Texas Equity ETF |
6 |
| IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF |
6 |
| North Dallas Bank & Trust Co |
6 |
| BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND |
6 |
| Letson Investment Management, Inc. |
6 |
| Van Den Berg Management I, Inc |
6 |
| Argyle Capital Partners, LLC |
6 |
| Blue Harbour Group, L.P. |
6 |
| Eleva Capital SAS |
6 |
| Harbor Asset Planning, Inc. |
6 |
| QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
6 |
| LFVFX - Leader Funds Trust - Leader High Quality Low Duration Bond Fund Investor Class |
6 |
| eCIO, Inc. |
6 |
| JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A |
6 |
| Mak Capital One Llc |
6 |
| Keystone Global Partners, LLC |
6 |
| QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I |
6 |
| Plaisance Capital LLC |
6 |
| Pacific Capital Partners Ltd |
6 |
| Allium Financial Advisors, Llc |
6 |
| Bingham Private Wealth, Llc |
6 |
| Kingsman Wealth Management, Inc. |
6 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
6 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
6 |
| Sfm, Llc |
6 |
| IXP - iSHARES TRUST - iShares Global Comm Services ETF |
6 |
| IEV - iSHARES TRUST - iShares Europe ETF |
6 |
| BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF |
6 |
| FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF |
6 |
| CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares |
6 |
| Fairtree Asset Management (Pty) Ltd |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 |
6 |
| TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N |
6 |
| Members Wealth Llc |
6 |
| Tableaux Llc |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
6 |
| OBCHX - OBERWEIS FUNDS - Oberweis China Opportunities Fund Investor Class |
6 |
| Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares |
6 |
| Berkeley, Inc |
6 |
| JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
6 |
| Oppenheimer Equity Fund |
6 |
| PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I |
6 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
6 |
| SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF |
6 |
| Liberty Square Wealth Partners Llc |
6 |
| Challenger Wealth Management |
6 |
| Wormser Freres Gestion |
6 |
| Pinney & Scofield, Inc. |
6 |
| MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class |
6 |
| Private Capital Management Llc |
6 |
| JBJ Investment Partners, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class |
6 |
| Eagle Capital Management Llc |
6 |
| Julex Capital Management, Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
6 |
| Cura Wealth Advisors, Llc |
6 |
| Lionshead Wealth Management, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
6 |
| Shorepoint Capital Partners LLC |
6 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A |
6 |
| Tolleson Wealth Management, Inc. |
6 |
| Ruane, Cunniff & Goldfarb Inc |
6 |
| LeClair Wealth Partners LLC |
6 |
| H&H International Investment, LLC |
6 |
| Collar Capital Management, LLC |
6 |
| Fortress Private Ledger, Llc |
6 |
| Morangie Management LLC |
6 |
| Chapman Financial Group, Llc |
6 |
| FourWorld Capital Management LLC |
6 |
| PACIFIC SELECT FUND - International Large-Cap Portfolio Class I |
6 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
6 |
| Dilation Capital Management LP |
6 |
| PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
6 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
6 |
| EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA |
6 |
| Everest Management Corp. |
6 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
6 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
6 |
| Endeavour Capital Advisors Inc |
6 |
| Kane Investment Management, Inc. |
6 |
| ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
6 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
6 |
| Coign Capital Advisors LLC |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
6 |
| Peachtree Investment Partners, LLC |
6 |
| Arrow Capital Pty Ltd |
6 |
| Vitruvian Partners LLP |
6 |
| BT Wealth Management LLC |
6 |
| Rahlfs Capital, Llc |
6 |
| RFG - Bristol Wealth Advisors, LLC |
6 |
| Conquis Financial Llc |
6 |
| Prudent Man Investment Management, Inc. |
6 |
| ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class |
6 |
| Broadway Wealth Solutions, Inc. |
6 |
| Inherent Group, Lp |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class |
6 |
| Highfields Capital Management Lp |
6 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
6 |
| Hnp Capital Llc |
6 |
| Black Diamond Financial, LLC |
6 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
6 |
| Saban Capital Group Llc |
6 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
6 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
6 |
| FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF |
6 |
| Copos Capital S.a r.l. |
6 |
| PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
6 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
6 |
| Unified Investment Management |
6 |
| OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
6 |
| DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
6 |
| Huber Capital Management LLC |
6 |
| CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A |
6 |
| Daner Wealth Management, LLC |
6 |
| Greenlea Lane Capital Management, Llc |
6 |
| Atlas Legacy Advisors, LLC |
6 |
| Blue Ridge Capital, L.L.C. |
6 |
| Lord & Richards Wealth Management, LLC |
6 |
| Peregrine Investment Management Inc |
6 |
| Park Capital Management, LLC / WI |
6 |
| TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF |
6 |
| Elevate Capital Advisors, LLC |
6 |
| IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A |
6 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
6 |
| Oregon Pacific Wealth Management, LLC |
6 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
6 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
6 |
| ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class |
6 |
| WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund |
6 |
| WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund |
6 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
6 |
| Pasadena Private Wealth, LLC |
6 |
| Aspiring Ventures, LLC |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
6 |
| Seilern Investment Management Ltd |
6 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
6 |
| Tallon Kerry Patrick |
6 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
6 |
| ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
6 |
| Geo Capital Gestora de Recursos Ltd |
6 |
| CVI Investments, Inc. |
6 |
| VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares |
6 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
6 |
| B&l Asset Management Llc |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
6 |
| Cannon Advisors, Inc. |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
6 |
| Quartz Partners, LLC |
6 |
| MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class |
6 |
| Old North State Wealth Management, LLC |
6 |
| LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC |
6 |
| von Borstel & Associates, Inc. |
6 |
| LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares |
6 |
| OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF |
6 |
| EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA |
6 |
| BlackRock ETF Trust - BlackRock Large Cap Growth ETF |
6 |
| Retiremitten Financial Llc |
6 |
| LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares |
6 |
| SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF |
6 |
| MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
6 |
| Goodnow Investment Group, Llc |
6 |
| TOGA - Managed Portfolio Series - Tremblant Global ETF |
6 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
6 |
| Heritage Oak Wealth Advisors Llc |
6 |
| LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A |
6 |
| Ketron Financial |
6 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
6 |
| Ecofi Investissements Sa |
6 |
| Orion Investment Co |
6 |
| GG Group Ventures, LLC |
6 |
| Common Fund For Nonprofit Organizations |
6 |
| MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class |
6 |
| Asset Advisors Investment Management, LLC |
6 |
| FDNI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones International Internet ETF |
6 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
6 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
6 |
| RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I |
6 |
| NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF |
6 |
| German American Bancorp, Inc. |
6 |
| Providence Wealth Advisors, LLC |
6 |
| North Growth Management Ltd. |
6 |
| NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF |
6 |
| Bank & Trust Co |
6 |
| Bright Futures Wealth Management, LLC. |
6 |
| ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF |
6 |
| CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C |
6 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
6 |
| VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
6 |
| Cynosure Advisors, Llc |
6 |
| PIMCO FUNDS - PIMCO Sector Fund Series - H |
6 |
| AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class |
6 |
| Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF |
6 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
6 |
| Raelipskie Partnership |
6 |
| AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
6 |
| Legacy Financial Strategies, LLC |
6 |
| Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares |
6 |
| Ategra Capital Management, LLC |
6 |
| ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
6 |
| Blue Chip Wealth Management, Inc. |
6 |
| Traphagen Investment Advisors Llc |
6 |
| GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
6 |
| Halsey Associates Inc/ct |
6 |
| Rockport Wealth LLC |
6 |
| Gifford Fong Associates |
6 |
| Gratus Wealth Advisors, LLC |
6 |
| Ceredex Value Advisors LLC |
6 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
6 |
| Lincluden Management Ltd |
6 |
| PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF |
6 |
| UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
6 |
| MGB Wealth Management, LLC |
6 |
| Accordant Advisory Group Inc |
6 |
| Edge Financial Advisors LLC |
6 |
| Welch Capital Partners Llc/ny |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
6 |
| Snyder Capital Management L P |
6 |
| WVALX - WEITZ FUNDS - Value Fund - Investor Class |
6 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
6 |
| DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund |
6 |
| Emprise Bank |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I |
6 |
| JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
6 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
6 |
| Capital Counsel Llc/ny |
6 |
| Snow Capital Management Lp |
6 |
| Windsor Group LTD |
6 |
| MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A |
6 |
| Stony Point Wealth Management Inc. |
6 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
6 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
6 |
| Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF |
6 |
| JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I |
6 |
| Kendall Capital Management |
6 |
| AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
6 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
6 |
| Poplar Forest Capital LLC |
6 |
| EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares |
6 |
| MSA Advisors, LLC |
6 |
| Tt International |
6 |
| Kuhn & Co Investment Counsel |
6 |
| Mango Five Family, Inc. |
6 |
| Aragon Global Management, LP |
6 |
| Midland Wealth Advisors Llc |
6 |
| ADAR1 Capital Management, LLC |
6 |
| Newport Wealth Strategies, Inc. |
6 |
| AYAL Capital Advisors Ltd |
6 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
6 |
| HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional |
6 |
| Christopher J. Hasenberg, Inc |
6 |
| Mason Investment Advisory Services, Inc. |
6 |
| Rollins Financial Advisors, LLC |
6 |
| ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A |
6 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
6 |
| Up Strategic Wealth Investment Advisors Llc |
6 |
| Gradient Capital Advisors, LLC |
6 |
| NorthStar Asset Management LLC /NJ/ |
6 |
| CAP Partners, LLC |
6 |
| Central Valley Advisors, Llc |
6 |
| Diamant Asset Management, Inc. |
6 |
| Pacific Heights Asset Management Llc |
6 |
| Red Cedar Management, Lp |
6 |
| Matrix Asset Advisors Inc/ny |
6 |
| Bey-Douglas LLC |
6 |
| Summa Corp. |
6 |
| Access Investment Management LLC |
6 |
| Ballast, Inc. |
6 |
| CDAM (UK) Ltd |
6 |
| AI-Squared Management Ltd |
6 |
| Patrick M Sweeney & Associates, Inc |
6 |
| Greylin Investment Mangement Inc |
6 |
| Wynn Capital, LLC |
6 |
| DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
6 |
| HTLF Bank |
6 |
| MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A |
6 |
| MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A |
6 |
| Noesis Capital Mangement Corp |
6 |
| LifePlan Financial, LLC |
6 |
| Cullen Investment Group, Ltd. |
6 |
| RIVSX - Oak Associates Funds - River Oak Discovery Fund |
6 |
| Uncommon Cents Investing LLC |
6 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
6 |
| FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
6 |
| LB Partners LLC |
6 |
| FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund |
6 |
| JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T |
6 |
| Precedent Wealth Partners, Llc |
6 |
| FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund |
6 |
| Alger Associates Inc |
6 |
| FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund |
6 |
| FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund |
6 |
| Van Strum & Towne Inc. |
6 |
| SMRI - EA Series Trust - Bushido Capital US Equity ETF |
6 |
| NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
6 |
| FCHSX - FIDELITY CONCORD STREET TRUST - Fidelity Advisor Event Driven Opportunities Fund Class A |
6 |
| Marketocracy Funds |
6 |
| BlackRock ETF Trust - BlackRock Large Cap Core ETF |
6 |
| BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF |
6 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
6 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
6 |
| NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares |
6 |
| HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class |
6 |
| Team Financial Group, LLC |
6 |
| WEHIX - WEITZ FUNDS - Hickory Fund |
6 |
| Peck Wealth Management, LLC |
6 |
| SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF |
6 |
| JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I |
6 |
| Alpha Capital Anstalt |
6 |
| JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A |
6 |
| CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
6 |
| SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A |
6 |
| Cantillon Capital Management Llc |
6 |
| Etesian Wealth Advisors, Inc. |
6 |
| MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES |
6 |
| Meritas Wealth Management, LLC |
6 |
| SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF |
6 |
| CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A |
6 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
6 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
6 |
| Veritas Investment Management LLP |
6 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
6 |
| Schneider Downs Wealth Management Advisors, LP |
6 |
| Ivy High Income Opportunities Fund |
6 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
6 |
| Hall Capital Management Co Inc |
6 |
| PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
6 |
| PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
6 |
| Oppenheimer Global Opportunities Fund |
6 |
| HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
6 |
| VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
6 |
| LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A |
6 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
6 |
| LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
6 |
| Tcw Alternative Funds |
6 |
| Lazari Capital Management, Inc. |
6 |
| JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV |
6 |
| HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
6 |
| RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF |
6 |
| FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund |
6 |
| RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R |
6 |
| Alpine Global Dynamic Dividend Fund |
6 |
| GAST - Gabelli ETFs Trust - Gabelli Automation ETF |
6 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
6 |
| Alpine Total Dynamic Dividend Fund |
6 |
| Mogy Joel R Investment Counsel Inc |
6 |
| Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 |
6 |
| Scepter Holdings, Inc. |
6 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
6 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
6 |
| FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund |
6 |
| BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
6 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
6 |
| Pinnacle West Asset Management, Inc. |
6 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
| Cornerstone Management, Inc. |
6 |
| VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
6 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
6 |
| Clovis Capital Management Lp |
6 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
6 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
6 |
| Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
6 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
6 |
| FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF |
6 |
| IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
6 |
| Advent Claymore Convertible Securities & Income Fund Ii |
6 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
6 |
| EBIZ - Global X Funds - Global X E-commerce ETF |
6 |
| CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL |
6 |
| EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF |
6 |
| SCID - Global X Funds - Global X Scientific Beta Europe ETF |
6 |
| PP - Tidal Trust II - The Meet Kevin Pricing Power ETF |
6 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
6 |
| Nuveen Municipal Value Fund Inc |
6 |
| FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A |
6 |
| NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A |
6 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
6 |
| Stone Ridge Trust Iii |
6 |
| S. R. Schill & Associates |
6 |
| Short Duration High Income Portfolio - Short Duration High Income Portfolio |
6 |
| Avenue Income Credit Strategies Fund |
6 |
| INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
6 |
| Mork Capital Management, LLC |
6 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
6 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
6 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
6 |
| Delphi Management Inc /ma/ |
6 |
| TGN - Investment Managers Series Trust II - AXS Brendan Wood TopGun Index ETF |
6 |
| Graphene Investments SAS |
6 |
| LaSalle St. Investment Advisors, LLC |
6 |
| MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF |
6 |
| IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
6 |
| Silverlake Wealth Management Llc |
6 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
6 |
| AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
6 |
| Per Stirling Capital Management, LLC. |
6 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
6 |
| Innovis Asset Management Llc |
6 |
| Somerset Group LLC |
6 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
6 |
| JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) |
6 |
| BOS Asset Management, LLC |
6 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
6 |
| AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
6 |
| Friedberg Investment Management |
6 |
| Appleton Group, Llc |
6 |
| Oppenheimer International Growth Fund |
6 |
| Owen LaRue, LLC |
6 |
| Guggenheim Taxable Municipal Managed Duration Trust |
6 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
6 |
| Guggenheim Credit Allocation Fund |
6 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
6 |
| Eii Capital Management, Inc. |
6 |
| Clifford Group, LLC |
6 |
| Global Thematic Partners, LLC |
6 |
| Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
6 |
| Prossimo Advisors, LLC |
6 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
6 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
6 |
| Waycross Investment Management Co |
6 |
| Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
6 |
| FNGAX - FRANKLIN GLOBAL TRUST - Franklin International Growth Fund CLASS A |
6 |
| BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
6 |
| Mcdonald Capital Investors Inc/ca |
6 |
| SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
6 |
| SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 |
6 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
6 |
| Pacific Sage Partners, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
6 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
6 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
6 |
| Macguire, Cheswick & Tuttle Investment Counsel Llc |
6 |
| Value Aligned Research Advisors, LLC |
6 |
| Compass Capital Management, Inc |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
6 |
| PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A |
6 |
| NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF |
6 |
| Schear Investment Advisers, LLC |
6 |
| Baskin Financial Services Inc. |
6 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
6 |
| TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
6 |
| Northstar Group, Inc. |
6 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
6 |
| Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF |
6 |
| Pimco Dynamic Credit & Mortgage Income Fund |
6 |
| Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
6 |
| Planning Alternatives Ltd /adv |
6 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
6 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
6 |
| BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
6 |
| Argyle Capital Management Inc. |
6 |
| Johnson & White Wealth Management, LLC |
6 |
| Dakota Community Bank & Trust NA |
6 |
| FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class |
6 |
| CQQQ - Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF |
6 |
| CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class |
6 |
| W.H. Cornerstone Investments Inc. |
6 |
| FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
6 |
| TWEB - Tidal ETF Trust - SoFi Web 3 ETF |
6 |
| Kanawha Capital Management Llc |
6 |
| Horan Capital Management |
6 |
| Bull Oak Capital, LLC |
6 |
| Virginia Estate & Retirement Planning Advisors Inc. |
6 |
| SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF |
6 |
| Pcm Fund, Inc. |
6 |
| Pimco Strategic Income Fund, Inc |
6 |
| TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A |
6 |
| RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
6 |
| Phillips Financial Management, Llc |
6 |
| Beacon Trust Co |
6 |
| North Point Portfolio Managers Corp/oh |
6 |
| Cygnus Capital Advisors, LLC |
6 |
| ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
6 |
| Grayhawk Investment Strategies Inc. |
6 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C |
6 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C |
6 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
6 |
| Warwick Investment Management, Inc. |
6 |
| Smith, Graham & Co., Investment Advisors, LP |
6 |
| Greenfield Savings Bank |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
6 |
| Wildermuth Endowment Strategy Fund |
6 |
| Nuveen Credit Opportunities 2022 Target Term Fund |
6 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
6 |
| First Citizens Financial Corp |
6 |
| Greenlight Capital Inc |
6 |
| ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
6 |
| FPA FUNDS TRUST - FPA International Value Fund |
6 |
| Joule Financial, LLC |
6 |
| LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A |
6 |
| BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
6 |
| ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
6 |
| TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class |
6 |
| TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
6 |
| IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
6 |
| FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
6 |
| XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF |
6 |
| Presidio Capital Management, LLC |
6 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF |
6 |
| CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF |
6 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
6 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
6 |
| Cdkv Holdings Llc |
6 |
| IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
6 |
| BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A |
6 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
6 |
| MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A |
6 |
| Butensky & Cohen Financial Security, Inc |
6 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
6 |
| BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF |
6 |
| Douglas C. Lane & Associates, Inc. |
6 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
6 |
| BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class |
6 |
| Roehl & Yi Investment Advisors, LLC |
6 |
| PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
6 |
| Green Ridge Wealth Planning LLC |
6 |
| Legend Capital Advisors LLC |
6 |
| Country Club Bank /gfn |
6 |
| CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
6 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
6 |
| Legacy CG, LLC |
6 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
6 |
| FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
6 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
6 |
| Libra Wealth Llc |
6 |
| Oppenheimer International Small-mid Co Fund |
6 |
| Connors Funds - Connors Hedged Equity Fund Institutional Class |
6 |
| Nvest Financial, LLC |
6 |
| ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class |
6 |
| Claymore Exchange-traded Fund Trust 2 |
6 |
| JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R |
6 |
| Invesco High Income Trust Ii |
6 |
| Fortune 45 LLC |
6 |
| Greenspring Advisors, LLC |
6 |
| VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
6 |
| Birch Capital Management, LLC |
6 |
| Wallington Asset Management, LLC |
6 |
| EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
6 |
| Huber Financial Advisors, Llc |
6 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
6 |
| ALEIX - ALGER FUNDS - Alger Weatherbie Enduring Growth Fund Class I |
6 |
| Chessman Wealth Strategies Ria |
6 |
| SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
6 |
| Francis Financial, Inc. |
6 |
| Townsend & Associates, Inc |
6 |
| Wynnefield Capital Inc |
6 |
| JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
6 |
| Hudson Capital Management LLC |
6 |
| McCollum Christoferson Group LLC |
6 |
| Burton Enright Welch |
6 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
6 |
| Cahaba Wealth Management, Inc. |
6 |
| Lonestar Capital Management LLC |
6 |
| SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
6 |
| Atherton Lane Advisers, Llc |
6 |
| Beaton Management Co. Inc. |
6 |
| DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF |
6 |
| Bridge City Capital, LLC |
6 |
| CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF |
6 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
6 |
| Summit Financial Group, Inc. |
6 |
| CMCMX - CONESTOGA FUNDS - CONESTOGA MICRO CAP FUND Investors Class |
6 |
| DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
6 |
| FHYPX - FRONTIER FUNDS, INC. - Frontier HyperiUS Global Equity Fund Institutional Class Shares |
6 |
| PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares |
6 |
| BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
6 |
| WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
6 |
| BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
6 |
| Chemung Canal Trust Co |
6 |
| Eagle Rock Investment Company, Llc |
6 |
| Bender Robert & Associates |
6 |
| GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF |
6 |
| O'ROURKE & COMPANY, Inc |
6 |
| GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
6 |
| GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
6 |
| GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A |
6 |
| Royal Capital Wealth Management, LLC |
6 |
| Intelligent Financial Strategies |
6 |
| Security National Bank Of Sioux City Iowa /ia/ |
6 |
| VLCGX - VALIC Co I - Large Capital Growth Fund |
6 |
| Blue Sky Asset Management, LLC |
6 |
| VLCCX - VALIC Co I - Large Cap Core Fund |
6 |
| Northstar Wealth Partners LLC |
6 |
| Conservest Capital Advisors, Inc. |
6 |
| Family Legacy, Inc. |
6 |
| LTS One Management LP |
6 |
| Summit Financial Strategies, Inc. |
6 |
| BlueSky Wealth Advisors, LLC |
6 |
| King Investment Advisors Inc/tx |
6 |
| Harspring Capital Management, LLC |
6 |
| Delta Accumulation, LLC |
6 |
| Garrison Asset Management, LLC |
6 |
| TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF |
6 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
6 |
| Intrepid Family Office Llc |
6 |
| Ward Ferry Management (BVI) Ltd |
6 |
| Hosking Partners LLP |
6 |
| Kenfarb & Co. |
6 |
| Marathon Asset Management Llp |
6 |
| Cable Car Capital LLC |
6 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
6 |
| Penn Davis Mcfarland Inc |
6 |
| MFOCX - Marsico Investment Fund - Marsico Focus Fund |
6 |
| DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A |
6 |
| Voyager Global Management LP |
6 |
| Caldera Capital, LLC |
6 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
6 |
| SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A |
6 |
| Menlo Advisors Llc |
6 |
| Vantis Investment Advisers L.P. |
6 |
| Norwood Investment Partners, LP |
6 |
| Unionview, Llc |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
6 |
| Gobi Capital Llc |
6 |
| Capco Asset Management, LLC |
6 |
| Howard Capital Management |
6 |
| AMG Asset Management Group, Inc. |
6 |
| Pitti Group Wealth Management, LLC |
6 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
6 |
| MCHI - iSHARES TRUST - iShares MSCI China ETF |
6 |
| EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
6 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
6 |
| EWJ - iShares, Inc. - iShares MSCI Japan ETF |
6 |
| Eagle Capital Management, LLC |
6 |
| BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
6 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
6 |
| Lynch Asset Management, Inc. |
6 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
6 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
6 |
| Marcus Capital, LLC |
6 |
| Banced Corp |
6 |
| Legacy Private Trust Co. |
6 |
| Interactive Financial Advisors |
6 |
| XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
6 |
| Del-Sette Capital Management, LLC |
6 |
| NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A |
6 |
| Swarthmore Group Inc |
6 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
6 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
6 |
| LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A |
6 |
| Cottonwood Capital Advisors, Llc |
6 |
| ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
6 |
| Parkside Advisors LLC |
6 |
| Snowwater Investment Partners, Llc |
6 |
| Cohen Lawrence B |
6 |
| VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
6 |
| Elgethun Capital Management |
6 |
| Straight Path Wealth Management |
6 |
| Consilium Wealth Advisory, LLC |
6 |
| Shearwater Capital LLC |
6 |
| AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares |
6 |
| VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares |
6 |
| FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class |
6 |
| Virginia Wealth Management Group, Inc. |
6 |
| Galaxy Digital Capital Management GP LLC |
6 |
| Strycker View Capital Llc |
6 |
| IMPACTfolio, LLC |
6 |
| BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF |
6 |
| Sunburst Financial Group, LLC |
6 |
| Platte River Wealth Advisors, LLC |
6 |
| Elliott Associates, L.P. |
6 |
| Royal Harbor Partners, LLC |
6 |
| TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I |
6 |
| TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I |
6 |
| KONG - ETF Opportunities Trust - Formidable Fortress ETF |
6 |
| Advanced Series Trust - Ast Mfs Global Equity Portfolio |
6 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
6 |
| Strong Retirement Solutions LLC |
6 |
| MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
6 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
6 |
| Foundation Asset Management, LP |
6 |
| RobecoSam USA, Inc. |
6 |
| Autus Asset Management, LLC |
6 |
| Highland Global Allocation Fund |
6 |
| RPD Fund Management LLC |
6 |
| Lehman Financial Resources, Inc. |
6 |
| 20/20 Capital Management, Inc. |
6 |
| Innova Wealth Partners |
6 |
| Founders Circle Capital LLC |
6 |
| Mayfair Advisory Group, LLC |
6 |
| Mattern Wealth Management LLC |
6 |
| BBHSX - BBH Trust - BBH Partner Fund - Small Cap Equity |
6 |
| FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
6 |
| Legacy Financial Independent Advisors Llc |
6 |
| Yacktman Asset Management Lp |
6 |
| Teilinger Capital Ltd. |
6 |
| Risk Paradigm Group, LLC |
6 |
| SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C |
6 |
| Lumbard & Kellner, LLC |
6 |
| Westbourne Investment Advisors, Inc. |
6 |
| Inverness Investment Group, LLC |
6 |
| Stratton Management Co |
6 |
| Trust CO of the Ozarks |
6 |
| HC Advisors, LLC |
6 |
| ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares |
6 |
| Magnolia Capital Management Ltd |
6 |
| Manitou Investment Management Ltd. |
6 |
| Asset Advisory Group, Inc. |
6 |
| Mattern Capital Management, Llc |
6 |
| HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund |
6 |
| Kopp Family Office, LLC |
6 |
| BEAM Asset Management, LLC |
6 |
| Aberdeen Wealth Management LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
6 |
| Alerus Investment Advisors Corp |
6 |
| Btr Capital Management Inc |
6 |
| NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class |
6 |
| Advisory Advocates, LLC |
6 |
| Hillman Capital Management, Inc. |
6 |
| PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
6 |
| LaSalle Street Capital Management, LLC |
6 |
| Financial Consulate Inc. |
6 |
| Saratoga Research & Investment Management |
6 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
6 |
| Private Wealth Strategies, L.L.C. |
6 |
| Perseverance Asset Management International |
6 |
| NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
6 |
| JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
6 |
| Gerry Farber, LLC |
6 |
| Siphron Capital Management /ca/ |
6 |
| Forty4 Asset Management LLC |
6 |
| Cape Cod Five Cents Savings Bank |
6 |
| DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares |
6 |
| Collaborative Fund Advisors, LLC |
6 |
| Kendall Square Capital, LLC |
6 |
| GVO Asset Management Ltd |
6 |
| Ridgecrest Wealth Partners, Llc |
6 |
| Dudley & Shanley, Inc. |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class |
6 |
| SageGuard Financial Group, LLC |
6 |
| Truxt Investmentos Ltda. |
6 |
| Quantitative Value Technologies, Llc |
6 |
| FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A |
6 |
| Manikay Partners, LLC |
6 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
6 |
| First Trust Bank, Ltd. |
6 |
| EUCG - Tidal ETF Trust - Euclid Capital Growth ETF |
6 |
| Pantheon Investment Group, LLC |
6 |
| Timber Creek Capital Management LLC |
6 |
| HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class |
6 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF |
6 |
| InterOcean Capital, LLC |
6 |
| Bodri Capital Management, LLC |
6 |
| Westshore Wealth, LLC |
6 |
| Good Harbor Financial, LLC |
6 |
| PGIM Short Duration High Yield Opportunities Fund |
6 |
| Ashmore Wealth Management Llc |
6 |
| Pincus Capital Management, Lp |
6 |
| Navis Wealth Advisors, LLC |
6 |
| KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
6 |
| DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
6 |
| Indices-Pac Research Corp. |
6 |
| Vantus Wealth LLC |
6 |
| Md Sass Investors Services Inc |
6 |
| PPGVX - Datum One Series Trust - Phaeacian Global Value Fund Institutional Class Shares |
6 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
6 |
| Elefante Mark B |
6 |
| WNY Asset Management, LLC |
6 |
| Dempze Nancy E |
6 |
| BEEHX - FORUM FUNDS - The BeeHive Fund |
6 |
| SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class |
6 |
| Rede Wealth, LLC |
6 |
| Auxano Advisors, LLC |
6 |
| Sequoia China Equity Partners (Hong Kong) Ltd |
6 |
| Gator Capital Management, LLC |
6 |
| DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A |
6 |
| Newtyn Management, LLC |
6 |
| Fundsmith Long/Short Master Fund |
6 |
| Wit, Llc |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
5 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
5 |
| FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF |
5 |
| Mount Capital Ltd |
5 |
| MGO Private Wealth, LLC |
5 |
| Kassira Wealth Management LLC |
5 |
| Smith Chas P & Associates Pa Cpas |
5 |
| SBB Research Group LLC |
5 |
| PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. |
5 |
| PENN SERIES FUNDS INC - Quality Bond Fund |
5 |
| Nuance Investments, Llc |
5 |
| MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I |
5 |
| MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C |
5 |
| VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares |
5 |
| OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund |
5 |
| Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF |
5 |
| RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A |
5 |
| Equity Wealth Partners, LLC |
5 |
| LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares |
5 |
| CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
5 |
| Greenfield Seitz Capital Management, LLC |
5 |
| MOR Wealth Management, LLC |
5 |
| PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. |
5 |
| RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
5 |
| Kfg Wealth Management, Llc |
5 |
| SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
5 |
| GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
5 |
| SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
5 |
| Crescent Sterling, Ltd. |
5 |
| Sequent Asset Management, LLC |
5 |
| Family Investment Center, Inc. |
5 |
| VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
5 |
| Kennon-Green & Company, LLC |
5 |
| VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares |
5 |
| Abdiel Qualified Master Fund LP |
5 |
| SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A |
5 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
5 |
| Sovereign Investment Advisors, LLC |
5 |
| Sentinel Dome Partners, LLC |
5 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
5 |
| BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A |
5 |
| Collective Family Office Llc |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 |
5 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
5 |
| PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
5 |
| SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
5 |
| HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF |
5 |
| Capital Income Builder |
5 |
| Mainsail Financial Group, LLC |
5 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
5 |
| Barden Capital Management, Inc. |
5 |
| T2 Partners Management, LP |
5 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
5 |
| Ak Global Asset Management, Llc |
5 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
5 |
| DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares |
5 |
| Forefront Wealth Management Inc. |
5 |
| Southern Capital Advisors, Llc |
5 |
| POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
5 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
5 |
| HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
5 |
| Lazard Global Total Return & Income Fund Inc |
5 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
5 |
| Herr Investment Group LLC |
5 |
| Millington Financial Advisors, LLC |
5 |
| GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class |
5 |
| AMG Funds LLC |
5 |
| DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A |
5 |
| GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class |
5 |
| Madrona Financial Services, LLC |
5 |
| Beacon Investment Advisors Llc |
5 |
| ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
5 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
5 |
| Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
5 |
| HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
5 |
| HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A |
5 |
| JM2 Capital Inc. |
5 |
| Bar Harbor Trust Services |
5 |
| SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
5 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
5 |
| FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
5 |
| Gavilan Investment Partners LLC |
5 |
| PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A |
5 |
| Cora Capital Advisors Llc |
5 |
| WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF |
5 |
| Sanoor Capital Management LP |
5 |
| Keystone Financial Services |
5 |
| FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
5 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
5 |
| Adelphi Trust Co |
5 |
| FACT Capital, LP |
5 |
| SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
5 |
| Williams Financial, LLC |
5 |
| Oppenheimer Global Multi Strategies Fund |
5 |
| LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund |
5 |
| LMG Wealth Partners, LLC |
5 |
| Delaware Investments Dividend & Income Fund, Inc |
5 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
5 |
| Whitford Management LLC |
5 |
| Sun Financial Inc |
5 |
| Van Cleef Asset Management,Inc |
5 |
| TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A |
5 |
| Riposte Capital Llc |
5 |
| Terrapin Asset Management, LLC |
5 |
| Hilltop Partners LLC |
5 |
| Trevian Wealth Management LLC |
5 |
| FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 |
5 |
| ATFPX - ALGER FUNDS - Alger 25 Fund Class P |
5 |
| First Growth Capital LLC |
5 |
| Peterson Financial Group, Inc. |
5 |
| RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
5 |
| ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
5 |
| Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) |
5 |
| Kapstone Financial Advisors LLC |
5 |
| Talisman Wealth Advisors LLC |
5 |
| Bowman & Co S.C. |
5 |
| Benchmark Capital Advisors |
5 |
| IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
5 |
| Sonata Capital Group Inc |
5 |
| Battery Partners IX, LLC |
5 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
5 |
| Bouchey Financial Group Ltd |
5 |
| Slate Path Capital LP |
5 |
| NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
5 |
| YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares |
5 |
| NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A |
5 |
| Domani Wealth, LLC |
5 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
5 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
5 |
| TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF |
5 |
| Scion Asset Management, LLC |
5 |
| PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND |
5 |
| BCSMX - BCM Focus Funds - BCM FOCUS SMALL/MICRO-CAP FUND |
5 |
| Ironsides Asset Advisors, LLC |
5 |
| Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
5 |
| TRSDX - Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund Investor Class Shares |
5 |
| Glade Brook Capital Partners Llc |
5 |
| Acrisure Capital Management, LLC |
5 |
| Palisades Hudson Asset Management, L.P. |
5 |
| Luts & Greenleigh Group, Inc |
5 |
| Widmann Financial Services, Inc. |
5 |
| GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF |
5 |
| BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund |
5 |
| John Hancock Tax-advantaged Global Shareholder Yield Fund |
5 |
| Harbour Investment Management Llc |
5 |
| Advent/claymore Enhanced Growth & Income Fund |
5 |
| Midwest Financial Group LLC |
5 |
| FOCAX - SunAmerica Specialty Series - AIG Focused Growth Fund Class A |
5 |
| SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A |
5 |
| Nitorum Capital, L.P. |
5 |
| GuoLine Advisory Pte Ltd |
5 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
5 |
| Community Trust & Investment Co |
5 |
| Midway Capital Research & Management |
5 |
| Nuveen Municipal Credit Income Fund |
5 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
5 |
| Marshwinds Advisory Co |
5 |
| BRILLIANCE ASSET MANAGEMENT Ltd |
5 |
| Tax-managed Global Small-cap Portfolio |
5 |
| Venator Management LLC |
5 |
| FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
5 |
| IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
5 |
| Strata Wealth Advisors, LLC |
5 |
| TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF |
5 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
5 |
| GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A |
5 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
5 |
| Mfs Intermediate Income Trust |
5 |
| Oppenheimer Global Value Fund |
5 |
| VNBTrust, National Association |
5 |
| Pivot Point Capital Partners, LLC |
5 |
| FOCUS Wealth Advisors, LLC |
5 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
5 |
| Lauer Wealth, LLC |
5 |
| Willis Investment Counsel |
5 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
5 |
| Evexia Wealth Llc |
5 |
| Smithbridge Asset Management Inc/de |
5 |
| Waters Parkerson & Co., Llc |
5 |
| TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class |
5 |
| BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
5 |
| HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class |
5 |
| Pioneer Diversified High Income Trust |
5 |
| Glenview State Bank Trust Dept. |
5 |
| Horst & Graben Wealth Management LLC |
5 |
| BigSur Wealth Management LLC |
5 |
| KEYWISE CAPITAL MANAGEMENT Ltd |
5 |
| EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A |
5 |
| Carlyle AlpInvest Private Markets Fund |
5 |
| PBIIX - FundVantage Trust - Polen International Small Company Growth Fund Institutional Class |
5 |
| Bridge Advisory, LLC |
5 |
| SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
5 |
| VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
5 |
| Eagle Capital Appreciation Fund |
5 |
| Coalescence Partners Investment Management, LP |
5 |
| Tiger Pacific Capital LP |
5 |
| Strategies Wealth Advisors, LLC |
5 |
| ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
5 |
| LJIM - Northern Lights Fund Trust IV - Long Cramer Tracker ETF |
5 |
| PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A |
5 |
| Madison Street Partners, LLC |
5 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
5 |
| Storgate, LLC |
5 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
5 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
5 |
| FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
5 |
| Brown Wealth Management, Llc |
5 |
| SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund |
5 |
| PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund |
5 |
| Trellis Wealth Advisors LLC |
5 |
| MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional |
5 |
| PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
5 |
| Armstrong, Fleming & Moore, Inc |
5 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
5 |
| Centaur Capital Partners, L.P. |
5 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
5 |
| WSCAX - WANGER ADVISORS TRUST - Wanger International |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) |
5 |
| RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
5 |
| Northcape Capital Pty Ltd |
5 |
| Waterstone Capital Management, L.P. |
5 |
| AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class |
5 |
| HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF |
5 |
| McAlister, Sweet & Associates, Inc. |
5 |
| Northwest Bank & Trust Co |
5 |
| Meritech Capital Associates IV, L.L.C. |
5 |
| JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
5 |
| Rappaport Reiches Capital Management, LLC |
5 |
| BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
5 |
| FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF |
5 |
| Oppenheimer Global Strategic Income Fund |
5 |
| VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF |
5 |
| Franklin Templeton ETF Trust - Franklin Income Focus ETF |
5 |
| WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
5 |
| HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF |
5 |
| PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A |
5 |
| ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I |
5 |
| HGI Capital Management, LLC |
5 |
| Renaissance Investment Group LLC |
5 |
| Milford Funds Ltd |
5 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
5 |
| Stanley Capital Management, LLC |
5 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
5 |
| Hendershot Investments Inc. |
5 |
| TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF |
5 |
| Summit Asset Management, LLC |
5 |
| William Harris Investors Inc |
5 |
| Constant Guidance Financial LLC |
5 |
| HM Capital Management, LLC |
5 |
| ZIFIX - Advisors' Inner Circle Fund III - NINETY ONE INTERNATIONAL FRANCHISE FUND I Shares |
5 |
| ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES |
5 |
| Trent Capital Management Inc /nc/ |
5 |
| MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares |
5 |
| Patriot Wealth Management, Inc. |
5 |
| Iams Wealth Management, Llc |
5 |
| MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund |
5 |
| Arbor Trust Wealth Advisors, Llc |
5 |
| GSG Advisors LLC |
5 |
| Broadview Funds Trust |
5 |
| REDW Wealth LLC |
5 |
| Disciplina Capital Management LLC |
5 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
5 |
| JANA Partners Management, LP |
5 |
| Exchange Bank |
5 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
5 |
| DDJRX - FundVantage Trust - Polen Opportunistic High Yield Fund Investor Class |
5 |
| AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
5 |
| USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF |
5 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
5 |
| HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class |
5 |
| JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF |
5 |
| TCFG Investment Advisors, LLC |
5 |
| Austin Wealth Management, LLC |
5 |
| Vickerman Investment Advisors, Inc. |
5 |
| JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF |
5 |
| BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF |
5 |
| VPOP - Simplify Exchange Traded Funds - Simplify Volt Pop Culture Disruption ETF |
5 |
| EagleClaw Capital Managment, LLC |
5 |
| Rhodes Investment Advisors Inc /adv |
5 |
| JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF |
5 |
| Kalmar Pooled Investment Trust |
5 |
| New England Private Wealth Advisors LLC |
5 |
| DARP - Tidal Trust II - Grizzle Growth ETF |
5 |
| Pecaut & Co. |
5 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
| ICW Investment Advisors LLC |
5 |
| B&D White Capital Company, LLC |
5 |
| Columbia Etf Trust |
5 |
| Klein Pavlis & Peasley Financial, Inc. |
5 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
| Trust Co of the South |
5 |
| FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund |
5 |
| Herring Creek Capital Management, LLC |
5 |
| Retirement Income Solutions, Inc |
5 |
| Xxi Wealth, Llc |
5 |
| JW Asset Management, LLC |
5 |
| Thornburg Income Builder Opportunities Trust |
5 |
| Purus Wealth Management, LLC |
5 |
| Wallace Capital Management Inc. |
5 |
| AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
5 |
| GETCO Holding Company, LLC |
5 |
| FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund |
5 |
| Managed Asset Portfolios, Llc |
5 |
| KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
5 |
| DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF |
5 |
| Verus Financial Partners, Inc. |
5 |
| FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund |
5 |
| BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF |
5 |
| Fiduciary Wealth Partners, LLC |
5 |
| ZPR Investment Management |
5 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
5 |
| RWWM, Inc. |
5 |
| Seminole Management Co., Inc. |
5 |
| BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
5 |
| BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class |
5 |
| BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares |
5 |
| RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund |
5 |
| Winslow Asset Management Inc |
5 |
| PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund |
5 |
| HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A |
5 |
| BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES |
5 |
| BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
5 |
| Financial Council Asset Management Inc |
5 |
| Morgan Jess S & Co Inc |
5 |
| Knott David M Jr |
5 |
| ELCO Management Co., LLC |
5 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
5 |
| Roc Capital Management, L.P. |
5 |
| Pettyjohn, Wood & White, Inc |
5 |
| MeadowBrook Investment Advisors LLC |
5 |
| Dfa Investment Trust Co - The Emerging Markets Series |
5 |
| DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
5 |
| NDVR, Inc. |
5 |
| Georgetown University |
5 |
| RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity |
5 |
| US Asset Management LLC |
5 |
| DFA INVESTMENT TRUST CO - The Canadian Small Company Series |
5 |
| Arbejdsmarkedets Tillaegspension |
5 |
| Afam Capital, Inc. |
5 |
| Gold Investment Management Ltd. |
5 |
| Delaney Dennis R |
5 |
| Absher Wealth Management, Llc |
5 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
5 |
| Strong Tower Advisory Services |
5 |
| ODonnell Financial Services, LLC |
5 |
| Greenstone Partners & Co., LLC |
5 |
| Pfc Capital Group, Inc. |
5 |
| BLACKROCK FUNDS - BlackRock International Impact Fund Class K |
5 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
5 |
| Avanda Investment Management Pte. Ltd. |
5 |
| Independent Investors Inc |
5 |
| Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A |
5 |
| RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A |
5 |
| SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
5 |
| SVB Capital Management, LLC |
5 |
| Holistic Planning, LLC |
5 |
| RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class |
5 |
| TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 |
5 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
5 |
| Polaris Capital Management, LLC |
5 |
| Silver Coast Investments LLC |
5 |
| Inspire Trust Co, N.a. |
5 |
| Trinity Financial Advisors LLC |
5 |
| Lummis Asset Management, LP |
5 |
| Arthur Zaske & Associates, LLC |
5 |
| Keyes, Stange & Wooten Wealth Management, LLC |
5 |
| QSV Equity Investors LLC |
5 |
| Eight 31 Financial Llc |
5 |
| Madison Wealth Management |
5 |
| Verde Capital Management |
5 |
| First Niagara Bank |
5 |
| Family Wealth Group, LLC |
5 |
| Taylor Financial Group, Inc. |
5 |
| LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
5 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
5 |
| Schusterman Interests, LLC |
5 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
5 |
| Impax Asset Management LTD |
5 |
| IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class |
5 |
| Holowesko Partners Ltd. |
5 |
| JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I |
5 |
| Wade Financial Advisory, Inc |
5 |
| ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I |
5 |
| CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
5 |
| Meritech Capital Associates III L.L.C. |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Growth Fund Class Y |
5 |
| CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
5 |
| Ellenbecker Investment Group |
5 |
| Haverford Financial Services, Inc. |
5 |
| Ark & Tlk Investments, Llc |
5 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
5 |
| Adamcapital Gestao De Recursos Ltda. |
5 |
| Gerber, Llc |
5 |
| ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
5 |
| MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class |
5 |
| EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
5 |
| SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
5 |
| MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class |
5 |
| Napatree Capital Llc |
5 |
| GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
5 |
| JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF |
5 |
| Domini Social Investments Llc |
5 |
| KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares |
5 |
| DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund |
5 |
| WBALX - WEITZ FUNDS - Balanced Fund - Investor Class |
5 |
| LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund |
5 |
| WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class |
5 |
| WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class |
5 |
| WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class |
5 |
| JBR Co Financial Management Inc |
5 |
| SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class |
5 |
| RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares |
5 |
| Glass Wealth Management Co LLC |
5 |
| CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund |
5 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
| Puzo Michael J |
5 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
5 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
5 |
| Amplify Investments, Llc |
5 |
| AEGON USA Investment Management, LLC |
5 |
| International Private Wealth Advisors LLC |
5 |
| OHIO NATIONAL FUND INC - ON Foreign Portfolio |
5 |
| Spectrum Financial Alliance Ltd LLC |
5 |
| BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares |
5 |
| Passumpsic Savings Bank |
5 |
| Villere St Denis J & Co Llc |
5 |
| Legacy Wealth Planning, LLC |
5 |
| Progeny 3, Inc. |
5 |
| SSPGX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Premier Growth Equity Fund Investment Class |
5 |
| FORH - ETF Opportunities Trust - Formidable ETF |
5 |
| Ronit Capital LLP |
5 |
| Ycg, Llc |
5 |
| Watchman Group, Inc. |
5 |
| Artisan Partners Holdings Lp |
5 |
| Simcoe Capital Management, LLC |
5 |
| Mosaic Financial Group, Llc |
5 |
| New England Asset Management Inc |
5 |
| CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class |
5 |
| Nine Ten Capital Management LLC |
5 |
| Cambridge Financial Group, Inc. |
5 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
5 |
| LIMAX - FundVantage Trust - Lateef Focused Sustainable Growth Fund Class A |
5 |
| OMC Financial Services LTD |
5 |
| Drexel Morgan & Co. |
5 |
| First Western Trust Bank |
5 |
| Keynote Financial Services Llc |
5 |
| Altium Capital Management LP |
5 |
| Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A |
5 |
| Canal Insurance CO |
5 |
| Locust Wood Capital Advisers, Llc |
5 |
| Cyr Financial Inc. |
5 |
| Live Oak Private Wealth LLC |
5 |
| Sharp Financial Services, LLC |
5 |
| Union Capital, Llc |
5 |
| Sippican Capital Advisors |
5 |
| One Day In July LLC |
5 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
5 |
| CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares |
5 |
| MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
5 |
| BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 |
5 |
| GGM Financials LLC |
5 |
| PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
5 |
| Brass Tax Wealth Management, Inc |
5 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
5 |
| J.P. Turner & Co Capital Mnagement, LLC |
5 |
| Causeway Etmf Trust |
5 |
| ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund |
5 |
| Amiral Gestion |
5 |
| Argent Wealth Management LLC |
5 |
| Avenir Tech Ltd |
5 |
| Codex Capital Asset Management L.L.C. |
5 |
| TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares |
5 |
| Mirabaud Asset Management Ltd |
5 |
| MML SERIES INVESTMENT FUND - MML International Equity Fund Class II |
5 |
| Harbour Wealth Management Group, Inc. |
5 |
| RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
5 |
| Cornerstone Capital Management Llc |
5 |
| Latash Investments, LLC |
5 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
5 |
| American Century Investment Management Inc |
5 |
| Praxis Capital Management LLC |
5 |
| Smith Thornton Advisors LLC |
5 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
5 |
| PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
5 |
| LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF |
5 |
| Boit C F David |
5 |
| EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF |
5 |
| USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF |
5 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
5 |
| OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
5 |
| Killen Group Inc |
5 |
| CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF |
5 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
5 |
| TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class |
5 |
| VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares |
5 |
| American Beacon Apollo Total Return Fund |
5 |
| Atmos Capital Gestao De Recursos Ltda. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class |
5 |
| CWS Financial Advisors, LLC |
5 |
| Brookfield BHS Advisors LLC |
5 |
| GRW - TCW ETF Trust - TCW Compounders ETF |
5 |
| Anqa Management Llc |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
5 |
| FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z |
5 |
| Summit Partners L P |
5 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
5 |
| Gibson Capital, LLC |
5 |
| Naya Capital Management Uk Ltd |
5 |
| MIK Capital, LP |
5 |
| Hirschman Orin |
5 |
| Mkd Wealth Coaches, Llc |
5 |
| STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares |
5 |
| NF Trinity Capital (Hong Kong) Ltd |
5 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
5 |
| AWH Capital, L.P. |
5 |
| Professional Advisory Services Inc |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
5 |
| AltraVue Capital, LLC |
5 |
| Kurv ETF Trust - Kurv Technology Titans Select ETF |
5 |
| NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
5 |
| Naya Management LLP |
5 |
| VICE - AdvisorShares Trust - AdvisorShares Vice ETF |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio |
5 |
| Enclave Advisors LLC |
5 |
| Heights Capital Management, Inc |
5 |
| August Group Capital Ltd |
5 |
| Brophy Wealth Management, LLC |
5 |
| OpenView Management, LLC |
5 |
| WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N |
5 |
| QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P |
5 |
| TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A |
5 |
| Samsung Asset Management (New York), Inc. |
5 |
| HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
5 |
| MEMBERS Trust Co |
5 |
| Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF |
5 |
| DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund |
5 |
| SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund |
5 |
| EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
5 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
5 |
| Wishbone Management, LP |
5 |
| EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB |
5 |
| EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A |
5 |
| Mid Continent Capital Llc/il |
5 |
| NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A |
5 |
| SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A |
5 |
| Voit & Company, Llc |
5 |
| KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class |
5 |
| FFG Partners, LLC |
5 |
| Entelevest, LLC |
5 |
| Copley Financial Group, Inc. |
5 |
| Nolet Wealth Management, LLC |
5 |
| WCG Management, L.P. |
5 |
| Defender Capital, LLC. |
5 |
| GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
5 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
5 |
| International Value Advisers, LLC |
5 |
| MA Private Wealth |
5 |
| Schneider Capital Management Corp |
5 |
| Castellan Group, LLC |
5 |
| Floyd Financial Group Llc |
5 |
| Flossbach Von Storch Ag Zurich |
5 |
| Endeavor Private Wealth, Inc. |
5 |
| Seros Financial, LLC |
5 |
| MFA Wealth Services |
5 |
| Jacksonville Wealth Management, LLC |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
5 |
| BankPlus Wealth Management LLC |
5 |
| Actiam N.v. |
5 |
| Bronte Capital Management Pty Ltd. |
5 |
| BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund |
5 |
| Maple Rock Capital Partners Inc. |
5 |
| ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class |
5 |
| Bennett Selby Investments Lp |
5 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
5 |
| Heron Financial Group, Llc |
5 |
| Jericho Financial, Llp |
5 |
| Harbor Group, Inc. |
5 |
| Juniper Hill Capital Management, LP |
5 |
| Alessandra Capital Management, LLC |
5 |
| New World Fund Inc |
5 |
| Washington University |
5 |
| McHugh Group, LLC |
5 |
| IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
5 |
| Blossom Wealth Management |
5 |
| Retirement Capital Strategies |
5 |
| Figure 8 Investment Strategies Llc |
5 |
| KPCB DGF Associates, LLC |
5 |
| Act Two Investors Llc |
5 |
| Baker Chad R |
5 |
| ERTS Wealth Advisors, LLC |
5 |
| bLong Financial, LLC |
5 |
| TruWealth Advisors, LLC |
5 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
5 |
| Corps Capital Advisors, LLC |
5 |
| PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class |
5 |
| Variant Private Wealth, LLC |
5 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
| Principal Global Investors |
5 |
| Roth Financial Partners LLC |
5 |
| FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
5 |
| HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A |
5 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
5 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
5 |
| OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF |
5 |
| DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
5 |
| DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A |
5 |
| Bravias Capital Group, LLC |
5 |
| Zweig Advisers Llc |
5 |
| Independent Franchise Partners LLP |
5 |
| FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF |
5 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
5 |
| FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
5 |
| Augustine Asset Management Inc |
5 |
| FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
5 |
| Edenbrook Capital, LLC |
5 |
| Vista Investment Partners Ii, Llc |
5 |
| O'Connor Alternative Investments LLC |
5 |
| Knott David M |
5 |
| RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
5 |
| LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF |
5 |
| PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class |
5 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
5 |
| Kylin Management LLC |
5 |
| ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares |
5 |
| Saiph Capital, LLC |
5 |
| Corbyn Investment Management Inc/md |
5 |
| Contrarius Group Holdings Ltd |
5 |
| Fidelity National Financial, Inc. |
5 |
| Parplus Partners |
5 |
| EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
5 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
5 |
| Omega Financial Group, LLC |
5 |
| Pamalican Asset Management Ltd |
5 |
| Certior Financial Group, Llc |
5 |
| Elm Ridge Management, LLC |
5 |
| Zenit Asset Management AB |
5 |
| Sellaronda Global Management LP |
5 |
| Generation Capital Management LLC |
5 |
| Kennicott Capital Management Llc |
5 |
| KAMES CAPITAL management Ltd |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class |
5 |
| TAM Capital Management Inc. |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
5 |
| Roystone Capital Management LP |
5 |
| MBA Advisors LLC |
5 |
| Founders Bank & Trust |
5 |
| FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A |
5 |
| Efficient Advisors, LLC |
5 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
5 |
| Virtus Wealth Solutions LLC |
5 |
| Investment Counsel Co Of Nevada |
5 |
| Defined Financial Planning LLC |
5 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
5 |
| PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
5 |
| Goldentree Asset Management Lp |
5 |
| Blue Edge Capital, LLC |
5 |
| PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
5 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
5 |
| Lcnb Corp |
5 |
| Atwater Malick LLC |
5 |
| Iconiq Strategic Partners Ii, L.p. |
5 |
| Keyvantage Wealth, Llc |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
5 |
| ForthRight Wealth Management, LLC |
5 |
| Droms Strauss Advisors Inc /mo/ /adv |
5 |
| 4wealth Advisors, Inc. |
5 |
| SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund |
5 |
| BCSFX - Brown Capital Management Mutual Funds - The Brown Capital Management International Small Company Fund Institutional Shares |
5 |
| Monarch Capital Management Inc/ |
5 |
| Investor's Fiduciary Advisor Network, LLC |
5 |
| ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
5 |
| KDT Advisors, LLC |
5 |
| Camden National Corp |
5 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
5 |
| Signet Private Wealth LLC |
5 |
| MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
5 |
| Leigh Baldwin & Co., Llc |
5 |
| Ccg Wealth Management, Llc |
5 |
| Sterling Manor Financial, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class |
5 |
| Union Bancaire Privee Asset Management LLC |
5 |
| Wealth Intelligence, LLC |
5 |
| Tortuga Wealth Management, Inc |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
5 |
| Blue Sky Capital Consultants Group, Inc. |
5 |
| Michels Family Financial, LLC |
5 |
| One + One Wealth Management, Llc |
5 |
| Goldman Capital Management Inc |
5 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
5 |
| WGISX - WASATCH FUNDS TRUST - Wasatch International Select Fund Institutional Class Shares |
5 |
| M. Kulyk & Associates, LLC |
5 |
| TPI Fund Managers Ltd |
5 |
| VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares |
5 |
| VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares |
5 |
| QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF |
5 |
| WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF |
5 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
5 |
| ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class |
5 |
| Arcadia Wealth Management, Inc. |
5 |
| Thoma Capital Management LLC |
5 |
| TCW ETF Trust - TCW High Yield Bond ETF |
5 |
| YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N |
5 |
| Fire Capital Management LLC |
5 |
| QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF |
5 |
| Arsenal Capital Advisors LLC |
5 |
| Putnam Voyager Fund |
5 |
| GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF |
5 |
| FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF |
5 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
5 |
| Columbia Funds Variable Insurance Trust I |
5 |
| Moab Capital Partners LLC |
5 |
| Good Steward Wealth Advisors,LLC |
5 |
| MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF |
5 |
| Berwyn Funds |
5 |
| CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class |
5 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
5 |
| Edmond De Rothschild Asset Management (luxembourg) |
5 |
| Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A |
5 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
5 |
| Deer VII & Co. Ltd. |
5 |
| Aip Series Trust |
5 |
| IFG Advisors, LLC |
5 |
| Chai Trust Co Llc |
5 |
| HG Vora Capital Management, LLC |
5 |
| Meyers Capital Investments Trust |
5 |
| American Institute for Advanced Investment Management, LLP |
5 |
| Encore Global Management, LP |
5 |
| JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A |
5 |
| Rowland & Co Investment Counsel/adv |
5 |
| SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y |
5 |
| Harold Davidson & Associates Inc. |
5 |
| ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
5 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A |
5 |
| MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A |
5 |
| 10-15 Associates, Inc. |
5 |
| JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF |
5 |
| RK Capital Management, LLC/FL |
5 |
| Genesis Investment Management, LLP |
5 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
5 |
| Tower Wealth Partners, Inc. |
5 |
| RCGE - EA Series Trust - RockCreek Global Equality ETF |
5 |
| Benefit Street Partners LLC |
5 |
| Red Reef Advisors Llc |
5 |
| Sage Financial Management Group, Inc. |
5 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
5 |
| IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund |
5 |
| Coatue Innovative Strategies Fund |
5 |
| Lombard Odier Transatlantic, Limited Partnership |
5 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
5 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K |
5 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
5 |
| Madison Wealth Partners, Inc |
5 |
| INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF |
5 |
| Yarra Square Partners LP |
5 |
| GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
5 |
| PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
5 |
| Jmac Enterprises Llc |
5 |
| Acorns Advisers, LLC |
5 |
| Elevation Advisory Partners LLC |
5 |
| VCTPX - VALIC Co I - Inflation Protected Fund |
5 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
5 |
| Noble Path Asset Management LP |
5 |
| Meritech Capital Associates VI L.L.C. |
5 |
| Hill Island Financial Llc |
5 |
| Viewpoint Capital Management LLC |
5 |
| CDC Financial, Inc. |
5 |
| VCINX - VALIC Co I - International Growth Fund |
5 |
| Landmark Financial Advisors, LLC |
5 |
| Richwood Investment Advisors, LLC |
5 |
| Capasso Planning Partners LLC |
5 |
| Patient Capital Management, LLC |
5 |
| Constellation Investimentos e Participacoes Ltda |
5 |
| RDST Capital LLC |
5 |
| PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares |
5 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
5 |
| Ramsay, Stattman, Vela & Price, Inc. |
5 |
| Peak Capital Management Llc |
5 |
| GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
5 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
5 |
| LionEye Capital Management LLC |
5 |
| MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF |
5 |
| Elevation Series Trust - RiverNorth Patriot ETF |
5 |
| Cordoba Advisory Partners LLC |
5 |
| OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A |
5 |
| Echo45 Advisors LLC |
5 |
| 626 Financial, LLC |
5 |
| IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
5 |
| SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A |
5 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
5 |
| APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares |
5 |
| JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
5 |
| AH Equity Partners III, L.L.C. |
5 |
| Long Focus Capital Management, Llc |
5 |
| Osmium Partners, LLC |
5 |
| Bill Few Associates, Inc. |
5 |
| Crossmark ETF Trust - Crossmark Large Cap Growth ETF |
5 |
| GatePass Capital, LLC |
5 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
5 |
| jvl associates llc |
5 |
| White Lighthouse Investment Management Inc. |
5 |
| TSG Advice Partners, LLC |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
5 |
| Elevation Series Trust - The Disciplined Growth Investors Fund |
5 |
| NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A |
5 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
5 |
| Trellis Advisors, LLC |
5 |
| Schrum Private Wealth Management LLC |
5 |
| Mraz, Amerine & Associates, Inc. |
5 |
| Manhattan West Asset Management, LLC |
5 |
| Elkhorn Investments, LLC |
5 |
| Security Financial Services, INC. |
5 |
| Integrity Financial Corp /WA |
5 |
| Guardian Variable Products Trust - Guardian International Growth VIP Fund |
5 |
| Montz Harcus Wealth Management LLC |
5 |
| BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF |
5 |
| FGSI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Growth Strength & Target Income ETF |
5 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
5 |
| Oakwood Capital Management Llc/ca |
5 |
| Nuveen Equity Premium Advantage Fund |
5 |
| Opal Capital Llc |
5 |
| CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
5 |
| Cooperatieve Rabobank U.A. |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
5 |
| IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
5 |
| APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares |
5 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
5 |
| Granger Management LLC |
5 |
| VACVX - VALIC Co II - Large Cap Value Fund |
5 |
| Wilsey Asset Management Inc |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
5 |
| PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
5 |
| Montaka Global Pty Ltd |
5 |
| KFA Private Wealth Group, LLC |
5 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
5 |
| Delta Capital Management Llc |
5 |
| Lathrop Investment Management Corp |
5 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
5 |
| FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio |
5 |
| Okumus Fund Management Ltd. |
5 |
| Columbus Macro, LLC |
5 |
| BKA Wealth Consulting, Inc. |
5 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
5 |
| TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class |
5 |
| Legacy Wealth Advisors, LLC |
5 |
| Horizon Family Wealth, Inc. |
5 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
5 |
| Lynch & Associates/in |
5 |
| Oaktop Capital Management Ii, L.p. |
5 |
| Insight Inv LLC |
5 |
| PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A |
5 |
| Hightower 6M Holding, LLC |
5 |
| Excelsior Advisor Network LLC |
5 |
| AREX Capital Management, LP |
5 |
| SS&H Financial Advisors, Inc. |
5 |
| Goldman Sachs & Co. Llc |
5 |
| Kingsbury Capital Investment Advisors LLC |
5 |
| Marin Bay Wealth Advisors, LLC |
5 |
| Albert D Mason Inc |
5 |
| Perryman Financial Advisory Inc /ad |
5 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
5 |
| MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I |
5 |
| Investment Advisory Group, LLC |
5 |
| BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I |
5 |
| PIMCO Access Income Fund |
5 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
5 |
| Athena Wealth Management, LLC |
5 |
| MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I |
5 |
| DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A |
5 |
| MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
5 |
| ESG Planning |
5 |
| RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
5 |
| Emerald Investment Advisers, LLC |
5 |
| Continental Investors Services, Inc. |
5 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
5 |
| CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
5 |
| AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class |
5 |
| ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class |
5 |
| Fund Advisors of America Inc/FL |
5 |
| NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund |
5 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
5 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
5 |
| Bonness Enterprises Inc |
5 |
| GPM Growth Investors, Inc. |
5 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
5 |
| Jnl Series Trust - Jnl/causeway International Value Select Fund (a) |
5 |
| Cider Mill Investments LP |
5 |
| Prudence Investment Management (Hong Kong) Ltd. |
5 |
| Trust Co Of Virginia /va |
5 |
| Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
5 |
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
5 |
| Sonoma Allocations LLC |
5 |
| Aventus Investment Advisors, Inc. |
5 |
| Monroe Bank & Trust/mi |
5 |
| MY.Alpha Management HK Advisors Ltd |
5 |
| EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
5 |
| Blalock Williams, Llc |
5 |
| Blue Line Capital, LLC / IL |
5 |
| Miller Wealth Advisors, Llc |
5 |
| Shelter Mutual Insurance Co |
5 |
| Nuveen Global High Income Fund |
5 |
| Plan Group Financial, LLC |
5 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
5 |
| Pioneer Series Trust I |
5 |
| BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. |
5 |
| Navigation Wealth Management, Inc. |
5 |
| LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
5 |
| BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
5 |
| Rezny Wealth Management, Inc. |
5 |
| GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
5 |
| OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares |
5 |
| Tiedemann Trust Co |
5 |
| VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. |
5 |
| Intrinsic Value Partners, LLC |
5 |
| Lifetime Wealth Management P.C. |
5 |
| Second Half Financial Partners, LLC |
5 |
| SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A |
5 |
| KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
5 |
| Barnes Pettey Financial Advisors, Llc |
5 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
5 |
| Berman McAleer LLC |
5 |
| ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A |
5 |
| Focused Alpha, Llc |
5 |
| SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF |
5 |
| Braeburn Wealth Management LLC |
5 |
| Camden National Bank |
5 |
| ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A |
5 |
| Plan A Wealth LLC |
5 |
| WJ Financial Advisors LLC |
5 |
| JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
5 |
| POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
5 |
| RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class |
5 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
5 |
| Wedgewood Investors Inc /pa/ |
5 |
| James J. Burns & Company, LLC |
5 |
| CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class |
5 |
| PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
4 |
| PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
4 |
| MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A |
4 |
| TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A |
4 |
| FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class |
4 |
| BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
4 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
4 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
4 |
| Advanced Series Trust - Ast International Value Portfolio |
4 |
| OBEMX - OBERWEIS FUNDS - Oberweis Emerging Markets Fund Investor Class |
4 |
| WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C |
4 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
4 |
| ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio |
4 |
| QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A |
4 |
| ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class |
4 |
| TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y |
4 |
| TGGAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Growth Opportunities Fund Class A |
4 |
| SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A |
4 |
| LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
4 |
| HOVLX - HOMESTEAD FUNDS INC - Value Fund |
4 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
4 |
| MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
4 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
4 |
| BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
4 |
| HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A |
4 |
| JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T |
4 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
4 |
| LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A |
4 |
| LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A |
4 |
| LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
4 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
4 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Columbia Wanger International Equities Fund Class 1 |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 |
4 |
| Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
4 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
4 |
| Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) |
4 |
| QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund |
4 |
| BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund |
4 |
| FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M |
4 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
4 |
| TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund |
4 |
| DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A |
4 |
| DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
4 |
| VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
4 |
| FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class |
4 |
| QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
4 |
| QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
4 |
| FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
4 |
| LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
4 |
| LSELECT - First Investors Life Series Funds - First Investors Life Series Select Growth Fund |
4 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
4 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
4 |
| IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV |
4 |
| ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
4 |
| MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I |
4 |
| MFMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Frontier Markets Portfolio Class I |
4 |
| FICGX - First Investors Equity Funds - First Investors Select Growth Fund Class A |
4 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
4 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
4 |
| RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I |
4 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
4 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
4 |
| RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
4 |
| GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
4 |
| COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
4 |
| RYIPX - ROYCE FUND - Royce International Premier Fund Service Class |
4 |
| RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
4 |
| RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class |
4 |
| PENN SERIES FUNDS INC - Large Core Value Fund |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I |
4 |
| Nuveen Equity Premium Opportunity Fund |
4 |
| Guardian Variable Products Trust - Guardian International Value VIP Fund |
4 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
4 |
| JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I |
4 |
| JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares |
4 |
| QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
4 |
| Principled Equity Market Fund |
4 |
| Db-x Exchange-traded Funds Inc. |
4 |
| RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund |
4 |
| Sterling Capital Variable Insurance Funds |
4 |
| JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
4 |
| Outlook Funds Trust |
4 |
| QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II |
4 |
| Winmill & Co. Inc |
4 |
| Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A |
4 |
| Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A |
4 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
4 |
| Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A |
4 |
| Virtus Insight Trust |
4 |
| Profit Funds Investment Trust |
4 |
| TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
4 |
| IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
4 |
| McLaughlin Asset Management, Inc. |
4 |
| IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV |
4 |
| Rudd International, Inc. |
4 |
| TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund |
4 |
| MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares |
4 |
| MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
4 |
| Spectrum Wealth Advisory Group, LLC |
4 |
| APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class |
4 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
| PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
4 |
| Pacific Edge Advisors, LLC |
4 |
| Financial Insights, Inc. |
4 |
| PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
4 |
| Callodine Capital Management, LP |
4 |
| Miramar Capital, LLC |
4 |
| Insight Venture Partners Ix, L.p. |
4 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
4 |
| MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
4 |
| Portsea Asset Management LLP |
4 |
| REX Advisers, LLC |
4 |
| ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF |
4 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
4 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
4 |
| EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
4 |
| Ocean Arete Ltd |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
4 |
| Fairhaven Wealth Management, LLC |
4 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
4 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
4 |
| BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund |
4 |
| BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund |
4 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
4 |
| Sound View Wealth Advisors, Llc |
4 |
| Complex Capital Management, Llc |
4 |
| AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF |
4 |
| CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF |
4 |
| MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF |
4 |
| Foresight Wealth Management, LLC |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 |
4 |
| CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A |
4 |
| Shulman DeMeo Asset Management LLC |
4 |
| RV Capital GmbH |
4 |
| Brooks, Moore & Associates, Inc. |
4 |
| ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A |
4 |
| GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares |
4 |
| Investment Insight Wealth Management, LLC |
4 |
| WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
4 |
| Evergreen Advisors, LLC |
4 |
| BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class |
4 |
| AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund |
4 |
| SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares |
4 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
4 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
4 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
| SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A |
4 |
| GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares |
4 |
| LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares |
4 |
| LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares |
4 |
| ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares |
4 |
| LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
4 |
| Elm Partners Management LLC |
4 |
| LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares |
4 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
4 |
| VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A |
4 |
| B. Riley Fbr, Inc. |
4 |
| Virginia National Bank |
4 |
| LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
4 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
4 |
| Blackcrane Capital, Llc |
4 |
| CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund |
4 |
| Clayton Partners LLC |
4 |
| Profunds - Profund Vp Asia 30 |
4 |
| Cox Capital Mgt LLC |
4 |
| Profunds - Profund Vp Consumer Goods |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares |
4 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
4 |
| JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A |
4 |
| OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class |
4 |
| Allianz Life Insurance Co Of North America |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S |
4 |
| AIGWX - AllianzGI Institutional Multi-Series Trust - AllianzGI International Growth Portfolio |
4 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
4 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
4 |
| Tikehau Investment Management |
4 |
| OHIO NATIONAL FUND INC - ON Bond Portfolio |
4 |
| Hartford Funds Management Co LLC |
4 |
| WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares |
4 |
| WAIGX - WASATCH FUNDS TRUST - Wasatch International Growth Fund Investor Class shares |
4 |
| Wells Trecaso Financial Group, LLC |
4 |
| SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I |
4 |
| SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
4 |
| Stokes Capital Advisors, LLC |
4 |
| DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
4 |
| CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
4 |
| Aurora Financial Advisors, Llc |
4 |
| MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
4 |
| ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class |
4 |
| Corriente Advisors, LLC |
4 |
| AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
4 |
| Putnam Funds Trust - Putnam Equity Spectrum Fund Class M |
4 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
4 |
| AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares |
4 |
| AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares |
4 |
| CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares |
4 |
| CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares |
4 |
| Institutional Venture Management Xv, Llc |
4 |
| WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares |
4 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
4 |
| FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
4 |
| TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
4 |
| TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A |
4 |
| TRANSAMERICA FUNDS - Transamerica Total Return I2 |
4 |
| SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
4 |
| Broad Peak Investment Holdings Ltd. |
4 |
| HPC Germany GmbH & Co. KG |
4 |
| SCP Investment, LP |
4 |
| PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A |
4 |
| Oak Asset Management, LLC |
4 |
| Derby & Company, Inc |
4 |
| General Catalyst Group Management, Llc |
4 |
| Ai Financial Services Llc |
4 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
| DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
4 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
4 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
4 |
| Acorn Advisory Capital L.p. |
4 |
| FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund |
4 |
| BHK Investment Advisors, LLC |
4 |
| FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund |
4 |
| FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund |
4 |
| Touchstone Investment Trust |
4 |
| Morgan Stanley Select Dimensions Investment Series |
4 |
| Pacholder High Yield Fund Inc |
4 |
| FMIJX - FMI FUNDS INC - International Fund Investor Class |
4 |
| HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
4 |
| JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
4 |
| EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
4 |
| USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
4 |
| JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 |
4 |
| JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
4 |
| TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A |
4 |
| TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
4 |
| Doubleline Opportunistic Credit Fund |
4 |
| Doubleline Income Solutions Fund |
4 |
| MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I |
4 |
| EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I |
4 |
| Amg Pantheon Master Fund, Llc |
4 |
| Pioneer High Income Trust |
4 |
| FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
4 |
| TNYAX - 1290 Funds - 1290 Global Talents Fund Class A |
4 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
4 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
4 |
| Morgan Stanley Income Securities Inc |
4 |
| Cg Funds Trust |
4 |
| WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
4 |
| RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF |
4 |
| FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF |
4 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
4 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
4 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
4 |
| LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
4 |
| SBBAX - LEGG MASON PARTNERS EQUITY TRUST - QS Conservative Growth Fund Class A |
4 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
4 |
| IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
4 |
| Oppenheimer Equity Income Fund |
4 |
| DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A |
4 |
| Elevation Etf Trust |
4 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
4 |
| IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
4 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
4 |
| Nuveen Amt-free Municipal Credit Income Fund |
4 |
| SCGRX - LEGG MASON PARTNERS EQUITY TRUST - QS Moderate Growth Fund Class A |
4 |
| SCHAX - LEGG MASON PARTNERS EQUITY TRUST - QS Growth Fund Class A |
4 |
| CHIC - Global X Funds - Global X MSCI China Communication Services ETF |
4 |
| Putnam Managed Municipal Income Trust |
4 |
| Oppenheimer Series Fund |
4 |
| Oppenheimer Rising Dividends Fund |
4 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
4 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
4 |
| VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
4 |
| JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares |
4 |
| QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund |
4 |
| IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF |
4 |
| PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
4 |
| Virtus Total Return Fund Inc. |
4 |
| INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y |
4 |
| TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class |
4 |
| PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund |
4 |
| TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
4 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
4 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
4 |
| NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc |
4 |
| HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A |
4 |
| NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
4 |
| HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A |
4 |
| Dividend & Income Fund |
4 |
| Madison Covered Call & Equity Strategy Fund |
4 |
| CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares |
4 |
| FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A |
4 |
| SEQUX - Sequoia Fund Inc - Sequoia Fund Inc |
4 |
| FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A |
4 |
| BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares |
4 |
| HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR |
4 |
| BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
4 |
| HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF |
4 |
| EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A |
4 |
| EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A |
4 |
| EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund |
4 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
4 |
| Redwood Family Wealth LLC |
4 |
| AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
4 |
| JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
4 |
| EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class |
4 |
| PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
4 |
| Pimco Income Opportunity Fund |
4 |
| ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund |
4 |
| MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
4 |
| CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class |
4 |
| TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
4 |
| Olstein Funds |
4 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
4 |
| IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
4 |
| Templeton Global Opportunities Trust |
4 |
| PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
4 |
| PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
4 |
| VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A |
4 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
4 |
| SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
4 |
| American Funds Fundamental Investors |
4 |
| EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF |
4 |
| LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A |
4 |
| Gabelli Healthcare & Wellnessrx Trust |
4 |
| PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I |
4 |
| BERIX - Chartwell Funds - Berwyn Income Fund |
4 |
| Nan Fung Group Holdings Ltd |
4 |
| Thl Credit Senior Loan Fund |
4 |
| VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
4 |
| Kavilco Inc/wa/ |
4 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
4 |
| Dividend Builder Portfolio |
4 |
| S.E.E.D. Planning Group LLC |
4 |
| Large-cap Value Portfolio |
4 |
| BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
4 |
| Advisortrust Partners, Llc |
4 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
4 |
| MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
4 |
| MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares |
4 |
| BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A |
4 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
4 |
| Oppenheimer Main Street All Cap Fund |
4 |
| AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund |
4 |
| FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
4 |
| USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
4 |
| PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional |
4 |
| PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class |
4 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
4 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
4 |
| Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
4 |
| SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
4 |
| FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio |
4 |
| FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio |
4 |
| NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A |
4 |
| FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio |
4 |
| FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
4 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
4 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
4 |
| Oppenheimer Capital Appreciation Fund |
4 |
| CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
4 |
| NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A |
4 |
| Neumann Advisory Hong Kong Ltd |
4 |
| Milestone Resources Group Ltd |
4 |
| YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF |
4 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
4 |
| Ailanthus Capital Management, Lp |
4 |
| Landaas & Co /wi /adv |
4 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
4 |
| EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF |
4 |
| GenWealth Group, Inc. |
4 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
4 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
4 |
| Franklin, Parlapiano, Turner & Welch, LLC |
4 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
| UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods |
4 |
| EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF |
4 |
| Lincoln Capital Corp |
4 |
| SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
4 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
4 |
| JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
4 |
| JHGEX - John Hancock Funds II - Global Equity Fund Class A |
4 |
| PHH Investments, Ltd. |
4 |
| John Hancock Funds II - Health Sciences Fund Class NAV |
4 |
| JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
4 |
| JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
4 |
| Spear Advisors LLC |
4 |
| CAMG Solamere Management, LLC |
4 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
4 |
| GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
4 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
4 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
4 |
| Bristol Advisors, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
4 |
| LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF |
4 |
| Opes Advisors Inc |
4 |
| Northwest Quadrant Wealth Management, LLC |
4 |
| Smith Shellnut Wilson Llc /adv |
4 |
| NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A |
4 |
| Riverpoint Wealth Management Holdings, LLC |
4 |
| GFI Investment Counsel Ltd. |
4 |
| Colony Capital, Inc. |
4 |
| Value Holdings Management Co. Llc |
4 |
| Ayrshire Capital Management LLC |
4 |
| Pavion Blue Capital, LLC |
4 |
| Portland Ltd |
4 |
| Marotta Asset Management |
4 |
| Altus Wealth Management, LLC |
4 |
| Townsend Asset Management Corp /nc/ /adv |
4 |
| Robinson Value Management, Ltd. |
4 |
| Franklin Street Capital Partners, LLC |
4 |
| Ti-trust, Inc |
4 |
| PIMCO Energy & Tactical Credit Opportunities Fund |
4 |
| Heard Capital LLC |
4 |
| Stewardship Advisors, LLC |
4 |
| Dedeker Financial LLC |
4 |
| Ennismore Fund Management Ltd |
4 |
| Independent Family Office, LLC |
4 |
| NexWave Capital Partners LLC |
4 |
| Rip Road Capital Partners LP |
4 |
| Palisades Investment Partners, LLC |
4 |
| Five Oceans Asset Management LTD |
4 |
| Touradji Capital Management, Lp |
4 |
| Stewart Asset Management, LLC |
4 |
| Detalus Advisors, LLC |
4 |
| Sureview Capital Llc |
4 |
| Front Street Capital Management, Inc. |
4 |
| Petix & Botte Co |
4 |
| Appian Way Asset Management LP |
4 |
| Yellowstone Partners, LLC |
4 |
| Mic Capital Partners (public) (us) Im, Llc |
4 |
| Fure Financial Corp |
4 |
| Tarsadia Capital, LLC |
4 |
| Kanen Wealth Management LLC |
4 |
| Mass General Brigham, Inc |
4 |
| Independence Advisors, LLC |
4 |
| Kirkoswald Asset Management LLC |
4 |
| KPS Global Asset Management UK Ltd |
4 |
| Charter Oak Partners Management, L.P. |
4 |
| Shelter Haven Capital Management, L.P. |
4 |
| Cai Capital Management, Inc. |
4 |
| Alpine Partners USVI, LLC |
4 |
| FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF |
4 |
| FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A |
4 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
4 |
| FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A |
4 |
| FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A |
4 |
| Fiera Capital Series Trust - FIERA CAPITAL U.S. EQUITY LONG-TERM QUALITY FUND Institutional Class |
4 |
| FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares |
4 |
| PANTHERA INVESTMENT GmbH |
4 |
| CA Family Wealth, LLC |
4 |
| SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
4 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
4 |
| VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
4 |
| Insight Wealth Partners, LLC |
4 |
| Morris Capital Advisors, LLC |
4 |
| HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class |
4 |
| Highmount Capital, LLC |
4 |
| Cascabel Management LP |
4 |
| Argonaut Capital Management Corp |
4 |
| Wealth Advisors of Iowa, LLC |
4 |
| Capital Growth Management Lp |
4 |
| Latimer Light Capital, L.P. |
4 |
| Sycale Advisors (NY) LLC |
4 |
| Fusion Investment Group, LLC |
4 |
| Unify Financial Advisors |
4 |
| Shoker Investment Counsel, Inc. |
4 |
| AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I |
4 |
| Institutional Venture Management XIII, LLC |
4 |
| Taal Capital Management LP |
4 |
| PFSLX - PARADIGM FUNDS - Paradigm Select Fund |
4 |
| LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class |
4 |
| LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class |
4 |
| WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class |
4 |
| Casdin Capital, LLC |
4 |
| HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares |
4 |
| RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares |
4 |
| Alley Co LLC |
4 |
| Chubb Corp |
4 |
| ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares |
4 |
| CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I |
4 |
| BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares |
4 |
| All-Stars Investment Ltd |
4 |
| OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
4 |
| BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares |
4 |
| Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
4 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
4 |
| IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
4 |
| DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I |
4 |
| TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class |
4 |
| Veradace Capital Management LLC |
4 |
| BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares |
4 |
| THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
4 |
| GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class |
4 |
| DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF |
4 |
| VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class |
4 |
| RWLIX - Two Roads Shared Trust - Redwood Activist Leaders Fund Class I |
4 |
| THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares |
4 |
| WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES |
4 |
| CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares |
4 |
| EPASX - Investment Managers Series Trust - EP Emerging Markets Small Companies Fund Class A |
4 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
4 |
| TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
4 |
| Financial Strategy Network, LLC |
4 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
4 |
| BUNRX - BULLFINCH FUND INC - Unrestricted Series |
4 |
| ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I |
4 |
| EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF |
4 |
| Lowell Blake & Associates Inc. |
4 |
| RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class |
4 |
| RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class |
4 |
| CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares |
4 |
| STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund |
4 |
| OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
4 |
| KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class |
4 |
| ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares |
4 |
| ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class |
4 |
| Arrowgrass Capital Partners Llp |
4 |
| GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
4 |
| Incline Global Management LLC |
4 |
| AUERX - Unified Series Trust - Auer Growth Fund |
4 |
| WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF |
4 |
| DAVIDE LEONE & PARTNERS INVESTMENT Co LLP |
4 |
| Atalan Capital Partners, LP |
4 |
| Lyrical Asset Management Lp |
4 |
| Seven Harbour Global, LP |
4 |
| Pura Vida Investments, Llc |
4 |
| Prota Financial, LLC |
4 |
| SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF |
4 |
| Peoples Bank /oh |
4 |
| 7x7 Asset Management LLC |
4 |
| MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
4 |
| StellarOne CORP |
4 |
| Private Capital Management |
4 |
| Haber Trilix Advisors, Lp |
4 |
| Genworth Financial Inc |
4 |
| Itau USA Asset Management Inc. |
4 |
| FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
4 |
| IBUY - Amplify ETF Trust - Amplify Online Retail ETF |
4 |
| Turtle Creek Asset Management Inc. |
4 |
| MPGVX - Gallery Trust - Mondrian Global Equity Value Fund |
4 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
4 |
| Swan Global Investments, LLC |
4 |
| GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund |
4 |
| HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I |
4 |
| Oldfield Partners LLP |
4 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
4 |
| Everest Capital Llc |
4 |
| Institutional Capital Llc |
4 |
| Leonetti & Associates, LLC |
4 |
| Pt Asset Management, Llc |
4 |
| Yg Partners, Llc |
4 |
| Alta Fundamental Advisers LLC |
4 |
| Baron Financial Group, LLC |
4 |
| SB Management Ltd |
4 |
| Dominick & Dominick LLC |
4 |
| ParenteBeard Wealth Management, LLC |
4 |
| TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
4 |
| Strid Group, LLC |
4 |
| Aston Asset Management, LLC |
4 |
| Oracle Corp |
4 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
4 |
| THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares |
4 |
| Tradewinds Global Investors, LLC |
4 |
| Eclectic Associates Inc /adv |
4 |
| Strategic Financial Services, Inc, |
4 |
| Kinloch Capital, LLC |
4 |
| Brightworth |
4 |
| Soundmark Wealth Management, Llc |
4 |
| DW Partners, LP |
4 |
| Schwerin Boyle Capital Management Inc |
4 |
| Advisors Management Group Inc /adv |
4 |
| CMT Asset Management Ltd |
4 |
| Tower Square Investment Management, Llc |
4 |
| Dymon Asia Capital Ltd |
4 |
| Alpha Omega Group, Inc. |
4 |
| National Investment Services Inc /wi |
4 |
| R.P. Boggs & Co. |
4 |
| Darrell & King Llc |
4 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
4 |
| Wellesley Investment Partners, LLC |
4 |
| Unison Asset Management LLC |
4 |
| ARS Wealth Advisors, LLC |
4 |
| Lokken Investment Group LLC |
4 |
| ACT Advisors, LLC. |
4 |
| Montis Financial, LLC |
4 |
| Divergent Planning, LLC |
4 |
| swisspartners Ltd. |
4 |
| Plustick Management Llc |
4 |
| Orin Green Financial, LLC |
4 |
| Ibc Funds Llc |
4 |
| Iron Park Capital Partners, LP |
4 |
| BCGM Wealth Management, LLC |
4 |
| ICONIQ Strategic Partners III, L.P. |
4 |
| SummerHaven Investment Management, LLC |
4 |
| 36 South Capital Advisors Llp |
4 |
| Constitution Capital LLC |
4 |
| Meritech Capital Associates V L.L.C. |
4 |
| Terril Brothers, Inc. |
4 |
| POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares |
4 |
| MGMT - Unified Series Trust - Ballast Small/mid Cap Etf |
4 |
| Harvey Investment Co Llc |
4 |
| VFIN - Simplify Exchange Traded Funds - Simplify Volt Fintech Disruption ETF |
4 |
| VNLRX - VIRTUS EQUITY TRUST - Virtus SGA New Leaders Growth Fund Class R6 |
4 |
| Bickling Financial Services, Inc. |
4 |
| Vertrix Wealth Management, LLC |
4 |
| MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y |
4 |
| Curran Financial Partners, LLC |
4 |
| LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
4 |
| Laidlaw Group, LLC |
4 |
| Argent Trust Company, N.a. |
4 |
| Skba Capital Management Llc |
4 |
| Hall Private Wealth Advisors |
4 |
| Lorne Steinberg Wealth Management Inc. |
4 |
| Rollins Financial |
4 |
| Covey Capital Advisors, LLC |
4 |
| OMT Capital Management LLC |
4 |
| CMG Global Holdings, LLC |
4 |
| WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND |
4 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
4 |
| Mosaic Advisors LLC |
4 |
| Campion Asset Management LLC |
4 |
| New Age Alpha Trust - AVDR US LargeCap ESG ETF |
4 |
| Coerente Capital Management |
4 |
| Proxima Capital Management, LLC |
4 |
| Saban Cheryl |
4 |
| First Bancorp, Inc /ME/ |
4 |
| Cederberg Capital Ltd |
4 |
| Notis-McConarty Edward |
4 |
| Kidder Stephen W |
4 |
| Gyrus Investment Management Inc. |
4 |
| ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund |
4 |
| Troy Asset Management Ltd |
4 |
| PIMCO Dynamic Income Opportunities Fund |
4 |
| Stralem & Co Inc |
4 |
| JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
4 |
| Newport Capital Group, LLC |
4 |
| WealthTrust Asset Management, LLC |
4 |
| Raub Brock Capital Management LP |
4 |
| Summit Rock Advisors, LP |
4 |
| MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF |
4 |
| Derbend Asset Management |
4 |
| Underhill Investment Management Llc |
4 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
4 |
| Pinnacle Wealth Management Group, Inc. |
4 |
| DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A |
4 |
| Bristol Gate Capital Partners Inc. |
4 |
| EOPS - Emles Trust - Emles Alpha Opportunities ETF |
4 |
| J Arnold Wealth Management Co |
4 |
| American Assets Inc |
4 |
| Rinet Co LLC |
4 |
| Diversified Portfolios, Inc. |
4 |
| First Houston Capital, Inc. |
4 |
| Cedar Hill Associates, Llc |
4 |
| ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I |
4 |
| ALPS ETF Trust - ALPS Hillman Active Value ETF |
4 |
| Pacific Ridge Capital Partners, LLC |
4 |
| MIC Capital Management UK LLP |
4 |
| Third Avenue Management Llc |
4 |
| My Portfolio Guide, LLC |
4 |
| FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I |
4 |
| Insight Venture Partners X, L.P. |
4 |
| WCMTX - Investment Managers Series Trust - WCM International Long-Term Growth Fund Institutional Class Shares |
4 |
| OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF |
4 |
| BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
4 |
| BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF |
4 |
| FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
4 |
| HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
4 |
| FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
4 |
| JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
4 |
| Alfreton Capital LLP |
4 |
| Advance Capital Management, Inc. |
4 |
| Rosenbaum Jay D. |
4 |
| Taylor & Morgan Wealth Management, LLC |
4 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
4 |
| F&V Capital Management, LLC |
4 |
| Heirloom Wealth Management |
4 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
4 |
| Nexus Investment Management ULC |
4 |
| Amarillo National Bank |
4 |
| Buttonwood Financial Advisors Inc. |
4 |
| FMQQ - EXCHANGE TRADED CONCEPTS TRUST - FMQQ The Next Frontier Internet & Ecommerce ETF |
4 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
| M. Kraus & Co |
4 |
| Conrad Siegel Investment Advisors, Inc. |
4 |
| Baker Boyer National Bank |
4 |
| Keene & Associates, Inc. |
4 |
| TAGStone Capital, Inc. |
4 |
| W Capital Management, LLC |
4 |
| Gouws Capital LLC |
4 |
| Waypoint Capital Advisors, LLC |
4 |
| Hedges Asset Management LLC |
4 |
| Lauterbach Financial Advisors, LLC |
4 |
| Filament LLC |
4 |
| Smith Affiliated Capital Corp. |
4 |
| Samara Investment Management, LLC |
4 |
| Enhancing Capital LLC |
4 |
| Fruth Investment Management |
4 |
| Arbor Capital Management Inc /adv |
4 |
| NTB Financial Corp |
4 |
| Heritage Investment Group, Inc. |
4 |
| Ghe, Llc |
4 |
| Teramo Advisors, LLC |
4 |
| Abeille Asset Management Sa |
4 |
| Stewart & Patten Co Llc |
4 |
| R.H. Dinel Investment Counsel, Inc. |
4 |
| Pioneer Trust Bank N A/or |
4 |
| Aspire Capital Advisors LLC |
4 |
| CPR Investments Inc. |
4 |
| Tillar-Wenstrup Advisors, LLC |
4 |
| Elm Advisors, Llc |
4 |
| Catawba Capital Management /va |
4 |
| SFG Wealth Management, LLC. |
4 |
| Allie Family Office LLC |
4 |
| Cambridge Advisors Inc. |
4 |
| Wulff, Hansen & Co. |
4 |
| CTF Capital Management, LP |
4 |
| SIG North Trading, ULC |
4 |
| Marion Wealth Management |
4 |
| Paragon Financial Partners, Inc. |
4 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv |
4 |
| Jolley Asset Management, LLC |
4 |
| Stonehearth Capital Management, LLC |
4 |
| Kids Capital Management, L.p. |
4 |
| G2 Capital Management, Llc / Oh |
4 |
| Bennicas & Associates, Inc. |
4 |
| Icm Asset Management Inc/wa |
4 |
| Bridgewater Wealth & Financial Management, LLC |
4 |
| GGV Capital LLC |
4 |
| Mill Capital Management, LLC |
4 |
| New Harbor Financial Group, LLC |
4 |
| Wealthspan Partners, Llc |
4 |
| Forager Funds Management Pty Ltd |
4 |
| Magnolia Wealth Management, LLC |
4 |
| Neumann Capital Management, LLC |
4 |
| UNC Management Company, Inc. |
4 |
| NCM Capital Management, LLC |
4 |
| Matterhorn Capital Management, LLC |
4 |
| Saber Capital Managment, LLC |
4 |
| St. James Investment Company, LLC |
4 |
| Boyar Asset Management Inc. |
4 |
| Vanguard Advisers Inc |
4 |
| Concorde Financial Corp |
4 |
| Midas Management Corp |
4 |
| Cross Creek Advisors, LLC |
4 |
| FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF |
4 |
| RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I |
4 |
| RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
4 |
| RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
4 |
| UVDV - Spinnaker ETF Series - UVA Dividend Value ETF |
4 |
| Colrain Capital Llc |
4 |
| Robertson Opportunity Capital, LLC |
4 |
| TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares |
4 |
| SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
4 |
| HHH - ETF Managers Trust - ETFMG Real Estate Tech ETF |
4 |
| American Investment Services, Inc. |
4 |
| BetterWealth, LLC |
4 |
| Goldman Sachs Asset Management, L.p. |
4 |
| FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
4 |
| Marathon Asset Management Lp |
4 |
| MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I |
4 |
| JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class |
4 |
| First International Bank & Trust |
4 |
| Jd Capital Management Llc |
4 |
| Steinberg Asset Management Llc |
4 |
| Pacific Financial Group Inc |
4 |
| CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class |
4 |
| TCHI - iSHARES TRUST - iShares MSCI China Multisector Tech ETF |
4 |
| Murphy Pohlad Asset Management LLC |
4 |
| Orca Investment Management, LLC |
4 |
| HHG & Company, LLC |
4 |
| Lockerman Financial Group, Inc. |
4 |
| Alley Investment Management Company, LLC |
4 |
| Lombardia Capital Partners Llc |
4 |
| Argentiere Capital Ag |
4 |
| Clear Sky Advisers, LLC |
4 |
| Meditor Group Ltd |
4 |
| Sage Capital Management, LLC |
4 |
| Sutton Place Investors Llc |
4 |
| Edmp, Inc. |
4 |
| Finer Wealth Management, Inc. |
4 |
| FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M |
4 |
| FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund |
4 |
| Barry Investment Advisors, LLC |
4 |
| Longer Investments Inc. |
4 |
| MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund |
4 |
| MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund |
4 |
| Obsidian Personal Planning Solutions LLC |
4 |
| Cypress Financial Planning Llc |
4 |
| Momentum Advisors, LLC |
4 |
| Forte Asset Management Llc |
4 |
| Advocate Group Llc |
4 |
| NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF |
4 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
4 |
| Coastwise Capital Group, LLC |
4 |
| Price Jennifer C. |
4 |
| Mercer Capital Advisers, Inc. |
4 |
| Montchanin Asset Management, Llc |
4 |
| Horizons Wealth Management |
4 |
| Top Ace Asset Management Ltd |
4 |
| Portland Global Advisors LLC |
4 |
| LightSquare Wealth Management, LLC |
4 |
| JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) |
4 |
| Point View Wealth Management, Inc. |
4 |
| AHOY - Tidal ETF Trust - Newday Ocean Health ETF |
4 |
| JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF |
4 |
| Bourne Lent Asset Management Inc |
4 |
| Stapp Wealth Management, Pllc |
4 |
| Silver Capital Management Llc |
4 |
| Burnham Asset Management Corp /ny/ |
4 |
| LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF |
4 |
| Steel Partners Holdings L.p. |
4 |
| RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF |
4 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
4 |
| JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF |
4 |
| Rhenman & Partners Asset Management AB |
4 |
| North Forty Management, LLC |
4 |
| Baker Ellis Asset Management LLC |
4 |
| AFS Financial Group, LLC |
4 |
| Verum Partners LLC |
4 |
| NOPE - Tidal ETF Trust - Noble Absolute Return ETF |
4 |
| Vertex Planning Partners, LLC |
4 |
| Paul Damon & Associates, Inc. |
4 |
| STAR Financial Bank |
4 |
| Financial Partners Group, LLC |
4 |
| Lesa Sroufe & Co |
4 |
| Westchester Capital Management, Inc. |
4 |
| True Capital Management |
4 |
| WS Portfolio Advisory, LLC |
4 |
| Integrated Wealth Counsel, Llc |
4 |
| Syntegra Private Wealth Group, LLC |
4 |
| Alleghany Corp /de |
4 |
| Commerce Advisors, LLC |
4 |
| Applied Capital LLC/FL |
4 |
| Mosaic Family Wealth Partners, Llc |
4 |
| Pineno Levin & Ford Asset Management, Inc. |
4 |
| Hendley & Co Inc |
4 |
| Oak Hill Wealth Advisors, Llc |
4 |
| Dover Advisors, Llc |
4 |
| Avail Investment Partners, LLC |
4 |
| Legacy Financial Group, Inc. |
4 |
| Kraft, Davis & Associates, LLC |
4 |
| Ncm Capital Management Group Inc |
4 |
| IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
4 |
| Popular High Grade Fixed-Income Fund, Inc. - Popular High Grade Fixed-Income Fund Class A Shares |
4 |
| Panoramic Investment Advisors, Llc |
4 |
| DDFG, Inc |
4 |
| RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 |
4 |
| ADPV - Series Portfolios Trust - Adaptiv Select ETF |
4 |
| Ratio Wealth Group |
4 |
| Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
4 |
| Texan Capital Management |
4 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
4 |
| Outfitter Advisors, Ltd. |
4 |
| PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF |
4 |
| DIP - ETF Series Solutions - BTD Capital Fund |
4 |
| KilterHowling LLC |
4 |
| Instrumental Wealth, Llc |
4 |
| Check Capital Management Inc/ca |
4 |
| Aspen Wealth Strategies, LLC |
4 |
| UTFOX - Starboard Investment Trust - Utah Focus Fund Institutional Class |
4 |
| Cullen Capital Management, LLC |
4 |
| BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund |
4 |
| Gould Asset Management Llc /ca/ |
4 |
| CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF |
4 |
| Schafer Cullen Capital Management Inc |
4 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
4 |
| Caledonia (Private) Investments Pty Ltd |
4 |
| First County Bank /CT/ |
4 |
| Values Added Financial LLC |
4 |
| Energy Opportunities Capital Management, LLC |
4 |
| Transmarket Holdings LP |
4 |
| FirstMerit Bank N A Trustee |
4 |
| Arcataur Capital Management LLC |
4 |
| Michael S. Ryan, Inc. |
4 |
| Sensible Financial Planning & Management, LLC. |
4 |
| Hudson Canyon Capital Management |
4 |
| Regis Acquisition Inc. |
4 |
| Invenio Wealth Partners Llc |
4 |
| NSB Advisors LLC |
4 |
| Northeast Financial Group, Inc. |
4 |
| Charles-Lim Capital Ltd |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class |
4 |
| Veritas Investment Management (UK) Ltd |
4 |
| AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI |
4 |
| LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF |
4 |
| ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A |
4 |
| PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
4 |
| CJM Wealth Advisers, Ltd. |
4 |
| Tahithromos, L.L.C. |
4 |
| Radoff Bradley Louis |
4 |
| Financial Advisory Partners, Llc |
4 |
| Key Bridge Compliance, LLC |
4 |
| Parthenon Llc |
4 |
| Equita Financial Network, Inc. |
4 |
| Bedel Financial Consulting Inc |
4 |
| CFO4Life, L.P. |
4 |
| Loudon Investment Management, LLC |
4 |
| Prosperitas Financial LLC |
4 |
| Granite Harbor Advisors, Inc. |
4 |
| Kampmann Melissa S. |
4 |
| BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF |
4 |
| Fidelity D & D Bancorp Inc |
4 |
| Morton Capital Management LLC/CA |
4 |
| Sylebra Capital Llc |
4 |
| FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF |
4 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
4 |
| Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF |
4 |
| GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class |
4 |
| Beach Investment Counsel Inc/pa |
4 |
| Invera Wealth Advisors, LLC |
4 |
| Arvest Investments, Inc. |
4 |
| Roof Eidam & Maycock/adv |
4 |
| BFAM Partners (Cayman) Ltd |
4 |
| White Wing Wealth Management |
4 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
4 |
| Harbour Trust & Investment Management Co |
4 |
| CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class |
4 |
| OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares |
4 |
| Fonville Wealth Management LLC |
4 |
| Sentry LLC |
4 |
| Opinicus Capital, Inc. |
4 |
| Pioneer Family Office, LLC |
4 |
| Advantage Trust Co |
4 |
| Partnership Wealth Management, LLC |
4 |
| Wealth Group Ltd |
4 |
| Grafton Street Partners Fund, LP |
4 |
| Kahn Brothers Group Inc /de/ |
4 |
| Firetrail Investments Pty Ltd |
4 |
| Discipline Wealth Solutions, LLC |
4 |
| Halter Ferguson Financial Inc. |
4 |
| White Pine Investment CO |
4 |
| FMA Wealth Management, LLC |
4 |
| Acorn Creek Capital Llc |
4 |
| Dodds Wealth, LLC |
4 |
| Stage Harbor Financial, Llc |
4 |
| ROI Financial Advisors, LLC |
4 |
| Kitching Partners, Llc |
4 |
| Sollinda Capital Management LLC |
4 |
| Chaney Capital Management, Inc. |
4 |
| University of Illinois Foundation |
4 |
| Chickasaw Capital Management Llc |
4 |
| Tradition Capital Management Llc |
4 |
| Conscious Wealth Investments, Llc |
4 |
| Stelliam Investment Management, Lp |
4 |
| SilverOak Wealth Management LLC |
4 |
| Heritage Wealth Management, Inc. /CA/ |
4 |
| KKM Financial LLC |
4 |
| AH Capital Management, L.L.C. |
4 |
| Estuary Capital Management LP |
4 |
| Burford Brothers, Inc. |
4 |
| Dean Capital Management |
4 |
| Argent Trust Co |
4 |
| ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares |
4 |
| Counterweight Ventures, LLC |
4 |
| Jackson Credit Opportunities Fund |
4 |
| TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares |
4 |
| Fund Evaluation Group, LLC |
4 |
| Stack Financial Management, Inc |
4 |
| Processus Wealth & Capital Management, LLC |
4 |
| Golden Road Advisors Llc |
4 |
| BlueChip Wealth Advisors LLC |
4 |
| AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
4 |
| Private Capital Management Inc |
4 |
| Harvest Capital Management Inc |
4 |
| Westport Advisers Llc |
4 |
| Summit Capital Management Llc |
4 |
| Arrowroot Family Office, LLC |
4 |
| Foguth Wealth Management, LLC. |
4 |
| GRATRY & Co LLC |
4 |
| PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
4 |
| Ar Asset Management Inc |
4 |
| Compton Capital Management Inc /ri |
4 |
| FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
4 |
| Hutchinson Capital Management/ca |
4 |
| Concord Investment Counsel Inc. |
4 |
| Summerhill Capital Management lnc. |
4 |
| Contrarian Capital Management, L.l.c. |
4 |
| FSA Advisors, Inc. |
4 |
| EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF |
4 |
| Amplify ETF Trust - Amplify Mobile Payments ETF |
4 |
| Fieldpoint Private Advisors, Inc |
4 |
| Alexander Labrunerie & Co., Inc. |
4 |
| Girard Securities, Inc. |
4 |
| NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
4 |
| Permit Capital, LLC |
4 |
| Rockingstone Advisors LLC |
4 |
| Sagace Wealth Management LLC |
4 |
| Rps Advisory Solutions Llc |
4 |
| ZynergyRetirementPlanningLLC |
4 |
| Sage Capital Management, LLC |
4 |
| Leslie Global Wealth, LLC |
4 |
| Almitas Capital LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class |
4 |
| Carrhae Capital LLP |
4 |
| Meridian Financial, LLC |
4 |
| WELLINGTON TRUST Co N A |
4 |
| ISRYX - AB CAP FUND, INC. - AB International Low Volatility Equity Portfolio Advisor Class |
4 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
4 |
| MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF |
4 |
| Creekside Partners |
4 |
| Summit Wealth Partners, LLC |
4 |
| Sage Advisors, Llc |
4 |
| Mirabaud & Cie SA |
4 |
| Corbin Capital Partners, L.P. |
4 |
| Deccan Value Investors L.P. |
4 |
| Villanova Investment Management Co LLC |
4 |
| Long Pond Capital, LP |
4 |
| Fmb Wealth Management |
4 |
| Merkkuri Wealth Advisors LLC |
4 |
| Samjo Capital LLC |
4 |
| CWC Advisors, LLC. |
4 |
| ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF |
4 |
| CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
4 |
| BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class |
4 |
| Osprey Private Wealth LLC |
4 |
| WIM INVESTMENT MANAGEMENT Ltd |
4 |
| Stoic Point Capital Management LLC |
4 |
| Cannon Wealth Management Services, LLC |
4 |
| Shum Financial Group, Inc. |
4 |
| Promethium Advisors,llc |
4 |
| Tudor Financial Inc. |
4 |
| EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB |
4 |
| SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF |
4 |
| RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF |
4 |
| RGEF - Tidal Trust III - Rockefeller Global Equity ETF |
4 |
| Strathmore Capital Advisors, Inc. |
4 |
| Dale Q Rice Investment Management Ltd |
4 |
| Founders Grove Wealth Partners, Llc |
4 |
| Flywheel Private Wealth LLC |
4 |
| LifePlan Investment Advisors, Inc. |
4 |
| Longview Partners (Guernsey) LTD |
4 |
| Fiduciary Management Inc /wi/ |
4 |
| Inman Jager Wealth Management, LLC |
4 |
| MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF |
4 |
| Black Creek Investment Management Inc. |
4 |
| Citrine Capital LLC |
4 |
| STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I |
4 |
| Serenus Wealth Advisors, LLC |
4 |
| Hestia Capital Management, LLC |
4 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class C shares |
4 |
| SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF |
4 |
| Guided Capital Wealth Management, LLC |
4 |
| Hidden Cove Wealth Management, LLC |
4 |
| Centerpoint Advisory Group |
4 |
| BlackRock Portfolio Management LLC |
4 |
| Compass Planning Associates Inc |
4 |
| Midwest Capital Advisors, LLC |
4 |
| LifeGoal Wealth Advisors |
4 |
| Fjell Capital, LLC |
4 |
| Bradyco, Inc. |
4 |
| Hamilton Capital Partners, Llc |
4 |
| SoundView Advisors Inc. |
4 |
| First Financial Group Corp |
4 |
| Ascent Capital Management, LLC |
4 |
| Accel X LP |
4 |
| Terra Alpha Investments LLC |
4 |
| RD Lewis Holdings, Inc. |
4 |
| Bestgate Wealth Advisors, LLC |
4 |
| D. E. Shaw & Co, L.p. |
4 |
| Potentia Wealth |
4 |
| PKS Advisory Services, LLC |
4 |
| Sellwood Investment Partners LLC |
4 |
| Morey & Quinn Wealth Partners, LLC |
4 |
| Moment Partners, LLC |
4 |
| Riggs Capital Management LLC |
4 |
| Spahn Wealth & Retirement LLC |
4 |
| Litespeed Management, L.L.C. |
4 |
| Sharpepoint Llc |
4 |
| Landing Point Financial Group, LLC |
4 |
| Hobbs Wealth Management, LLC |
4 |
| Broyhill Asset Management |
4 |
| TT Capital Management LLC |
4 |
| Bridge Generations Wealth Management Llc |
4 |
| Stonehaven Wealth & Tax Solutions, Llc |
4 |
| Endicott Management Co |
4 |
| First Wilshire Securities Management Inc |
4 |
| Europacific Growth Fund |
4 |
| Topsail Wealth Management, LLC |
4 |
| PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF |
4 |
| Blue Rock Wealth Management LLC |
4 |
| Visualize Group LP |
4 |
| Wise Wealth Partners |
4 |
| Headland Capital, LLC |
4 |
| Davidson Kahn Capital Management, LLC |
4 |
| Pinnacle Investment Management Ltd |
4 |
| Taylor Asset Management Inc |
4 |
| Gagnon Neil |
4 |
| BEEX - Tidal Trust III - The BeeHive ETF |
4 |
| Abu Dhabi Investment Council Co P.J.S.C |
4 |
| Sunbeam Capital Management, LLC |
4 |
| RedJay Asset Management Inc. |
4 |
| Vis Vires Group, Inc. |
4 |
| Chokshi & Queen Wealth Advisors, Inc |
4 |
| FT Vest Rising Dividend Achievers Total Return Fund |
4 |
| BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF |
4 |
| New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES |
4 |
| New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
4 |
| New Age Alpha Funds Trust - NAA World Equity Income Fund Class P |
4 |
| New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
4 |
| Lighthouse Financial LLC |
4 |
| Northstar Financial Companies, Inc. |
4 |
| Chancellor Financial Group WB LP |
4 |
| TCW ETF Trust - TCW Corporate Bond ETF |
4 |
| M1 Capital Management LLC |
4 |
| CBSE - Elevation Series Trust - Clough Select Equity ETF |
4 |
| GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class |
4 |
| Fischer Financial Services, Inc. |
4 |
| Cooper Capital Advisors LLC |
4 |
| NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF |
4 |
| TXUG - Thornburg ETF Trust - Thornburg International Growth ETF |
4 |
| AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF |
4 |
| ROPE - EA Series Trust - Coastal Compass 100 ETF |
4 |
| Aspen Capital Management, LLC |
4 |
| Integrity Investment Advisors, LLC |
4 |
| Golden Reserve Retirement LLC |
4 |
| Battery Ventures IX, L.P. |
4 |
| Legacy Advisory Services, LLC |
4 |
| NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class |
4 |
| Turn8 Private Wealth Inc. |
4 |
| RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF |
4 |
| Legacy Capital Wealth Management, Llc |
4 |
| abrdn Funds - abrdn Focused U.S. Small Cap Active ETF |
4 |
| Claris Financial LLC |
4 |
| Rainier Family Wealth Inc |
4 |
| JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
4 |
| PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C |
4 |
| FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF |
4 |
| ACVT - RBB Fund Trust - Advent Convertible Bond ETF |
4 |
| ALIL - EA Series Trust - Argent Focused Small Cap ETF |
4 |
| Brian Low Financial Group, Llc |
4 |
| Pathway Wealth Management Llc |
4 |
| Legion Partners Asset Management, LLC |
4 |
| New Enterprise Associates 14, L.P. |
4 |
| TGLB - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Global Equity ETF |
4 |
| DLCIX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Institutional Class Shares |
4 |
| BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF |
4 |
| RNIN - EA Series Trust - Bushido Capital US SMID Cap Equity ETF |
4 |
| SEMG - EA Series Trust - Suncoast Select Growth ETF |
4 |
| A4 Wealth Advisors LLC |
4 |
| Warner Group LLC |
4 |
| 180 GPS Investments IC Ltd |
4 |
| Robotti Robert |
4 |
| SHUTTLEWORTH & Co |
4 |
| Dorato Capital Management |
4 |
| Genesis Financial Group, LLC |
4 |
| Jefferson Bridge Capital, LLC |
4 |
| Capelight Capital Asset Management LP |
4 |
| Emissary Wealth LLC |
4 |
| Jones Kertz & Associates, Inc. |
4 |
| Directional Asset Management |
4 |
| Coquina Private Wealth LLC |
4 |
| Elevated Financial Group LLC |
4 |
| Sandro Wealth Management LLC |
4 |
| Legacy Edge Advisors, LLC |
4 |
| Dalton Investments LLC |
4 |
| Ballast Rock Private Wealth LLC |
4 |
| Guardian Capital, LLC |
4 |
| Karras Company, Inc. |
4 |
| Wilian Securities, LLC |
4 |
| Old Peak Finance LLC |
4 |
| Shepherd Street Advisors LLC |
4 |
| VMS Asset Management Limited |
4 |
| Burkett Asset Management Ltd |
4 |
| Ruggiero Investments, Inc. |
4 |
| Icahn Carl C |
4 |
| Hardworking Capital Advisors, LLC |
4 |
| Sbe Llc Dba Cedar Cove Wealth Partners |
4 |
| Daybright Advisory Services, Inc. |
4 |
| Elevation Wealth Management LLC |
4 |
| Peak Planning Group, LLC |
4 |
| Alchemi Wealth, LLC |
4 |
| Castlefield Investment Partners LLP |
4 |
| Islander Capital Partners, L.P. |
4 |
| Wiregrass Investment Management Llc |
4 |
| Piedmont Capital Management, LLC/NC |
4 |
| New Enterprise Associates 13 Lp |
4 |
| ESW Capital, LLC |
4 |
| Sun Group Wealth Partners |
4 |
| Decision Investments, Inc |
4 |
| Markin Volterra Fund LP |
4 |
| Vines Capital Management, LLC |
4 |
| Corecam AG |
4 |
| CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
4 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
4 |
| CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class |
4 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
4 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
4 |
| WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class |
4 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
4 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
4 |
| HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF |
4 |
| MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF |
4 |
| KGRN - Krane Shares Trust - KraneShares MSCI China Environment Index ETF |
4 |
| KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF |
4 |
| KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF |
4 |
| BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio |
4 |
| JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A |
4 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
4 |
| EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A |
4 |
| EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
4 |
| WTIFX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Fundamental International Small Cap Fund -Retail Class |
4 |
| NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A |
4 |
| QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
4 |
| Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
4 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I |
4 |
| JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
4 |
| NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A |
4 |
| NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
4 |
| JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV |
4 |
| JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
4 |
| JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
4 |
| JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I |
4 |
| GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class |
4 |
| SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class |
4 |
| SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class |
4 |
| JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I |
3 |
| HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class |
3 |
| VMAKX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Seix High Yield MACS |
3 |
| Vector Capital IV, L.P. |
3 |
| VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class |
3 |
| Pursuit Wealth Strategies, Llc |
3 |
| 3D/L Capital Management, LLC |
3 |
| Culbertson A N & Co Inc |
3 |
| Silver Bridge Capital Management LLC |
3 |
| Weston Peter |
3 |
| GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A |
3 |
| EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
3 |
| LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF |
3 |
| Notable Capital Management, L.l.c. |
3 |
| StoryOne LLC |
3 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 |
3 |
| American Planning Services, Inc. |
3 |
| FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 |
3 |
| Forty-three Eighteen Advisors, LLC |
3 |
| Future Fund Board of Guardians |
3 |
| Flagstone Financial Management |
3 |
| AXEAX - Columbia Funds Series Trust II - Columbia Contrarian Europe Fund Class A |
3 |
| Wood Asset Management Inc |
3 |
| Bluedoor Private Wealth, Llc |
3 |
| JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I |
3 |
| Tbp Advisors Ltd |
3 |
| DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB |
3 |
| Parasol Investment Management, LLC |
3 |
| Electron Capital Partners, LLC |
3 |
| PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
3 |
| Continuum Wealth Advisors, Llc |
3 |
| ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares |
3 |
| Seek First Inc. |
3 |
| Ccm Investment Group, Llc |
3 |
| Kellett Schaffner Wealth Advisors LLC |
3 |
| GMICX - GMO TRUST - GMO International Equity Fund Class II |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
3 |
| SC&H Financial Advisors, Inc. |
3 |
| Barnes Wealth Management Group, Inc |
3 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
3 |
| Gallagher Benefit Services, Inc. |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional |
3 |
| IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF |
3 |
| Ssa Swiss Advisors Ag |
3 |
| Mcglinn Capital Management Inc |
3 |
| JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF |
3 |
| FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
3 |
| Tirschwell & Loewy Inc |
3 |
| Tandem Wealth Advisors LLC |
3 |
| SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
3 |
| Founders Fund II Management, LLC |
3 |
| BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class |
3 |
| Sterling Group Wealth Management, LLC |
3 |
| St. Louis Financial Planners Asset Management, LLC |
3 |
| Alpha Financial Partners, LLC |
3 |
| ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A |
3 |
| Cumberland Advisors Inc |
3 |
| BNB Wealth Management, LLC |
3 |
| First Trust Senior Floating Rate 2022 Target Term Fund |
3 |
| EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
3 |
| TAWK - Direxion Shares ETF Trust - Direxion Daily Communication Services Index Bull 3X Shares |
3 |
| Bodenholm Capital AB |
3 |
| AidennLair Capital Management LP |
3 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
3 |
| ALGAX - ALGER FUNDS - Alger International Focus Fund Class A |
3 |
| Barrington Strategic Wealth Management Group LLC |
3 |
| Liberty Street Advisors, Inc. |
3 |
| Collaborative Wealth Managment Inc. |
3 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
3 |
| Rf&l Wealth Management, Llc |
3 |
| Brogan Financial, Inc. |
3 |
| Barington Capital Group, L.p. |
3 |
| StonePine Asset Management Inc. |
3 |
| AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares |
3 |
| Florence Capital Advisors, LLC |
3 |
| Deutsche Value Series, Inc |
3 |
| ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A |
3 |
| Rench Wealth Management, Inc. |
3 |
| WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares |
3 |
| BCR Wealth Strategies, LLC |
3 |
| GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
| Auto-Owners Insurance Co |
3 |
| DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF |
3 |
| Templeton & Phillips Capital Management, LLC |
3 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
3 |
| LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares |
3 |
| Long Path Partners Fund, LP |
3 |
| NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I |
3 |
| Sanibel Captiva Investment Advisers, Inc. |
3 |
| NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I |
3 |
| PPIVX - Datum One Series Trust - Phaeacian Accent International Value Fund Institutional Class Shares |
3 |
| Storen Legacy Partners, LLC |
3 |
| Liberty Atlantic Advisors LLC |
3 |
| DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund |
3 |
| Biegel & Waller Llc |
3 |
| Constellation Wealth Advisors, LLC |
3 |
| Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
3 |
| JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A |
3 |
| Chautauqua Capital Management |
3 |
| DEFN - Emles Trust - Emles Protective Allocation ETF |
3 |
| DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund |
3 |
| Alpine Investment Management Ltd |
3 |
| Pinnacle Financial Group, LLC / IL |
3 |
| Ranger International Management, LP |
3 |
| Stillwater Capital Advisors, LLC |
3 |
| DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A |
3 |
| NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A |
3 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
3 |
| Kinsale Capital Group, Inc. |
3 |
| AMIDEX FUNDS INC - Amidex35 Israel Mutual Fund Class A |
3 |
| Stillwater Investment Management, L.P. |
3 |
| Oppenheimer Global High Yield Fund |
3 |
| DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P |
3 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF |
3 |
| HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
3 |
| EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
3 |
| PDFDX - World Funds Trust - Perkins Discovery Fund Investor |
3 |
| MDE Group |
3 |
| Cortland Associates Inc/mo |
3 |
| Winter & Associates, Inc. |
3 |
| Trees Investment Counsel Llc |
3 |
| LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund |
3 |
| Heritage Wealth Partners, LLC |
3 |
| JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV |
3 |
| Brouwer & Janachowski, LLC |
3 |
| Philotimo Fund, LP |
3 |
| Mlp3, Llc |
3 |
| FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
3 |
| Niles Investment Management, LLC |
3 |
| VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
3 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
3 |
| GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
3 |
| Lwmg, Llc |
3 |
| Stearns Financial Services Group |
3 |
| Hsbc Portfolios |
3 |
| DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A |
3 |
| Wright Managed Income Trust |
3 |
| Ellerson Group Inc /adv |
3 |
| TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A |
3 |
| Financial & Tax Architects, LLC |
3 |
| Madison Strategic Sector Premium Fund |
3 |
| MKT Advisors LLC |
3 |
| GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class |
3 |
| Gritstone Asset Management Llc |
3 |
| McBroom & Associates, LLC |
3 |
| Foxby Corp. |
3 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
| IOLCX - ICON FUNDS - ICON Long/Short Fund Class C |
3 |
| Stratus Fund Inc |
3 |
| Wilson & Boucher Capital Management, LLC |
3 |
| FEGE - RBB Fund Trust - First Eagle Global Equity ETF |
3 |
| Shone Asset Management LLC |
3 |
| Berkshire Hathaway Inc |
3 |
| CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund |
3 |
| Yukon Wealth Management, Inc. |
3 |
| Castle Financial & Retirement Planning Associates, Inc. |
3 |
| Presilium Private Wealth, Llc |
3 |
| GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A |
3 |
| Hartmann Taylor Wealth Management, LLC |
3 |
| Simcah Management LLC |
3 |
| Newport Asia LLC |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| Integris Wealth Management, LLC |
3 |
| FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A |
3 |
| Cambridge Associates Llc /ma/ /adv |
3 |
| Balestra Capital Ltd. |
3 |
| Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio |
3 |
| BBGNX - BBH Trust - BBH Global Core Select Class N Shares |
3 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
3 |
| Galilei Investment Office LLP |
3 |
| Fee-Only Financial Planning, L.C. |
3 |
| Great Waters Wealth Management |
3 |
| Value Holdings Lp |
3 |
| Context Capital Funds |
3 |
| AJ Advisors, LLC |
3 |
| SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A |
3 |
| Balance Wealth, LLC |
3 |
| MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund |
3 |
| EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
3 |
| WPWealth LLP |
3 |
| Melfa Wealth Management, Llc |
3 |
| Blackrock Enhanced International Dividend Trust |
3 |
| PROSHARES TRUST - ProShares Ultra Communication Services Select Sector |
3 |
| PROSHARES TRUST - ProShares UltraPro Communication Services Select Sector |
3 |
| Iroquois Capital Management, LLC |
3 |
| Lee-Kelleher Wealth Management |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF |
3 |
| VELA Funds - VELA Small Cap Fund Class I |
3 |
| TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
3 |
| OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF |
3 |
| HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A |
3 |
| RMRGX - FINANCIAL INVESTORS TRUST - Highland Resolute Fund Class I |
3 |
| Consulta Ltd |
3 |
| Clg Llc |
3 |
| Tidal ETF Trust - Newday Sustainable Development Equity ETF |
3 |
| Trail Ridge Investment Advisors, LLC |
3 |
| Catalyst Wealth Management, LLC |
3 |
| Polarity Investment Partners LP |
3 |
| DB&C Advisors, LLC |
3 |
| LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
3 |
| DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
3 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
| EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
3 |
| Appropriate Balance Financial Services Inc. |
3 |
| THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
3 |
| EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers |
3 |
| Two Point Capital Management, Inc. |
3 |
| TCP Asset Management, LLC |
3 |
| SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
3 |
| MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. |
3 |
| VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares |
3 |
| Retirement Financial Solutions, Llc |
3 |
| Curat Global, LLC |
3 |
| Inr Advisory Services Llc |
3 |
| QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio |
3 |
| Spectrum Planning & Advisory Services Inc. |
3 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
3 |
| Financial Advisory Group |
3 |
| Ledgewood Wealth Advisors, LLC |
3 |
| Lam Group, Inc. |
3 |
| MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
3 |
| Gaddis Premier Wealth Advisors LLC |
3 |
| Minerva Advisors LLC |
3 |
| Maltese Capital Management Llc |
3 |
| CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
3 |
| Ampersand Capital Group, L.P. |
3 |
| Grassi Investment Management Llc |
3 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
3 |
| Gray Wealth Management Inc. |
3 |
| AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF |
3 |
| LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF |
3 |
| BlackRock Health Sciences Trust II |
3 |
| Battery Partners VIII, LLC |
3 |
| North Berkeley Wealth Management, LLC |
3 |
| BlackRock ETF Trust - BlackRock Future Financial and Technology ETF |
3 |
| CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF |
3 |
| HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class |
3 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
3 |
| DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y |
3 |
| MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF |
3 |
| Stembrook Asset Management, LLC |
3 |
| CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell |
3 |
| Claremont Financial Group, Inc. |
3 |
| CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell |
3 |
| PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF |
3 |
| IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF |
3 |
| PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund |
3 |
| NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF |
3 |
| Virtus Family Office LLC |
3 |
| IOO - iSHARES TRUST - iShares Global 100 ETF |
3 |
| UUPIX - Profunds - Ultraemerging Markets Profund Investor Class |
3 |
| WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class |
3 |
| Putnam Europe Equity Fund |
3 |
| Investidor Profissional Gestao de Recursos Ltda. |
3 |
| EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
3 |
| PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
3 |
| Scale Management, LLC |
3 |
| LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y |
3 |
| Accel X Associates L.L.C. |
3 |
| Yahoo Inc |
3 |
| LTL - PROSHARES TRUST - ProShares Ultra Telecommunications |
3 |
| Integrity Wealth Advisors, Inc. |
3 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
3 |
| IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF |
3 |
| IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF |
3 |
| Chartist Inc /ca/ |
3 |
| AMID - EA Series Trust - Argent Mid Cap ETF |
3 |
| TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
3 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
| RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF |
3 |
| Lighthouse Financial Services Inc /adv |
3 |
| Bizma Investimentos Ltda |
3 |
| Fort Pitt Capital Group Inc |
3 |
| SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF |
3 |
| RM Financial Services, LLC |
3 |
| Sunnymeath Asset Management, Inc. |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A |
3 |
| AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A |
3 |
| Newgate Capital Management Llc |
3 |
| JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF |
3 |
| Blueport Capital, L.P. |
3 |
| GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF |
3 |
| Dunvegan Associates, Inc. |
3 |
| BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares |
3 |
| PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF |
3 |
| PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
3 |
| LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A |
3 |
| EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF |
3 |
| FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C |
3 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
3 |
| Siris Capital Group, LLC |
3 |
| XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
3 |
| Coronation Asset Management (Pty) Ltd. |
3 |
| Palantir Technologies Inc. |
3 |
| Milestone Asset Management Group, LLC |
3 |
| CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C |
3 |
| Rubicon Advisors, GP |
3 |
| Blue Door Asset Management, LLC |
3 |
| JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I |
3 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
3 |
| Pelion, Inc. |
3 |
| FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
3 |
| TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF |
3 |
| Stralem Fund |
3 |
| NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF |
3 |
| OFIGX - OBERWEIS FUNDS - Oberweis Focused International Growth Fund |
3 |
| PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF |
3 |
| OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
3 |
| Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
3 |
| FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF |
3 |
| PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF |
3 |
| ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF |
3 |
| Alta Fox Capital Management, Llc |
3 |
| Quadrant Capital Management, LLC |
3 |
| REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
3 |
| Carronade Capital Management, LP |
3 |
| IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A |
3 |
| GCM Grosvenor Holdings, LLC |
3 |
| Jeter Robert S II |
3 |
| Nuveen Tax-advantaged Dividend Growth Fund |
3 |
| Mizuho Financial Group Inc |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 |
3 |
| Coombe, Bender & Co LLC |
3 |
| IVFGC - Ivy NextShares - Ivy Focused Growth NextShares |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
3 |
| BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF |
3 |
| Citadel Securities GP LLC |
3 |
| SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
3 |
| ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A |
3 |
| Southpaw Asset Management LP |
3 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
| Sidoxia Capital Management, LLC |
3 |
| PVG Asset Management |
3 |
| European Equity Fund, Inc / Md |
3 |
| Oakcliff Capital Partners, LP |
3 |
| 440 Investment Group, Llc |
3 |
| ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A |
3 |
| Oppenheimer Integrity Funds |
3 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
3 |
| Alliance Private Wealth, LLC |
3 |
| Scout Capital Management Llc |
3 |
| SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
3 |
| TRH Financial, LLC |
3 |
| PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
3 |
| HealthCor Management, L.P. |
3 |
| GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A |
3 |
| Cyrus Capital Partners, L.p. |
3 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
3 |
| Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF |
3 |
| DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
3 |
| IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
3 |
| QV Investors Inc. |
3 |
| FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional |
3 |
| EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
3 |
| SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
3 |
| Taube Hodson Stonex Partners Llp |
3 |
| First Financial Equity Corporation |
3 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
3 |
| TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A |
3 |
| DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A |
3 |
| Morris Financial Concepts, Inc. |
3 |
| Equius Partners, Inc. |
3 |
| Armstrong Henry H Associates Inc |
3 |
| Loveless Wealth Management LLC |
3 |
| Lodestar Investment Counsel Llc/il |
3 |
| BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares |
3 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
| WealthBridge Investment Counsel Inc. |
3 |
| Macnealy Hoover Investment Management Inc |
3 |
| MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
3 |
| Oppenheimer Senior Floating Rate Plus Fund |
3 |
| VCHSX - VALIC Co I - Health Sciences Fund |
3 |
| Oppenheimer Corporate Bond Fund |
3 |
| Capricorn Investment Group LLC |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
3 |
| Lau Associates Llc |
3 |
| Three Arch Wealth Management LLC |
3 |
| Oppenheimer Senior Floating Rate Fund |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I |
3 |
| Hoffman, Alan N Investment Management |
3 |
| ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A |
3 |
| Marketfield Asset Management LLC |
3 |
| HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
3 |
| Financial Guidance Group, Inc. |
3 |
| MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A |
3 |
| Private Wealth Advisors, Inc. |
3 |
| Sterling Investment Management, Inc. |
3 |
| Sab Capital Management Lp |
3 |
| Oneamerica Funds Inc |
3 |
| Rand Eric |
3 |
| SNSR - Global X Funds - Global X Internet of Things ETF |
3 |
| Storm King Capital Partners, LLC |
3 |
| Athena Investment Management |
3 |
| United Bank, Inc. |
3 |
| POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A |
3 |
| HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
3 |
| Jlb & Associates Inc |
3 |
| Lowery Thomas, Llc |
3 |
| Woodbridge CO LTD |
3 |
| Triad Financial Advisors, Inc. |
3 |
| ATPAX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald High Income Fund Class A |
3 |
| Powers Advisory Group, LLC |
3 |
| GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
3 |
| Voya Asia Pacific High Dividend Equity Income Fund |
3 |
| SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class |
3 |
| Integrity Advisory, LLC |
3 |
| Nuveen Global Equity Income Fund |
3 |
| Voya Emerging Markets High Dividend Equity Fund |
3 |
| Stirlingshire Investments, Inc. |
3 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
3 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
3 |
| Templeton Emerging Markets Fund |
3 |
| Franklin Universal Trust |
3 |
| Dean Martin J |
3 |
| Stonerise Capital Management, LLC |
3 |
| FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
3 |
| AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund |
3 |
| Brookmont Capital Management |
3 |
| QLTI - 2023 ETF Series Trust II - GMO International Quality ETF |
3 |
| EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A |
3 |
| ACIFX - NEIMAN FUNDS - Advisors Capital International Fund |
3 |
| Crv, Llc |
3 |
| BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
3 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
3 |
| WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
3 |
| New Century Advisors, LLC |
3 |
| NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund |
3 |
| Sadoff Investment Management Llc |
3 |
| FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF |
3 |
| Coury Firm Asset Management LLC |
3 |
| Lucas Capital Management |
3 |
| DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A |
3 |
| CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A |
3 |
| Ebert Capital Management Inc. |
3 |
| Adamsbrown Wealth Consultants Llc |
3 |
| LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares |
3 |
| WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF |
3 |
| Lee Financial Group Hawaii, Inc. |
3 |
| Charles Stewart Mott Foundation |
3 |
| LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A |
3 |
| Harbor Advisory Corp /ma/ |
3 |
| Integrity Wealth Partners, LLC |
3 |
| Pariax, LLC |
3 |
| INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A |
3 |
| WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares |
3 |
| Intergy Private Wealth, LLC |
3 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
3 |
| Channing Global Advisors, Llc |
3 |
| Keane Capital Management Inc |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 |
3 |
| ASO GROUP Ltd |
3 |
| BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class |
3 |
| Hansberger Growth Investors, Lp |
3 |
| AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF |
3 |
| Ares Management Llc |
3 |
| Roger Wittlin Investment Advisory, LLC |
3 |
| PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
3 |
| WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB |
3 |
| PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares |
3 |
| Veratis Advisors, Inc. |
3 |
| Investment Advisory Services Inc /tx /adv |
3 |
| Unison Advisors LLC |
3 |
| JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class |
3 |
| Meiji Yasuda America Inc |
3 |
| McDonough Capital Management, Inc |
3 |
| Garchik Stephen Jeffrey |
3 |
| Running Point Capital Advisors, LLC |
3 |
| MISHX - AB CORPORATE SHARES - AB Municipal Income Shares |
3 |
| Investment Management Associates Inc /adv |
3 |
| TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF |
3 |
| Wright Fund Managment, LLC |
3 |
| Pratt Collard Advisory Partners LLC |
3 |
| Peak Retirement Planning, Inc. |
3 |
| Rs Crum Inc. |
3 |
| KWB Wealth |
3 |
| Bredin Investment Llc |
3 |
| Metropolitan Capital Advisors Inc |
3 |
| Yunqi Capital Ltd |
3 |
| DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A |
3 |
| DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
3 |
| Richmond Investment Services, LLC |
3 |
| FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares |
3 |
| MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares |
3 |
| EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares |
3 |
| LUFIX - Legg Mason Global Asset Management Trust - Martin Currie International Unconstrained Equity Fund Class A |
3 |
| Meixler Investment Management, Ltd. |
3 |
| apricus wealth, LLC |
3 |
| Helium Advisors LLC |
3 |
| Waterfront Capital Partners, LLC |
3 |
| Kenmare Capital Partners, L.L.C. |
3 |
| MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares |
3 |
| Jacobs Asset Management, Llc |
3 |
| Breakthru Advisory Services, Llc |
3 |
| Sulzberger Capital Advisors, Inc. |
3 |
| GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A |
3 |
| Logan Stone Capital, LLC |
3 |
| Tricadia Capital Management, LLC |
3 |
| Hartz Capital, Inc. |
3 |
| NFTZ - ETF Series Solutions - Defiance Digital Revolution ETF |
3 |
| CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N |
3 |
| Ackerman Capital Advisors, LLC |
3 |
| Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 |
3 |
| HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
3 |
| Eastover Investment Advisors LLC |
3 |
| BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares |
3 |
| Broad Run Investment Management, LLC |
3 |
| Lorber David A |
3 |
| Bow Street, Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
| Cliffwater Corporate Lending Fund |
3 |
| Gratia Capital, Llc |
3 |
| ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund |
3 |
| Trace Wealth Advisors, LLC |
3 |
| Youngs Advisory Group, Inc. |
3 |
| HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
3 |
| St. Clair Advisors, LLC |
3 |
| Charles Schwab Investment Advisory, Inc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
3 |
| MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 |
3 |
| Triavera Capital LLC |
3 |
| Ceros Financial Services Inc. |
3 |
| Long Path Smaller Companies Fund, LP |
3 |
| ENSBX - PFS FUNDS - Ensemble Fund |
3 |
| Bolthouse Investments, LLC |
3 |
| Rubicon Global Capital Ltd |
3 |
| Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A |
3 |
| Old West Investment Management, LLC |
3 |
| Imperial Capital Asset Management, LLC |
3 |
| Dauntless Investment Group, LLC |
3 |
| Lewis Capital Management, Llc |
3 |
| Rubric Capital Management, LLC |
3 |
| BLKBRD Asset Management, LP |
3 |
| Investors Trust Inc |
3 |
| Weatherstone Capital Management |
3 |
| GoodHaven Capital Management, LLC |
3 |
| EWEB - Global X Funds - Global X Emerging Markets Internet & E-commerce ETF |
3 |
| Riverloft Capital Management L.P. |
3 |
| Pco Investment Management Lp |
3 |
| Seamans Capital Management, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional |
3 |
| Perceptive Advisors Llc |
3 |
| Lyons Wealth Management, LLC. |
3 |
| TRB Advisors LP |
3 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
| NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I |
3 |
| Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
3 |
| Pennant Capital Management, LLC |
3 |
| Triata Capital Ltd |
3 |
| Parrish Capital LLC |
3 |
| Triple Frond Partners LLC |
3 |
| Aspire Growth Partners LLC |
3 |
| PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
3 |
| TRFAX - Northern Lights Fund Trust - Patriot Fund Class A Shares |
3 |
| PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
3 |
| TTTN - TIGERSHARES TRUST - UP Fintech China-U.S. Internet Titans ETF |
3 |
| Chubb Ltd |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
3 |
| U S Wealth Group, Llc. |
3 |
| Straightline Group Llc |
3 |
| THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
3 |
| Astra Wealth Partners LLC |
3 |
| Disciplined Investors, L.L.C. |
3 |
| Rock Springs Capital Management LP |
3 |
| Centerbridge Partners, L.P. |
3 |
| Breithorn Capital Management |
3 |
| SwitchPoint Financial Planning, LLC |
3 |
| VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class |
3 |
| SC CHINA HOLDING Ltd |
3 |
| Prospect Financial Group LLC |
3 |
| Granby Capital Management, LLC |
3 |
| Iszo Capital Management Lp |
3 |
| Accredited Investor Services, Llc |
3 |
| ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares |
3 |
| Rayburn West Financial Services LLC |
3 |
| Hefty Wealth Partners |
3 |
| Altavista Wealth Management, Inc. |
3 |
| AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class |
3 |
| Friday Financial |
3 |
| Fourier Capital Management Ltd |
3 |
| J.M. Arbour, LLC |
3 |
| Peninsula Asset Management Inc |
3 |
| Madrid Wealth Management, LLC |
3 |
| Hosking & Co Ltd |
3 |
| Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF |
3 |
| APLIX - Cavanal Hill Funds - Hedged Income Fund Investor |
3 |
| Mayar Capital Ltd. |
3 |
| Rwc Asset Advisors (us) Llc |
3 |
| Index Venture Associates VI Ltd |
3 |
| TIAA Kaspick, LLC |
3 |
| Pring Turner Capital Group Inc |
3 |
| Grand Central Investment Group |
3 |
| TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
3 |
| Gutierrez Wealth Advisory, LLC |
3 |
| JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund |
3 |
| Perennial Investment Partners LTD |
3 |
| Blackbridge Capital LLC |
3 |
| North Forty Two & Co. |
3 |
| Teewinot Capital Advisers, L.L.C. |
3 |
| Wells Financial Advisors INC |
3 |
| VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class |
3 |
| Alden Global Capital Ltd |
3 |
| PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y |
3 |
| FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF |
3 |
| TigerShark Management, LLC |
3 |
| ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares |
3 |
| Argo Wealth Advisory, LLC |
3 |
| Center for Wealth Management Advisory |
3 |
| FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
3 |
| Haven Capital Group, Inc. |
3 |
| American Beacon Advisors, Inc. |
3 |
| KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares |
3 |
| Bill & Melinda Gates Foundation Trust |
3 |
| Acas, Llc |
3 |
| JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares |
3 |
| Allegiant Private Advisors, LLC |
3 |
| GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares |
3 |
| CPV Partners, LLC |
3 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
3 |
| Trask Adam Roland |
3 |
| Forester Capital Management, LTD |
3 |
| Pursuit Wealth Management LLC |
3 |
| SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF |
3 |
| Meritech Capital Partners IV L.P. |
3 |
| Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
3 |
| BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
3 |
| Integras Partners LLC |
3 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
| Warburton Capital Management, LLC |
3 |
| Johns Hopkins University |
3 |
| OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I |
3 |
| Wills Financial Group, Inc. |
3 |
| Global View Capital Management LLC |
3 |
| Benchmark Capital Partners Vi Lp |
3 |
| FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 |
3 |
| Riverbend Wealth Management, LLC |
3 |
| Kuvari Partners LLP |
3 |
| SW Investment Management LLC |
3 |
| Analog Century Management LP |
3 |
| Coordinated Financial Services, Inc. |
3 |
| FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund |
3 |
| Maltin Wealth Management, Inc. |
3 |
| Pillar Financial Advisors, LLC |
3 |
| Greenlea Lane Capital Partners Lp |
3 |
| ATOMVEST Ltd |
3 |
| Permanent Capital Management, LP |
3 |
| Oakum Bay Capital LLC |
3 |
| HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A |
3 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
3 |
| IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF |
3 |
| Cauble & Harre Wealth Management, Inc. |
3 |
| Northwestern Mutual Life Insurance Co |
3 |
| DELAWARE VIP TRUST - Delaware VIP International Series Standard |
3 |
| Accenture plc |
3 |
| DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
3 |
| MYIFX - MONETTA TRUST - Monetta Core Growth Fund |
3 |
| Scratch Capital Llc |
3 |
| Keane Capital Partners, LLC |
3 |
| Susquehanna International Securities, Ltd. |
3 |
| BlueStem Wealth Partners, LLC |
3 |
| ARKG - Ark ETF Trust - ARK Genomic Revolution ETF |
3 |
| CCOR - Listed Funds Trust - Core Alternative ETF |
3 |
| MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares |
3 |
| Cornerstone Wealth Advisors, Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Torray Concentrated Growth VP Initial |
3 |
| DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
3 |
| AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
3 |
| Magnolia Private Wealth, LLC |
3 |
| Wavelength Asset Management LLC |
3 |
| JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund |
3 |
| Pacific Excel Wealth Advisors, Inc. |
3 |
| Mark Morris Et Al |
3 |
| Valley National Bancorp |
3 |
| Cazenove Capital Management Ltd |
3 |
| Community Bank System, Inc. |
3 |
| Telemus Investment Management, LLC |
3 |
| First Citizens Bancorporation Inc |
3 |
| BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares |
3 |
| DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
3 |
| LongView Asset Management LLC |
3 |
| Kerntke Otto McGlone Wealth Management Group |
3 |
| Dahring | Cusmano Llc |
3 |
| Advanced Investment Partners, LLC |
3 |
| Planning Solutions Group Llc |
3 |
| Rushmore Investment Advisors, Inc. |
3 |
| JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Communication Services Central Fund |
3 |
| CogentBlue Wealth Advisors, LLC |
3 |
| FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
3 |
| Financial Advisors, LLC |
3 |
| Accel XI L.P. |
3 |
| David Wealth Management LLC |
3 |
| Fortress Financial Solutions, LLC |
3 |
| Collier Financial |
3 |
| Brave Warrior Advisors, LLC |
3 |
| Wealthcare Capital Partners, LLC |
3 |
| Palmer Knight Co |
3 |
| BostonPremier Wealth LLC |
3 |
| Penseco Financial Services Corp |
3 |
| Tandem Financial, LLC |
3 |
| ICNCX - ICON FUNDS - ICON Fund Class C |
3 |
| Baltimore-Washington Financial Advisors Inc. |
3 |
| Skyview Financial Group LLC |
3 |
| Elm3 Financial Group, LLC |
3 |
| Index Venture Growth Associates Ii Ltd |
3 |
| Davidson Trust Co |
3 |
| Vantage Point Financial LLC |
3 |
| Winchester Group Inc. |
3 |
| Legal & General Investment Management Ltd |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) |
3 |
| Brentview Investment Management LLC |
3 |
| WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund |
3 |
| Ambs Investment Counsel Llc |
3 |
| Country Fund Management |
3 |
| Red Granite Advisors LLC |
3 |
| Davidson Kempner Capital Management LLC |
3 |
| HCMAX - ALPS Series Trust - Hillman Value Fund |
3 |
| Institutional Venture Management XVI, LLC |
3 |
| Level Wealth Management LLC |
3 |
| DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y |
3 |
| TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares |
3 |
| MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
3 |
| Sylvest Advisors, LLC |
3 |
| Manuka Financial, LLC |
3 |
| AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 |
3 |
| Ofc Financial Planning, Llc |
3 |
| TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares |
3 |
| Quantum Financial Planning Services, Inc. |
3 |
| Cassidy James M |
3 |
| DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF |
3 |
| Southern Style Financial, Inc. |
3 |
| CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares |
3 |
| DTAN - EA Series Trust - Sparkline International Intangible Value ETF |
3 |
| Kora Management LP |
3 |
| PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Value Class II |
3 |
| Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co. |
3 |
| Grange Capital, LLC |
3 |
| New Mountain Vantage Advisers, L.l.c. |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II |
3 |
| CIM Real Assets & Credit Fund |
3 |
| JBGlobal.com LLC |
3 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
| Avenir Management Company, LLC |
3 |
| Six Columns Capital, Lp |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
3 |
| TLW Wealth Management, LLC |
3 |
| ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I |
3 |
| 22NW Fund, LP |
3 |
| Travelers Companies, Inc. |
3 |
| Allianz Global Investors U.S. Holdings LLC |
3 |
| Headwater Capital Co Ltd |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
3 |
| McKillop James K |
3 |
| LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class |
3 |
| GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
3 |
| GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
3 |
| Centerline Investment Partners, LP |
3 |
| BRF - VanEck Vectors ETF Trust - VanEck Vectors Brazil Small-Cap ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund |
3 |
| JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
3 |
| Oriental Harbor Investment Fund |
3 |
| BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares |
3 |
| Ironridge Global IV, Ltd. |
3 |
| Wilson, Kemp & Associates, Inc. |
3 |
| Triad Investment Management |
3 |
| Susquehanna Securities, Llc |
3 |
| United Income, Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
| IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I |
3 |
| Adams Natural Resources Fund, Inc. |
3 |
| ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares |
3 |
| Vista Equity Partners Fund VI, L.P. |
3 |
| PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A |
3 |
| Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF |
3 |
| Tri Ri Asset Management Corp |
3 |
| VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
3 |
| ION Crossover Partners Ltd |
3 |
| Empery Asset Management, LP |
3 |
| Questar Asset Management, Inc. |
3 |
| Iconic Holdings, Llc |
3 |
| Nabity-Jensen Investment Management Inc |
3 |
| PCSCX - Datum One Series Trust - POLAR CAPITAL INTERNATIONAL SMALL COMPANY FUND |
3 |
| Valued Retirements, Inc. |
3 |
| WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
3 |
| Missouri Valley Partners, Inc. |
3 |
| Plotkin Financial Advisors, LLC |
3 |
| BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
3 |
| Gavea Investimentos Ltda |
3 |
| Brinton Eaton, Llc |
3 |
| Arohi Asset Management PTE Ltd. |
3 |
| TCI Fund Management Ltd |
3 |
| Valtinson Bruner Financial Planning LLC |
3 |
| Elios Financial Group Inc. |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio |
3 |
| VERITY Wealth Advisors |
3 |
| ULTRA SERIES FUND - Large Cap Growth Fund Class I |
3 |
| NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
3 |
| Scotia Asset Management L.P. |
3 |
| Kleinwort Benson Investors Dublin Ltd |
3 |
| Hudson Oak Wealth Advisory LLC |
3 |
| Noll Shaun |
3 |
| Parkwoods Wealth Partners, LLC |
3 |
| ULTRA SERIES FUND - International Stock Fund Class I |
3 |
| Touchstone Capital, Inc. |
3 |
| Carnegie Lake Advisors LLC |
3 |
| Creegan & Nassoura Financial Group, LLC |
3 |
| Brenner West Capital Advisors, LLC |
3 |
| Beckerman Institutional, LLC |
3 |
| Bridge Creek Capital Management LLC |
3 |
| ROAM Global Management LP |
3 |
| Semper Trust Co. |
3 |
| EPRE - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW ESG Premier Equity ETF |
3 |
| Six Circles Trust - Six Circles Tax Aware Bond Fund |
3 |
| BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class |
3 |
| Putnam ETF Trust - Putnam Focused Large Cap Value ETF - |
3 |
| Northland Securities, Inc. |
3 |
| Del Mar Asset Management, LP |
3 |
| L1 Capital Pty Ltd |
3 |
| Arbor Investment Advisors, LLC |
3 |
| 6th Street Advisors, LLC |
3 |
| ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares |
3 |
| Luminvest Wealth Management LLC |
3 |
| 11 Capital Partners LP |
3 |
| Charter Research & Investment Group, Inc. |
3 |
| BICKX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Smaller Companies Fund Class K |
3 |
| Columbus Point Llp |
3 |
| Madison Avenue Partners, LP |
3 |
| Latko Wealth Management, Ltd. |
3 |
| CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class |
3 |
| Sequoia Capital Us Growth Fund Iv Lp |
3 |
| FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF |
3 |
| CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class |
3 |
| Pure Portfolios Holdings Llc |
3 |
| Strategic Wealth Management Inc |
3 |
| PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares |
3 |
| CHB Investment Group, LLC |
3 |
| Accelerate Investment Advisors LLC |
3 |
| Strategic Wealth Management Group, LLC |
3 |
| JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF |
3 |
| Lionstone Capital Management LLC |
3 |
| Code Waechter LLC |
3 |
| BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF |
3 |
| FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund |
3 |
| NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF |
3 |
| LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares |
3 |
| LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares |
3 |
| LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares |
3 |
| Idaho Trust Bank |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
3 |
| AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I |
3 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
3 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
3 |
| Tamarack Advisers, LP |
3 |
| Threshold Group LLC |
3 |
| SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust |
3 |
| BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares |
3 |
| SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares |
3 |
| HFR Wealth Management, LLC |
3 |
| RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
3 |
| Pennant Investors, Lp |
3 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
3 |
| DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund |
3 |
| YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
3 |
| Stronghold Wealth Management L.L.C. |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class I |
3 |
| Index Venture Associates V Ltd |
3 |
| Prince Street Capital Management LLC |
3 |
| Hershey Financial Advisers, LLC |
3 |
| Dell Technologies Inc. |
3 |
| LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
3 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
3 |
| William B. Walkup & Associates, Inc. |
3 |
| Futuris Asset Management AB |
3 |
| Capital Investment Counsel, LLC |
3 |
| SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares |
3 |
| Carl P. Sherr & Co., LLC |
3 |
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
3 |
| SeaStone Capital Management, L.P. |
3 |
| Park Presidio Capital Llc |
3 |
| LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class |
3 |
| Enrich Jose Miguel |
3 |
| NSI Retail Advisors, LLC |
3 |
| HawsGoodwin Investment Management LLC |
3 |
| Crake Asset Management LLP |
3 |
| Blacksheep Fund Management Ltd |
3 |
| Philadelphia Investment Partners, LLC |
3 |
| Downes Matthew S |
3 |
| RMR Capital Management, LLC |
3 |
| USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
3 |
| TPG Advisors LLC |
3 |
| Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio |
3 |
| FreeGulliver LLC |
3 |
| NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares |
3 |
| Lind Global Fund II LP |
3 |
| Christensen, King & Associates Investment Services, Inc. |
3 |
| Bay Partners X Lp |
3 |
| Redwood Capital Management, Llc |
3 |
| Ping Capital Management, Inc. |
3 |
| MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF |
3 |
| Accel XI Associates L.L.C. |
3 |
| CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A |
3 |
| Farrell Financial LLC |
3 |
| BCIL - Exchange Listed Funds Trust - Bancreek International Large Cap ETF |
3 |
| SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A |
3 |
| Yost Capital Management, L.L.C. |
3 |
| HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF |
3 |
| National Mutual Insurance Federation of Agricultural Cooperatives |
3 |
| Arrow Capital Management, LLC |
3 |
| ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A |
3 |
| Elser Financial Planning, Inc |
3 |
| Foundation Capital, LLC |
3 |
| Prentice Capital Management, LP |
3 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
3 |
| Accel Growth Fund IV Associates L.L.C. |
3 |
| Tegean Capital Management, Llc |
3 |
| Profunds - Profund Vp Telecommunications |
3 |
| MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares |
3 |
| L.I.A. Pure Capital Ltd |
3 |
| Profunds - Profund Vp Emerging Markets |
3 |
| FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
3 |
| INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
3 |
| DSPC - Collaborative Investment Series Trust - The De-SPAC ETF |
3 |
| FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A |
3 |
| MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I |
3 |
| MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
3 |
| NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF |
3 |
| SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional |
3 |
| Capital One Financial Corp |
3 |
| Nixon Capital, LLC |
3 |
| Pwmco Llc |
3 |
| Maj Invest Holding A/S |
3 |
| OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I |
3 |
| PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes |
3 |
| SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF |
3 |
| AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF |
3 |
| St George Investments LLC |
3 |
| Beach Investment Management, LLC. |
3 |
| EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF |
3 |
| HOMZ - ETF Series Solutions - Hoya Capital Housing ETF |
3 |
| Milestones Administradora de Recursos Ltda. |
3 |
| FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF |
3 |
| ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF |
3 |
| BDFS Capital LLC |
3 |
| RW Investment Management LLC |
3 |
| XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund |
3 |
| Value Partners Ltd /adv |
3 |
| ProCore Advisors, LLC |
3 |
| AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class |
3 |
| Perissos Private Wealth Management, LLC |
3 |
| Beach Point Capital Management LP |
3 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
3 |
| SB Global Advisors Ltd |
3 |
| VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class |
3 |
| Accel Leaders Fund L.P. |
3 |
| GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio |
3 |
| Step Capital Management Pte. Ltd. |
3 |
| GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio |
3 |
| GBFAX - VanEck Funds - Emerging Markets Fund Class A |
3 |
| Emerson Investment Management, Llc |
3 |
| Coordinated Financial Services, Inc./CO |
3 |
| MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y |
3 |
| Adapt Wealth Advisors, Llc |
3 |
| Ridgepath Capital Management LLC |
3 |
| MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I |
3 |
| WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
3 |
| CA - DBX ETF TRUST - Xtrackers California Municipal Bond ETF |
3 |
| Tenon Financial LLC |
3 |
| Shrier Wealth Management, Llc |
3 |
| Valor Management LLC |
3 |
| Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund |
3 |
| FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares |
3 |
| Clearlake Capital Group, L.p. |
3 |
| Jdc-jsc L.p. |
3 |
| BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares |
3 |
| Roof Advisory Group, Inc. |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
| Fiduciary Financial Services Of The Southwest Inc /tx |
3 |
| CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL |
3 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
| HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund |
3 |
| MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A |
3 |
| BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF |
3 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
3 |
| TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A |
3 |
| IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
3 |
| Clear Trail Advisors, LLC |
3 |
| Eclectica Asset Management LLP |
3 |
| Westview Management dba Westview Investment Advisors |
3 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A |
3 |
| MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y |
3 |
| TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A |
3 |
| Arwa Llc |
3 |
| HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I |
3 |
| TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C |
3 |
| Kissinger Financial Services LLC |
3 |
| BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y |
3 |
| CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class |
3 |
| Pine Harbor Wealth Management, LLC |
3 |
| ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class |
3 |
| Agran Libbie |
3 |
| LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
| LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C |
3 |
| Ramsey Asset Management |
3 |
| Corecam Pte. Ltd. |
3 |
| Boston Research & Management Inc |
3 |
| Goldenstone Wealth Management LLC |
3 |
| Livelsberger Financial Advisory |
3 |
| Avery Paul Lee |
3 |
| Skyline Advisors, Inc. |
3 |
| VanderPol Investments L.L.C. |
3 |
| Walden Wealth Partners Llc |
3 |
| Muirfield Wealth Advisors Llc |
3 |
| GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares |
3 |
| RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares |
3 |
| BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional |
3 |
| 3i, LP |
3 |
| PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
3 |
| Payne Capital Management, LLC |
3 |
| MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class |
3 |
| PBCay One RSC Ltd |
3 |
| Cutler Investment Counsel Llc |
3 |
| ARKD - EA Series Trust - ARK 21Shares Blockchain and Digital Economy Innovation ETF |
3 |
| Gerald Baker Financial Group LLC |
3 |
| Netols Asset Management, Inc. |
3 |
| Act Wealth Management, Llc |
3 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
| Schaller Investment Group Inc |
3 |
| Guardcap Asset Management Ltd |
3 |
| Kemper Corp Master Retirement Trust |
3 |
| PENN SERIES FUNDS INC - Large Cap Value Fund |
3 |
| New Potomac Partners, LLC |
3 |
| PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A |
3 |
| Stockman Wealth Management, Inc. |
3 |
| FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares |
3 |
| Maxele Advisors, LLC |
3 |
| GreatBanc Trust CO |
3 |
| QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF |
3 |
| Scheer, Rowlett & Associates Investment Management Ltd. |
3 |
| Forthright Family Wealth Advisory LLC |
3 |
| Kingsoft Corp Ltd |
3 |
| PGIM Credit Income Fund |
3 |
| Sapphire Ventures (GPE) I, L.L.C. |
3 |
| CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares |
3 |
| CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares |
3 |
| SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class |
3 |
| Greenstone Partners, L.P. |
3 |
| Novo Holdings A/S |
3 |
| Meritech Capital Partners V L.P. |
3 |
| Novak & Powell Financial Services, Inc. |
3 |
| Solomon Douglas Wayne |
3 |
| Sequoia Capital U.s. Growth Fund Vi, L.p. |
3 |
| Technology Crossover Management VII, Ltd. |
3 |
| Rho Capital Partners Inc |
3 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
| Cooke & Bieler Lp |
3 |
| Nuveen High Income 2023 Target Term Fund |
3 |
| L1 Capital International Pty Ltd |
3 |
| Saddle Road Partners, LLC |
3 |
| Lord Abbett Credit Opportunities Fund |
3 |
| Cannae Holdings, Inc. |
3 |
| APHEX - ARTISAN PARTNERS FUNDS INC - Artisan Sustainable Emerging Markets Fund Institutional Shares |
3 |
| Manske Wealth Management |
3 |
| Cfo Capital Management Llc |
3 |
| Alpha Zero LLC |
3 |
| FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
3 |
| Integrated Financial Solutions, Inc. |
3 |
| Curtis Advisory Group, LLC |
3 |
| Foresight Group Ltd Liability Partnership |
3 |
| DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A |
3 |
| BRIGHT VALLEY CAPITAL Ltd |
3 |
| Point72 Italy, S.r.l. |
3 |
| Legacy Wealth Partners, Inc. |
3 |
| TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 |
3 |
| DAG Ventures, LLC |
3 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
3 |
| AtlasMark Financial, Inc |
3 |
| Sb Investment Advisers (uk) Ltd |
3 |
| Lakeridge Wealth Management LLC |
3 |
| Hugh Johnson Advisors LLC |
3 |
| CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
3 |
| Hikari Tsushin, Inc. |
3 |
| Candelo Capital Management LP |
3 |
| HRIOX - Manager Directed Portfolios - Hood River International Opportunity Fund Institutional Shares |
3 |
| Fiscal Wisdom Wealth Management, LLC |
3 |
| Fulcrum Wealth Advisors, Llc |
3 |
| AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
3 |
| Miller Investment Management, LP |
3 |
| United Fire Group Inc |
3 |
| Valley Forge Investment Consultants Inc Adv |
3 |
| Arq Wealth Advisors, Llc |
3 |
| Navigation Group, LLC |
3 |
| Alternative Investment Advisors, LLC. |
3 |
| TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 |
3 |
| Seamount Financial Group Inc |
3 |
| IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class |
3 |
| FS Global Credit Opportunities Fund |
3 |
| Fogel Capital Management, Inc. |
3 |
| Valley Financial Group, Inc. |
3 |
| HLMRX - HARDING LOEVNER FUNDS INC - Harding Loevner International Small Companies Portfolio INSTITUTIONAL |
3 |
| Fidgeon Timothy F |
3 |
| Aufman Associates Inc |
3 |
| PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
3 |
| Linonia Partnership LP |
3 |
| Social Capital Pep Management Llc |
3 |
| Blackrock Dividend Income Trust |
3 |
| BAM Wealth Management, LLC |
3 |
| Emergent Wealth Advisors, LLC |
3 |
| Kw Wealth Management Llc |
3 |
| New Silk Road Investment Pte Ltd |
3 |
| Mission Financial Group, LLC |
3 |
| Gordian Advisors LLC |
3 |
| Delaware Management Business Trust |
3 |
| Casablanca Capital LP |
3 |
| Balanced Rock Investment Advisor |
3 |
| GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A |
3 |
| CWH Capital Management, Inc. |
3 |
| Francisco Partners Management, LP |
3 |
| Morton Community Bank |
3 |
| Genesis Asset Managers, LLP |
3 |
| Stonehill Capital Management Llc |
3 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
3 |
| TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I |
3 |
| Macquarie Bank Ltd |
3 |
| GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A |
3 |
| Insight Venture Partners VII, L.P. |
3 |
| FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I |
3 |
| Truefg, Llc |
3 |
| Sentinel Pension Advisors Inc |
3 |
| ABNIX - Aberdeen Funds - Aberdeen International Small Cap Fund (formerly Aberdeen Global Small Cap Fund) Institutional Class |
3 |
| Caerus Investors, Llc |
3 |
| Chronos Wealth Management, LLC |
3 |
| Clear Rock Advisors, LLC |
3 |
| Schulz Wealth, LTD. |
3 |
| Rbo & Co Llc |
3 |
| Northroad Capital Management Llc |
3 |
| Gross & Hartman Investments LLC |
3 |
| Objectivity Squared, LLC |
3 |
| Creek Drive Management Group LLC |
3 |
| Ark Wealth Advisors LLC |
3 |
| Hoge Financial Services, Llc |
3 |
| Prism Advisors, Inc. |
3 |
| Pillsbury Lake Capital LLC |
3 |
| Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio |
3 |
| First Fiduciary Investment Counsel, Inc. |
3 |
| Inflection Point Investments LLP |
3 |
| Cardinal Strategic Wealth Guidance |
3 |
| Khp Capital, Llc |
3 |
| Marest Capital, LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial |
3 |
| VAUGHAN & Co SECURITIES, INC. |
3 |
| Master Basic Value Llc |
3 |
| PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 |
3 |
| Spectrum Investment Advisors, Inc. |
3 |
| Rainey & Randall Investment Management Inc. |
3 |
| Dfa Investment Trust Co - The Asia Pacific Small Company Series |
3 |
| FinArc Investments, Inc. |
3 |
| Auxier Asset Management |
3 |
| Three Bays Capital Lp |
3 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
3 |
| HGRO - ETF Opportunities Trust - Hedgeye Quality Growth ETF |
3 |
| NavPoint Financial, Inc. |
3 |
| Steele Capital Management, Inc. |
3 |
| SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
3 |
| BCV Asset Management Inc. |
3 |
| Madison Park Capital Advisors, LLC |
3 |
| NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
3 |
| American National Bank & Trust Co /va/ |
3 |
| Elite Life Management LLC |
3 |
| FMADX - Fidelity Greenwood Street Trust - Fidelity SAI Merger Arbitrage Fund |
3 |
| RELIANCE TRUST Co |
3 |
| Hc Financial Advisors, Inc. |
3 |
| Colter Lewis Investment Partners LLC |
3 |
| Spreng Capital Management, Inc. |
3 |
| Franklin Mutual Advisers Llc |
3 |
| Ken Stern & Associates, Inc. |
3 |
| Adams Hall Wealth Advisors, LLC |
3 |
| GMOIX - GMO TRUST - GMO International Equity Fund Class III |
3 |
| MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I |
3 |
| SHLD - Global X Funds - Global X Defense Tech ETF |
3 |
| Cairn Investment Group, Inc. |
3 |
| AAAA - EA Series Trust - Amplius Aggressive Asset Allocation ETF |
3 |
| FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
3 |
| Cacti Asset Management Llc |
3 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
3 |
| Elefante Michael B |
3 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
3 |
| LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF |
3 |
| PGEIX - FundVantage Trust - Polen Global Emerging Markets Growth Fund Institutional Class |
3 |
| BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF |
3 |
| Stillwater Investment Management, LLC |
3 |
| AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
3 |
| CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class |
3 |
| FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund |
3 |
| BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF |
3 |
| Open Text Corp |
3 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
3 |
| FISZX - FIDELITY INVESTMENT TRUST - Fidelity SAI International SMA Completion Fund |
3 |
| MTRA - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco International Growth Focus ETF |
3 |
| Prudent Investors Network |
3 |
| VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares |
3 |
| Crestmont Private Wealth LLC |
3 |
| ACR Alpine Capital Research, LLC |
3 |
| LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF |
3 |
| Prospect Hill Management, LLC |
3 |
| Orgel Wealth Management, LLC |
3 |
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
3 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
3 |
| Tri Locum Partners LP |
3 |
| Flynn James E |
3 |
| Northern Lights Fund Trust IV - Brookstone Value Stock ETF |
3 |
| Biechele Royce Advisors |
3 |
| ALRG - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Core ETF |
3 |
| Mercer Investment Management, Inc. |
3 |
| Capital Management Associates, Inc |
3 |
| Alibaba Group Holding Ltd |
3 |
| Momentum Wealth Planning, LLC |
3 |
| Keating Investment Counselors Inc |
3 |
| Avid Wealth Partners LLC |
3 |
| VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
3 |
| FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund |
3 |
| BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class |
3 |
| Anabranch Capital Management, LP |
3 |
| Dopkins Wealth Management, Llc |
3 |
| Cedrus LLC |
3 |
| Milestones Private Investment Advisors LLC |
3 |
| Nova R Wealth, Inc. |
3 |
| Cambridge Financial Group, LLC |
3 |
| Morgan Creek Series Trust |
3 |
| FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund |
3 |
| Jones Rodney |
3 |
| FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund |
3 |
| Winton Series Trust |
3 |
| LongView Wealth Management |
3 |
| Leibman Financial Services, Inc. |
3 |
| Spring Capital Management, Llc |
3 |
| Gca Investment Management, Llc |
3 |
| M3 Wealth Management, LLC |
3 |
| HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class |
3 |
| Agate Pass Investment Management, LLC |
3 |
| HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
3 |
| HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
3 |
| Atlanta Financial Associates Llc /adv |
3 |
| Linker Capital Management Inc. |
3 |
| VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares |
3 |
| Box Hill Private Wealth LLC |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
3 |
| GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class |
3 |
| Susa Registered Fund, L.l.c. |
3 |
| Macleod Gary William |
3 |
| V. M. Manning & Co., Inc. |
3 |
| BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
3 |
| TrustBank |
3 |
| VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF |
3 |
| FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P |
3 |
| Gabalex Capital Management LLC |
3 |
| IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF |
3 |
| Lindsell Train Ltd |
3 |
| Caerus Global Investors LLC |
3 |
| S.C. Financial Services, Inc. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
3 |
| Helen Stephens Group, LLC |
3 |
| CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class |
3 |
| Tribridge Partners Financial LLC |
3 |
| Hatteras Master Fund, L.p. |
3 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
3 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
3 |
| Anavon Capital LLP |
3 |
| CVRD - Madison ETFs Trust - Madison Covered Call ETF |
3 |
| EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
3 |
| GUNN & Co INVESTMENT MANAGEMENT, INC. |
3 |
| Connecticut Capital Management Group, LLC |
3 |
| Legacy Wealth Partners, LLC |
3 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
3 |
| Capital Group KKR Multi-Sector (plus) |
3 |
| Calvert Management Series - Calvert Global Equity Fund Class I |
3 |
| Lakeshore Financial Planning, Inc. |
3 |
| Capital Group KKR Core Plus (plus) |
3 |
| VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
3 |
| RBB FUND, INC. - SGI Enhanced Market Leaders ETF |
3 |
| JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I |
3 |
| OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A |
3 |
| BLVD Private Wealth, LLC |
3 |
| OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I |
3 |
| James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
3 |
| IBIS Capital Partners LLP |
3 |
| Blueline Advisors Llc |
3 |
| Satovsky Asset Management Llc |
3 |
| Ballast Asset Management, LP |
3 |
| Sandia Holdings, LLC |
3 |
| FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF |
3 |
| IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A |
3 |
| RHRX - Starboard Investment Trust - RH Tactical Rotation ETF |
3 |
| Cleary Gull Holdings Inc. |
3 |
| Financial Security Advisor, Inc. |
3 |
| Payden & Rygel Investment Group |
3 |
| Financial & Investment Management Group Ltd |
3 |
| Foundry Financial LLC |
3 |
| Clarion Wealth Managment Partners, LLC |
3 |
| NODE - VanEck Funds - Onchain Economy ETF |
3 |
| WMS Group LLC |
3 |
| KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
3 |
| FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF |
3 |
| Levy Wealth Management Group, LLC |
3 |
| NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
| Capital Planning LLC |
3 |
| NCM Capital Advisers, Inc. |
3 |
| Slocum, Gordon & Co LLP |
3 |
| Partners Capital Investment Group Llc |
3 |
| Cobblestone Asset Management LLC |
3 |
| DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
3 |
| RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
3 |
| Arrow Investment Advisors, LLC |
3 |
| Schoolcraft Capital LLC |
3 |
| IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
3 |
| WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF |
3 |
| MRVNX - Natixis Funds Trust I - Mirova International Sustainable Equity Fund Class N |
3 |
| RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
3 |
| BlackRock ETF Trust - BlackRock Large Cap Value ETF |
3 |
| NIOAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Small Cap Fund Class A |
3 |
| NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class |
3 |
| Kurv Investment Management LLC |
3 |
| Wellington Capital Management, Inc. |
3 |
| AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES |
3 |
| Signet Management Usa, Llc |
3 |
| SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A |
3 |
| DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
3 |
| IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF |
3 |
| Compass Wealth Management, LLC/GA |
3 |
| FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
3 |
| PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF |
3 |
| SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
3 |
| Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) |
3 |
| GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
3 |
| SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
3 |
| Valley Forge Advisors, LLC |
3 |
| TB Capital Gestao de Recursos Ltda. |
3 |
| Newfoundland Capital Management |
3 |
| PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A |
3 |
| FrontFour Capital Group LLC |
3 |
| Sagard Holdings Management Inc. |
3 |
| Mast Capital Management, LLC |
3 |
| PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF |
3 |
| IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF |
3 |
| Warburg Pincus & Co. |
3 |
| AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 |
3 |
| Deer IX & Co. Ltd. |
3 |
| Zeke Lp /pa |
3 |
| BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
3 |
| FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
3 |
| Jnl Series Trust - Jnl/wmc Value Fund (a) |
3 |
| Asset Management Advisors, LLC |
3 |
| PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund |
3 |
| IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund |
3 |
| CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class |
3 |
| BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF |
3 |
| Resource Consulting Group Inc |
3 |
| BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund |
3 |
| Gardiner Nancy B |
3 |
| PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund |
3 |
| October Effect Ltd |
3 |
| Norman Fields, Gottscho Capital Management, LLC |
3 |
| MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS |
3 |
| MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
3 |
| CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF |
3 |
| Andrews Advisory Associates, LLC |
3 |
| Capital City Trust Co/fl |
3 |
| MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
3 |
| Odey Asset Management LLP |
3 |
| Hill Investment Group Partners, LLC |
3 |
| ABIG - EA Series Trust - Argent Large Cap ETF |
3 |
| TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund |
3 |
| Kbm Worldwide, Inc. |
3 |
| TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund |
3 |
| Myecfo, Llc |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
| Passive Capital Management, LLC. |
3 |
| Hyposwiss Advisors SA |
3 |
| Oppenheimer Global Fund |
3 |
| FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
3 |
| Oppenheimer Master Loan Fund, Llc |
3 |
| FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
3 |
| Tema ETF Trust - Tema Monopolies and Oligopolies ETF |
3 |
| Grafton Street Partners Management Company, LLC |
3 |
| Rockwood Wealth Management, LLC |
3 |
| Altiora Financial Group, LLC |
3 |
| Ma Investment Partnership, LP |
3 |
| ETF Portfolio Partners, Inc. |
3 |
| Western Asset Middle Market Income Fund Inc. |
3 |
| TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 |
3 |
| TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
3 |
| Thrivent Core Funds - Thrivent Core Mid Cap Value Fund |
3 |
| QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF |
3 |
| Windsor Advisory Group, LLC |
3 |
| Sweeney & Michel, Llc |
3 |
| PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
3 |
| China Fund Inc |
3 |
| PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares |
3 |
| Croft Funds Corp |
3 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
3 |
| WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
3 |
| Alapocas Investment Partners, Inc. |
3 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
3 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
3 |
| Parkway Wealth Management Group, LLC |
3 |
| ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A |
3 |
| Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares |
3 |
| FLYRX - Victory Portfolios IV - Victory Pioneer Floating Rate Fund Class Y |
3 |
| United States Steel & Carnegie Pension Fund |
3 |
| IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF |
3 |
| BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF |
3 |
| Coulter & Justus Financial Services, LLC |
3 |
| AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A |
3 |
| Armstrong Shaw Associates Inc/ct |
3 |
| Avantyr Capital Partners, LP |
3 |
| Gruss Capital Management LP |
3 |
| TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I |
3 |
| Keb Asset Management, Llc |
3 |
| VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I |
3 |
| QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
3 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
3 |
| CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund |
3 |
| Weik Capital Management |
3 |
| PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
3 |
| Valueworks Llc |
3 |
| MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C |
3 |
| Ruggaard & Associates LLC |
3 |
| BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International |
3 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
3 |
| Sc Xii Management Llc |
3 |
| Epiphany Funds |
3 |
| SBCPX - LEGG MASON PARTNERS EQUITY TRUST - QS Defensive Growth Fund Class A |
3 |
| MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
3 |
| Tipp Hill Capital Management LLC |
3 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
3 |
| Resolute Wealth Strategies, LLC |
3 |
| IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
3 |
| North Ridge Wealth Advisors, Inc. |
3 |
| Income Research & Management |
3 |
| EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF |
3 |
| Nuveen Quality Municipal Income Fund |
3 |
| Oak Barrel Wealth Advisory LLC |
3 |
| New Perspectives, Inc |
3 |
| IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV |
3 |
| Taddei, Ludwig & Associates, Inc. |
3 |
| Beto Financial Group, Llc |
3 |
| Nuveen Amt-free Quality Municipal Income Fund |
3 |
| Blue Oak Capital, LLC |
3 |
| EZU - iShares, Inc. - iShares MSCI Eurozone ETF |
3 |
| PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A |
3 |
| Pioneer Wealth Management Group |
3 |
| Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II |
3 |
| SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
3 |
| ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
3 |
| Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class |
3 |
| Bradley Mark J. |
3 |
| Leverty Financial Group, LLC |
3 |
| SDG - iSHARES TRUST - iShares MSCI Global Impact ETF |
3 |
| MCSE - Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF |
3 |
| Henson-Edgewater Management, LLC |
3 |
| RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
3 |
| Plum Street Advisors, LLC |
3 |
| Laurel Grove Capital, LLC |
3 |
| Foresight Global Investors, Inc. |
3 |
| P.R. Herzig & Co. Inc. |
3 |
| TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A |
3 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 |
3 |
| Brady Family Wealth, Llc |
3 |
| FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF |
3 |
| Hyperion Partners, LLC |
3 |
| Northcape Wealth Management, Llc |
3 |
| FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
3 |
| SCIJ - Global X Funds - Global X Scientific Beta Japan ETF |
3 |