Services Allied With The Exchange Of Securities - Largest Owners in this Industry

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

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