Surgical and Medical Instruments and Apparatus - 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. 270
UBS Group AG 258
Citadel Advisors Llc 241
Bank Of America Corp /de/ 235
Morgan Stanley 234
Susquehanna International Group, Llp 221
Jpmorgan Chase & Co 219
Millennium Management Llc 215
Wells Fargo & Company/mn 210
Tower Research Capital LLC (TRC) 208
Royal Bank Of Canada 207
Goldman Sachs Group Inc 202
Geode Capital Management, Llc 199
Citigroup Inc 195
Deutsche Bank Ag\ 195
BlackRock, Inc. 193
Vanguard Group Inc 193
Barclays Plc 192
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 188
State Street Corp 186
Jane Street Group, Llc 183
Renaissance Technologies Llc 175
Fmr Llc 174
Bank of New York Mellon Corp 171
Virtu Financial LLC 170
Advisor Group Holdings, Inc. 169
Northern Trust Corp 163
Hrt Financial Lp 163
Bnp Paribas Arbitrage, Sa 154
Credit Suisse Ag/ 153
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 148
Bank Of Montreal /can/ 146
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 141
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 139
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 139
D. E. Shaw & Co., Inc. 138
Walleye Capital LLC 138
Two Sigma Investments, Lp 138
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 135
Marshall Wace, Llp 135
Manufacturers Life Insurance Company, The 134
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 133
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 131
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 131
Two Sigma Securities, Llc 131
IFP Advisors, Inc 130
Invesco Ltd. 130
Ameriprise Financial Inc 129
Simplex Trading, Llc 129
American International Group, Inc. 129
New York State Common Retirement Fund 129
Group One Trading, L.p. 128
Pnc Financial Services Group, Inc. 128
Charles Schwab Investment Management Inc 127
Squarepoint Ops LLC 124
Verition Fund Management LLC 124
Boothbay Fund Management, Llc 123
Cubist Systematic Strategies, LLC 123
Schonfeld Strategic Advisors LLC 123
Creative Planning 122
California State Teachers Retirement System 121
Two Sigma Advisers, Lp 119
Prelude Capital Management, Llc 119
Us Bancorp \de\ 118
SG Americas Securities, LLC 118
Dimensional Fund Advisors Lp 118
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 117
Walleye Trading LLC 116
Northwestern Mutual Wealth Management Co 115
Rhumbline Advisers 115
Wolverine Asset Management Llc 114
Price T Rowe Associates Inc /md/ 113
Alliancebernstein L.p. 113
Legal & General Group Plc 113
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 112
Russell Investments Group, Ltd. 112
Captrust Financial Advisors 112
XTX Topco Ltd 112
Polar Asset Management Partners Inc. 111
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 111
Victory Capital Management Inc 111
Qube Research & Technologies Ltd 110
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 110
Advisor Group, Inc. 109
Nuveen Asset Management, LLC 109
Panagora Asset Management Inc 108
Balyasny Asset Management Llc 108
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 108
Ameritas Investment Partners, Inc. 108
Cwm, Llc 108
Amalgamated Bank 107
Sei Investments Co 107
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 107
Federated Hermes, Inc. 107
California Public Employees Retirement System 106
Ladenburg Thalmann Financial Services Inc 106
Strs Ohio 106
Lazard Asset Management Llc 106
Wolverine Trading, Llc 106
Metropolitan Life Insurance Co/ny 106
BlackRock Fund Advisors 105
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 104
Aqr Capital Management Llc 104
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 103
Gsa Capital Partners Llp 103
Bridgeway Capital Management Inc 103
Voya Investment Management Llc 102
Vanguard Index Funds 102
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 102
HighTower Advisors, LLC 102
Parametric Portfolio Associates Llc 101
Acadian Asset Management Llc 101
Macquarie Group Ltd 100
Deerfield Management Company, L.p. (series C) 100
Jefferies Group LLC 99
Raymond James Financial Inc 99
Paloma Partners Management Co 98
MetLife Investment Management, LLC 98
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 98
ExodusPoint Capital Management, LP 98
Advisory Services Network, LLC 97
BlackRock Institutional Trust Company, N.A. 97
Nomura Holdings Inc 97
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 97
LPL Financial LLC 96
Calamos Advisors LLC 96
Wellington Management Group Llp 96
IWC - iSHARES TRUST - iShares Micro-Cap ETF 95
Allianz Asset Management GmbH 95
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 94
Point72 Asset Management, L.P. 94
Principal Financial Group Inc 94
Ergoteles LLC 93
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 92
BlackRock Investment Management, LLC 92
Tudor Investment Corp Et Al 92
Magnetar Financial LLC 92
EAM Investors, LLC 92
Ubs Asset Management Americas Inc 92
Engineers Gate Manager LP 92
Raymond James & Associates 92
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 92
Parallel Advisors, LLC 91
BlackRock Advisors LLC 91
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 91
LMR Partners LLP 91
Stifel Financial Corp 91
Trexquant Investment LP 91
SBI Securities Co., Ltd. 90
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 90
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 90
Steward Partners Investment Advisory, Llc 90
Jump Financial, LLC 90
Cutler Group LP 89
Envestnet Asset Management Inc 89
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 89
American Century Companies Inc 89
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 89
Ubs Ag 88
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 88
Highbridge Capital Management Llc 88
Centiva Capital, LP 88
State Board Of Administration Of Florida Retirement System 88
Quantbot Technologies LP 88
Allworth Financial LP 87
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 87
Man Group plc 87
Kcg Holdings, Inc. 87
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 86
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 86
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 86
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 86
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 86
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 86
Pura Vida Investments, Llc 85
NSIDX - Northern Funds - Northern Small Cap Index Fund 85
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 85
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 85
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 85
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 85
Signaturefd, Llc 85
Nisa Investment Advisors, Llc 85
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 85
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 85
Guggenheim Capital Llc 84
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 84
GWM Advisors LLC 84
Gabelli Funds Llc 84
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 84
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 84
Sterling Capital Management LLC 84
Federation des caisses Desjardins du Quebec 84
Neuberger Berman Group LLC 84
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 84
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 84
Profunds - Profund Vp Small-cap 84
Profunds - Profund Vp Ultrasmall-cap 83
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 83
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 83
Tiaa Cref Investment Management Llc 83
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 83
Prudential Financial Inc 83
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 83
Rockefeller Capital Management L.P. 83
IWM - iSHARES TRUST - iShares Russell 2000 ETF 83
Oxford Asset Management Llp 82
A.R.T. Advisors, LLC 82
Marshall Wace North America L.P. 82
Franklin Resources Inc 82
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 82
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 82
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 82
Teachers Advisors, Llc 82
Point72 Hong Kong Ltd 82
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 81
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 81
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 81
PDT Partners, LLC 81
Janus Henderson Group Plc 81
IWV - iSHARES TRUST - iShares Russell 3000 ETF 81
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 80
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 80
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 80
ProShare Advisors LLC 80
Alyeska Investment Group, L.P. 79
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 79
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 79
PENN SERIES FUNDS INC - Small Cap Index Fund 79
VCSLX - VALIC Co I - Small Cap Index Fund 79
Fifth Third Bancorp 79
Norges Bank 79
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 79
PEAK6 Investments LLC 79
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 79
SLPIX - Profunds - Small-cap Profund Investor Class 79
Zurcher Kantonalbank (Zurich Cantonalbank) 79
Jacobs Levy Equity Management, Inc 79
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 79
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 79
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 78
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 78
Nationwide Fund Advisors 78
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 78
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 78
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 78
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 78
Comerica Bank 78
Swiss National Bank 78
Hsbc Holdings Plc 78
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 78
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 78
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 78
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 78
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 78
Driehaus Capital Management Llc 77
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 77
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 77
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 77
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 77
Principal Funds Inc 76
Amalgamated Financial Corp. 76
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 76
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 76
Thompson Davis & Co., Inc. 76
Royce & Associates Lp 76
Bessemer Group Inc 76
Ubs Oconnor Llc 76
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 75
First Trust Advisors Lp 75
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 75
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 75
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 75
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 75
TCI Wealth Advisors, Inc. 75
Meeder Asset Management Inc 75
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 75
Raymond James Financial Services Advisors, Inc. 75
State Of Wisconsin Investment Board 75
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 75
BlueCrest Capital Management Ltd 74
Occudo Quantitative Strategies Lp 74
Los Angeles Capital Management Llc 74
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 74
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 74
FNY Investment Advisers, LLC 74
Capstone Investment Advisors, Llc 74
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 74
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 74
Parallax Volatility Advisers, L.P. 74
Lord, Abbett & Co. Llc 74
Adage Capital Partners Gp, L.l.c. 73
Spark Investment Management LLC 73
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 73
Teacher Retirement System Of Texas 73
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 73
Perceptive Advisors Llc 73
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 73
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 73
Connor, Clark & Lunn Investment Management Ltd. 72
Allspring Global Investments Holdings, LLC 72
Essex Investment Management Co Llc 72
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 72
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 72
Glenmede Trust Co Na 72
Dynamic Technology Lab Private Ltd 72
Putnam Investments Llc 72
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 72
State of Wyoming 72
Blair William & Co/il 71
Alpine Global Management, LLC 71
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 71
Guggenheim Active Allocation Fund 71
CIBC Private Wealth Group, LLC 71
EverSource Wealth Advisors, LLC 71
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 71
Arrowstreet Capital, Limited Partnership 71
Quadrant Capital Group Llc 71
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 70
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 70
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 70
Algert Global Llc 70
Farther Finance Advisors, LLC 69
O'shaughnessy Asset Management, Llc 69
Commonwealth Equity Services, Llc 69
Truist Financial Corp 69
Harbour Investments, Inc. 69
Great West Life Assurance Co /can/ 69
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 69
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 69
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 69
Aquatic Capital Management LLC 68
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 68
Winton Capital Group Ltd 68
Ground Swell Capital, LLC 68
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 68
Thrivent Financial For Lutherans 68
Huntington National Bank 68
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 68
Hudson Bay Capital Management LP 68
Laurion Capital Management LP 68
Sabby Management, Llc 68
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 68
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 68
Cnh Partners Llc 67
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 67
State Farm Mutual Fund Trust 67
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 67
State Farm Variable Product Trust 67
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 67
Mirae Asset Global Investments Co., Ltd. 67
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 67
Armistice Capital, Llc 67
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 67
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 67
Russell Frank Co/ 67
Jones Financial Companies Lllp 67
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 67
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 66
NOSGX - Northern Funds - Northern Small Cap Value Fund 66
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 66
Cambridge Investment Research Advisors, Inc. 66
Acrospire Investment Management LLC 66
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 66
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 66
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 65
OMERS ADMINISTRATION Corp 65
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 65
Covestor Ltd 65
Y-Intercept (Hong Kong) Ltd 65
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 64
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 64
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 64
Lindbrook Capital, Llc 64
Dark Forest Capital Management Lp 64
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 64
First Horizon Advisors, Inc. 64
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 64
First Republic Investment Management, Inc. 64
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 64
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 64
Css Llc/il 64
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 64
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 63
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 63
Nuveen, LLC 63
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 63
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 63
Police & Firemen's Retirement System of New Jersey 63
M&t Bank Corp 63
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 62
Dupont Capital Management Corp 62
Eaton Vance Management 62
Toronto Dominion Bank 62
United Services Automobile Association 62
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 62
Susquehanna Fundamental Investments, Llc 62
Ellevest, Inc. 62
BlackRock Group LTD 62
Mackay Shields Llc 62
GAMMA Investing LLC 62
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 62
Landscape Capital Management, L.l.c. 62
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 62
Arizona State Retirement System 62
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 62
Aviva Plc 61
Natixis 61
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 61
Private Advisor Group, LLC 61
Larson Financial Group LLC 61
Global Retirement Partners, LLC 61
Kennedy Capital Management, Inc. 61
Parkside Financial Bank & Trust 61
Intech Investment Management Llc 61
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 61
Hillsdale Investment Management Inc. 61
Healthcare Of Ontario Pension Plan Trust Fund 60
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 60
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 60
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 60
Corebridge Financial, Inc. 60
Versant Capital Management, Inc 60
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 60
Td Asset Management Inc 60
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 60
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 59
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 59
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 59
Valeo Financial Advisors, LLC 59
Bayesian Capital Management, LP 59
Loomis Sayles & Co L P 59
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 59
Campbell & CO Investment Adviser LLC 59
Assenagon Asset Management S.A. 59
Mariner, LLC 59
Glassman Wealth Services 59
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 59
Fred Alger Management, Llc 59
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 59
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 59
Tfs Capital Investment Trust 58
Ancora Advisors, LLC 58
State of Tennessee, Treasury Department 58
VDAFX - VALIC Co I - Dynamic Allocation Fund 58
Voloridge Investment Management, Llc 58
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 58
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 58
Mackenzie Financial Corp 58
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 58
MetLife Securities, Inc 58
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 58
National Bank Of Canada /fi/ 58
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 58
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 58
Piedmont Investment Advisors Llc 57
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 57
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 57
Humankind Benefit Corp - Humankind US Stock ETF 57
Weiss Multi-Strategy Advisers LLC 57
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 57
SRS Capital Advisors, Inc. 57
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 57
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 57
Hbk Investments L P 57
Sowell Financial Services LLC 57
Caption Management, LLC 57
Geneos Wealth Management Inc. 57
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 57
Tfs Capital Llc 57
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 57
Jefferies Financial Group Inc. 57
RidgeWorth Capital Management LLC 57
Public Employees Retirement System Of Ohio 56
Ensign Peak Advisors, Inc 56
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 56
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 56
NEXT Financial Group, Inc 56
D.a. Davidson & Co. 56
Graham Capital Management, L.P. 56
Massmutual Trust Co Fsb/adv 56
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 56
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 56
Aigen Investment Management, Lp 56
Gotham Asset Management, LLC 56
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 56
Aperio Group, LLC 55
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 55
KBC Group NV 55
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 55
Altshuler Shaham Ltd 55
Amundi 55
Assetmark, Inc 55
Brown Advisory Inc 55
Massachusetts Financial Services Co /ma/ 55
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 55
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 55
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 55
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 55
Fox Run Management, L.l.c. 55
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 55
Clear Street Llc 54
Tiaa-cref Funds 54
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 54
Point72 (DIFC) Ltd 54
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 54
Point72 Asia (Singapore) Pte. Ltd. 54
Capital Performance Advisors Llp 54
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 54
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 54
Alberta Investment Management Corp 54
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 54
Canada Pension Plan Investment Board 54
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 54
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 54
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 54
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 54
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 54
First Light Asset Management, LLC 53
College Retirement Equities Fund 53
Oppenheimer Asset Management Inc. 53
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 53
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 53
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 53
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 53
Public Employees Retirement Association Of Colorado 53
Sectoral Asset Management Inc 53
Amundi Pioneer Asset Management Inc 53
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 53
Quarry LP 53
Virginia Retirement Systems Et Al 53
First Manhattan Co 53
Wealthspire Advisors, L.P. 53
Quest Partners LLC 53
Axa S.a. 53
ClariVest Asset Management LLC 53
GABELLI & Co INVESTMENT ADVISERS, INC. 53
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 53
Mutual Of America Capital Management Llc 53
Globeflex Capital L P 53
Gilder Gagnon Howe & Co Llc 53
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 53
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 52
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 52
PENN SERIES FUNDS INC - International Equity Fund 52
QS Investors, LLC 52
PEAK6 Investments, L.P. 52
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 52
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 52
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 52
EntryPoint Capital, LLC 52
Rothschild Investment Llc 52
Ronald Blue Trust, Inc. 52
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 52
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 52
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 52
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 52
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 52
American Portfolios Advisors 52
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 52
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 52
Caas Capital Management Lp 52
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 52
State of New Jersey Common Pension Fund D 52
Jennison Associates Llc 52
Coldstream Capital Management Inc 52
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 52
EAM Global Investors LLC 51
AdvisorNet Financial, Inc 51
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 51
Brevan Howard Capital Management LP 51
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 51
Vanguard World Fund 51
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 51
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 51
Teachers Retirement System Of The State Of Kentucky 51
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 51
Credit Agricole S A 51
True Wealth Design, LLC 51
Fuller & Thaler Asset Management, Inc. 51
Quadrature Capital Ltd 51
Cvi Holdings, Llc 51
Nicholas Investment Partners, LP 51
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 50
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 50
Cresset Asset Management, LLC 50
Spire Wealth Management 50
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 50
Advanced Series Trust - Ast Small-cap Growth Portfolio 50
HighMark Wealth Management LLC 50
Perkins Capital Management Inc 50
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 50
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 50
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 50
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 50
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 50
Smartleaf Asset Management LLC 50
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 50
Schroder Investment Management Group 50
Silvercrest Asset Management Group Llc 50
BNP Paribas Asset Management Holding S.A. 50
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 50
Belpointe Asset Management LLC 50
Maven Securities LTD 50
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 50
MAI Capital Management 50
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 50
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 50
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 49
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 49
Versor Investments LP 49
Kornitzer Capital Management Inc /ks 49
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 49
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 49
Cetera Advisor Networks LLC 49
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 49
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 49
Atom Investors LP 49
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 49
Granite Investment Partners, LLC 49
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 49
Castleark Management Llc 49
Legato Capital Management LLC 49
Rtw Investments, Lp 48
Quantitative Systematic Strategies LLC 48
Emerald Acquisition Ltd. 48
Oppenheimer Funds Inc 48
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 48
Twinbeech Capital Lp 48
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 48
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 48
Brown Brothers Harriman & Co 48
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 48
Menta Capital Llc 48
Millrace Asset Group, Inc. 48
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 48
First Mercantile Trust Co 48
Numeric Investors Llc 48
Capital Advisors, Ltd. LLC 48
Capital Fund Management S.a. 48
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 48
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 48
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 47
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 47
Public Sector Pension Investment Board 47
Stratos Wealth Partners, LTD. 47
Parkman Healthcare Partners LLC 47
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 47
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 47
Stephens Inc /ar/ 47
Janney Montgomery Scott LLC 47
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 47
FORA Capital, LLC 47
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 47
Petrus Trust Company, LTA 47
Woodline Partners LP 47
Diversified Trust Co 47
Orion Portfolio Solutions, LLC 47
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 47
Candriam Luxembourg S.C.A. 47
RSSL - Global X Funds - Global X Russell 2000 ETF 47
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 47
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 47
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 47
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 47
Altium Capital Management LP 47
Baird Financial Group, Inc. 47
National Asset Management, Inc. 47
NumerixS Investment Technologies Inc 47
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 47
Moore Capital Management, Lp 47
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 47
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 47
Vantagepoint Funds 47
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 47
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 46
BlackRock Japan Co. Ltd 46
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 46
New York State Teachers Retirement System 46
Managed Account Advisors Llc 46
Claymore Exchange-traded Fund Trust 46
J. Goldman & Co LP 46
Sio Capital Management, LLC 46
First Quadrant L P/ca 46
Suntrust Banks Inc 46
TENOR CAPITAL MANAGEMENT Co., L.P. 46
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 46
Bogle Investment Management L P /de/ 46
RBB FUND, INC. - Adara Smaller Companies Fund 46
Caitong International Asset Management Co., Ltd 46
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 46
Bridgewater Associates, LP 46
Zacks Investment Management 46
Cerity Partners LLC 46
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 46
Berman Capital Advisors, LLC 46
Eagle Asset Management Inc 46
Commonwealth Equity Services, Inc 46
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 46
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 46
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 46
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 46
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 46
Clear Street Markets Llc 46
K2 Principal Fund, L.p. 45
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 45
Exchange Traded Concepts, Llc 45
Picton Mahoney Asset Management 45
Rehmann Capital Advisory Group 45
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 45
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 45
Endurant Capital Management LP 45
Soleus Capital Management, L.P. 45
Skopos Labs, Inc. 45
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 45
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 45
Broadfin Capital, LLC 45
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 45
Point72 Middle East FZE 45
Oppenheimer & Co Inc 45
HAP Trading, LLC 45
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 45
Ellington Management Group Llc 45
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 45
Cetera Investment Advisers 45
Orbimed Advisors Llc 45
Whittier Trust Co 45
Private Trust Co Na 45
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 45
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 45
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 45
NSGRX - Northern Funds - Northern Small Cap Core Fund 45
Vestcor Inc 45
Hartland & Co., LLC 45
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 44
Umb Bank N A/mo 44
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 44
Caxton Associates Lp 44
Blueshift Asset Management, LLC 44
Next Century Growth Investors Llc 44
MUFG Americas Holdings Corp 44
International Assets Investment Management, Llc 44
Cowen And Company, Llc 44
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 44
Handelsbanken Fonder AB 44
Martingale Asset Management L P 44
Linden Advisors Lp 44
Shaolin Capital Management LLC 44
MCF Advisors LLC 44
Skandinaviska Enskilda Banken AB (publ) 44
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 44
Manchester Capital Management LLC 44
Quantamental Technologies LLC 44
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 44
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 44
Benjamin F. Edwards & Company, Inc. 43
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 43
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 43
Monashee Investment Management LLC 43
Segall Bryant & Hamill, Llc 43
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 43
Cibc World Markets Corp 43
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 43
Atria Investments Llc 43
Oregon Public Employees Retirement Fund 43
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 43
Redmile Group, LLC 43
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 43
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 43
Stevens Capital Management Lp 43
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 43
Maverick Capital Ltd 43
Lisanti Capital Growth, LLC 43
Principal Securities, Inc. 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 43
Whitebox Advisors Llc 43
Waddell & Reed Financial Inc 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 43
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 43
Rydex Etf Trust 42
Cinctive Capital Management LP 42
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 42
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 42
State of Alaska, Department of Revenue 42
DekaBank Deutsche Girozentrale 42
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 42
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 42
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 42
Wedbush Securities Inc 42
Assured Investment Management LLC 42
New York Life Investment Management Llc 42
Bell Investment Advisors, Inc 42
Old Mission Capital Llc 42
PineBridge Investments, L.P. 42
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 42
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 42
Palisade Capital Management Llc/nj 42
Weiss Strategic Interval Fund 42
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 42
Gamco Investors, Inc. Et Al 42
Texas Permanent School Fund 42
Farmers & Merchants Investments Inc 41
Keybank National Association/oh 41
Anson Funds Management LP 41
Louisiana State Employees Retirement System 41
Dorsey Wright & Associates 41
FinTrust Capital Advisors, LLC 41
Glazer Capital, Llc 41
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 41
Asset Management One Co., Ltd. 41
First Hawaiian Bank 41
Synovus Financial Corp 41
Plante Moran Financial Advisors, LLC 41
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 41
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 41
C M Bidwell & Associates Ltd 41
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 41
Weiss Asset Management LP 41
Visium Asset Management, LP 41
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 41
Airain ltd 41
Brinker Capital Investments, LLC 41
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 41
Mint Tower Capital Management B.V. 41
IndexIQ Advisors LLC 41
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 41
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 41
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 41
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 40
Tarbox Family Office, Inc. 40
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 40
SECOR Capital Advisors, LP 40
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 40
Sofos Investments, Inc. 40
Van Eck Associates Corp 40
Columbus Circle Investors 40
Ardsley Advisory Partners Lp 40
AE Wealth Management LLC 40
Daiwa Securities Group Inc. 40
Seven Eight Capital, Lp 40
Advisors Asset Management, Inc. 40
Nomura Asset Management Co Ltd 40
Banque Cantonale Vaudoise 40
Catalyst Funds Management Pty Ltd 40
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 40
Financial Architects, Inc 40
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 40
Profunds - Profund Vp Oil & Gas 40
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 40
Nebula Research & Development LLC 40
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 40
R Squared Ltd 40
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 40
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 40
Keebeck Alpha, LP 40
DAFNA Capital Management LLC 39
Snowden Capital Advisors LLC 39
Regions Financial Corp 39
Fisher Asset Management, LLC 39
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 39
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 39
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 39
CENTRAL TRUST Co 39
Municipal Employees' Retirement System of Michigan 39
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 39
Highland Capital Management Lp 39
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 39
Pacer Advisors, Inc. 39
Mercer Global Advisors Inc /adv 39
Element Capital Management Llc 39
Oberweis Asset Management Inc/ 39
Bellevue Group AG 39
Piper Sandler & Co. 39
Granahan Investment Management Inc/ma 39
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 39
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 39
Pathstone Family Office, Llc 39
Radcliffe Capital Management, L.P. 39
Holocene Advisors, LP 39
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 39
Seacrest Wealth Management, Llc 39
Cadence Capital Management Llc 39
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 39
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 39
Crossmark Global Holdings, Inc. 39
Profund Advisors Llc 39
Sherbrooke Park Advisers Llc 39
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 38
Bokf, Na 38
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 38
Mason Street Advisors, Llc 38
Private Capital Group, LLC 38
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 38
Bridgefront Capital, LLC 38
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 38
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 38
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 38
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 38
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 38
Klp Kapitalforvaltning As 38
Alambic Investment Management, L.P. 38
Ontario Teachers Pension Plan Board 38
ArrowMark Colorado Holdings LLC 38
Stephens Consulting, LLC 38
CoreCap Advisors, LLC 38
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 38
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 38
Polar Capital LLP 38
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 38
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 38
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 38
Pictet Asset Management Sa 38
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 38
Vontobel Holding Ltd. 37
Eqis Capital Management, Inc. 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 37
Mml Investors Services, Llc 37
Quantinno Capital Management LP 37
Bank Of Nova Scotia 37
Corton Capital Inc. 37
Maryland State Retirement & Pension System 37
PFM Health Sciences, LP 37
Wipfli Financial Advisors Llc, 37
Diametric Capital, LP 37
Hanseatic Management Services Inc 37
Proficio Capital Partners LLC 37
Pictet Asset Management Ltd 37
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 37
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 37
Periscope Capital Inc. 37
Valley National Advisers Inc 37
Pentwater Capital Management LP 37
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 37
Zebra Capital Management LLC 37
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 37
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 37
Advent Capital Management /de/ 37
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 37
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 37
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 37
Great Lakes Advisors, Llc 37
Summit Global Investments 37
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 37
Cornerstone Planning Group LLC 37
Ameritas Investment Corp 37
Crestline Management, LP 37
Sculptor Capital LP 37
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 37
Turner Investments, L.p. 37
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 37
LS Investment Advisors, LLC 37
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 37
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 37
Pier Capital, LLC 37
Etf Managers Group, Llc 37
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 37
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 37
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 36
AWM Investment Company, Inc. 36
Chicago Equity Partners Llc 36
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 36
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 36
Fortitude Family Office, LLC 36
Penserra Capital Management LLC 36
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 36
Cornerstone Capital Management Holdings Llc. 36
Tcwp Llc 36
Alps Advisors Inc 36
Sawtooth Solutions, LLC 36
Employees Retirement System of Texas 36
Everence Capital Management Inc 36
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 36
Gemmer Asset Management LLC 36
Sutton Wealth Advisors Inc. 36
Gradient Investments LLC 36
Gabelli Equity Trust Inc 36
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 36
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 36
Venturi Wealth Management, LLC 36
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 36
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 36
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 36
Aster Capital Management (DIFC) Ltd 36
Shell Asset Management Co 36
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 36
Carroll Financial Associates, Inc. 36
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 36
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 36
Fieldpoint Private Securities, LLC 36
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 36
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 36
Money Concepts Capital Corp 36
Lee Financial Co 36
Advisory Research Inc 36
Tocqueville Asset Management L.p. 36
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 36
Pearl River Capital, LLC 36
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 36
Alphacrest Capital Management Llc 36
Natixis Advisors, L.p. 36
Flynn James E 36
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 36
Prospera Financial Services Inc 36
Yousif Capital Management, Llc 36
Kestra Advisory Services, LLC 36
Twin Tree Management, LP 36
Water Island Capital Llc 36
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 36
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 36
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 36
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 35
Artisan Partners Limited Partnership 35
Teza Capital Management LLC 35
Vantage Consulting Group Inc 35
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 35
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 35
CWM Advisors, LLC 35
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 35
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 35
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 35
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 35
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 35
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 35
Hm Payson & Co 35
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 35
Moody National Bank Trust Division 35
Hutchin Hill Capital, LP 35
Oaktree Capital Management Lp 35
Mount Yale Investment Advisors, LLC 35
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 35
Cortina Asset Management, LLC 35
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 35
FIL Ltd 35
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 35
FLDFX - Meeder Funds - BALANCED FUND Retail Class 35
Brookfield Asset Management Inc. 35
Howe & Rusling Inc 35
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 35
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 35
GAM Holding AG 35
Catalyst Capital Advisors LLC 35
Newbridge Financial Services Group, Inc. 35
Commerce Bank 35
Reilly Financial Advisors, Llc 34
IHT Wealth Management, LLC 34
Jfs Wealth Advisors, Llc 34
HealthCor Management, L.P. 34
Pinnacle Wealth Planning Services, Inc. 34
Thompson Siegel & Walmsley Llc 34
Janus Capital Management Llc 34
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 34
Meridian Wealth Partners, LLC 34
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 34
nVerses Capital, LLC 34
FNY Managed Accounts LLC 34
Harbor Investment Advisory, Llc 34
Jane Street Holding, LLC 34
Alpha Paradigm Partners, LLC 34
JustInvest LLC 34
Thb Asset Management 34
Gyon Technologies Capital Management, LP 34
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 34
Townsquare Capital Llc 34
Wealthcare Advisory Partners LLC 34
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 34
Weld Capital Management Llc 34
Pinz Capital Management, LP 34
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 34
GW&K Investment Management, LLC 34
Stone Ridge Asset Management LLC 34
Wealth Enhancement Advisory Services, Llc 34
Headlands Technologies LLC 34
Context Capital Management, LLC 34
BlackRock Health Sciences Trust II 34
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 34
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 34
Flagship Harbor Advisors, Llc 34
Hussman Strategic Advisors, Inc. 34
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 34
Chartwell Investment Partners, Llc 34
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 34
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 34
FDx Advisors, Inc. 34
Vident Investment Advisory, LLC 34
Hartford Mutual Funds Inc/ct 34
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 33
Vanguard Explorer Fund 33
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 33
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 33
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 33
Virtus Investment Advisers, Inc. 33
Hancock Whitney Corp 33
Polar Capital Holdings Plc 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 33
Nordea Investment Management Ab 33
United Capital Financial Advisers, Llc 33
SG3 Management, LLC 33
Pathstone Holdings, LLC 33
Rational Advisors Llc 33
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 33
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 33
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 33
Pictet Asset Management Holding SA 33
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 33
Total Clarity Wealth Management, Inc. 33
BRYN MAWR TRUST Co 33
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 33
Deere & Co 33
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 33
Summit Trail Advisors, Llc 33
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 33
M&g Investment Management Ltd 33
AMP Capital Investors Ltd 33
TD Waterhouse Canada Inc. 33
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 33
Mather Group, Llc. 33
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 33
CIBC Asset Management Inc 33
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 33
1832 Asset Management L.P. 33
Hantz Financial Services, Inc. 33
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 33
Gabelli Healthcare & Wellnessrx Trust 33
Wasatch Advisors Inc 33
Johnson Financial Group, Inc. 33
Lombard Odier Asset Management (USA) Corp 33
Robeco Institutional Asset Management B.V. 33
Evoke Wealth, Llc 33
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 33
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 33
CI Private Wealth, LLC 33
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 33
Aristeia Capital Llc 33
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 33
Clearbridge Investments, LLC 33
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 33
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 33
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 33
Intrinsic Edge Capital Management LLC 32
Financial Advocates Investment Management 32
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 32
Quantitative Investment Management, LLC 32
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 32
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 32
Coppell Advisory Solutions LLC 32
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 32
Bailard, Inc. 32
Innealta Capital, Llc 32
Riverhead Capital Management Llc 32
Patriot Financial Group Insurance Agency, LLC 32
Universal- Beteiligungs- und Servicegesellschaft mbH 32
Avion Wealth 32
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 32
Elequin Capital Lp 32
Mckinley Capital Management Llc /delaware 32
Bartlett & Co. Wealth Management Llc 32
BlackRock ETF Trust - BlackRock Future Health ETF 32
Xponance, Inc. 32
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 32
SAC Capital Advisors LP 32
Tibra Equities Europe Ltd 32
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 32
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 32
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 32
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 32
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 32
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 32
Rice Hall James & Associates, Llc 32
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 32
Winslow, Evans & Crocker, Inc. 32
Friess Associates Llc 32
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 32
Fiera Capital Corp 32
John Hancock Funds II - Health Sciences Fund Class NAV 32
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 32
Compagnie Lombard Odier SCmA 32
Xact Kapitalforvaltning AB 32
Kepos Capital LP 32
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 32
Resources Investment Advisors, LLC. 32
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 32
Bogart Wealth, LLC 32
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 32
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 31
Ci Investments Inc. 31
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 31
William Blair Investment Management, Llc 31
Private Wealth Management Group, LLC 31
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 31
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 31
MASTER BOND LLC - Master Total Return Portfolio 31
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 31
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 31
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 31
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 31
CIBC World Markets Inc. 31
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 31
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 31
Rafferty Asset Management, LLC 31
Harvest Fund Management Co., Ltd 31
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 31
Guardian Wealth Advisors, LLC 31
Warberg Asset Management LLC 31
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 31
Spot Trading L.L.C 31
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 31
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 31
Cullen/frost Bankers, Inc. 31
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 31
Nine Chapters Capital Management LLC 31
Tekla Capital Management LLC 31
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 31
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 31
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 31
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 31
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 31
Yakira Capital Management, Inc. 31
Csenge Advisory Group 31
Capstone Asset Management Co 31
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 31
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 31
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 31
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 31
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 31
Northern Trust Co Of Connecticut 31
Ghost Tree Capital, LLC 31
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 31
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 31
Frontier Capital Management Co Llc 31
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 31
Capital World Investors 31
Forum Funds 31
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 31
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 31
Sit Investment Associates Inc 31
Teton Advisors, Inc. 31
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 30
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 30
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 30
Enterprise Financial Services Corp 30
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 30
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 30
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 30
Illinois Municipal Retirement Fund 30
Bartlett & Co. LLC 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 30
Blackrock Health Sciences Trust 30
Citizens Financial Group Inc/ri 30
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 30
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 30
Crewe Advisors LLC 30
Baker Avenue Asset Management, LP 30
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 30
Mizuho Securities Usa Llc 30
Brewin Dolphin Ltd 30
Osterweis Capital Management Inc 30
Nbc Securities, Inc. 30
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 30
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 30
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 30
Optimum Investment Advisors 30
Allianzgi Diversified Income & Convertible Fund 30
AHL Partners LLP 30
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 30
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 30
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 30
Lighthouse Investment Partners, LLC 30
Jupiter Asset Management Ltd 30
Old Mutual Global Investors (UK) Ltd. 30
Duality Advisers, Lp 30
Zions Bancorporation, N.A. 30
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 30
Parian Global Management LP 30
Champlain Investment Partners, LLC 30
Creative Financial Designs Inc /adv 30
Hartford Investment Management Co 30
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 30
Paradigm Asset Management Co Llc 30
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 30
Mirabella Financial Services Llp 30
Bamco Inc /ny/ 30
Optiver Holding B.V. 29
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 29
Sandy Spring Bank 29
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 29
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 29
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 29
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 29
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 29
Davidson Kempner Capital Management Lp 29
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 29
Moors & Cabot, Inc. 29
Calamos Wealth Management LLC 29
Princeton Alpha Management LP 29
Boston Partners 29
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 29
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 29
Kayne Anderson Rudnick Investment Management Llc 29
Park Place Capital Corp 29
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 29
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 29
CAPROCK Group, Inc. 29
We Are One Seven, LLC 29
Salem Investment Counselors Inc 29
Analytic Investors, LLC 29
Peregrine Capital Management Llc 29
Calamos Global Dynamic Income Fund 29
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 29
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 29
Toroso Investments, LLC 29
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 29
Arcadia Investment Management Corp/mi 29
Agf Investments Inc. 29
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 29
Tradition Wealth Management, LLC 29
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 29
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 29
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 29
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 29
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 29
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 29
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 29
BerganKDV Wealth Management, LLC 29
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 29
Rhenman & Partners Asset Management AB 29
Rock Springs Capital Management LP 29
Shepherd Kaplan Krochuk, Llc 29
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 29
Harvest Group Wealth Management, Llc 29
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 29
Axq Capital, Lp 29
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 29
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 29
Cigna Investments Inc /new 29
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 29
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 29
Spring Creek Capital Llc 29
Segantii Capital Management Ltd 29
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 29
Oppenheimer Etf Trust 29
Stoneridge Investment Partners Llc 28
Inceptionr Llc 28
Td Private Client Wealth Llc 28
Absolute Return Capital, LLC 28
Sumitomo Mitsui Trust Holdings, Inc. 28
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 28
Harvest Management Llc 28
DeepCurrents Investment Group LLC 28
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 28
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 28
Sequoia Financial Advisors, LLC 28
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 28
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 28
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 28
Smithfield Trust Co 28
Sigma Planning Corp 28
Emerald Advisers, Llc 28
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 28
Institutional & Family Asset Management, Llc 28
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 28
Invictus RG 28
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 28
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 28
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 28
Avantax Planning Partners, Inc. 28
Leap Investments Lp 28
Lombard Odier Asset Management (Switzerland) SA 28
Eversept Partners, LP 28
Harbor Capital Advisors, Inc. 28
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 28
Level Four Advisory Services, Llc 28
SOUTH STATE Corp 28
Sonora Investment Management, LLC 28
Saba Capital Management, L.P. 28
Susquehanna Portfolio Strategies, LLC 28
Sei Trust Co 28
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 28
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 28
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 28
Tortoise Investment Management, LLC 28
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 28
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 28
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 28
Focused Wealth Management, Inc 28
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 28
Lido Advisors, LLC 28
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 28
USA Financial Portformulas Corp 28
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 28
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 28
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 28
Prestige Wealth Management Group LLC 28
FourThought Financial, LLC 28
Hexagon Capital Partners LLC 28
VTL Associates, LLC 28
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 28
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 28
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 28
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 28
SLIM - Janus Detroit Street Trust - The Obesity ETF 27
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 27
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 27
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 27
Financial Perspectives, Inc 27
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 27
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 27
Utah Retirement Systems 27
Westwood Holdings Group Inc 27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 27
People's United Financial, Inc. 27
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 27
FineMark National Bank & Trust 27
Asset Dedication, LLC 27
NN Investment Partners Holdings N.V. 27
Empowered Funds, LLC 27
Migdal Insurance & Financial Holdings Ltd. 27
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 27
Continuum Advisory, LLC 27
Sunbelt Securities, Inc. 27
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 27
Interchange Capital Partners, LLC 27
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 27
Numerai GP LLC 27
Edgestream Partners, L.P. 27
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 27
Braidwell Lp 27
First Eagle Investment Management, LLC 27
State Of Michigan Retirement System 27
Rotella Capital Management, Inc. 27
SJS Investment Consulting Inc. 27
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 27
Cornercap Investment Counsel Inc 27
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 27
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 27
NewSquare Capital LLC 27
Navellier & Associates Inc 27
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 27
Delpha Capital Management, Llc 27
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 27
Clinton Group Inc 27
Penn Capital Management Co Inc 27
Capula Management Ltd 27
Toth Financial Advisory Corp 27
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 27
MYDA Advisors LLC 27
CenterBook Partners LP 27
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 27
Nuveen Nasdaq 100 Dynamic Overwrite Fund 27
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 27
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 27
Koshinski Asset Management, Inc. 27
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 27
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 27
South Dakota Investment Council 27
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 27
Virtus Alternative Investment Advisers, Inc. 27
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 27
Advent Claymore Convertible Securities & Income Fund 27
Elkfork Partners LLC 27
Itau Unibanco Holding S.A. 27
Cetera Advisors LLC 27
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 27
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 27
Axiom International Investors Llc /de 27
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 27
Ssi Investment Management Llc 27
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 27
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 27
SkyView Investment Advisors, LLC 27
Independent Portfolio Consultants, Inc. 27
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 27
Rivernorth Capital Management, Llc 27
Paradigm Capital Management Inc/ny 27
First Horizon Corp 27
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 26
Emerald Mutual Fund Advisers Trust 26
GV Financial Advisors 26
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 26
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 26
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 26
EverPoint Asset Management, LLC 26
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 26
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 26
New Mexico Educational Retirement Board 26
Manatuck Hill Partners, LLC 26
Calamos Dynamic Convertible & Income Fund 26
Mangrove Partners 26
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 26
Macroview Investment Management Llc 26
ETRADE Capital Management LLC 26
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 26
Ieq Capital, Llc 26
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 26
Ionic Capital Management LLC 26
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 26
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 26
Irish Life Investment Managers Ltd. 26
Financial Gravity Companies, Inc. 26
Oak Ridge Investments Llc 26
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 26
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 26
Soros Fund Management Llc 26
Meadow Creek Investment Management LLC 26
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 26
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 26
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 26
Edmond De Rothschild Holding S.a. 26
Bryn Mawr Capital Management Inc 26
Stanley-Laman Group, Ltd. 26
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 26
Carolinas Wealth Consulting Llc 26
Sciencast Management LP 26
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 26
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 26
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 26
Congress Asset Management Co /ma 26
WealthPLAN Partners, LLC 26
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 26
Abound Wealth Management 26
Old National Bancorp /in/ 26
Koch Industries Inc 26
Evercore Wealth Management, LLC 26
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 26
WFG Advisors, LP 26
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 26
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 26
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 26
Ropes Wealth Advisors Llc 26
AIEQ - ETF Managers Trust - AI Powered Equity ETF 26
Centaurus Financial, Inc. 26
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 26
Gts Securities Llc 26
Westfield Capital Management Co Lp 25
Hartford Series Fund Inc 25
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 25
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 25
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 25
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 25
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 25
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 25
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 25
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 25
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 25
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 25
Baillie Gifford & Co 25
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 25
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 25
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 25
NOBOX - Northern Funds - Northern Bond Index Fund 25
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 25
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 25
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 25
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 25
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 25
Camber Capital Management LP 25
Kent Lake Capital LLC 25
Golden State Wealth Management, LLC 25
Lsv Asset Management 25
Janney Capital Management LLC 25
Riverview Trust Co 25
Symphony Asset Management Llc 25
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 25
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 25
Truvestments Capital Llc 25
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 25
Entropy Technologies, LP 25
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 25
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 25
6 Meridian 25
Whittier Trust Co Of Nevada Inc 25
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 25
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 25
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 25
Calamos Convertible & High Income Fund 25
Calamos Convertible Opportunities & Income Fund 25
Tamarack Advisers, LP 25
Archon Capital Management LLC 25
Perritt Capital Management Inc 25
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 25
Timpani Capital Management LLC 25
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 25
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 25
King Luther Capital Management Corp 25
Oppenheimer Global Multi Strategies Fund 25
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 25
Royce Micro-cap Trust, Inc /md/ 25
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 25
Portside Wealth Group, LLC 25
RMB Capital Management, LLC 25
Shelton Capital Management 25
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 25
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 25
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 25
Allianzgi Equity & Convertible Income Fund 25
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 25
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 25
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 25
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 25
EBI - RBB Fund Trust - Longview Advantage ETF 25
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 25
Bank Julius Baer & Co. Ltd, Zurich 25
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 25
MARSHALL WACE ASIA Ltd 25
World Asset Management Inc 25
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 25
Kestra Private Wealth Services, Llc 25
Wolff Wiese Magana Llc 25
Boston Private Wealth Llc 25
Summit Partners Public Asset Management, Llc 25
Partner Investment Management, L.P. 25
Cim Investment Mangement Inc 25
Concord Wealth Partners 25
Atika Capital Management LLC 25
683 Capital Management, LLC 25
Brandywine Global Investment Management, LLC 25
JNBA Financial Advisors 25
Capital Analysts, Inc. 25
Steward Financial Group LLC 25
James Investment Research Inc 25
Chicago Partners Investment Group LLC 25
Karp Capital Management Corp 25
Wedge Capital Management L L P/nc 24
Worth Venture Partners, LLC 24
DLD Asset Management, LP 24
Iguana Healthcare Management, LLC 24
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 24
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 24
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 24
AlphaCentric Advisors LLC 24
Glen Harbor Capital Management LLC 24
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 24
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 24
CVA Family Office, LLC 24
Convergence Investment Partners, LLC 24
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 24
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 24
Capital Research Global Investors 24
Peak6 Llc 24
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 24
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 24
Divisadero Street Capital Management, LP 24
Arkadios Wealth Advisors 24
Brinker Capital Inc 24
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 24
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 24
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 24
APG Asset Management N.V. 24
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 24
Front Row Advisors LLC 24
Nantahala Capital Management, LLC 24
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 24
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 24
Gdl Fund 24
Retirement Systems of Alabama 24
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 24
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 24
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 24
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 24
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 24
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 24
Rothschild Asset Management Inc 24
Northpointe Capital Llc 24
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 24
Granite Point Capital Management, L.P. 24
Zeke Capital Advisors, Llc 24
Grantham, Mayo, Van Otterloo & Co. LLC 24
Coastal Investment Advisors, Inc. 24
MUFG Securities EMEA plc 24
ORG Partners LLC 24
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 24
Northwestern Mutual Investment Management Company, Llc 24
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 24
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 24
Ashton Thomas Private Wealth, LLC 24
Covington Capital Management 24
Quent Capital, LLC 24
Hollencrest Capital Management 24
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 24
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 24
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 24
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 24
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 24
Scotia Capital Inc. 24
Securian Asset Management, Inc 24
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 24
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 24
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 24
Trustcore Financial Services, Llc 24
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 24
Legacy Financial Advisors, Inc. 24
VCHSX - VALIC Co I - Health Sciences Fund 24
Cable Hill Partners, LLC 24
Royce Value Trust Inc 24
Sterling Investment Advisors, Ltd. 24
Aristides Capital LLC 24
Bb&t Securities, Llc 24
VCSMX - VALIC Co I - Small Cap Fund 24
Formula Growth Ltd 24
TFC Financial Management 24
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 24
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 24
Twin Peaks Wealth Advisors, LLC 24
Cornerstone Advisors, Inc. 24
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 24
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 23
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 23
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 23
Mason Street Advisors, Llc 23
First Citizens Bank & Trust Co 23
Sanctuary Wealth Advisors, LLC 23
IWB - iSHARES TRUST - iShares Russell 1000 ETF 23
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 23
TimesSquare Capital Management, LLC 23
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 23
Campbell Multi-strategy Trust 23
Jacobi Capital Management LLC 23
Pnc Funds 23
Independent Advisor Alliance 23
Blackrock Master Llc 23
BFOR - ALPS ETF Trust - Barron's 400 ETF 23
SYSTM Wealth Solutions LLC 23
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 23
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 23
Belvedere Trading LLC 23
Calamos Strategic Total Return Fund 23
Berkley W R Corp 23
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 23
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 23
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 23
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 23
Westpac Banking Corp 23
Scientech Research LLC 23
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 23
Liberty Mutual Group Asset Management Inc. 23
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 23
Kore Private Wealth LLC 23
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 23
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 23
Freestone Capital Holdings, LLC 23
Wagner Wealth Management, Llc 23
BI Asset Management Fondsmaeglerselskab A/S 23
Savant Capital, LLC 23
Treasurer of the State of North Carolina 23
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 23
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 23
Tradewinds Capital Management, LLC 23
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 23
Tompkins Financial Corp 23
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 23
Rockefeller Financial Services Inc 23
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 23
Harel Insurance Investments & Financial Services Ltd. 23
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 23
Contravisory Investment Management, Inc. 23
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 23
Jain Global LLC 23
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 23
QCVAX - Clearwater Investment Trust - Clearwater International Fund 23
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 23
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 23
Signet Financial Management, Llc 23
Wesbanco Bank Inc 23
Azzad Asset Management Inc /adv 23
Longfellow Investment Management Co Llc 23
Angelo Gordon & Co., L.p. 23
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 23
Mitsubishi UFJ Trust & Banking Corp 23
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 23
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 23
Vivaldi Asset Management, LLC 23
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 23
Acuta Capital Partners, Llc 23
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 23
Calvert Investment Management, Inc. 23
Psagot Value Holdings Ltd. / (Israel) 23
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 23
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 23
Cipher Capital LP 23
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 23
Veriti Management LLC 23
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 23
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 23
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 23
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 22
Profunds - Profund Vp Health Care 22
North Star Investment Management Corp. 22
Earnest Partners Llc 22
Rathbone Brothers plc 22
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 22
Financial Management Professionals, Inc. 22
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 22
DC Investments Management, LLC 22
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 22
GHP Investment Advisors, Inc. 22
Integral Health Asset Management, LLC 22
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 22
Ing Groep Nv 22
Geduld E E 22
Grandeur Peak Global Advisors, LLC 22
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 22
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 22
Knights of Columbus Asset Advisors LLC 22
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 22
Cape Investment Advisory, Inc. 22
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 22
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 22
Regal Investment Advisors LLC 22
Smith Asset Management Group Lp 22
JJJ Advisors Inc. 22
Integrated Core Strategies (us) Llc 22
Knight Capital Group, Inc. 22
Winton Diversified Opportunities Fund 22
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 22
CenterStar Fund, LLC 22
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 22
RXL - PROSHARES TRUST - ProShares Ultra Health Care 22
Cordant, Inc. 22
Societe Generale 22
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 22
Qs Batterymarch Financial Management, Inc 22
C WorldWide Group Holding A/S 22
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 22
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 22
Sachetta, LLC 22
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 22
DRW Securities, LLC 22
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 22
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 22
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 22
Nvwm, Llc 22
Gardner Lewis Asset Management L P 22
Kavar Capital Partners, LLC 22
TIG Advisors, LLC 22
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 22
Rise Advisors, LLC 22
Wilbanks Smith & Thomas Asset Management Llc 22
Avantax Advisory Services, Inc. 22
B. Metzler seel. Sohn & Co. AG 22
361 Capital Llc 22
Neo Ivy Capital Management 22
Denver Investment Advisors Llc 22
Comerica Securities,inc. 22
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 22
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 22
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 22
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 22
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 22
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 22
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 22
Fir Tree Capital Management Lp 22
Trust Co Of Vermont 22
National Planning Corp 22
RiverPark Advisors, LLC 22
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 22
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 22
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 22
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 22
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 22
Gideon Capital Advisors, Inc. 22
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 22
Exane Derivatives 22
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 22
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 22
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 22
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 22
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 22
Eagle Bay Advisors LLC 22
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 22
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 22
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 22
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 22
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 22
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 22
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 22
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 22
Sageworth Trust Co 22
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 22
Oak Thistle LLC 22
Schubert & Co 22
Echo Street Capital Management LLC 22
Levin Capital Strategies, L.p. 22
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 22
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 22
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 22
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 22
Nicholas Company, Inc. 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 22
Congress Wealth Management LLC / DE / 22
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 22
MQS Management LLC 22
Ameritas Advisory Services, LLC 22
BRACX - Blackrock Allocation Target Shares - Bats Series C 22
Baystate Wealth Management LLC 22
Cassady Schiller Wealth Management, LLC 22
Confluence Wealth Services, Inc. 22
Lenox Wealth Advisors, LLC 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 22
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 22
Profunds - Profund Vp Small-cap Value 22
Parametrica Management Ltd 22
Mv Capital Management, Inc. 21
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 21
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 21
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 21
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 21
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 21
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 21
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 21
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 21
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 21
Banque Pictet & Cie Sa 21
Tyers Asset Management LLC 21
CX Institutional 21
Neuburgh Advisers LLC 21
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 21
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 21
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 21
Vident Advisory, LLC 21
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 21
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 21
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 21
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 21
Pine River Capital Management L.P. 21
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 21
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 21
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 21
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 21
Geneva Advisors, LLC 21
AGF Investments LLC 21
Teton Westwood Funds 21
Simon Quick Advisors, Llc 21
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 21
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 21
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 21
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 21
RFP Financial Group LLC 21
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 21
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 21
Wilmington Funds Management Corp 21
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 21
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 21
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 21
Allstate Corp 21
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 21
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 21
Allred Capital Management, LLC 21
Cary Street Partner Investment Advisory Llc 21
SVPIX - Profunds - Small-cap Value Profund Investor Class 21
Sanctuary Advisors, LLC 21
Basso Capital Management, L.p. 21
Mycio Wealth Partners, Llc 21
UniSuper Management Pty Ltd 21
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 21
VCGAX - VALIC Co I - Growth & Income Fund 21
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 21
Sivik Global Healthcare LLC 21
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 21
Johnson Investment Counsel Inc 21
Alpha DNA Investment Management LLC 21
Carillon Tower Advisers, Inc. 21
Exos Asset Management LLC 21
Commerzbank Aktiengesellschaft /fi 21
Veritable, L.P. 21
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 21
Caisse De Depot Et Placement Du Quebec 21
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 21
Old Mutual Customised Solutions (proprietary) Ltd 21
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 21
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 21
Wealthfront Inc 21
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 21
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 21
Capital Asset Advisory Services LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 21
Atlantic Trust, LLC 21
Northwest & Ethical Investments L.P. 21
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 21
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 21
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 21
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 21
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 21
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 21
Disciplined Investments, LLC 21
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 21
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 21
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 21
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 21
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 21
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 21
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 21
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 21
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 21
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 21
Rsm Us Wealth Management Llc 21
Sierra Ocean, Llc 21
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 21
Systematic Financial Management Lp 21
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 21
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 21
MML Series Investment Fund II - MML Equity Rotation Fund Class II 21
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 21
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 21
Flow Traders U.s. Llc 21
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 21
Edge Wealth Management LLC 21
Counterpoint Mutual Funds LLC 21
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 21
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 21
Avidity Partners Management LP 21
Stonepine Capital Management, LLC 21
Pitcairn Co 21
Barings Llc 21
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 21
Kingdon Capital Management, L.l.c. 21
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 21
Great Point Partners Llc 21
TRUE Private Wealth Advisors 21
Colony Group, LLC 21
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 21
Kohlberg Kravis Roberts & Co. L.P. 21
Accurate Wealth Management, LLC 21
Oakbrook Investments Llc 21
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 21
Bellevue Asset Management AG 21
PENN SERIES FUNDS INC - Smid Cap Growth Fund 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 21
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 21
San Francisco Sentry Investment Group (ca) 21
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 21
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 21
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 21
Artemis Investment Management LLP 20
Wcm Investment Management, Llc 20
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 20
Capital Bank & Trust Co 20
tru Independence LLC 20
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 20
BNP Paribas Investment Partners S.A. 20
Zazove Associates Llc 20
Next Capital Management LLC 20
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 20
Integrated Wealth Concepts LLC 20
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 20
Activest Wealth Management 20
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 20
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 20
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 20
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 20
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 20
Vigilant Capital Management, LLC 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 20
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 20
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 20
Novo Holdings A/S 20
Avestar Capital, LLC 20
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 20
Meitav Dash Investments Ltd 20
EP Wealth Advisors, Inc. 20
Advisor Resource Council 20
Shapiro Robert N 20
Tcw Group Inc 20
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 20
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 20
Foundry Partners, LLC 20
Financial Network Wealth Advisors LLC 20
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 20
Advisors Preferred, LLC 20
Prosight Management, LP 20
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 20
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 20
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 20
Denali Advisors Llc 20
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 20
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 20
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 20
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 20
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 20
White Pine Capital Llc 20
Paces Ferry Wealth Advisors, Llc 20
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 20
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 20
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 20
First Allied Advisory Services, Inc. 20
IBM Retirement Fund 20
Almanack Investment Partners, LLC. 20
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 20
Jump Trading, Llc 20
Placemark Investments, Inc. 20
Mendota Financial Group, LLC 20
Kapitalo Investimentos Ltda 20
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 20
Arden Investment Series Trust 20
Semanteon Capital Management, LP 20
BDO Wealth Advisors, LLC 20
GIMFX - GMO TRUST - GMO Implementation Fund 20
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 20
Procyon Private Wealth Partners, LLC 20
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
25 Llc 20
Falcon Point Capital, Llc 20
Hemington Wealth Management 20
Standard Life Aberdeen plc 20
Motco 20
CenterStar Asset Management, LLC 20
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 20
CSat Investment Advisory, L.P. 20
Royal London Asset Management Ltd 20
T. Rowe Price Investment Management, Inc. 20
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 20
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 20
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 20
Rivernorth Opportunities Fund, Inc. 20
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 20
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 20
GPS Wealth Strategies Group, LLC 20
Perigon Wealth Management, LLC 20
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 20
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 20
Global Financial Private Client, LLC 20
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 20
Cerebellum GP, LLC 20
Key FInancial Inc 20
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 20
Bancroft Fund Ltd 20
Washington Trust Advisors, Inc. 20
Agf Management Ltd 20
Park Avenue Securities Llc 20
DAACX - Adviser Managed Trust - Diversified Equity Fund 20
Sentry Investment Management Llc 20
Ballentine Partners, LLC 20
Icon Advisers Inc/co 20
Global X Management CO LLC 20
Shay Capital LLC 20
Sargent Bickham Lagudis LLC 20
UMA Financial Services, Inc. 20
Columbia Partners L L C Investment Management 20
Opal Wealth Advisors, LLC 20
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 20
Pittenger & Anderson Inc 20
PenderFund Capital Management Ltd. 20
DiNuzzo Private Wealth, Inc. 20
Founders Financial Alliance, LLC 20
Bck Capital Management Lp 20
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 20
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 20
Baird Robert W & Co Inc /wi/ 20
Sound Income Strategies, LLC 20
FundVantage Trust - Verplanck Balanced Fund 20
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 20
Washington Trust Bank 20
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 20
Vanguard Horizon Funds 20
Dorsey & Whitney Trust CO LLC 20
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 20
Ajo, Lp 20
Standard Family Office LLC 20
Heritage Wealth Advisors 20
Prudential Plc 20
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 20
First Personal Financial Services 20
First New York Securities Llc /ny 20
Nachman Norwood & Parrott, Inc 19
Kopp Investment Advisors Llc 19
Spouting Rock Asset Management, LLC 19
Beacon Capital Management, LLC 19
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 19
VCAAX - VALIC Co I - Asset Allocation Fund 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 19
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 19
Advanced Series Trust - Ast Small-cap Value Portfolio 19
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 19
Apollon Wealth Management, LLC 19
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 19
Glen Eagle Advisors, LLC 19
Bfsg, Llc 19
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 19
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 19
STXG - EA Series Trust - Strive 1000 Growth ETF 19
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 19
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 19
Highland Capital Management Fund Advisors, L.p. 19
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 19
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 19
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 19
Intracoastal Capital, Llc 19
Mesirow Financial Investment Management, Inc. 19
Albion Financial Group /ut 19
Wealthfront Advisers Llc 19
Qtron Investments LLC 19
Lebenthal Asset Management, LLC 19
Thurston, Springer, Miller, Herd & Titak, Inc. 19
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 19
West Tower Group, LLC 19
Cantor Fitzgerald, L. P. 19
Anfield Capital Management, LLC 19
LRI Investments, LLC 19
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 19
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 19
Horan Securities, Inc. 19
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 19
Alpine Woods Capital Investors, Llc 19
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 19
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 19
Schechter Investment Advisors, LLC 19
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 19
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 19
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 19
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 19
Dana Investment Advisors, Inc. 19
Cortina Funds, Inc. 19
DnB Asset Management AS 19
AlphaMark Advisors, LLC 19
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 19
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 19
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 19
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 19
New Age Alpha Advisors, LLC 19
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 19
Athanor Capital, Lp 19
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 19
Pacific Alternative Asset Management Company, Llc 19
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 19
Scout Investments, Inc. 19
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 19
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 19
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 19
Verus Capital Partners, Llc 19
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 19
Profunds - Profund Vp Small-cap Growth 19
Chevy Chase Trust Holdings, Inc. 19
Usaa Etf Trust 19
Ziegler Capital Management, LLC 19
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 19
Colonial Trust Co / SC 19
Tuttle Tactical Management LLC 19
Highland Capital Management, Llc 19
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 19
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 19
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 19
Eventide Asset Management, Llc 19
LGT Financial Advisors LLC 19
Laurel Wealth Advisors, Inc. 19
Advisor Partners Ii, Llc 19
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 19
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 19
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 19
Annis Gardner Whiting Capital Advisors, LLC 19
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 19
Atw Spac Management Llc 19
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 19
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 19
Pallas Capital Advisors LLC 19
Alpine Associates Management Inc. 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Capital Investment Advisory Services, LLC 19
Parkwood LLC 19
G2 Investment Partners Management LLC 19
Cambridge Trust Co 19
Bollard Group LLC 19
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 19
FNY Partners Fund LP 19
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 19
Archer Investment Corp 19
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 19
Yorktown Management & Research Co Inc 19
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 19
YHB Investment Advisors, Inc. 19
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 19
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 19
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 19
AGNG - Global X Funds - Global X Longevity Thematic ETF 19
Ibex Investors LLC 19
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 19
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 19
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 19
Baader Bank INC 19
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 19
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 19
Operose Advisors LLC 19
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 19
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 19
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 19
River & Mercantile Asset Management Llp 19
Baldwin Brothers Inc/ma 19
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 19
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 19
WASHINGTON TRUST Co 19
Putnam Master Intermediate Income Trust 18
Moneta Group Investment Advisors Llc 18
EULAV Asset Management 18
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 18
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 18
Bare Financial Services, Inc 18
Ellsworth Growth & Income Fund Ltd 18
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 18
Tiedemann Advisors, Llc 18
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 18
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 18
Tsfg, Llc 18
Venture Visionary Partners LLC 18
Tiverton Asset Management Llc 18
Portolan Capital Management, LLC 18
Tfo-tdc, Llc 18
Fort Washington Investment Advisors Inc /oh/ 18
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 18
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 18
BBVA USA Bancshares, Inc. 18
Whipplewood Advisors, LLC 18
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 18
Associated Banc-corp 18
Sofinnova Investments, Inc. 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 18
Raymond James Trust N.a. 18
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 18
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 18
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 18
Impax Asset Management Group plc 18
Transamerica Financial Advisors, Inc. 18
Lombard Odier Asset Management (Europe) Ltd 18
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 18
Integre Asset Management, LLC 18
Farallon Capital Management Llc 18
SGPIX - Profunds - Small-cap Growth Profund Investor Class 18
Commonwealth Bank Of Australia 18
Riggs Asset Managment Co. Inc. 18
Motley Fool Asset Management LLC 18
Vantage Investment Advisors, LLC 18
Oakworth Capital, Inc. 18
Bard Associates Inc 18
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 18
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 18
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 18
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 18
Kim, Llc 18
Raleigh Capital Management Inc. 18
Strategic Blueprint, LLC 18
Wealthspire Advisors, LLC 18
Greenleaf Trust 18
Tri Locum Partners LP 18
Quest Capital Management Inc /adv 18
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 18
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 18
WUSAX - WANGER ADVISORS TRUST - Wanger USA 18
Next Financial Holdings 18
Invictus RG Pte. Ltd. 18
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 18
Evergreen Capital Management Llc 18
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF 18
Marathon Trading Investment Management LLC 18
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 18
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 18
Allianzgi Convertible & Income Fund Ii 18
Isthmus Partners, Llc 18
Allianzgi Convertible & Income Fund 18
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 18
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 18
Cornerstone Investment Partners, LLC 18
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 18
Tokio Marine Asset Management Co Ltd 18
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 18
Meteora Capital, LLC 18
Fortitude Advisory Group L.L.C. 18
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 18
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
Horizon Investments, LLC 18
Kb Financial Partners, Llc 18
Blackstone Group Inc 18
SpiderRock Trading LLC 18
Readystate Asset Management Lp 18
Heritage Wealth Management, Llc 18
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 18
WPG Advisers, LLC 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Alpha Omega Wealth Management LLC 18
Column Capital Advisors, LLC 18
Kovack Advisors, Inc. 18
Moisand Fitzgerald Tamayo, LLC 18
Private Ocean, LLC 18
Center for Financial Planning, Inc. 18
Boston Trust Walden Corp 18
Putnam Premier Income Trust 18
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 18
Advanced Series Trust - Ast Advanced Strategies Portfolio 18
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 18
Regent Peak Wealth Advisors LLC 18
U.S. Capital Wealth Advisors, LLC 18
Chicago Capital Management, LLC 18
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 18
DAVENPORT & Co LLC 18
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 18
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 18
Brookstone Capital Management 18
Meiji Yasuda Asset Management Co Ltd. 18
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 18
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 18
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 18
Sawgrass Asset Management Llc 18
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 18
West Paces Advisors Inc. 18
Voya Prime Rate Trust 18
Stonebridge Capital Advisors LLC 18
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 18
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 18
Sheets Smith Wealth Management 18
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 18
StoneX Group Inc. 18
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 18
STXK - EA Series Trust - Strive Small-Cap ETF 18
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 18
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 18
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 18
Tekla World Healthcare Fund 18
Shine Investment Advisory Services Inc 18
Tekla Healthcare Investors 18
Tekla Healthcare Opportunities Fund 18
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 17
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 17
Tamarack Capital Management, LLC 17
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 17
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 17
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 17
Glenmede Investment Management, LP 17
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 17
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 17
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 17
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 17
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 17
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 17
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 17
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 17
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 17
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 17
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 17
WealthCollab, LLC 17
Peapack Gladstone Financial Corp 17
Mazama Capital Management Inc 17
Argent Capital Management Llc 17
Twin Capital Management Inc 17
E. Ohman J:or Asset Management AB 17
Wetherby Asset Management Inc 17
Bradley Foster & Sargent Inc/ct 17
Wexford Capital Lp 17
De Burlo Group Inc 17
Copeland Capital Management, LLC 17
Qrg Capital Management, Inc. 17
Envestnet Portfolio Solutions, Inc. 17
Norden Group Llc 17
Wealthcare Capital Management Llc 17
Santa Fe Partners LLC 17
HBK Sorce Advisory LLC 17
Taconic Capital Advisors LP 17
Cookson Peirce & Co Inc 17
Equitec Proprietary Markets, Llc 17
Atwood & Palmer Inc 17
Westchester Capital Management, LLC 17
Duncker Streett & Co Inc 17
HealthInvest Partners AB 17
TD Capital Management LLC 17
HighVista Strategies LLC 17
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 17
Delta Asset Management Llc/tn 17
West Oak Capital, LLC 17
Balentine LLC 17
EFG Asset Management (North America) Corp. 17
Forum Financial Management, LP 17
Ledyard National Bank 17
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 17
STFBX - Advisers Investment Trust - State Farm Balanced Fund 17
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 17
Virginia Retirement System 17
Grove Bank & Trust 17
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 17
New England Securities Corp /MA/ 17
SOA Wealth Advisors, LLC. 17
B. Metzler seel. Sohn & Co. Holding AG 17
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 17
Retirement Group, LLC 17
Virtus ETF Advisers LLC 17
Cna Financial Corp 17
Highlander Capital Management, LLC 17
Cantab Capital Partners LLP 17
Premier Fund Managers Ltd 17
Jackson Creek Investment Advisors LLC 17
Pier 88 Investment Partners Llc 17
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 17
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 17
Advantage Investment Management, Llc 17
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 17
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 17
Bb&t Investment Services, Inc. 17
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 17
Eudaimonia Partners, LLC 17
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 17
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 17
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 17
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 17
Gabelli Convertible & Income Securities Fund Inc 17
Ethic Inc. 17
Nuveen S&p 500 Dynamic Overwrite Fund 17
Iron Triangle Partners LP 17
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 17
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 17
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 17
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 17
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 17
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 17
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 17
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 17
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 17
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 17
Turner Funds 17
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 17
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 17
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 17
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 17
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 17
Lake Street Advisors Group, Llc 17
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 17
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 17
Centerpoint Advisors, LLC 17
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 17
Silvant Capital Management LLC 17
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 17
HHM Wealth Advisors, LLC 17
Primecap Management Co/ca/ 17
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 17
Opaleye Management Inc. 17
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 17
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 17
Benjamin Edwards Inc 17
Ashton Thomas Securities, Llc 17
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 17
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 17
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 17
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 17
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 17
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 17
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 17
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 17
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 17
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 17
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 17
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 17
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 17
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 17
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 17
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 17
Advisor Partners Llc 16
PENN SERIES FUNDS INC - Flexibly Managed Fund 16
First Capital Advisors Group, LLC. 16
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 16
Telemetry Investments, L.L.C. 16
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 16
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 16
Beck Bode, LLC 16
Change Path, LLC 16
Fjarde Ap-fonden /fourth Swedish National Pension Fund 16
Joel Isaacson & Co., LLC 16
Montag A & Associates Inc 16
Westside Investment Management, Inc. 16
Central Pacific Bank - Trust Division 16
MBOVX - M FUND INC - M Large Cap Value Fund 16
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 16
J.w. Cole Advisors, Inc. 16
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 16
Colony Group Llc 16
Truewealth Llc 16
Merit Financial Group, LLC 16
Vanguard Whitehall Funds 16
Integrated Quantitative Investments LLC 16
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 16
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 16
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 16
Castleview Partners, Llc 16
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 16
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 16
Fiduciary Trust Co 16
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 16
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 16
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 16
Gabelli Equity Series Funds Inc 16
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 16
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 16
IMC-Chicago, LLC 16
Clough Capital Partners L P 16
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 16
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 16
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 16
Df Dent & Co Inc 16
Clark Capital Management Group, Inc. 16
Freestone Grove Partners LP 16
Tygh Capital Management, Inc. 16
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 16
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 16
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 16
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 16
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 16
Cowen Group, Inc. 16
Mark Sheptoff Financial Planning, Llc 16
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 16
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 16
Point72 Europe (London) LLP 16
Manchester Financial Inc 16
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 16
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 16
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 16
Qsemble Capital Management, LP 16
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 16
Banco Santander, S.A. 16
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 16
Hazlett, Burt & Watson, Inc. 16
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 16
Catapult Capital Management Llc 16
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 16
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 16
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 16
Korea Investment CORP 16
Bluefin Capital Management, Llc 16
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 16
Ranger Investment Management, L.P. 16
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 16
Cm Wealth Advisors Llc 16
Natixis Investment Managers International 16
Kistler-Tiffany Companies, LLC 16
Ghisallo Capital Management LLC 16
Thornburg Investment Management Inc 16
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 16
Vestmark Advisory Solutions, Inc. 16
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 16
Central Bank & Trust Co 16
Capital Impact Advisors, LLC 16
Livforsakringsbolaget Skandia, Omsesidigt 16
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 16
Fort, L.p. 16
Financial Counselors Inc 16
Fiduciary Alliance LLC 16
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 16
Wall Street Associates 16
Bank Of Hawaii 16
Hilltop Holdings Inc. 16
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 16
Welch & Forbes Llc 16
Bahl & Gaynor Inc 16
Dubuque Bank & Trust Co 16
Prescott Group Capital Management, L.l.c. 16
Bluestein R H & Co 16
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 16
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 16
Dakota Wealth Management 16
Princeton Global Asset Management LLC 16
Brown Capital Management Llc 16
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 16
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 16
Enlightenment Research, LLC 16
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 16
Camden Asset Management L P /ca 16
Ellis Investment Partners, LLC 16
Bay Harbor Wealth Management, LLC 16
Sun Life Financial Inc 16
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 16
Erste Asset Management GmbH 16
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 16
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 16
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 16
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 16
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 16
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 16
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 16
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 16
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 16
Bayforest Capital Ltd 16
Aspire Private Capital, LLC 16
SG Capital Management LLC 16
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 16
Telemus Capital, Llc 16
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 16
Sugarloaf Wealth Management, LLC 16
Rakuten Securities, Inc. 16
Swedbank AB 16
Wakefield Asset Management LLLP 16
Machina Capital S.a.s. 16
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 16
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 16
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 16
Kula Investments, LLC 16
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 16
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 16
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 16
Sumitomo Mitsui DS Asset Management Company, Ltd 16
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 16
Equitable Holdings, Inc. 16
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 16
Pendal Group Ltd 16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16
Park West Asset Management LLC 16
HB Wealth Management, LLC 16
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 16
Tradeworx Inc. 16
Consonance Capital Management LP 16
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 16
Morgan Dempsey Capital Management Llc 16
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 16
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 16
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 16
Spears Abacus Advisors LLC 16
Banco Bilbao Vizcaya Argentaria, S.a. 16
Van Hulzen Asset Management, LLC 16
Oliver Lagore Vanvalin Investment Group 16
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 16
Punch & Associates Investment Management, Inc. 16
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 16
Atria Wealth Solutions, Inc. 16
Householder Group Estate & Retirement Specialist, LLC 16
Ellsworth Advisors, LLC 16
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 16
Regentatlantic Capital Llc 16
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 16
Boston Advisors Llc 16
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 16
Hodges Capital Management Inc. 16
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 16
McAdam, LLC 16
Jaffetilchin Investment Partners, LLC 16
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 16
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 16
Skylands Capital, LLC 15
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 15
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 15
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 15
WealthTrak Capital Management LLC 15
Bp Plc 15
Lincoln National Corp 15
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 15
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 15
Laffer Investments 15
Ostrum Asset Management 15
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 15
Personal Wealth Partners 15
Sandler Capital Management 15
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 15
Kilter Group LLC 15
Wealthbridge Capital Management, Llc 15
Mascoma Wealth Management LLC 15
Asymmetry Capital Management, L.P. 15
MERVX - MERGER FUND VL - The Merger Fund VL 15
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 15
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 15
Zions Bancorporation, National Association /ut/ 15
Liberty Wealth Management Llc 15
Wiley Bros.-aintree Capital, Llc 15
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
Lloyd Advisory Services, LLC. 15
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 15
Eagle Global Advisors Llc 15
Andra AP-fonden 15
Achmea Investment Management B.V. 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
American Capital Management Inc 15
Redwood Wealth Management Group, LLC 15
Beacon Pointe Advisors, LLC 15
Evolution Wealth Advisors, LLC 15
Krilogy Financial LLC 15
Jump Trading, LLC 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
iA Global Asset Management Inc. 15
Phoenix Holdings Ltd. 15
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 15
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 15
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 15
Tucker Asset Management Llc 15
Exencial Wealth Advisors, Llc 15
Ami Asset Management Corp 15
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 15
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 15
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 15
Kingsview Wealth Management, LLC 15
Empery Asset Management, LP 15
YorkBridge Wealth Partners, LLC 15
Adams Diversified Equity Fund, Inc. 15
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 15
SpiderRock Advisors, LLC 15
RBF Capital, LLC 15
Renaissance Group Llc 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
Cavalier Investments, LLC 15
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 15
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 15
Pictet & Cie (Europe) SA 15
Flinton Capital Management LLC 15
Lmcg Investments, Llc 15
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 15
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 15
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 15
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 15
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 15
Vise Technologies, Inc. 15
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 15
Country Trust Bank 15
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 15
Hamilton Lane Advisors Llc 15
Affinity Asset Advisors, LLC 15
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 15
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 15
1492 Capital Management LLC 15
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 15
I.g. Investment Management, Ltd. 15
Inspire Advisors, LLC 15
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 15
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 15
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 15
Ascend Capital, Llc 15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 15
Kovitz Investment Group Partners, LLC 15
Highline Wealth Partners Llc 15
Americana Partners, LLC 15
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 15
Brewin Dolphin Wealth Management Ltd 15
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 15
Groupama Asset Managment 15
Eastern Bank 15
Spearhead Capital Advisors, Llc 15
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 15
Northwest Investment Counselors, Llc 15
DT Investment Partners, LLC 15
Gladstone Institutional Advisory LLC 15
CHICAGO TRUST Co NA 15
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 15
V Wealth Advisors LLC 15
Crestwood Advisors Group LLC 15
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 15
Integrated Wealth Management 15
Arrowgrass Capital Partners (us) Lp 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 15
Amerivest Investment Management LLC 15
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 15
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 15
Charter Oak Capital Management, LLC 15
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 15
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 15
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 15
Transamerica Partners Funds Group 15
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 15
Personal Cfo Solutions, Llc 15
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 15
Logan Capital Management Inc 15
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 15
D'Orazio & Associates, Inc. 15
Hennion & Walsh Asset Management, Inc. 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 15
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 15
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 15
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 15
Savior LLC 15
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 15
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 15
Roubaix Capital, LLC 15
Cupps Capital Management, LLC 15
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 15
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 15
Leavell Investment Management, Inc. 15
Eisler Capital (UK) Ltd. 15
Ogorek Anthony Joseph /ny/ /adv 15
Zions Bancorporation 15
Gupta Wealth Management LLC 15
Beaird Harris Wealth Management, LLC 15
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 15
APBAX - Cavanal Hill Funds - Active Core Fund Investor 15
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 15
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 15
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 15
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 15
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 15
Gateway Investment Advisers Llc 15
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 15
BBT Capital Management, LLC 15
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 15
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 15
Adirondack Trust Co 15
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 15
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 15
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 15
Intrust Bank Na 15
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 15
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 15
Conestoga Capital Advisors, LLC 15
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 15
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 15
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 15
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 15
Usca Ria Llc 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 15
Childress Capital Advisors, Llc 15
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 15
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 15
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 15
Barrett Asset Management, LLC 15
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 15
Axxcess Wealth Management, Llc 15
Banque Transatlantique SA 15
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 15
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 15
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 15
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 15
Silverback Asset Management Llc 15
Transamerica Partners Funds Group Ii 15
Index Management Solutions, LLC 15
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 15
AIA Group Ltd 15
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 15
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 15
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 15
Private Wealth Asset Management, LLC 15
Cribstone Capital Management, LLC 15
Colonial Trust Advisors 15
O'Dell Group, LLC 15
Mariner Investment Group Llc 15
Cowen Prime Services LLC 15
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 15
NorthCoast Asset Management LLC 15
Thoroughbred Financial Services, Llc 15
VisionPoint Advisory Group, LLC 14
Moody Aldrich Partners Llc 14
Folger Hill Asset Management LP 14
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 14
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 14
Claro Advisors LLC 14
Kentucky Retirement Systems Insurance Trust Fund 14
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 14
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 14
Green Arrow Capital Management Llc 14
Kanaly Trust Co 14
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 14
Magee Thomson Investment Partners Llc 14
AIGH Capital Management LLC 14
Checchi Capital Advisers, LLC 14
High Note Wealth, LLC 14
Tlp Group Llc 14
Addison Advisors LLC 14
Bardin Hill Management Partners Lp 14
Buckingham Strategic Wealth, Llc 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 14
Simplify Asset Management Inc. 14
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 14
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 14
Scholtz & Company, Llc 14
Patten Group, Inc. 14
Rialto Wealth Management, LLC 14
E Fund Management Co., Ltd. 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 14
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 14
Exos TFP Holdings LLC 14
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 14
HFM Investment Advisors, LLC 14
Bluefin Trading, LLC 14
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 14
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 14
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 14
Whitebox Mutual Funds 14
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 14
Nuance Investments, Llc 14
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
Redwood Investments, LLC 14
ICA Group Wealth Management, LLC 14
GeoWealth Management, LLC 14
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 14
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 14
Connors Investor Services Inc 14
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 14
Security National Trust Co 14
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 14
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 14
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 14
Relative Value Fund 14
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 14
Perpetual Ltd 14
BOK Financial Private Wealth, Inc. 14
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 14
Psagot Investment House Ltd. 14
Tobam 14
Fortaleza Asset Management Inc/ 14
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 14
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 14
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 14
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 14
Lecap Asset Management Ltd 14
Claris Advisors, Llc / Mo / 14
Legacy Advisors, LLC 14
Edge Advisors, Llc 14
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 14
VCBCX - VALIC Co I - Blue Chip Growth Fund 14
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 14
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 14
HGC Investment Management Inc. 14
Claraphi Advisory Network, LLC 14
Byrne Asset Management LLC 14
Calton & Associates, Inc. 14
NJ State Employees Deferred Compensation Plan 14
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 14
Polygon Management Ltd. 14
Farringdon Capital, Ltd. 14
Owl Creek Asset Management, L.P. 14
Squar Milner Financial Services Llc 14
AMS Capital Ltda 14
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 14
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 14
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 14
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 14
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 14
Blume Capital Management, Inc. 14
Winfield Associates, Inc. 14
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 14
Wbi Investments, Inc. 14
USS Investment Management Ltd 14
Indiana Trust & Investment Management CO 14
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 14
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 14
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 14
City Holding Co 14
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 14
Dynamic Advisor Solutions LLC 14
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 14
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 14
Beacon Investment Advisory Services, Inc. 14
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
Boulder Hill Capital Management Lp 14
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 14
Formidable Asset Management, LLC 14
McElhenny Sheffield Capital Management, LLC 14
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 14
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 14
One Wealth Advisors, LLC 14
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 14
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 14
American National Bank 14
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 14
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 14
Marino, Stram & Associates Llc 14
Capital One, National Association 14
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 14
Argent Trust Co 14
Thomas White International Ltd 14
Kentucky Retirement Systems 14
Wunderlich Securities, Inc. 14
Delos Wealth Advisors, LLC 14
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 14
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 14
Bbva Usa 14
Integral Derivatives, LLC 14
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 14
1st Global Advisors, Inc. 14
Atlas Capital Advisors Llc 14
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 14
VVSGX - VALIC Co I - Small Cap Growth Fund 14
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 14
Fulton Bank, N.a. 14
Empirical Finance, LLC 14
Glass Jacobson Investment Advisors llc 14
Tributary Capital Management, LLC 14
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 14
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 14
Six Circles Trust - Six Circles Global Bond Fund 14
CVI Investments, Inc. 14
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 14
St Germain D J Co Inc 14
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 14
Miles Capital, Inc. 14
Sageworth Trust Co of South Dakota 14
Dowling & Yahnke Llc 14
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 14
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 14
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 14
Norinchukin Bank, The 14
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 14
Foster Dykema Cabot & Co Inc/ma 14
Nuveen Core Equity Alpha Fund 14
Matarin Capital Management, LLC 14
Archford Capital Strategies, LLC 14
Redhawk Wealth Advisors, Inc. 14
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 14
Spartan Fund Management Inc. 14
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 14
Jackson Square Partners, LLC 14
PWS - Pacer Funds Trust - Pacer WealthShield ETF 14
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 14
Integrated Advisors Network LLC 14
First Midwest Bank Trust Division 14
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 14
Capital Guardian Trust Co 14
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 14
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 14
Chase Investment Counsel Corp 14
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 14
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 14
Karpus Management, Inc. 14
Trust Department Mb Financial Bank N A 14
Insight Capital Research & Management Inc 14
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 14
Trifecta Capital Advisors, LLC 14
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 14
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 14
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 14
Carlson Capital L P 14
Ra Capital Management, L.p. 14
Curi Wealth Management, LLC 14
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 14
Man Investments Ltd 14
NuWave Investment Management, LLC 14
Transamerica Partners Portfolios 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 14
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 14
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 14
Magnus Financial Group LLC 14
PRW Wealth Management LLC 14
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 14
Alera Investment Advisors, LLC 14
Triad Wealth Partners, LLC 14
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 14
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 14
Harvest Investment Services, LLC 14
Gulf International Bank (UK) Ltd 14
Coppell Advisory Solutions Corp. 14
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 13
Americafirst Capital Management, Llc 13
Bridger Management, Llc 13
Godsey & Gibb Associates 13
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 13
ISAM Funds (UK) Ltd 13
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 13
PharVision Advisers, LLC 13
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 13
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 13
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 13
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 13
Fifth Lane Capital, Lp 13
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 13
Northern Oak Wealth Management Inc 13
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 13
Everett Harris & Co /ca/ 13
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 13
Cambiar Investors Llc 13
Coe Capital Management, LLC 13
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 13
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 13
Timber Hill LLC 13
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 13
Select Equity Group, L.P. 13
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 13
Ingalls & Snyder Llc 13
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 13
Newfound Research LLC 13
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 13
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 13
Elk Creek Partners, LLC 13
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 13
Jag Capital Management, Llc 13
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 13
Pinnacle Financial Partners Inc 13
General Motors Investment Management Corp 13
Wedmont Private Capital 13
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 13
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 13
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 13
Peregrine Asset Advisers, Inc. 13
Clear Harbor Asset Management, LLC 13
Bellwether Advisors, LLC 13
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 13
Reynders McVeigh Capital Management, LLC 13
WealthTrust-Arizona, LLC 13
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 13
Cypress Capital Group 13
VCULX - VALIC Co I - Growth Fund 13
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 13
Donoghue Forlines LLC 13
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 13
Vectors Research Management, LLC 13
Webster Bank, N. A. 13
Forsta Ap-fonden 13
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 13
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 13
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 13
CR Intrinsic Investors, LLC 13
Fairfield, Bush & Co. 13
MMCAP International Inc. SPC 13
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 13
Boussard & Gavaudan Investment Management LLP 13
Arlington Trust Co LLC 13
Taylor Frigon Capital Management LLC 13
First Interstate Bank 13
NinePointTwo Capital 13
Riverwater Partners LLC 13
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 13
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 13
Aequim Alternative Investments LP 13
Jackson Square Capital, Llc 13
Turtle Creek Wealth Advisors, LLC 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 13
F/M Investments LLC 13
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 13
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 13
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 13
Highstreet Asset Management Inc. 13
NewEdge Wealth, LLC 13
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 13
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 13
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 13
AlphaOne Investment Services, LLC 13
CPSIX - Unified Series Trust - Fci Bond Fund 13
Eaton Vance Ltd Duration Income Fund 13
March Altus Capital Management LP 13
Zweig-DiMenna Associates LLC 13
Myriad Asset Management Ltd. 13
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
HighPoint Advisor Group LLC 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 13
AXS Investments LLC 13
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 13
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 13
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 13
Nkcfo Llc 13
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 13
Castle Creek Arbitrage, LLC 13
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 13
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 13
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 13
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 13
Mill Creek Capital Advisors, LLC 13
Birchview Capital, LP 13
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 13
SageView Advisory Group, LLC 13
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 13
National Pension Service 13
Brown Advisory Securities, LLC 13
Shaker Investments Llc/oh 13
Tredje AP-fonden 13
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 13
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 13
Laurel Wealth Advisors LLC 13
Nemes Rush Group LLC 13
Coastal Capital Group, Inc. 13
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 13
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 13
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 13
Conning Inc. 13
Quantum Capital Management 13
Cahill Financial Advisors Inc 13
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 13
Values First Advisors, Inc. 13
Rs Investment Management Co Llc 13
Mosaic Family Wealth, LLC 13
Putnam Fl Investment Management Co 13
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 13
Personal Capital Advisors Corp 13
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 13
RWM Asset Management, LLC 13
Delta Lloyd Nv 13
Mairs & Power Inc 13
Destination Wealth Management 13
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 13
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 13
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 13
McIlrath & Eck, LLC 13
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 13
Simplicity Wealth,LLC 13
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 13
Hood River Capital Management LLC 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 13
WMS Partners, LLC 13
Orrstown Financial Services Inc 13
Calamos Global Total Return Fund 13
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 13
Marquette Asset Management, LLC 13
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 13
Monarch Partners Asset Management LLC 13
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 13
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 13
Dai-Ichi Life Insurance Company, Ltd 13
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 13
JNL SERIES TRUST - JNL Bond Index Fund (I) 13
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 13
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 13
American Trust 13
Atticus Wealth Management, Llc 13
Capital International Investors 13
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 13
Liberty All Star Growth Fund Inc. 13
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 13
Bnc Wealth Management, Llc 13
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 13
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 13
Harwood Advisory Group, LLC 13
Sector Gamma As 13
Brasada Capital Management, Lp 13
Total Investment Management Inc 13
Bleakley Financial Group, LLC 13
Ritholtz Wealth Management 13
Havens Advisors Llc 13
Adviser Investments LLC 13
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 13
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 13
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 13
Pfs Investments Inc. 13
Condor Capital Management 13
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 13
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 13
Beryl Capital Management LLC 13
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 13
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 13
Trellus Management Company, LLC 13
Deltec Asset Management Llc 13
Baker Tilly Financial, Llc 13
Omnia Family Wealth, LLC 13
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 13
Symmetry Partners, LLC 13
Pinnacle Bancorp, Inc. 13
Williams Jones Wealth Management, LLC. 13
Fifth Third Wealth Advisors LLC 13
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 13
Pinnacle Associates Ltd 13
Advisors Capital Management, LLC 13
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 13
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 13
Ossiam 13
Providence Capital Advisors, LLC 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 13
Chicago Capital, LLC 13
Mn Services Vermogensbeheer B.V. 13
Clearline Capital LP 13
Investors Research Corp 13
Transce3nd, LLC 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 13
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 13
Hoxton Financial, Inc. 13
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 13
Resona Asset Management Co.,Ltd. 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
Dunhill Financial, LLC 13
Hughes Financial Services, LLC 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 13
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 13
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 13
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 12
Patten & Patten Inc/tn 12
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 12
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 12
Weaver C. Barksdale & Associates, Inc. 12
Columbia Wanger Asset Management Llc 12
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 12
Argent Advisors, Inc. 12
Moody Lynn & Lieberson, Llc 12
Halpern Financial, Inc. 12
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 12
Financial Enhancement Group LLC 12
Chilton Investment Co Llc 12
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 12
Beacon Capital Management, Inc. 12
Verdence Capital Advisors LLC 12
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 12
Cfm Wealth Partners Llc 12
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 12
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 12
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 12
Oppenheimer Variable Account Funds 12
First Foundation Advisors 12
Capital Advisory Group Advisory Services, LLC 12
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 12
Ofi Invest Asset Management 12
Meiji Yasuda Life Insurance Co 12
Boston Financial Mangement Llc 12
Epoch Investment Partners, Inc. 12
Frank, Rimerman Advisors LLC 12
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 12
Great Diamond Partners, LLC 12
Azimuth Capital Management LLC 12
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 12
Oarsman Capital, Inc. 12
AllianzGI Artificial Intelligence & Technology Opportunities Fund 12
Spdr S&p Midcap 400 Etf Trust 12
Spdr S&p 500 Etf Trust 12
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 12
Viking Global Investors Lp 12
Marcum Wealth, LLC 12
Atomi Financial Group, Inc. 12
CBIZ Investment Advisory Services, LLC 12
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 12
PSI Advisors, LLC 12
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 12
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 12
Wealth Alliance 12
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 12
King Wealth 12
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 12
Bowling Portfolio Management LLC 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 12
Carmel Capital Partners, LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 12
Sentinel Asset Management, Inc. 12
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 12
Voya Financial Advisors, Inc. 12
Amplius Wealth Advisors, LLC 12
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 12
Reuter James Wealth Management, Llc 12
Raiffeisen Bank International AG 12
Kiwi Wealth Investments Limited Partnership 12
Piermont Capital Management LLC 12
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 12
Tyler-Stone Wealth Management 12
Quotient Investors, LLC 12
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 12
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 12
Warren Averett Asset Management, LLC 12
Spectrum Management Group, LLC 12
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 12
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 12
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 12
Boston Private Bank & Trust Co 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 12
Malaga Cove Capital, LLC 12
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 12
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 12
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 12
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 12
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 12
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 12
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 12
Kelly Financial Services LLC 12
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 12
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 12
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 12
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 12
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 12
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 12
Clean Yield Group 12
Securian Funds Trust - SFT Index 500 Fund Class 1 12
Atlantic Union Bankshares Corp 12
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 12
Shinko Asset Management Co., Ltd. 12
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 12
Kelman-Lazarov, Inc. 12
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 12
Kalos Management, Inc. 12
Sheaff Brock Investment Advisors, LLC 12
VVSCX - VALIC Co I - Small Cap Value Fund 12
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 12
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 12
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 12
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 12
FormulaFolio Investments, LLC 12
Gerber Kawasaki Wealth & Investment Management 12
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 12
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 12
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 12
PENN SERIES FUNDS INC - Small Cap Growth Fund 12
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 12
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 12
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 12
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 12
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 12
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 12
J.Safra Asset Management Corp 12
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 12
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 12
Hartford Financial Management Inc. 12
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 12
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 12
WR Wealth Planners, LLC 12
Mitsubishi UFJ Securities Holdings Co., Ltd. 12
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 12
NorthRock Partners, LLC 12
Capitolis Advisors LLC 12
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 12
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 12
Northeast Financial Consultants Inc 12
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 12
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 12
Crawford Investment Counsel Inc 12
Hudock, Inc. 12
NOMIX - Northern Funds - Northern Mid Cap Index Fund 12
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 12
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 12
Profunds - Profund Vp Mid-cap Growth 12
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 12
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 12
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 12
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 12
Motley Fool Wealth Management, LLC 12
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 12
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 12
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 12
Copper Rock Capital Partners, LLC 12
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 12
Williams Jones & Associates LLC 12
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 12
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 12
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 12
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 12
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 12
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 12
Anchor Capital Advisors Llc 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 12
Azimuth Capital Investment Management LLC 12
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 12
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 12
TCTC Holdings, LLC 12
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 12
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 12
Metis Global Partners, LLC 12
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 12
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 12
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 12
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 12
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 12
Parkworth Wealth Management, Inc. 12
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 12
Pacitti Group Inc. 12
Ramius Advisors Llc 12
Mach-1 Financial Group, Inc. 12
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 12
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 12
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 12
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 12
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 12
Burney Co/ 12
Empyrean Capital Partners, LP 12
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 12
Brighton Jones Llc 12
Rampart Investment Management Company, LLC 12
First National Bank Of Omaha 12
Romano Brothers And Company 12
GLG Partners LP 12
III Capital Management 12
aeris Capital Holding GmbH 12
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 12
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 12
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 12
Weaver Consulting Group 12
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 12
Olstein Capital Management, L.P. 12
Cleararc Capital Inc 12
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 12
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 12
Easterly Investment Partners Llc 12
Sea Otter Advisors LLC 12
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 12
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 12
Executive Wealth Management, LLC 12
Riverbridge Partners Llc 12
City National Bank 12
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 12
Diversify Advisory Services, LLC 12
Traynor Capital Management, Inc. 12
Caldwell Securities, Inc 12
Salomon & Ludwin, LLC 12
BlueCrest Capital Management LLP 12
Concurrent Investment Advisors, LLC 12
Bremer Trust National Association 12
American Capital Advisory, LLC 12
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 12
SevenBridge Financial Group, LLC 12
W.G. Shaheen & Associates DBA Whitney & Co 12
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 12
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 12
L & S Advisors Inc 12
Chilton Capital Management Llc 12
Ten Capital Wealth Advisors, LLC 12
Bellwether Investment Group, LLC 12
Harbour Capital Advisors, LLC 12
Fidelis Capital Partners, LLC 12
Bridges Investment Management Inc 12
City State Bank 12
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 12
Groupe la Francaise 12
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 12
Corient Capital Partners, LLC 12
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 12
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 12
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 12
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 12
First Bank & Trust 12
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 12
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 12
Selective Wealth Management, Inc. 12
Canton Hathaway, LLC 12
Voisard Asset Management Group, Inc. 12
M&r Capital Management Inc 12
Canandaigua National Bank & Trust Co 12
Worldquant Millennium Advisors Llc 12
Redpoint Investment Management Pty Ltd 12
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 12
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 12
Heck Capital Advisors, LLC 12
Minichmacgregor Wealth Management, Llc 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
AlTi Global, Inc. 12
South Texas Money Management Ltd 12
Planning Capital Management Corp 12
Forward Management, LLC 12
West Branch Capital LLC 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 12
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 12
McGlone Suttner Wealth Management, Inc. 12
New England Research & Management, Inc. 12
Degroof Petercam Asset Management 12
Woodley Farra Manion Portfolio Management Inc 12
Certified Advisory Corp 12
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 12
CNB Bank 12
Endurance Wealth Management, Inc. 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Courier Capital Llc 12
IMA Wealth, Inc. 12
Fortis Advisors, LLC 12
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 12
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 12
IFM Investors Pty Ltd 12
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 12
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 12
First Command Advisory Services, Inc. 12
Nissay Asset Management Corp /japan/ /adv 12
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 12
MANA Advisors LLC 12
Ridgewood Investments LLC 12
Kiley Juergens Wealth Management, Llc 12
Shenkman Capital Management Inc 12
James Hambro & Partners 12
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 12
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 12
Aua Capital Management, Llc 12
Mission Wealth Management, Lp 12
Tidemark, LLC 12
Vanguard Specialized Funds 12
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 12
PGGM Investments 12
Bedel Financial Consulting, Inc. 12
Capstone Series Fund Inc 12
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 12
Hl Financial Services Llc 12
AJOVista, LLC 12
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 12
Unique Wealth Strategies, LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 12
Curian Capital Llc 12
VSSGX - VALIC Co I - Small-Mid Growth Fund 12
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 12
Seizert Capital Partners, Llc 12
MFCPX - M FUND INC - M Capital Appreciation Fund 12
Vanguard Morgan Growth Fund 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 12
Rosenberg Matthew Hamilton 12
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 12
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 12
Hirtle Callaghan & Co LLC 12
Pennsylvania Trust Co 12
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 12
Oddo Bhf Asset Management Sas 12
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 12
Connor Clark & Lunn Investment Management Ltd 12
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 12
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 12
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 12
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 12
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 12
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 12
Bruce G. Allen Investments, LLC 12
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 12
EWG Elevate Inc. 12
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 12
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 12
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 12
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 12
Washington Capital Management Inc 12
Anchor Investment Management, LLC 12
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 12
Mfs Multimarket Income Trust 12
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 12
Financial Engines Advisors L.L.C. 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 12
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 12
KAMES CAPITAL plc 12
Ardevora Asset Management LLP 12
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 12
K.J. Harrison & Partners Inc 12
NEOS Investment Management LLC 12
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 12
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 12
RMR Wealth Builders 12
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 12
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 12
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 12
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 12
Smallcap World Fund Inc 12
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 12
LBA Wealth Management, LLC 12
Community Bank, N.A. 12
Guggenheim Strategic Opportunities Fund 12
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 11
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 11
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 11
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 11
Barometer Capital Management Inc. 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 11
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 11
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 11
AustralianSuper Pty Ltd 11
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 11
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 11
Angeles Wealth Management, Llc 11
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 11
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 11
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 11
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 11
Profunds - Profund Vp Large-cap Value 11
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 11
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 11
Mbb Public Markets I Llc 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 11
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 11
Marco Investment Management Llc 11
Equitable Trust Co 11
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 11
Geneva Capital Management Llc 11
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 11
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 11
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 11
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 11
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 11
Siemens Fonds Invest GmbH 11
Jpmorgan Trust Iii 11
Rivernorth Marketplace Lending Corp 11
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 11
Syntal Capital Partners, LLC 11
PENN SERIES FUNDS INC - Index 500 Fund 11
Coatue Management Llc 11
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 11
Senzar Asset Management, Llc 11
Cadian Capital Management, Lp 11
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 11
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 11
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 11
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 11
CenturyLink Investment Management Co 11
PACIFIC SELECT FUND - Equity Index Portfolio Class I 11
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 11
Rockbridge Investment Management, LCC 11
ARK Investment Management LLC 11
Claybrook Capital, LLC 11
Lockheed Martin Investment Management Co 11
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 11
SILVER OAK SECURITIES, Inc 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 11
AlphaCore Capital LLC 11
ADAR1 Capital Management, LLC 11
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 11
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 11
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 11
World Equity Group, Inc. 11
Emerald Investment Partners, Llc 11
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 11
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 11
PointState Capital LP 11
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 11
Arrow Financial Corp 11
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 11
Fortress Investment Group LLC 11
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 11
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 11
Guardian Life Insurance Co Of America 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 11
LGT Group Foundation 11
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 11
Blackrock Corporate High Yield Fund, Inc. 11
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 11
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 11
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 11
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 11
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 11
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 11
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 11
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 11
Sagefield Capital LP 11
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 11
Abn Amro Investment Solutions 11
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 11
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 11
CastleArk Alternatives, LLC 11
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 11
Kings Point Capital Management 11
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 11
Roble, Belko & Company, Inc 11
Barrow Hanley Mewhinney & Strauss Llc 11
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 11
Principia Wealth Advisory, LLC 11
Prime Capital Investment Advisors, LLC 11
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 11
R&F Capital Advisors LP 11
Binnacle Investments Inc 11
FSA Wealth Management LLC 11
Solstein Capital, LLC 11
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 11
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 11
SFY - Tidal ETF Trust - SoFi Select 500 ETF 11
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 11
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 11
Foresters Investment Management Company, Inc. 11
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 11
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 11
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 11
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 11
Eminence Capital, Lp 11
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 11
Moran Wealth Management, LLC 11
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 11
Intact Investment Management Inc. 11
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 11
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 11
Abich Financial Wealth Management LLC 11
Plato Investment Management Ltd 11
Greenwood Capital Associates Llc 11
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 11
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 11
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 11
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 11
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 11
Gabelli Global Small & Mid Cap Value Trust 11
Oversea-Chinese Banking CORP Ltd 11
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 11
Apex Capital Management 11
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 11
Bourgeon Capital Management Llc 11
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 11
Oppenheimer Quest For Value Funds 11
Global Financial Private Capital, LLC 11
Vivaldi Capital Management, LLC 11
Alpha Windward Llc 11
Icon Wealth Partners, LLC 11
One Capital Management, LLC 11
Capital Investment Advisors, LLC 11
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 11
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 11
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 11
Stephens Investment Management Group LLC 11
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 11
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 11
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
HWG Holdings LP 11
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 11
Allstate Investment Management Co 11
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 11
Fernwood Investment Management, LLC 11
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 11
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 11
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 11
WestEnd Advisors, LLC 11
Franklin Street Advisors Inc /nc 11
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 11
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 11
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 11
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 11
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 11
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 11
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 11
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 11
Core Alternative Capital 11
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 11
Apriem Advisors 11
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 11
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 11
Channing Capital Management, LLC 11
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 11
Buckingham Strategic Partners 11
Grimes & Company, Inc. 11
Trilogy Capital Inc. 11
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 11
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 11
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 11
Carmichael Hill & Associates, Inc. 11
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 11
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 11
PrairieView Partners, LLC 11
Fosun International Ltd 11
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 11
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 11
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 11
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 11
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 11
Ahrens Investment Partners LLC 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 11
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 11
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 11
Signature Resources Capital Management, LLC 11
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 11
First Financial Corp /in/ 11
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 11
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 11
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 11
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 11
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 11
Carmignac Gestion 11
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 11
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 11
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 11
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 11
Massar Capital Management, LP 11
Continental Advisors Llc 11
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 11
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 11
VSTIX - VALIC Co I - Stock Index Fund 11
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 11
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
VMIDX - VALIC Co I - Mid Cap Index Fund 11
Gagnon Securities Llc 11
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 11
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 11
Vaughan Nelson Investment Management, L.p. 11
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 11
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 11
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 11
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 11
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 11
Desjardins Global Asset Management Inc. 11
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 11
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 11
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 11
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
Syon Capital Llc 11
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 11
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 11
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 11
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 11
SSO - PROSHARES TRUST - ProShares Ultra S&P500 11
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 11
Trust Co Of Toledo Na /oh/ 11
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 11
Symphony Financial, Ltd. Co. 11
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 11
Hallmark Capital Management Inc 11
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 11
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 11
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 11
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 11
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 11
Haverford Trust Co 11
AMG National Trust Bank 11
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 11
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 11
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 11
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 11
Phocas Financial Corp. 11
Ipswich Investment Management Co., Inc. 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 11
Sumitomo Life Insurance Co 11
Trust Point Inc. 11
Impact Partnership Wealth, LLC 11
NWK Group, Inc. 11
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 11
Evermay Wealth Management Llc 11
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 11
Quaker Wealth Management, LLC 11
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 11
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 11
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 11
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 11
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 11
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 11
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 11
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 11
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 11
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 11
Paulson & Co. Inc. 11
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 11
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 11
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 11
Cromwell Holdings LLC 11
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 11
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 11
Suffolk Capital Management Llc 11
Golden State Equity Partners 11
Czech National Bank 11
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 11
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 11
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 11
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 11
Avalon Advisors, Llc 11
Invenomic Capital Management LP 11
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 11
Satuit Capital Management Trust 11
NorthCrest Asset Manangement, LLC 11
TradeLink Global Equity LLC 11
Cannell Peter B & Co Inc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 11
NatWest Group plc 11
Inscription Capital, LLC 11
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 11
Mount Lucas Management LP 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 11
Boston Family Office Llc 11
Allegheny Financial Group LTD 11
Altrinsic Global Advisors Llc 11
Annapolis Financial Services, LLC 11
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 11
Winton Capital Management Ltd 11
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 11
Aaron Wealth Advisors LLC 11
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 11
Bremer Bank National Association 11
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 11
Nbt Bank N A /ny 11
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 11
Trillium Asset Management, Llc 11
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 11
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 11
Glg Llc 11
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 11
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 11
Synergy Financial Management, LLC 11
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 11
Solaris Asset Management Llc 11
La Banque Postale Asset Management SA 11
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 11
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 11
Steel Peak Wealth Management LLC 11
Avidian Wealth Solutions, LLC 11
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 11
State of New Jersey Common Pension Fund A 11
CI Global Investments Inc. 11
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 11
Redmond Asset Management, LLC 11
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 11
Silphium Asset Management Ltd 11
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 11
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 11
Black Swift Group, LLC 11
Waldron Private Wealth LLC 11
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 11
CWA Asset Management Group, LLC 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 11
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 11
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 11
Surevest, LLC 11
Visionary Asset Management, Inc. 11
Breton Hill Capital Ltd. 11
Hilltop National Bank 11
AMF Pensionsforsakring AB 11
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 11
Hilton Capital Management, LLC 11
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 11
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 11
Voleon Capital Management Lp 11
Silverarc Capital Management, Llc 11
Apis Capital Advisors, LLC 11
Profunds - Profund Vp Ultrabull 11
Profunds - Profund Vp Bull 11
Western Wealth Management, LLC 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 11
Profunds - Profund Vp Ultramid-cap 11
Accredited Investors Inc. 11
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 11
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 11
Gabelli Dividend & Income Trust 11
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 11
CPI - IndexIQ ETF Trust - IQ Real Return ETF 11
Diversify Wealth Management, Llc 11
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 11
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 11
Dynamic Capital Management Ltd 11
Leonard Capital Management, Inc 11
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 11
Ada Investment Management, LP 11
Opti Capital Management, Lp 11
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 11
ACVF - ETF Opportunities Trust - American Conservative Values ETF 11
Global Wealth Management Investment Advisory, Inc. 11
Mirova 11
Wahed Invest LLC 11
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 11
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 11
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 11
Seeyond 11
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 11
Pinkerton Retirement Specialists, LLC 11
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 11
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 11
Integrated Investment Consultants, LLC 11
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 11
Stonebridge Financial Group, LLC 11
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 11
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 11
EHLS - Tidal Trust II - Even Herd Long Short ETF 11
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 11
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 11
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 11
Gofen & Glossberg Llc /il/ 11
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 11
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 11
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 11
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 11
Ascent Wealth Partners, LLC 11
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 11
NOSIX - Northern Funds - Northern Stock Index Fund 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
LGPIX - Profunds - Large-cap Growth Profund Investor Class 11
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 11
Aptus Capital Advisors, LLC 11
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 11
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 11
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 11
AMCPX - AMCAP FUND - AMCAP FUND Class A 11
LVPIX - Profunds - Large-cap Value Profund Investor Class 11
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 11
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 11
Dialectic Capital Management, Lp 11
Westport Resources Management Inc 11
Profunds - Profund Vp Large-cap Growth 11
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 11
ULPIX - Profunds - Ultrabull Profund Investor Class 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
BLPIX - Profunds - Bull Profund Investor Class 11
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 11
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 11
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 11
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 11
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 11
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 11
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 11
Ironwood Financial, llc 11
Cypress Capital Management LLC (WY) 11
Well Done, LLC 11
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 11
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 11
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 11
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 11
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 10
Strategy Asset Managers Llc 10
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 10
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 10
Valued Wealth Advisors LLC 10
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 10
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 10
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 10
BlackRock ESG Capital Allocation Trust 10
Altfest L J & Co Inc 10
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 10
Aurora Investment Counsel 10
Antara Capital LP 10
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 10
Diamond Hill Capital Management Inc 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
Rothschild Capital Partners, LLC 10
Optimal Asset Management, Inc. 10
Focus Financial Network, Inc. 10
EFG Asset Management (Americas) Corp. 10
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 10
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 10
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 10
Dynamic Technology Lab Pte Ltd 10
MTM Investment Management, LLC 10
Kms Financial Services, Inc 10
Israel Discount Bank of New York 10
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 10
Haberer Registered Investment Advisor Inc 10
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 10
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 10
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 10
Rakuten Investment Management, Inc. 10
Pensionfund DSM Netherlands 10
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 10
Cornerstone Wealth Management, LLC 10
Asahi Life Asset Management Co., Ltd. 10
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 10
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 10
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 10
TradeLink Capital LLC 10
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 10
Century Capital Management, LLC 10
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 10
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 10
Kinneret Advisory, LLC 10
Gf Fund Management Co. Ltd. 10
Meeder Advisory Services, Inc. 10
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 10
Kaizen Advisory, Llc 10
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 10
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 10
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 10
EMC Capital Management 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 10
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 10
STXV - EA Series Trust - Strive 1000 Value ETF 10
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 10
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 10
Dearborn Partners Llc 10
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 10
Eagle Ridge Investment Management 10
New York Life Trust Co 10
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 10
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 10
Canada Post Corp Registered Pension Plan 10
Zwj Investment Counsel Inc 10
111 Capital 10
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 10
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 10
Masters Capital Management Llc 10
CarsonAllaria Wealth Management, Ltd. 10
Delphi Private Advisors LLC 10
Camarda Financial Advisors, LLC 10
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 10
Meristem Family Wealth, LLC 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
American Funds Insurance Series 10
Kowal Investment Group, LLC 10
Frazier Financial Advisors, LLC 10
Murphy & Mullick Capital Management Corp 10
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 10
Perkins Coie Trust Co 10
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 10
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 10
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 10
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 10
STRV - EA Series Trust - Strive 500 ETF 10
Braun Stacey Associates Inc 10
Arabesque Asset Management Ltd 10
Oppenheimer Discovery Fund 10
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 10
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 10
Keel Point, LLC 10
Garrett Wealth Advisory Group, LLC 10
Crow Point Partners, LLC 10
Sargent Investment Group, LLC 10
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 10
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 10
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 10
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 10
Generali Asset Management SPA SGR 10
Howard Hughes Medical Institute 10
Mizuho Asset Management Co.,Ltd. 10
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 10
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 10
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 10
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 10
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 10
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 10
Stonegate Investment Group, LLC 10
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 10
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 10
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 10
Rock Creek Group, LP 10
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 10
Axiom Investment Management LLC 10
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 10
One68 Global Capital, LLC 10
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 10
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 10
Connectus Wealth, LLC 10
Grandview Asset Management LLC 10
Investors Capital Advisory Services 10
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 10
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 10
Bellevue Asset Management, Llc 10
Marks Group Wealth Management, Inc 10
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 10
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 10
Price Capital Management, Inc. 10
Gladius Capital Management LP 10
Arete Wealth Advisors, LLC 10
Dfpg Investments, Llc 10
Profunds - Profund Vp Mid-cap Value 10
Landsberg, Bennett, & Dubbaneh LLC 10
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 10
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 10
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 10
Gryphon Financial Partners LLC 10
Steelhead Partners Llc 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 10
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 10
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 10
Aberdeen Asset Management Plc/uk 10
Firestone Capital Management 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 10
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 10
Park Square Financial Group, LLC 10
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 10
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
Linden Thomas Advisory Services, LLC 10
Independence Bank of Kentucky 10
Haafor (Singapore) Pte. Ltd. 10
Stonnington Group, Llc 10
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 10
Graypoint LLC 10
Dean Investment Associates, Llc 10
Equitec Specialists, Llc 10
AIA Investment Management Private Ltd 10
Bank of Jackson Hole Trust 10
Wellington Shields Capital Management, LLC 10
J. Safra Sarasin Holding AG 10
Consolidated Planning Corp 10
Norway Savings Bank 10
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 10
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 10
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 10
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 10
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 10
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 10
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 10
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 10
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 10
F&C Asset Management plc 10
Ameriflex Group, Inc. 10
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 10
Schonfeld Group Holdings LLC 10
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 10
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 10
Burt Wealth Advisors 10
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 10
Obermeyer Wood Investment Counsel, Lllp 10
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 10
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 10
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 10
Sierra Capital LLC 10
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 10
Strengthening Families & Communities, LLC 10
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF 10
Great Lakes Retirement, Inc. 10
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 10
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 10
Platte River Capital LLC 10
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 10
Monetary Management Group Inc 10
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 10
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 10
EVNT - AltShares Trust - AltShares Event-Driven ETF 10
Perbak Capital Partners LLP 10
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 10
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 10
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 10
Trium Capital LLP 10
John Hancock Hedged Equity & Income Fund 10
Advanced Series Trust - Ast Mid-cap Growth Portfolio 10
CHURCHILL MANAGEMENT Corp 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 10
Mountain Pacific Investment Advisers Inc/id 10
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 10
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 10
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 10
SkyOak Wealth, LLC 10
Tiaa, Fsb 10
Lloyds Banking Group plc 10
Cohanzick Management, Llc 10
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 10
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 10
Dogwood Wealth Management LLC 10
Morton Brown Family Wealth, LLC 10
Quintet Private Bank (Europe) S.A. 10
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 10
Capital International Inc /ca/ 10
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 10
Ascent Group, LLC 10
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 10
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 10
Peoples Financial Services Corp. 10
QCM Cayman, Ltd. 10
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 10
Humankind Investments LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 10
Jacob Asset Management Of New York Llc 10
ASR Vermogensbeheer N.V. 10
Stock Yards Bank & Trust Co 10
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 10
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 10
AtonRa Partners 10
Institutional Investment Strategy Fund 10
Mizuho Trust & Banking Co., Ltd. 10
ORG Wealth Partners, LLC 10
Zullo Investment Group, Inc. 10
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 10
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 10
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 10
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 10
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 10
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 10
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 10
WFA of San Diego, LLC 10
Painted Porch Advisors LLC 10
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 10
Whitener Capital Management, Inc. 10
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 10
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 10
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 10
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 10
Investment Management Corp of Ontario 10
SRTTX - SMA RELATIONSHIP TRUST - Series T 10
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 10
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 10
Aureus Asset Management, LLC 10
Confluence Investment Management Llc 10
Altus Wealth Group LLC 10
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 10
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 10
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 10
Blackrock Core Bond Trust 10
Strategic Wealth Partners, Ltd. 10
TD Securities (USA) LLC 10
Hanson & Doremus Investment Management 10
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 10
American Research & Management Co. 10
CLARET ASSET MANAGEMENT Corp 10
Varma Mutual Pension Insurance Co 10
M&G Plc 10
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 10
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 10
University Of Texas/texas Am Investment Managment Co 10
Authentikos Wealth Advisory, LLC 10
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 10
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 10
Decade Capital Management Llc 10
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 10
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 10
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 10
Dai-ichi Life Holdings, Inc. 10
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 10
Cornerstone Advisory, LLC 10
WESPAC Advisors SoCal, LLC 10
Qci Asset Management Inc/ny 10
Modera Wealth Management, LLC 10
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 10
Lake Point Wealth Management 10
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 10
Winnow Wealth Llc 10
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 10
Knowledge Leaders Capital, LLC 10
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 10
Connable Office Inc 10
High Net Worth Advisory Group LLC 10
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 10
Ruggie Capital Group 10
Liontrust Investment Partners LLP 10
Clear Creek Financial Management, LLC 10
JS Capital Management LLC 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
Nations Financial Group Inc, /ia/ /adv 10
Halbert Hargrove Global Advisors, Llc 10
Girard Partners Ltd. 10
Carnegie Capital Asset Management, LLC 10
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 10
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 10
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 10
IronBridge Capital Management LP 10
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 10
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 10
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 10
Pinnacle Summer Investments, Inc. 10
Zurich Insurance Group Ltd/FI 10
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 10
Yarbrough Capital, LLC 10
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 10
Mufg Securities Americas Inc. 10
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 10
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 10
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 10
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 10
Wilmington Trust Co 10
First PREMIER Bank 10
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 10
Gerstein Fisher 10
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 10
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 10
Calvert Impact Fund Inc 10
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 10
Pacific Center for Financial Services 10
Dixon Hughes Goodman Wealth Advisors LLC 10
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 10
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 10
SWS Partners 10
Red Tortoise LLC 10
Patton Fund Management, Inc. 10
Industrial Alliance Investment Management Inc. 10
Wade G W & Inc 10
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 10
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 10
Accel Wealth Management 10
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 10
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 10
Dividend Asset Capital, Llc 10
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 10
JGP Global Gestao de Recursos Ltda. 10
Arlington Partners LLC 10
Mowery & Schoenfeld Wealth Management, LLC 10
Estabrook Capital Management 10
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 10
Kent Lake PR LLC 10
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 10
Register Financial Advisors LLC 10
Perkins Investment Management, LLC 10
Price Wealth Management, Inc. 10
Avanza Fonder AB 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 10
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 10
Suvretta Capital Management, Llc 10
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 10
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 10
Guardian Capital Lp 10
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 10
Donald L. Hagan, LLC 10
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 10
Sittner & Nelson, Llc 10
Mfs Charter Income Trust 10
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 10
Clough Global Equity Fund 10
Bruderman Asset Management, LLC 10
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
Willingdon Wealth Management 9
Delphia (USA) Inc. 9
New Millennium Group LLC 9
Marshall & Sterling Wealth Advisors Inc. 9
Verity & Verity, LLC 9
Mohican Financial Management, LLC 9
AllSquare Wealth Management LLC 9
Partnervest Advisory Services LLC 9
Mpwm Advisory Solutions, Llc 9
River Wealth Advisors LLC 9
China Universal Asset Management Co., Ltd. 9
Lucus Advisors Llc 9
Palisade Asset Management, LLC 9
QUANTRES ASSET MANAGEMENT Ltd 9
Clarkston Capital Partners, LLC 9
Smith, Moore & Co. 9
Retirement Planning Co of New England, Inc. 9
Exxonmobil Investment Management Inc /tx 9
GraniteShares Advisors LLC 9
Pure Financial Advisors, Inc. 9
Piershale Financial Group, Inc. 9
Legacy Private Trust Co. 9
RWC Asset Management LLP 9
S. Muoio & Co. Llc 9
Davis R M Inc 9
Westover Capital Advisors, LLC 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
LVW Advisors, LLC 9
East Coast Asset Management, LLC. 9
Richard Bernstein Advisors LLC 9
Rossby Financial, LCC 9
Nair Vinay 9
Affinity Investment Advisors, Llc 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
Safeguard Financial, LLC 9
RHJ International SA 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 9
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 9
Sanders Morris Harris Llc 9
Rpo Llc 9
Lord Abbett Developing Growth Fund, Inc. 9
My Personal CFO, LLC 9
LGT Fund Management Co Ltd. 9
Sante Capital Fund, LP 9
Richards, Merrill & Peterson, Inc. 9
Winch Advisory Services, LLC 9
Polymer Capital Management (US) LLC 9
Empirical Asset Management, LLC 9
Ausdal Financial Partners, Inc. 9
Ramsey Quantitative Systems 9
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 9
Cim, Llc 9
Fund Management at Engine No. 1 LLC 9
Prio Wealth Limited Partnership 9
Li Winifred I 9
1620 Investment Advisors, Inc. 9
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 9
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 9
Wrapmanager Inc 9
Palumbo Wealth Management LLC 9
Nfj Investment Group, Llc 9
Saudi Central Bank 9
Winslow Capital Management, LLC 9
Intersect Capital LLC 9
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 9
Baltimore-Washington Financial Advisors, Inc. 9
Mayflower Financial Advisors, LLC 9
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 9
Kalmar Investments Inc /de/ 9
BTG Pactual Global Asset Management Ltd 9
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 9
Legacy Wealth Asset Management, LLC 9
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 9
Cognios Capital, LLC 9
Wealthsource Partners, Llc 9
Kozak & Associates, Inc. 9
Freedman Financial Associates, Inc. 9
Chatham Capital Group, Inc. 9
Becker Capital Management Inc 9
Slate Path Capital LP 9
Engine No. 1 Llc 9
Healthcare Value Capital, LLC 9
West Coast Financial LLC 9
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 9
Coastal Bridge Advisors, LLC 9
Quinn Opportunity Partners LLC 9
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 9
Mcdonald Partners Llc 9
PIMCO FUNDS - PIMCO Sector Fund Series - I 9
WealthPlan Investment Management, LLC 9
York Capital Management Global Advisors, LLC 9
Cannon Global Investment Management, LLC 9
Stifel Nicolaus & Co Inc \mo\ 9
Heartland Advisors Inc 9
Trustmark National Bank Trust Department 9
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9
Symmetry Investments LP 9
Citizens Business Bank 9
Marietta Investment Partners Llc 9
Banco BTG Pactual S.A. 9
Omni Partners Llp 9
GoalVest Advisory LLC 9
Blue Arrow Capital Management Llc 9
Railway Pension Investments Ltd 9
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 9
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 9
Balboa Wealth Partners 9
Armstrong Advisory Group, Inc 9
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 9
Cannell Capital Llc 9
Wilmington Trust, National Association 9
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 9
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 9
Spectrum Asset Management, Inc. (NB/CA) 9
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 9
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 9
Wellington Shields & Co., LLC 9
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 9
Glenview Trust Co 9
Rothschild Investment Corp /il 9
Meridian Wealth Management, LLC 9
Camelot Portfolios, LLC 9
Alliance Wealth Advisors, LLC /UT 9
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 9
Western Standard LLC 9
Moloney Securities Asset Management, LLC 9
Murphy Capital Management Inc 9
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 9
Insigneo Advisory Services, Llc 9
Ayrton Capital LLC 9
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 9
Thompson Investment Management, Inc. 9
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 9
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 9
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 9
Alta Advisers Ltd 9
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 9
Athena Capital Advisors Llc 9
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 9
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 9
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 9
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 9
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 9
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 9
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 9
Strategic Investment Solutions, Inc. /IL 9
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 9
Bridge City Capital, LLC 9
Ferris Capital, Llc 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
Palladium Partners Llc 9
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 9
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 9
Security National Bank 9
Essex Financial Services, Inc. 9
XR Securities LLC 9
Fortis Capital Advisors, LLC 9
WoodTrust Financial Corp 9
IFG Advisory, LLC 9
Freedom Wealth Alliance, Llc 9
Shufro Rose & Co Llc 9
Daiwa Capital Markets America Inc. 9
Rnc Capital Management Llc 9
Beaumont Financial Partners, LLC 9
Texas Yale Capital Corp. 9
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 9
Beck Mack & Oliver Llc 9
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 9
Callan Family Office, LLC 9
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 9
Guyasuta Investment Advisors Inc 9
Garde Capital, Inc. 9
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 9
Blackrock Ltd Duration Income Trust 9
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 9
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 9
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 9
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 9
General Electric Co 9
Clear Investment Research, Llc 9
MEDI - Harbor ETF Trust - Harbor Health Care ETF 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
Seven Springs Wealth Group, LLC 9
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 9
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 9
Wealth Quarterback LLC 9
V-Square Quantitative Management LLC 9
Reliance Trust Co Of Delaware 9
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 9
Laidlaw Wealth Management LLC 9
Connective Capital Management, LLC 9
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 9
Nichols Asset Management LLC 9
Barrett & Company, Inc. 9
PFG Investments, LLC 9
Avalon Trust Co 9
Vinva Investment Management Ltd 9
Keebeck Wealth Management, LLC 9
Gluskin Sheff & Assoc Inc 9
Waddell & Reed Advisors Funds 9
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 9
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 9
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 9
IPG Investment Advisors LLC 9
Kathmere Capital Management, LLC 9
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 9
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 9
Headinvest, Llc 9
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 9
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 9
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 9
Nova Wealth Management, Inc. 9
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 9
Clal Insurance Enterprises Holdings Ltd 9
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 9
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 9
APG Asset Management US Inc. 9
Reynolds Capital Management Llc 9
Camden Capital, LLC 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 9
FEDERATED CORE TRUST - High Yield Bond Portfolio 9
EA Series Trust 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 9
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 9
Kingswood Wealth Advisors, Llc 9
Brant Point Investment Management Llc 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 9
Miura Global Management, LLC 9
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 9
WIREX - PFS FUNDS - Wireless Fund 9
DecisionPoint Financial, LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 9
Manning & Napier Advisors Llc 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 9
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 9
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 9
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 9
Red Door Wealth Management, LLC 9
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 9
Tiaa Trust, National Association 9
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 9
Perella Weinberg Partners Capital Management LP 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
Standard Life Investments LTD 9
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 9
First National Trust Co 9
Princeton Capital Management Llc 9
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 9
PFS Partners, LLC 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
Whitnell & Co. 9
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 9
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 9
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
Tealwood Asset Management Inc 9
Clough Global Dividend & Income Fund 9
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 9
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 9
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 9
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 9
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 9
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 9
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 9
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 9
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 9
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 9
Credential Qtrade Securities Inc. 9
Grisanti Capital Management LLC 9
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 9
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 9
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 9
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 9
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 9
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 9
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 9
Ab Pooling Portfolios 9
Underlying Funds Trust 9
Onefund, Llc 9
Adams Street Partners Llc 9
FUKOKU MUTUAL LIFE INSURANCE Co 9
Aubrey Capital Management Ltd 9
Mutual Advisors, LLC 9
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 9
Parisi Gray Wealth Management 9
ClearAlpha Technologies LP 9
180 Wealth Advisors, Llc 9
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 9
G&S Capital LLC 9
Measured Wealth Private Client Group, LLC 9
McMahon Financial Advisors, LLC 9
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 9
Virtue Capital Management, LLC 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
Roundview Capital LLC 9
CQS Cayman LP 9
OmniStar Financial Group, Inc. 9
Acuitas Investments, LLC 9
Elo Mutual Pension Insurance Co 9
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 9
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 9
AdvisorShares Investments LLC 9
Sirios Capital Management L P 9
55i, Llc 9
Resources Management Corp /ct/ /adv 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 9
Pineridge Advisors LLC 9
Creekmur Asset Management LLC 9
Mizuho Securities Usa Llc 9
MLPIX - Profunds - Mid-cap Value Profund Investor Class 9
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 9
Ativo Capital Management LLC 9
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 9
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 9
Kestra Investment Management, LLC 9
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 9
Alpha Quant Advisors, Llc 9
Brandywine Oak Private Wealth Llc 9
M Holdings Securities, Inc. 9
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 9
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 9
Biltmore Capital Advisors LLC 9
Aegon Asset Management Uk Plc 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 9
Nicolet Advisory Services, Llc 9
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 9
WealthStone, Inc. 9
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 9
First National Corp /ma/ /adv 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 9
Arden Trust Co 9
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 9
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 9
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 9
Stonehage Fleming (uk) Ltd 9
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 9
Parnassus Investments /ca 9
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 9
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 9
Cowen Investment Management LLC 9
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 9
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 9
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 9
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 9
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 9
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 9
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 9
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 9
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 9
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 9
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 9
BSBAX - Northern Funds - Northern Short Bond Fund 9
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 9
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 9
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 9
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 9
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 9
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 9
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 9
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
West Family Investments, Inc. 9
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 9
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 9
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 9
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 9
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 9
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 9
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 9
Marathon Capital Management 9
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 9
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 9
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 9
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 9
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 9
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 9
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 9
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 9
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 9
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 9
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 9
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 9
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 9
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 9
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 9
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 9
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 9
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 9
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 9
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 9
MML Series Investment Fund II - MML Blend Fund Initial Class 9
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 9
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 9
Johnson & Johnson 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 9
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 9
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 9
Nwam Llc 9
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 9
Kassirer Asset Management Corp 9
Meros Investment Management, LP 9
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 8
Angeles Investment Advisors, LLC 8
Allianz Se 8
Cetera Trust Company, N.A 8
Bulldog Investors, LLP 8
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 8
Capital International Sarl 8
Close Asset Management Ltd 8
Ibex Wealth Advisors 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
Southeast Asset Advisors Inc. 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 8
Bainco International Investors 8
Legacy Bridge, LLC 8
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 8
Stanford Investment Group, Inc. 8
Mastrapasqua Asset Management Inc 8
Icon Wealth Advisors, LLC 8
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 8
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 8
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 8
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 8
Campbell Newman Asset Management Inc 8
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 8
VitalStone Financial, LLC 8
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 8
Coastline Trust Co 8
Kohmann Bosshard Financial Services, LLC 8
Radnor Capital Management, LLC 8
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 8
MPS Loria Financial Planners, LLC 8
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 8
Avitas Wealth Management LLC 8
Dalton Greiner Hartman Maher & Co 8
Pflug Koory, LLC 8
Farmers & Merchants Trust Co of Chambersburg PA 8
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 8
Private Advisory Group LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 8
Long Island Wealth Management, Inc. 8
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 8
Genesee Valley Trust Co 8
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 8
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 8
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 8
Amussen Hunsaker Associates Llc 8
Integrity Capital Management (HK) Ltd 8
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 8
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 8
Hirschman Orin 8
Aspect Partners, LLC 8
Summit X, LLC 8
Cruiser Capital Advisors, Llc 8
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 8
FJ Investments, LLC 8
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 8
Northwest Financial Advisors 8
Hunter Associates Investment Management Llc 8
Foster Dykema Cabot & Partners, Llc 8
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 8
Kepos Capital LP 8
Krane Funds Advisors LLC 8
Polianta Ltd 8
KRMA - Global X Funds - Global X Conscious Companies ETF 8
Delta Lloyd Asset Management N.v. 8
Hound Partners, LLC 8
Choate Investment Advisors 8
Westwood Management Corp /il/ 8
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 8
Philadelphia Trust Co 8
Financial Advisors Network, Inc. 8
Net Worth Advisory Group 8
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 8
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 8
Venator Capital Management Ltd. 8
Atlas Private Wealth Advisors 8
Prudent Man Advisors, LLC 8
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 8
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 8
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 8
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 8
Precept Management LLC 8
GM Advisory Group, Inc. 8
Caitlin John, LLC 8
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 8
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 8
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 8
Cqs (us), Llc 8
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 8
PartnerRe Asset Management CORP 8
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 8
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 8
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 8
Signition Lp 8
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 8
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 8
GQG Partners LLC 8
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 8
Vivaldi Opportunities Fund 8
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
Griffin Asset Management, Inc. 8
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 8
Luminus Management Llc 8
Budros, Ruhlin & Roe, Inc. 8
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 8
Walthausen & Co., LLC 8
Pin Oak Investment Advisors Inc 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 8
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 8
Intellectus Partners, LLC 8
Parsons Capital Management Inc/ri 8
Seelaus Asset Management LLC 8
Copernicus Capital Management, Llc 8
High Point Bank & Trust Co 8
Flaharty Asset Management, LLC 8
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 8
BlackRock Credit Strategies Fund 8
Banco de Sabadell, S.A 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
Your Advocates Ltd., LLP 8
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 8
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 8
Cheyne Capital Management (UK) LLP 8
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 8
Signature Estate & Investment Advisors Llc 8
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8
Evernest Financial Advisors, LLC 8
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 8
Maple Securities Usa Inc 8
Vestal Point Capital, LP 8
Vermillion & White Wealth Management Group, LLC 8
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund 8
Israel Discount Bank Of New York /gfn 8
Santori & Peters, Inc. 8
Canandaigua National Corp 8
Ikarian Capital, LLC 8
Catalytic Wealth RIA, LLC 8
GATEX - Gateway Trust - Gateway Fund Class A Shares 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
Balasa Dinverno & Foltz Llc 8
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 8
Penobscot Investment Management Company, Inc. 8
Alphasimplex Group, Llc 8
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 8
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 8
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 8
Garda Capital Partners Lp 8
Flow State Investments, L.P. 8
Clear Perspective Advisors, LLC 8
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 8
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
Amica Retiree Medical Trust 8
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 8
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 8
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 8
Sophrosyne Capital Llc 8
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 8
Polaris Wealth Advisory Group, LLC 8
Smith Group Asset Management, LLC 8
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 8
CTC Alternative Strategies, Ltd. 8
Bangor Savings Bank 8
Trust For Advisor Solutions 8
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 8
Fulton Breakefield Broenniman Llc 8
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 8
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 8
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 8
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 8
Texas Capital Bank Wealth Management Services Inc 8
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 8
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 8
Sand Grove Capital Management LLP 8
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 8
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 8
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 8
Hennessy Advisors Inc 8
Filbrandt Wealth Management, LLC 8
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 8
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 8
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 8
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 8
Blue Bell Private Wealth Management, Llc 8
Jet Capital Investors L P 8
Rowland Carmichael Advisors Inc /adv 8
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 8
Ramirez Asset Management, Inc. 8
FirstMerit Bank N A Trustee 8
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Old Point Trust & Financial Services N A 8
Global Opportunities Portfolio - Global Opportunities Portfolio 8
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 8
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 8
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
Nippon Life Global Investors Americas, Inc. 8
Schwartz Investment Counsel Inc 8
Woodmont Investment Counsel Llc 8
Acrisure Capital Management, LLC 8
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 8
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 8
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 8
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
Trust Asset Management LLC 8
Stancorp Investment Advisers Inc 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 8
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 8
Lakeview Capital Partners, LLC 8
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 8
Arcus Capital Partners, LLC 8
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 8
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 8
Amica Pension Fund Board Of Trustees 8
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 8
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 8
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 8
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 8
Taylor, Cottrill, Erickson & Associates, Inc. 8
EHP Funds Inc. 8
Advisory Alpha, LLC 8
Bryce Point Capital, LLC 8
Summit Wealth Group, LLC 8
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8
Cormorant Asset Management, LP 8
Chartwell Investment Partners/pa 8
Goelzer Investment Management, Inc. 8
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 8
TIMOTHY PLAN - Timothy Strategic Variable 8
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 8
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 8
Pax World Management Llc 8
Journey Strategic Wealth Llc 8
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 8
Main Street Research LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 8
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 8
BTC Capital Management, Inc. 8
SummitTX Capital, L.P. 8
O'Neil Global Advisors, Inc. 8
Koss-Olinger Consulting, LLC 8
Uniplan Investment Counsel, Inc. 8
Maryland Capital Management 8
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 8
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 8
Pacifica Partners Inc. 8
WealthTrust Fairport, LLC 8
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 8
Better Money Decisions, LLC 8
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 8
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 8
Cohen & Steers, Inc. 8
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 8
U S Global Investors Inc 8
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 8
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 8
Flossbach Von Storch Ag 8
Piscataqua Savings Bank 8
Marble Harbor Investment Counsel, LLC 8
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 8
Shamrock Asset Management LLC 8
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 8
Verity Asset Management, Inc. 8
AlpInvest Partners B.V. 8
Blue Jay Capital Management, Llc 8
Kcm Investment Advisors Llc 8
Corsair Capital Management, L.p. 8
Graticule Asia Macro Advisors LLC 8
Samalin Investment Counsel, LLC 8
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 8
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 8
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 8
Madison Asset Management, LLC 8
Siena Capital Llc 8
Annex Advisory Services, LLC 8
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 8
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 8
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 8
Tri-continental Corp 8
Tdam Usa Inc. 8
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 8
Donaldson Capital Management, Llc 8
Papp L Roy & Associates 8
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 8
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 8
Wellesley Asset Management 8
Baron Silver Stevens Financial Advisors, Llc 8
Gen-Wealth Partners Inc 8
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 8
Amica Mutual Insurance Co 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
Jarislowsky, Fraser Ltd 8
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 8
Blackrock Multi-sector Income Trust 8
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 8
Fourth Dimension Wealth, LLC 8
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 8
WATWX - WANGER ADVISORS TRUST - Wanger Select 8
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 8
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 8
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 8
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 8
Berkshire Asset Management Llc/pa 8
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 8
WealthTrust Axiom LLC 8
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 8
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 8
Mitchell Sinkler & Starr/pa 8
Cardinal Capital Management 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 8
Clough Global Opportunities Fund 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 8
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 8
Woodstock Corp 8
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 8
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 8
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 8
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 8
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 8
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 8
Rainier Investment Management Llc 8
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 8
McKinley Carter Wealth Services, Inc. 8
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 8
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 8
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 8
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 8
Boston Common Asset Management, LLC 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
PRNT - Ark ETF Trust - The 3D Printing ETF 8
Hohimer Wealth Management, Llc 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
Harfst & Associates, Inc. 8
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 8
LifePlan Financial Group, Inc 8
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 8
Argentus Capital Management, LLC 8
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 8
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 8
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 8
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 8
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 8
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 8
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 8
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 8
Strategic Wealth Advisors Group, LLC 8
Kellner Capital, LLC 8
Silicon Valley Capital Partners 8
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 8
Resolute Advisors LLC 8
Ilmarinen Mutual Pension Insurance Co 8
Charlemagne Capital Ltd 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
Ophir Asset Management Pty Ltd 8
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 8
Lebenthal Global Advisors, LLC 8
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 8
Mitra Capital LLC 8
Zimmer Partners, LP 8
SCIU - Global X Funds - Global X Scientific Beta US ETF 8
Ratan Capital Management LP 8
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 8
Rs Variable Products Trust 8
CFS Investment Advisory Services, LLC 8
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 8
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 8
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 8
Euclid Advisors LLC 8
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 8
Lumature Wealth Partners, LLC 8
JMCRX - James Advantage Funds - James Micro Cap Fund 8
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 8
Gierl Augustine Investment Management Inc 8
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 8
River Road Asset Management, LLC 8
Glg Inc. 8
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 8
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 8
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 8
Cherry Tree Wealth Management, LLC 8
Gratus Capital LLC 8
Cowa, Llc 8
Eos Focused Equity Management, L.P. 8
EPG Wealth Management LLC 8
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 8
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 8
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 8
Ninety One UK Ltd 8
Advance Capital I Inc 8
Needham Investment Management Llc 8
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 8
Joseph P. Lucia & Associates, LLC 8
Linscomb & Williams, Inc. 8
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 8
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 8
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 8
Global Trust Asset Management, LLC 8
Great Valley Advisor Group, Inc. 8
Opseu Pension Plan Trust Fund 8
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 8
Mizuho Markets Americas Llc 8
Premier Asset Management Llc 8
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 8
Future Financial Wealth Managment LLC 8
Inspirion Wealth Advisors, Llc 8
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 8
Quilter Plc 8
B & T Capital Management DBA Alpha Capital Management 8
Tilia Fiduciary Partners, Inc. 8
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 8
Hills Bank & Trust Co 8
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 8
Prentiss Smith & Co Inc 8
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 8
Brown, Lisle/cummings, Inc. 8
Burgundy Asset Management Ltd. 8
Cullinan Associates Inc 8
Ag2r La Mondiale Gestion D'actifs 8
Mediolanum International Funds Ltd 8
Trust Investment Advisors 8
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 8
Astrantus Ltd 8
Sage Mountain Advisors LLC 8
Human Investing LLC 8
Johnson Midwest Financial, LLC 8
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 8
Alexandria Capital, LLC 8
Stevard, LLC 8
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 8
Cynosure Management, Llc 8
Q Global Advisors, LLC 8
Pensionmark Financial Group, Llc 8
Factory Mutual Insurance Co 8
Douglass Winthrop Advisors, LLC 8
Miracle Mile Advisors, LLC 8
Guardian Investor Services Llc 8
Hnp Capital Llc 8
Hall Laurie J Trustee 8
Iron Horse Wealth Management, LLC 8
Actinver Wealth Management, Inc. 8
New Wave Wealth Advisors Llc 8
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 8
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 8
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 8
CCMG - EA Series Trust - CCM Global Equity ETF 8
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 8
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 8
Legg Mason Investment Counsel, LLC 8
IBRN - iSHARES TRUST - iShares Neuroscience and Healthcare ETF 8
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 8
Harbert Fund Advisors, Inc. 8
Tiaa Cref Trust Co Fsb/mo 8
Lansforsakringar Fondforvaltning AB (publ) 8
Tekla Life Sciences Investors 8
Bigger Capital Fund L P 8
BlackRock Capital Allocation Trust 8
New England Asset Management Inc 8
SlateStone Wealth, LLC 8
Wetzel Investment Advisors, Inc. 8
General Partner, Inc. 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
9258 Wealth Management, LLC 8
Pinnacle Wealth Management Advisory Group, LLC 8
Country Club Trust Company, n.a. 8
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 8
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 8
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 8
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 8
Dixon Hubard Feinour & Brown Inc/va 8
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 8
Wilmington Trust Investment Management, LLC 8
Sage Rock Capital Management LP 8
S&co Inc 8
Summit Financial, LLC 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
Absolute Capital Management, LLC 8
ANTIPODES PARTNERS Ltd 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
Usa Mutuals Advisors, Inc. 7
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 7
S-Bank Fund Management Ltd 7
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 7
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 7
Bullseye Asset Management LLC 7
Transcend Wealth Collective, Llc 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 7
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 7
Ckw Financial Group 7
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 7
Baron Wealth Management LLC 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 7
PAX Financial Group, LLC 7
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 7
Delaware Enhanced Global Dividend & Income Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 7
BW Gestao de Investimentos Ltda. 7
Family Firm, Inc. 7
Cca Investments Trust 7
Stephenson National Bank & Trust 7
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 7
Pointe Capital Management LLC 7
BKD Wealth Advisors, LLC 7
Leisure Capital Management 7
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 7
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
Stonebridge Capital Management Inc 7
Sphinx Trading, Lp 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 7
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 7
Lee Danner & Bass Inc 7
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 7
Paragon Capital Management LLC 7
Grandfield & Dodd, Llc 7
MML Series Investment Fund II - MML Equity Fund Initial Class 7
Running Oak Capital LLC 7
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
Knollwood Investment Advisory, LLC 7
Private Bank & Trust Co 7
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 7
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 7
Sowa Financial Group, Inc. 7
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 7
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 7
MSD Partners, L.P. 7
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 7
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
Milestone Investment Advisors LLC 7
WESPAC Advisors, LLC 7
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 7
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 7
Busey Wealth Management 7
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 7
1st Source Bank 7
Investors Asset Management Of Georgia Inc /ga/ /adv 7
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 7
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 7
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 7
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 7
Jamison Private Wealth Management, Inc. 7
Blackrock Credit Allocation Income Trust 7
Beach Investment Counsel Inc/pa 7
WHV Investments, Inc. 7
Sii Investments Inc/wi 7
Investment Centers Of America Inc 7
Clark Estates Inc/ny 7
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 7
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 7
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 7
Pillar Pacific Capital Management Llc 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
GlobalBridge, Inc. 7
JBF Capital, Inc. 7
MRGR - PROSHARES TRUST - ProShares Merger ETF 7
Ruedi Wealth Management, Inc. 7
Premier Path Wealth Partners, LLC 7
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 7
Iridian Asset Management Llc/ct 7
Iron Financial, LLC 7
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 7
NTHEX - Northeast Investors Trust - Northeast Investors Trust 7
1623 Capital LLC 7
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 7
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 7
Weatherly Asset Management L. P. 7
Geller Advisors LLC 7
Fulcrum Capital LLC 7
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 7
Ferguson Wellman Capital Management, Inc 7
Ridgeworth Funds 7
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 7
Jensen Investment Management Inc 7
Huntleigh Advisors, Inc. 7
Opus Capital Group, LLC 7
Heights Capital Management, Inc 7
Tower View Investment Management & Research LLC 7
Letko, Brosseau & Associates Inc 7
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 7
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 7
VGLSX - VALIC Co I - Global Strategy Fund 7
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 7
Alpha Cubed Investments, LLC 7
Comprehensive Financial Consultants Institutional, Inc. 7
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 7
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 7
Lowe Brockenbrough & Co Inc 7
Markston International Llc 7
Patton Albertson Miller Group, Llc 7
Vaughan David Investments Inc/il 7
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 7
Herndon Capital Management Llc 7
Harrington Investments, INC 7
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 7
American Financial Network Advisory Services Llc 7
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 7
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 7
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 7
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 7
Madison Investment Holdings Inc 7
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 7
Intercontinental Wealth Advisors, LLC 7
Clarus Wealth Advisors 7
Alger Associates Inc 7
Crescent Grove Advisors, LLC 7
Spot Trading L.l.c. 7
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 7
Brave Asset Management Inc 7
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 7
Osborn Rohs Williams & Donohoe Ltd 7
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 7
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 7
Rosalind Advisors, Inc. 7
Holistic Financial Partners 7
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 7
D L Carlson Investment Group Inc 7
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 7
Evelyn Partners Investment Management LLP 7
Redwood Investment Management, Llc 7
Gilbert & Cook, Inc. 7
BancorpSouth Bank 7
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 7
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 7
Midwest Professional Planners, LTD. 7
Decker Retirement Planning Inc. 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
Focus Financial Network Inc /adv 7
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 7
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 7
Cornerstone Advisors Inc 7
Aft, Forsyth & Company, Inc. 7
Hyman Charles D 7
Wsfs Capital Management, Llc 7
PDS Planning, Inc 7
Horan Capital Advisors, LLC. 7
Union Bancaire Privee, UBP SA 7
Cooke & Bieler Lp 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
Capitolis Liquid Global Markets LLC 7
P Schoenfeld Asset Management Lp 7
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 7
Pacific View Asset Management, Llc 7
Brandes Investment Partners, Lp 7
MU Investments Co., Ltd. 7
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 7
Windsor Group LTD 7
Lenox Wealth Management, Inc. 7
AM Squared Ltd 7
International Biotechnology Trust Plc 7
Crown Advisors Management, Inc. 7
Private Wealth Partners, LLC 7
Ikos Cif Ltd 7
B. Riley Financial, Inc. 7
Cheviot Value Management, LLC 7
Rossmore Private Capital 7
Empire Life Investments Inc. 7
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 7
Wealth Alliance Advisory Group, LLC 7
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
First Merchants Corp 7
Good Life Advisors, LLC 7
Elmwood Wealth Management, Inc. 7
New England Capital Financial Advisors LLC 7
Exome Asset Management LLC 7
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 7
Quad-Cities Investment Group, LLC 7
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 7
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 7
Gleason Group, Inc. 7
Dundas Partners LLP 7
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 7
Carderock Capital Management Inc 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
Unigestion Holding SA 7
Stone House Investment Management, LLC 7
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 7
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 7
Sanibel Captiva Trust Company, Inc. 7
Advisor OS, LLC 7
Hobbs Group Advisors, LLC 7
Bel Air Investment Advisors Llc 7
Krs Capital Management, Llc 7
Foundations Investment Advisors, LLC 7
Oxford Financial Group Ltd 7
LFA - Lugano Financial Advisors SA 7
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 7
Able Wealth Management LLC 7
Arthur M. Cohen & Associates, Llc 7
Roberts Glore & Co Inc /il/ 7
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 7
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 7
Zrc Wealth Management, Llc 7
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 7
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 7
Pvg Asset Management Corp 7
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 7
Corbenic Partners LLC 7
Connecticut Wealth Management, LLC 7
Ohio National Investments, Inc. 7
Graves-Light Private Wealth Management, Inc. 7
Capital International Ltd /ca/ 7
Hayden Royal, Llc 7
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 7
Cordatus Wealth Management LLC 7
Hardy Reed LLC 7
Marsico Capital Management Llc 7
Elite Wealth Management, Inc. 7
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 7
Acima Private Wealth, Llc 7
Gibbs Wealth Management 7
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 7
Tcg Advisors, Lp 7
Old North State Trust, LLC 7
Capital Management Associates /ny/ 7
Accent Capital Management, LLC 7
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 7
Quest Investment Management Llc 7
First Pacific Financial 7
Cedar Brook Financial Partners, LLC 7
Meritage Portfolio Management 7
Gw Henssler & Associates Ltd 7
Catalyst Financial Partners Llc 7
Global Wealth Strategies & Associates 7
Cascade Investment Advisors, Inc. 7
TrinityPoint Wealth, LLC 7
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 7
JDM Financial Group LLC 7
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 7
Six Circles Trust - Six Circles Credit Opportunities Fund 7
Munder Capital Management 7
OPTIMAS CAPITAL Ltd 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
Financial Synergies Wealth Advisors, Inc. 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
Semmax Financial Advisors Inc. 7
Bowen Hanes & Co Inc 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
Community Bank System, Inc. 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
O'Shares Investment Advisers, LLC 7
Capital Advisors Inc/ok 7
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 7
Hoover Financial Advisors, Inc. 7
Adamant Biomedical Investments AG 7
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 7
Oak Harvest Investment Services 7
Mariner Wealth Advisors-NYC, LLC 7
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 7
Fwl Investment Management, Llc 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
TruNorth Capital Management, LLC 7
MONECO Advisors, LLC 7
Re Advisers Corp 7
Clearview Wealth Advisors LLC 7
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 7
Meyer Handelman Co 7
Murchinson Ltd. 7
Covenant Partners, LLC 7
Carl Domino Inc 7
Cypress Capital, LLC 7
D1 Capital Partners L.P. 7
Wood Tarver Financial Group, LLC 7
McClarren Financial Advisors, Inc. 7
Dodge & Cox 7
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 7
BCJ Capital Management, LLC 7
TriaGen Wealth Management LLC 7
ICONIQ Capital, LLC 7
Drive Wealth Management, Llc 7
Berger Financial Group, Inc 7
Fayez Sarofim & Co 7
Lake Street Financial Llc 7
Senvest Management, LLC 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 7
Klingman & Associates, LLC 7
Gq Asset Management, Llc 7
Lyon Street Capital, LLC 7
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 7
Toews Corp /adv 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 7
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 7
Sound View Wealth Advisors Group, LLC 7
Centricity Wealth Management, LLC 7
CapWealth Advisors, LLC 7
OneAscent Financial Services LLC 7
MidWestOne Financial Group, Inc. 7
Stonehage Fleming Financial Services Holdings Ltd 7
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 7
Laurel Wealth Planning LLC 7
Accretive Wealth Partners, LLC 7
Advocacy Wealth Management Services, LLC 7
Cedar Capital, Llc 7
Cary Street Partners Asset Management Llc 7
Principle Wealth Partners Llc 7
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 7
IAG Wealth Partners, LLC 7
Taurus Asset Management, Llc 7
Oaktree Diversified Income Fund Inc. 7
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 7
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 7
Privium Fund Management (UK) Ltd 7
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 7
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 7
Munder Series Trust 7
Coston, McIsaac & Partners 7
TCG Advisory Services, LLC 7
Findlay Park Partners LLP 7
Wall Street Access Asset Management, LLC 7
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 7
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 7
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 7
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 7
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 7
New York Life Investments Alternatives 7
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 7
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 7
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 7
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 7
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7
Bienville Capital Management, LLC 7
Davy Global Fund Management Ltd 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 7
InterOcean Capital Group, LLC 7
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 7
Scarborough Advisors, LLC 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 7
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 7
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 7
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
Cutter & CO Brokerage, Inc. 7
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 7
Soleus Capital Master Fund, L.P. 7
Orion Capital Management LLC 7
Governors Lane LP 7
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 7
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 7
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 7
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 7
PIMCO FUNDS - PIMCO Short Asset Portfolio 7
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 7
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 7
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 7
Main Street Financial Solutions, LLC 7
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 7
Plancorp, LLC 7
Robbins Farley Llc 7
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 7
Kiker Wealth Management, LLC 7
RPg Family Wealth Advisory, LLC 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
Essex Woodlands Management, Inc. 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 7
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 7
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 7
IronBridge Private Wealth, LLC 7
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 7
Nippon Life Insurance Co 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 7
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 7
SVA Wealth Management, LLC 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 7
Vestor Capital, Llc 7
Heritage Financial Services, LLC 7
PENN SERIES FUNDS INC - Small Cap Value Fund 7
Velan Capital Investment Management LP 7
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 7
Oxbow Advisors, LLC 7
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 7
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 7
Ally Financial Inc. 7
Bray Capital Advisors 7
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 7
Canvas Wealth Advisors, LLC 7
Alaethes Wealth LLC 7
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 7
Klingenstein Fields & Co Lp 7
Roffman Miller Associates Inc /pa/ 7
CT Financial Advisors LLC 7
Littlejohn & Co Llc 7
Kings Path Partners LLC 7
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 7
Fermata Advisors, LLC 7
Clarius Group, LLC 7
Hexavest Inc. 7
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 7
Homrich & Berg 7
Triangle Securities Wealth Management 7
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 7
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 7
Cumberland Partners Ltd 7
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 7
Bank of New Hampshire 7
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 7
PENN SERIES FUNDS INC - Mid Cap Growth Fund 7
Autus Asset Management, LLC 7
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 7
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 7
Worth Asset Management, LLC 7
Old Second National Bank Of Aurora 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 7
Putnam ETF Trust - Putnam Sustainable Future ETF - 7
Omni Event Management Ltd 7
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 7
Handelsinvest Investeringsforvaltning 7
Cowen Prime Advisors LLC 7
Gillespie Robinson & Grimm Inc 7
PNC Managed Account Solutions, Inc. 7
Sandia Investment Management LP 7
Securian Funds Trust - SFT T. Rowe Price Value Fund 7
Tema Etfs Llc 7
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 7
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 7
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 7
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 7
Pluribus Labs, LLC 7
Oak Harbor Wealth Partners, Llc 7
Cohen Capital Management, Inc. 7
REAP Financial Group, LLC 7
Luxor Capital Group, LP 7
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 7
ACG Wealth 7
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 7
First Affirmative Financial Network 7
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 7
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 7
Parasol Investment Management, LLC 7
Thomas J. Herzfeld Advisors, Inc. 7
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 7
Absolute Investment Advisers Llc 7
State Farm Mutual Automobile Insurance Co 7
Studio Investment Management Llc 7
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 7
Sagespring Wealth Partners, Llc 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 7
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 7
American National Insurance Co /tx/ 7
Concert Wealth Management Inc. 7
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 7
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 7
Park National Corp /oh/ 7
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF 7
Wealth Architects, LLC 7
Strategic Global Advisors, LLC 7
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 7
Emerson Investment Management, Llc 7
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 7
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 7
Lynx Investment Advisory 7
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 7
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 7
Oak Associates Ltd /oh/ 7
IMS Capital Management 7
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 7
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 7
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 7
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 7
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 7
Sfmg, Llc 7
Barnett & Company, Inc. 7
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 7
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 7
Sandhill Capital Partners LLC 7
Three Peaks Capital Management, LLC 7
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 7
Sterne Agee Group, Inc. 7
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 7
Cramer Rosenthal Mcglynn Llc 7
Icc Capital Management Inc/ 7
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 7
Newman Dignan & Sheerar, Inc. 7
ID Management A/S 7
Manchester Management Co Llc 7
BLI - Banque de Luxembourg Investments 7
Quantessence Capital LLC 7
Hemenway Trust Co LLC 7
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 7
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 7
Fsb Premier Wealth Management, Inc. 7
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 7
Ahl Investment Management, Inc. 7
Exchange Capital Management, Inc. 7
Beese Fulmer Investment Management, Inc. 7
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 7
Middleton & Co Inc/ma 7
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 7
Kessler Investment Group, LLC 7
Sandy Cove Advisors, LLC 7
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 7
Curbstone Financial Management Corp 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 7
Founders Financial Securities Llc 7
Western Pacific Wealth Management, LP 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 7
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 7
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 7
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 7
TrimTabs Asset Management, LLC 7
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 7
Scott Marsh Financial, LLC 7
FRG Family Wealth Advisors LLC 7
Bbr Partners, Llc 7
Credit Industriel Et Commercial 7
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 7
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 7
Cornerstone Advisors, LLC 7
Okabena Investment Services Inc 7
Atlas Private Wealth Management 7
Horizon Bancorp Inc /in/ 7
Watson Rebecca 7
Carlson Capital Management 7
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
Game Plan Financial Advisors, LLC 7
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 7
Vertex One Asset Management Inc. 7
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 7
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
Ransom Advisory, Ltd 7
SWAN Capital LLC 7
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 7
Klr Investment Advisors, Llc 7
N.E.W. Advisory Services LLC 7
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 7
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 7
Amici Capital, LLC 7
Private Capital Advisors, Inc. 7
Ballast Advisors Llc 7
Cedar Mountain Advisors, LLC 7
First City Capital Management, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 7
Cornerstone Strategic Value Fund Inc 7
Us Financial Advisors, Llc 7
CGC Financial Services, LLC 7
Horizon Investment Services, LLC 7
Evelyn Partners Investment Management Services Ltd 6
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 6
Pekin Hardy Strauss, Inc. 6
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 6
Wayfinding Financial, LLC 6
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 6
Costello Asset Management, INC 6
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 6
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 6
Widmann Financial Services, Inc. 6
Eaton Vance Enhanced Equity Income Fund Ii 6
Atlanta Capital Management Co L L C 6
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 6
Stratos Wealth Advisors, LLC 6
Horizon Financial Services, Llc 6
Robertson Stephens Wealth Management, LLC 6
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 6
Family Management Corp 6
Sullivan, Bruyette, Speros & Blaney, LLC 6
Alerus Financial Na 6
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 6
Hager Investment Management Services, Llc 6
Jeppson Wealth Management, Llc 6
Sepio Capital, LP 6
Jackson, Grant Investment Advisers, Inc. 6
MBM Wealth Consultants, LLC 6
Bennett Lawrence Management L L C/ny 6
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 6
Alliancebernstein Global High Income Fund Inc 6
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 6
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 6
Little House Capital Llc 6
Antonetti Capital Management LLC 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
Islet Management, LP 6
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 6
Eaton Vance Tax-managed Buy-write Income Fund 6
Tyche Wealth Partners LLC 6
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 6
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF 6
Rokos Capital Management LLP 6
Kidder Stephen W 6
Abundance Wealth Counselors 6
Banyan Partners, LLC 6
McAdams Wright Ragen, Inc. 6
Legg Mason Investment Counsel & Trust Co., N.A. 6
Wealth Advisory Solutions, LLC 6
Kirr Marbach & Co Llc /in/ 6
Gary Goldberg Planning Services Inc 6
Fairway Wealth LLC 6
LFSC - RBB FUND, INC. - F/m Emerald Life Sciences Innovation ETF 6
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 6
Peterson Wealth Services 6
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 6
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 6
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 6
Sawyer & Company, Inc 6
Maryland Capital Advisors Inc. 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 6
272 Capital LP 6
Balter Liquid Alternatives, LLC 6
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 6
Legacy Wealth Management, LLC / MS 6
Baker Bros. Advisors Lp 6
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 6
Capital Financial Planning, LLC 6
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 6
Missouri Trust & Investment Co 6
Crescent Capital Consulting, LLC 6
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 6
Cary Street Partners Financial Llc 6
Pensionfund Sabic 6
Goodwin Investment Advisory 6
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 6
Cobiz Investment Management, Llc 6
Hurley Capital, LLC 6
Gyl Financial Synergies, Llc 6
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Clear Street Derivatives LLC 6
Indices-Pac Research Corp. 6
Eads & Heald Wealth Management 6
Clarfeld Financial Advisors, Llc 6
Charter Trust Co 6
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 6
Deroy & Devereaux Private Investment Counsel Inc 6
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
Legacy Financial Group LLC 6
Medtronic plc 6
NS Partners Ltd 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
Marshall Financial Group LLC 6
Foster Victor Wealth Advisors, LLC 6
Prospect Capital Advisors, LLC 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
Hermes Investment Management Ltd 6
ROSS\JOHNSON & Associates LLC 6
Royal Fund Management, LLC 6
Somerset Trust Co 6
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 6
Reliant Investment Management, LLC 6
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 6
Veracity Capital LLC 6
Adirondack Research & Management Inc. 6
New Covenant Trust Company, N.A. 6
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 6
Syverson Strege & Co 6
Fft Wealth Management Llc 6
Xtx Markets Llc 6
Fort Point Capital Partners LLC 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
Deimos Asset Management LLC 6
Physicians Financial Services, Inc. 6
Drexel Morgan & Co. 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 6
Ray Gerald L & Associates Ltd 6
Allegis Investment Advisors, LLC 6
Zuckerman Investment Group, LLC 6
Honeywell International Inc 6
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 6
Nicolet Bankshares Inc 6
Birch Hill Investment Advisors LLC 6
ARS Investment Partners, LLC 6
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 6
Thor Advisors, Llc 6
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 6
LMR Master Fund Ltd 6
Leverage Partners Absolute Return Fund SPC 6
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 6
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 6
Samlyn Capital, Llc 6
BankPlus Trust Department 6
Partners Group Holding AG 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 6
S.A. Mason LLC 6
Steinberg Global Asset Management 6
Lgt Capital Partners Ltd. 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
Kestrel Investment Management Corp 6
Rempart Asset Management Inc. 6
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 6
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 6
Evolutionary Tree Capital Management, LLC 6
Friedenthal Financial 6
GFS Advisors, LLC 6
Lourd Capital, LLC 6
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 6
BancorpSouth Inc 6
Aspiriant, Llc 6
Park Avenue Institutional Advisers LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 6
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 6
Putney Financial Group LLC 6
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 6
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 6
Delaware Investments Dividend & Income Fund, Inc 6
RFG Advisory, LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 6
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 6
Db-x Exchange-traded Funds Inc. 6
Gyroscope Capital Management Group, Llc 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
Waypoint Capital Advisors, LLC 6
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 6
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 6
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 6
Carnick & Kubik, LLC 6
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 6
Galaxy Capital Trading Ltd 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 6
Symmetry Peak Management Llc 6
Allen Investment Management LLC 6
Waratah Capital Advisors Ltd. 6
Volterra Technologies LP 6
Sessa Capital IM, L.P. 6
Cape Cod Five Cents Savings Bank 6
Jetstream Capital LLC 6
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF 6
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 6
Ambassador Advisors, LLC 6
Gunderson Capital Management Inc. 6
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 6
ProVise Management Group, LLC 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
BluePath Capital Management, LLC 6
OTA Financial Group L.P. 6
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 6
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 6
Sapphire Star Partners LP 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
First American Trust, Fsb 6
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 6
Kensington Investment Counsel, LLC 6
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 6
CoreFirst Bank & Trust 6
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 6
FT Options LLC 6
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 6
Talon Private Wealth, LLC 6
Wealthspring Capital LLC 6
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 6
Taylor Wealth Management Partners 6
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 6
Rs Investment Trust 6
Covea Finance 6
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 6
Compass Wealth Management LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 6
Harding Loevner Lp 6
PFG Advisors 6
Clearbridge, Llc 6
Johanson Financial Advisors, Inc. 6
Vanguard Convertible Securities Fund 6
Pacific Capital Wealth Advisors, Inc 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
FSM Wealth Advisors, LLC 6
Glenview Capital Management, Llc 6
Inverness Counsel Llc /ny/ 6
Summit Financial Wealth Advisors, LLC 6
Alpha Family Trust 6
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 6
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 6
Henrickson Nauta Wealth Advisors, Inc. 6
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 6
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 6
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 6
Ironwood Investment Management Llc 6
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 6
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 6
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 6
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 6
VCSBX - VALIC Co II - Strategic Bond Fund 6
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 6
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 6
Leverty Financial Group, LLC 6
VELA Funds - VELA Large Cap 130/30 Fund Class I 6
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 6
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 6
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 6
VSR Financial Services, Inc. 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
Foster & Motley Inc 6
Lytton Laurence W 6
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 6
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 6
North Star Asset Management Inc 6
Princeton Portfolio Strategies Group LLC 6
First Financial Bank - Trust Division 6
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 6
Castle Wealth Management Llc 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
Outfitter Advisors, Ltd. 6
Olstein Funds 6
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 6
POM Investment Strategies, LLC 6
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 6
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 6
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 6
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 6
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 6
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 6
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 6
SNS Financial Group, LLC 6
Millstone Evans Group, LLC 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
LaFleur & Godfrey LLC 6
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 6
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 6
Cabot Wealth Management Inc 6
Deseret Mutual Benefit Administrators 6
Everhart Financial Group, Inc. 6
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 6
Sig Brokerage, Lp 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
Granite Investment Advisors, LLC 6
Crowley Wealth Management, Inc. 6
Worldwide Health Sciences Portfolio 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 6
Capital Insight Partners, Llc 6
Insight 2811, Inc. 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 6
Citizens & Northern Corp 6
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 6
Alerus Investment Advisors Corp 6
Mawer Investment Management Ltd. 6
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 6
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 6
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 6
L2 Asset Management, LLC 6
1776 Wealth LLC 6
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 6
Calamos Long/Short Equity & Dynamic Income Trust 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 6
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 6
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 6
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 6
Davidson Capital Management Inc. 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 6
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 6
Pacific Capital Partners Ltd 6
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 6
Fort Pitt Capital Group, Llc 6
Sugar Maple Asset Management, LLC 6
Centre Asset Management, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 6
Cardinal Capital Management, Inc. 6
Cedar Wealth Management, LLC 6
Simmons Bank 6
Lindenwold Advisors 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
Magnolia Capital Advisors Llc 6
New Jersey Better Educational Savings Trust 6
Dominick & Dominick LLC 6
Private Harbour Investment Management & Counsel, LLC 6
Cornerstone Total Return Fund Inc 6
Quantum Private Wealth, LLC 6
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 6
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 6
Wealth Management Associates, Inc. 6
Mfs Special Value Trust 6
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 6
Range Financial Group LLC 6
Supplemental Annuity Collective Trust of NJ 6
Farmers Trust Co 6
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 6
Madden Advisory Services, Inc. 6
FDO Partners, LLC 6
Investment House Llc 6
RiverFront Investment Group, LLC 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
Garrison Asset Management, LLC 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
Islay Capital Management, Llc 6
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 6
Litman Gregory Asset Management LLC 6
John G Ullman & Associates Inc 6
Strategic Wealth Designers 6
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 6
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 6
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 6
Paragon Capital Management Ltd 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Blackrock Debt Strategies Fund, Inc. 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 6
Resurgent Financial Advisors LLC 6
GFG Capital, LLC 6
Strategic Financial Services, Inc, 6
Triumph Capital Management 6
Barbara Oil Co. 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
Schooner Investment Group, LLC. 6
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 6
Aviance Capital Partners, LLC 6
Douglas Lane & Associates, LLC 6
Marathon Asset Management Llp 6
Bank Of The West 6
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 6
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 6
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 6
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 6
Hightower 6M Holding, LLC 6
Livingston Group Asset Management CO (operating as Southport Capital Management) 6
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 6
Country Club Bank /gfn 6
Nuveen Multi-Asset Income Fund 6
Fullcircle Wealth Llc 6
Catawba Capital Management /va 6
Appleton Partners Inc/ma 6
Buckingham Capital Management, Inc. 6
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 6
Insight Inv LLC 6
VAPPX - VALIC Co I - Capital Appreciation Fund 6
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 6
Shellback Capital, LP 6
Retireful, LLC 6
RiverPoint Capital Management, LLC 6
Oliver Luxxe Assets LLC 6
Menard Financial Group LLC 6
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
Horizon Kinetics LLC 6
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 6
Ninety One North America, Inc. 6
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 6
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 6
SMITH HAYES Advisers, Inc 6
SeaTown Holdings Pte. Ltd. 6
NEA Management Company, LLC 6
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 6
Neville Rodie & Shaw Inc 6
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 6
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 6
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 6
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 6
Pioneer Trust Bank N A/or 6
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 6
Edmonds Duncan Registered Investment Advisors, LLC 6
Tilt Investment Management Holdings, PBC 6
JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I) 6
Perpetual Investment Management Ltd 6
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 6
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 6
Reinhart Partners, Inc. 6
High Income Opportunities Portfolio - High Income Opportunities Portfolio 6
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
Empire Financial Management Company, LLC 6
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 6
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 6
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 6
Chelsea Counsel Co 6
Portfolio Solutions, LLC 6
Vigilare Wealth Management 6
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 6
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 6
Cove Street Capital, LLC 6
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 6
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 6
Fortis Capital Management LLC 6
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 6
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 6
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 6
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 6
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 6
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 6
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 6
Ashford Capital Management Inc 6
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 6
Herold Advisors, Inc. 6
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 6
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 6
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 6
Global Income Builder Portfolio - Global Income Builder Portfolio 6
Oppenheimer Global Multi-asset Growth Fund 6
Bdf-gestion 6
Advantage Alpha Capital Partners LP 6
KIFAX - Forward Funds - Salient Select Income Fund Class A 6
Stevens First Principles Investment Advisors 6
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 6
Pegasus Partners Ltd. 6
Frontier Wealth Management LLC 6
Yacktman Asset Management Lp 6
Provenance Wealth Advisors, LLC 6
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 6
National Wealth Management Group, LLC 6
Summit Creek Advisors LLC 6
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 6
Pine Valley Investments Ltd Liability Co 6
Financiere des Professionnels - Fonds d,investissement inc. 6
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 6
STFGX - Advisers Investment Trust - State Farm Growth Fund 6
Ulland Investment Advisors, LLC 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
Mar Vista Investment Partners Llc 6
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 6
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 6
Bank of Kentucky, Inc. 6
BLB&B Advisors, LLC 6
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 6
Ironwood Investment Counsel, LLC 6
Cypress Wealth Advisors LLC 6
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 6
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 6
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 6
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 6
Capital A Wealth Management, LLC 6
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 6
Murphy Michael R 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 6
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 6
Keeley-Teton Advisors, LLC 6
Bedell Frazier Investment Counseling, LLC 6
CFO4Life Group, LLC 6
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 6
Aevitas Wealth Management, Inc. 6
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 6
Founders Capital Management 6
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 6
Board of the Pension Protection Fund 6
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 6
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 6
Selway Asset Management 6
Smith, Salley & Associates 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
Melqart Asset Management (uk) Ltd 6
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 6
British Airways Pensions Investment Management Ltd 6
Heritage Trust Co 6
Skba Capital Management Llc 6
Passport Capital, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 6
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 6
Red Cedar Capital, LLC 6
Green Square Capital Advisors Llc 6
Bragg Financial Advisors, Inc 6
First Trust Investment Solutions L.P. 6
Watermark Asset Management, Inc. 6
Ford Financial Group, LLC 6
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 6
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 6
Retirement Wealth Solutions LLC 6
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 6
Premia Global Advisors, Llc 6
Villere St Denis J & Co Llc 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
Modern Wealth Management, LLC 6
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 6
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A 6
Grey Fox Wealth Advisors, LLC 6
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 6
American National Registered Investment Advisor, Inc. 6
GSB Wealth Management, LLC 6
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
Fort Baker Capital Management LP 6
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 6
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 6
Oracle Investment Management Inc 6
Meridiem Capital Partners LP 6
Imprint Wealth LLC 6
Comerica Securities Inc 6
Acorn Wealth Advisors, LLC 6
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 6
Eisler Capital (US) LLC 6
Waterloo Capital, L.P. 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 6
S&t Bank/pa 6
Investment Management Of Virginia Llc 6
SYM FINANCIAL Corp 6
Clifford Swan Investment Counsel Llc 6
Tufton Capital Management 6
Monroe Bank & Trust/mi 6
Morningstar Investment Services LLC 6
Trust Co Of Virginia /va 6
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 6
Howland Capital Management Llc 6
Paulson Wealth Management Inc. 6
SIH Partners, LLLP 6
Greenland Capital Management LP 6
New America High Income Fund Inc 6
Atlantic Edge Private Wealth Management, LLC 6
Hendershot Investments Inc. 6
HCR Wealth Advisors 6
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 6
Buck Wealth Strategies, LLC 6
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 6
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 6
New Hampshire Trust 6
Cubic Asset Management, LLC 6
Burleson & Company, LLC 6
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 6
Fondren Management LP 6
Ethos Financial Group, LLC 6
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 6
Sustainable Insight Capital Management, LLC 6
Mainstay Capital Management Llc /adv 6
Aviance Capital Management, Llc 6
Columbia Asset Management 6
Factorial Partners, Llc 6
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 6
F3Logic, LLC 6
Athos Capital Ltd 6
American Assets Investment Management, LLC 6
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 6
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 6
Hc Financial Advisors Inc 6
Graham Capital Wealth Management, Llc 6
First Turn Management, LLC 6
Smith Shellnut Wilson Llc /adv 6
Mechanics Bank Trust Department 6
Ceredex Value Advisors LLC 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
Schmidt P J Investment Management Inc 6
Monument Capital Management 6
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 6
Pergamon Offshore Advisors, L.P. 6
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 6
Frontier Investment Mgmt Co 6
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 6
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6
Montag & Caldwell, Llc 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
Howard Capital Management Inc. 6
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 6
Altium Wealth Management LLC 6
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 6
Crews Bank & Trust 6
Broadview Advisors Llc 6
Greenline Partners, LLC 6
Ronald Blue & Co Llc 6
Kalmar Pooled Investment Trust 6
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 6
Marketocracy Funds 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
JT Stratford LLC 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
ABLE Financial Group, LLC 6
Merriman Wealth Management, LLC 6
Capital Group Investment Management Pte. Ltd. 6
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
JGP Wealth Management, LLC 6
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 6
Triodos Investment Management BV 6
Aprio Wealth Management, LLC 6
A. D. Beadell Investment Counsel, Inc. 6
Compass Ion Advisors, LLC 6
Traxis Partners Lp 6
Cozad Asset Management Inc 6
Rubric Capital Management LP 6
Cazenove Capital Management Ltd 6
Summitry Llc 6
Mattson Financial Services, LLC 6
Waters Parkerson & Co., Llc 6
VBCVX - VALIC Co I - Systematic Value Fund 6
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 6
Paragon Wealth Strategies, LLC 6
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 6
First Command Financial Services, Inc. 6
First Command Bank 6
Nordwand Advisors, LLC 6
Coolidge Francis L 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 6
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
Baldwin Investment Management, LLC 6
Level Financial Advisors, Inc. 6
Eubel Brady & Suttman Asset Management Inc 6
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 6
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 6
St. Johns Investment Management Company, LLC 6
Gilliland Jeter Wealth Management LLC 6
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 6
Thomasville National Bank 6
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 6
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 6
United Asset Strategies, Inc. 6
HMS Capital Management, LLC 6
Lavaca Capital Llc 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 6
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 6
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 6
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Field & Main Bank 6
Generation Investment Management Llp 6
Financial Connections Group, Inc. 6
MMNCX - Miller Investment Trust - Miller Market Neutral Income Fund Class C 6
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 6
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 6
Essex Savings Bank 6
Dreman Value Management, L L C 6
Ab Multi-manager Alternative Fund 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 6
Palo Alto Investors LP 6
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 6
Morse Asset Management, Inc 5
Sands Capital Management, Llc 5
Genus Capital Management Inc. 5
DiMeo Schneider & Associates, L.L.C. 5
Telos Capital Management, Inc. 5
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 5
Birchbrook, Inc. 5
Mb, Levis & Associates, Llc 5
Unisphere Establishment 5
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 5
AWEG - Alger ETF Trust - Alger Weatherbie Enduring Growth ETF 5
Meridian Investment Counsel Inc. 5
Doyle Wealth Management 5
Fairview Capital Investment Management, Llc 5
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 5
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 5
Peninsula Asset Management Inc 5
NOIEX - Northern Funds - Northern Income Equity Fund 5
Sava Infond d.o.o. 5
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 5
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 5
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 5
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 5
Chemical Bank 5
Acadia Trust Na 5
Emory University 5
NOCBX - Northern Funds - Northern Core Bond Fund 5
Acorn Financial Advisory Services Inc /adv 5
NOFIX - Northern Funds - Northern Fixed Income Fund 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
Hunter Perkins Capital Management, LLC 5
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 5
Triasima Portfolio Management inc. 5
RE Dickinson Investment Advisors, LLC 5
Daiwa SB Investments Ltd. 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
VestGen Advisors, LLC 5
New Capital Management LP 5
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 5
Wafra Inc. 5
Systematic Alpha Investments, LLC 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 5
Chesley Taft & Associates LLC 5
Amcap Fund 5
Buckhead Capital Management Llc 5
Allen Capital Group, LLC 5
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 5
National Penn Investors Trust Co /pa 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
ICW Investment Advisors LLC 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 5
Brand Asset Management Group, Inc. 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 5
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 5
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 5
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 5
Sunflower Bank, N.A. 5
Fairpointe Capital LLC 5
Prosperity Consulting Group, LLC 5
Strategic Wealth Management Group, LLC 5
Parvin Asset Management, LLC 5
Engaged Capital LLC 5
DSC Advisors, L.P. 5
Crystalline Management Inc. 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
Godshalk Welsh Capital Management, Inc. 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
SPC Financial, Inc. 5
Stone Run Capital, Llc 5
Wealthquest Corp 5
Juncture Wealth Strategies, Llc 5
Texas Capital Bancshares Inc/tx 5
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 5
Tower Bridge Advisors 5
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 5
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 5
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 5
Beverly Hills Private Wealth, LLC 5
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 5
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 5
CR Group L.P. 5
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 5
Mine & Arao Wealth Creation & Management, LLC. 5
MainStreet Investment Advisors LLC 5
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 5
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 5
Rail-Splitter Capital Management, LLC 5
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 5
Zions Trust, National Association 5
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 5
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 5
Delta Global Management LP 5
Hotaling Investment Management, LLC 5
Federated Mdt Large Cap Value Fund 5
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 5
Hardman Johnston Global Advisors LLC 5
Fma Advisory Inc 5
Cooper Financial Group 5
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 5
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 5
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 5
Altman Advisors, Inc. 5
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 5
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 5
Delta Investment Management, LLC 5
Cercano Management LLC 5
Mcmillion Capital Management Inc 5
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I 5
Gitterman Wealth Management, LLC 5
L1 Capital Global Opportunities Master Fund, Ltd. 5
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 5
High Pointe Capital Management Llc 5
First Niagara Bank 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
Slow Capital, Inc. 5
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 5
Hutchens & Kramer Investment Management Group, LLC 5
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
Advanced Series Trust - Ast High Yield Portfolio 5
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
Greenhouse Funds LLLP 5
Decatur Capital Management, Inc. 5
Saturna Capital CORP 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
Acuity Investment Management Inc 5
Whalerock Point Partners, Llc 5
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 5
Bridgeworth, LLC 5
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 5
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 5
Pembroke Management, LTD 5
BlackRock Innovation & Growth Trust 5
Cypress Asset Management Inc/tx 5
Gilman Hill Asset Management, LLC 5
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Boenning & Scattergood, Inc. 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 5
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 5
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 5
GROW Partners, LLC 5
PFG Private Wealth Management, LLC 5
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 5
Heartland Bank & Trust Co 5
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 5
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 5
Rainier Group Investment Advisory LLC 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Hobart Private Capital, LLC 5
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 5
Eagle Boston Investment Management Inc 5
Concentric Capital Strategies, LP 5
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 5
CAMG Solamere Management, LLC 5
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 5
MASTERINVEST Kapitalanlage GmbH 5
Knott David M 5
Single Point Partners, LLC 5
StellarOne CORP 5
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 5
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 5
First American Bank 5
Overland Advisors, LLC 5
Corsicana & Co. 5
Regent Investment Management LLC 5
Caxton Associates Llp 5
Parcion Private Wealth LLC 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 5
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 5
Bristlecone Advisors, LLC 5
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 5
PENN SERIES FUNDS INC - Mid Core Value Fund 5
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 5
ACT Capital Management, LLLP 5
Keeley Asset Management Corp 5
Eukles Asset Management 5
Concorde Asset Management, LLC 5
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 5
Exane Asset Management 5
Quantedge Capital Pte Ltd 5
Hall Capital Management Co Inc 5
Senator Investment Group LP 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
Raab & Moskowitz Asset Management LLC 5
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 5
ARGI Investment Services, LLC 5
Nikko Asset Management Americas, Inc. 5
Emfo, Llc 5
Hara Capital LLC 5
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 5
Bath Savings Trust Co 5
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 5
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 5
Paradigm Financial Advisors, LLC 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 5
Ilex Capital Partners (UK) LLP 5
Fisher Funds Management LTD 5
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 5
Pinnacle Wealth Advisors 5
Arjuna Capital 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 5
Capital Wealth Planning, LLC 5
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 5
Optas, LLC 5
University Of Notre Dame Du Lac 5
Strategic Financial Concepts, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 5
Sivia Capital Partners, LLC 5
Krensavage Asset Management, LLC 5
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 5
Gagnon Advisors, LLC 5
Penseco Financial Services Corp 5
Nuveen S&p 500 Buywrite Income Fund 5
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 5
Beacon Pointe Wealth Advisors, Llc 5
North Run Capital, Lp 5
Daymark Wealth Partners, Llc 5
Broadview Funds Trust 5
Richardson Financial Services Inc. 5
Cidel Asset Management Inc 5
CRA Financial Services, LLC 5
Capital City Trust Co/fl 5
Magnolia Capital Management Ltd 5
Alta Capital Management Llc/ 5
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 5
Ferox Capital Management LP 5
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 5
3Chopt Investment Partners, LLC 5
Strategic Investment Advisors / MI 5
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
Moss Adams Wealth Advisors LLC 5
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 5
Rockland Trust Co 5
Dsm Capital Partners Llc 5
Transform Wealth, LLC 5
Planned Solutions, Inc. 5
Midwest Trust Co 5
Spinnaker Trust 5
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 5
Halsey Associates Inc/ct 5
BlackRock ETF Trust II - BlackRock Flexible Income ETF 5
Landaas & Co /wi /adv 5
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 5
StepStone Group LP 5
Innovis Asset Management Llc 5
Bridgewater Advisors Inc. 5
Livelsberger Financial Advisory 5
Paradigm Financial Partners, Llc 5
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 5
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 5
Croft-leominster Inc 5
Mascagni Wealth Management, Inc. 5
Greenwich Wealth Management LLC 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
Wintrust Investments Llc 5
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 5
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 5
Efg Capital International Corp. 5
Nicholas Hoffman & Company, LLC. 5
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 5
Financial Life Planners 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
Old Dominion Capital Management Inc 5
RPG Investment Advisory, LLC 5
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 5
Chiron Investment Management, LLC 5
Fairman Group, LLC 5
Fortis Group Advisors, LLC 5
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 5
Waverton Investment Management Ltd 5
Comgest Global Investors S.a.s. 5
Iberiabank Corp 5
True North Advisors, LLC 5
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 5
Chiron Capital Management, Llc 5
First National Bank of South Miami 5
Alecta Pensionsforsakring, Omsesidigt 5
Creative Capital Management Investments LLC 5
Eisler Capital Management Ltd. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 5
Affiance Financial, LLC 5
Criterion Capital Advisors, Llc 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 5
Security Benefit Life Insurance Co /ks/ 5
Martin & Co Inc /tn/ 5
Boone Capital Management Llc 5
Sierra Summit Advisors Llc 5
Argonautica Private Wealth Management, Inc 5
Us Global Investors Funds 5
Channel Wealth Llc 5
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 5
Callan Capital, LLC 5
Murphy Pohlad Asset Management LLC 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
Notis-McConarty Edward 5
Prostatis Group LLC 5
JTC Employer Solutions Trusteee Ltd 5
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
Lighthouse Financial Advisors, Inc. 5
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 5
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
Terrapin Asset Management, LLC 5
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 5
Cai Capital Management, Inc. 5
Global X Funds 5
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 5
Sonora Investment Management Group, LLC 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
Boit C F David 5
Camden National Bank 5
Prospector Partners Llc 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
Buckley Wealth Management, LLC 5
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 5
Broderick Brian C 5
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 5
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 5
Holderness Investments Co 5
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 5
Offit Capital Advisors Llc 5
Discovery Group I, LLC 5
Winthrop Partners - Wny, Llc 5
Mfs Intermediate High Income Fund 5
Campbell Wealth Management 5
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 5
Omni Partners US LLC 5
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 5
Morningstar Investment Management LLC 5
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 5
Syquant Capital Sas 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
Monte Financial Group, LLC 5
Secure Asset Management, LLC 5
JFG Wealth Management, LLC 5
Sapient Capital Llc 5
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 5
Dagco, Inc. 5
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 5
Lvm Capital Management Ltd/mi 5
Noesis Capital Mangement Corp 5
Catalio Capital Management, LP 5
Franklin Templeton ETF Trust - Western Asset Bond ETF 5
Wisconsin Capital Management Llc 5
BlackRock ETF Trust - BlackRock Future Innovators ETF 5
Global X Japan Co., Ltd. 5
Alpine Partners USVI, LLC 5
Meridian Wealth Advisors, LLC 5
Lind Global Fund II LP 5
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 5
Biondo Investment Advisors, LLC 5
Arbor Wealth Management, LLC 5
Charter Research & Investment Group, Inc. 5
Mitsubishi UFJ Asset Management (UK) Ltd. 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
Loeb Offshore Management LP 5
North American Management Corp 5
Brooktree Capital Management 5
Journey Advisory Group, LLC 5
Nalls Sherbakoff Group, Llc 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
Centennial Bank/AR/ 5
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 5
Walled Lake Planning & Wealth Management, Llc 5
UNIVEST FINANCIAL Corp 5
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 5
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 5
BRC Investment Management LLC 5
Ignite Planners, LLC 5
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 5
Diker Management Llc 5
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 5
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 5
Bracebridge Capital, LLC 5
Benson Investment Management Company, Inc. 5
Catalina Capital Group, LLC 5
McGuire Investment Group, LLC 5
Canal Insurance CO 5
Narwhal Capital Management 5
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 5
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
JW Asset Management, LLC 5
Cyrus J. Lawrence, LLC 5
Boreal Capital Management LLC 5
Pratt Collard Advisory Partners LLC 5
Penn Mutual Asset Management, LLC 5
AT Bancorp 5
Port Capital LLC 5
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 5
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 5
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 5
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND 5
Edge Capital Group, LLC 5
PKO Investment Management Joint-Stock Co 5
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 5
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 5
Buffington Mohr McNeal 5
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 5
Brendel Financial Advisors LLC 5
Alken Asset Management Ltd. 5
Engrave Wealth Partners LLC 5
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 5
Mid Atlantic Financial Management Inc/adv 5
Abner Herrman & Brock Llc 5
Beacon Investment Advisors Llc 5
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 5
Farr Miller & Washington Llc/dc 5
Gateway Advisory, LLC 5
Hartree Partners, LP 5
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 5
Investment Counselors Of Maryland Llc 5
Wbh Advisory Inc 5
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 5
Stratton Management Co 5
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 5
Dumont & Blake Investment Advisors Llc 5
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 5
Howard Wealth Management, Llc 5
Tuscan Ridge Asset Management Llc 5
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 5
Alpha Capital Anstalt 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 5
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
Parthenon Llc 5
Legal Advantage Investments, Inc. 5
Newtyn Management, LLC 5
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
New Century Investment Management, Inc 5
Team Hewins, LLC 5
Rosenblum Silverman Sutton S F Inc /ca 5
IVC Wealth Advisors LLC 5
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 5
Cohen Klingenstein LLC 5
MBE Wealth Management, LLC 5
Fulcrum Equity Management 5
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 5
New Age Alpha Funds Trust - NAA Allocation Fund Class C 5
Blue Fin Capital, Inc. 5
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
Sassicaia Capital Advisers Llc 5
FourWorld Capital Management LLC 5
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 5
Trivant Custom Portfolio Group, LLC 5
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 5
M. Kulyk & Associates, LLC 5
DCM Advisors, LLC 5
Hartline Investment Corp/ 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 5
Addenda Capital Inc. 5
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 5
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 5
Penbrook Management LLC 5
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 5
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 5
North Tide Capital, Llc 5
Ironsides Asset Advisors, LLC 5
Rikoon Group, LLC 5
Peddock Capital Advisors, Llc 5
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 5
J. W. Coons Advisors, LLC 5
Ironbridge Funds, Inc. 5
MD Financial Management Inc. 5
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 5
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 5
Essex LLC 5
Abc Arbitrage Sa 5
Davidson Investment Advisors 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 5
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 5
FourThought Financial Partners, LLC 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
Tyrus Capital S.A.M. 5
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 5
Burnham Asset Management Corp /ny/ 5
RVW Wealth, LLC 5
Samson Rock Capital LLP 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
Latitude Advisors, LLC 5
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 5
Wealth Management Partners, LLC 5
Eagle Health Investments LP 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 5
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 5
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 5
Schnieders Capital Management Llc 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
Violich Capital Management, Inc. 5
Stockman Wealth Management, Inc. 5
Vazirani Asset Management LLC 5
America First Investment Advisors, LLC 5
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 5
Cullen Capital Management, LLC 5
Strong Tower Advisory Services 5
Liberty All Star Equity Fund 5
Conway Capital Management, Inc. 5
Waddell & Associates, Llc 5
Barton Investment Management 5
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 5
Zhang Financial LLC 5
Tiger Eye Capital LLC 5
Roosevelt Investment Group Llc 5
Paragon Advisors, LLC 5
Credo Capital Management, LLC 5
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 5
Lyell Wealth Management, Lp 5
Baldrige Asset Management LLC 5
Horizon Kinetics Asset Management Llc 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
Principal Street Partners, LLC 5
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 5
Silver Bridge Capital Management LLC 5
RBA Wealth Management, LLC 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 5
Kopp Funds Inc 5
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 5
Phraction Management LLC 5
Harbourvest Partners Llc 5
Peachtree Investment Advisors, Inc. 5
Invesco Bond Fund 5
CrestPoint Capital Management, LLC 5
W.H. Cornerstone Investments Inc. 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 5
Phoenix Wealth Advisors 5
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 5
Kenfarb & Co. 5
Aveo Capital Partners, LLC 5
Fedenia Advisers LLC 5
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 5
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 5
Granite FO LLC 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 5
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 5
Enterprise Trust & Investment Co 5
Accredited Wealth Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
Searle & Co. 5
Revolve Wealth Partners, LLC 5
US Asset Management LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 5
Optimize Financial Inc 5
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 5
Overbrook Management Corp 5
Scissortail Wealth Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
Waycross Partners, Llc 5
Cpwm, Llc 5
Covenant Asset Management, LLC 5
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 5
Sensato Investors LLC 5
Seldon Capital Lp 5
Bleichroeder LP 5
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 5
Harris Associates L P 5
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 5
Union Savings Bank 5
Applied Finance Capital Management, LLC 5
Strategic Asset Management, LLC 5
CBOE Vest Financial, LLC 5
Black Maple Capital Management LP 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 5
Hoey Investments, Inc 5
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
Marathon Asset Mgmt Ltd 5
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 5
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 5
Strategic Capital Alternatives LLC 5
Advanced Portfolio Management, LLC 5
Hotchkis & Wiley Capital Management Llc 5
Sterling Financial Planning, Inc. 5
Knott David M Jr 5
Atalanta Sosnoff Capital, Llc 5
XML Financial, LLC 5
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 5
United Community Bank 5
Sona Asset Management (us) Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 5
Carleon Capital Partners LLC 5
Cranbrook Wealth Management, LLC 5
Bell Rock Capital Llc 5
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 5
Coyle Financial Counsel LLC 5
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 5
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 5
Tobias Financial Advisors, Inc. 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
Brinton Eaton, Llc 5
Stelac Advisory Services LLC 5
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 5
Grey Street Capital, LLC 5
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 5
Beacon Financial Group 5
Logos Global Management LP 5
PARK CIRCLE Co 5
Bnp Paribas 5
Hcim Trust 5
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 5
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 5
SRB Corp 5
Copperwynd Financial, LLC 5
Harbor Financial Services, Llc 5
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 5
Thrive Capital Management, LLC 5
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 5
PCA Investment Advisory Services Inc. 5
Usca All Terrain Fund 5
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 5
Burns J W & Co Inc/ny 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 5
BSW Wealth Partners 5
Torno Capital, Llc 5
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 5
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 5
Virginia Wealth Management Group, Inc. 5
Parsec Financial Management, Inc. 5
Orleans Capital Management Corp/la 5
Minerva Advisors LLC 5
Quest 10 Wealth Builders, Inc. 5
Baupost Group Llc/ma 5
Aristotle Capital Management, LLC 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
Keating Investment Counselors Inc 5
Man Investments (CH) AG 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
Stonebridge Financial Planning Group, LLC 5
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 5
TCF National Bank 5
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 5
Bank Of Nova Scotia Trust Co 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
Missouri Valley Partners, Inc. 5
Twin Securities, Inc. 5
Holloway Wealth Management, LLC 5
Cs Mckee Lp 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 5
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 5
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 5
Rodgers Brothers Inc. 5
Tirschwell & Loewy Inc 5
Lehman Financial Resources, Inc. 5
Charles Schwab Trust Co 5
Clare Market Investments LLC 5
Robeco Schweiz AG 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 5
Atala Financial Inc 5
Century Capital Management Trust 5
Main Street Group, LTD 5
William Harris Investors Inc 5
Legacy Capital Wealth Partners, LLC 5
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 5
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 5
Alaska Permanent Fund Corp 5
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 5
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 5
Ifrah Financial Services, Inc. 5
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 5
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 5
True Link Financial Advisors, LLC 5
one8zero8, LLC 5
Boston Income Portfolio - Boston Income Portfolio 5
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 5
Woodward Diversified Capital, Llc 5
Corient IA LLC 5
Robinson Capital Management, Llc 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 5
IMG Wealth Management, Inc. 5
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 5
Ade, Llc 5
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 5
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 5
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 5
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 5
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 5
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 5
Palouse Capital Management, Inc. 5
Provident Wealth Management, LLC 5
NewFocus Financial Group, LLC 5
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 5
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 5
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 5
Mirador Capital Partners LP 5
Clarus Group, Inc. 5
North Capital, Inc. 5
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 5
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 5
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 5
Systematic Portfolios LLC 5
Kettle Hill Capital Management, Llc 5
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 5
Trueblood Wealth Management, LLC 5
Trust Co 5
Yale University 5
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 5
Sentinel Group Funds Inc 5
Nelson Capital Management, LLC 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
Wheatland Advisors Inc 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
Argus Investors' Counsel, Inc. 5
Tradewinds, LLC. 5
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 5
Glenview State Bank Trust Dept. 5
First Commonwealth Financial Corp /pa/ 5
McNamara Financial Services, Inc. 5
Citizens National Bank Trust Department 5
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 5
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 5
Starboard Value LP 5
Heron Financial Group, Llc 5
Compton Capital Management Inc /ri 5
Jamison Eaton & Wood Inc /nj 5
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 5
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 5
Grayhawk Investment Strategies Inc. 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 5
AMH Equity Ltd 5
Carret Asset Management, Llc 5
VELA Investment Management, LLC 5
Lgl Partners, Llc 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 5
Perennial Investment Advisors, LLC 5
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 5
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Mitchell Mcleod Pugh & Williams Inc 5
Wallace Advisory Group, LLC 5
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 5
SCS Capital Management LLC 5
Hawk Ridge Capital Management Lp 5
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 5
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 5
AlphaStar Capital Management, LLC 5
Trutina Financial LLC 5
Financial Sense Advisors, Inc. 5
Private Asset Management Inc 5
Quadcap Wealth Management, LLC 5
Laidlaw Group, LLC 5
Horizon Funds - HORIZON EXPEDITION PLUS ETF 5
Outfitter Financial LLC 5
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 5
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 5
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 5
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 5
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 5
JSSSX - Managed Portfolio Series - Jackson Square All-Cap Growth Fund IS Class 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 5
Two Roads Shared Trust - APEX HealthCare ETF 5
Abbot Financial Management, Inc. 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
Trust Co Of Oklahoma 5
Williams & Novak, LLC 5
Community Trust & Investment Co 5
Sheets Smith Investment Management 5
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C 5
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 5
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 5
Generali Investments, Management Co LLC 5
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 5
VASMX - VALIC Co II - Small Cap Growth Fund 5
Altavista Wealth Management, Inc. 5
Jabre Capital Partners S.A. 5
VAMGX - VALIC Co II - Mid Cap Growth Fund 5
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 5
Lodestar Investment Counsel Llc/il 5
Financial Consulate, Inc 5
Saratoga Research & Investment Management 5
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 5
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 5
Bloom Tree Partners, Llc 5
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 5
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 5
Alethea Capital Management, Llc 5
Dow Chemical Co /de/ 5
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 5
Clearwater Capital Advisors, LLC 5
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 5
Aspen Grove Capital, LLC 5
Plimoth Trust Co Llc 5
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 5
PayPay Securities Corp 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 5
Cobblestone Capital Advisors Llc /ny/ 5
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 5
Difesa Capital Management, Lp 5
Guardian Wealth Advisors, Llc / Nc 5
Cynosure Advisors, Llc 5
Poehling Capital Management, LLC 5
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 5
DG Capital Management, LLC 5
Portman Square Capital LLP 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
Lowe Wealth Advisors, LLC 5
Beaumont Financial Advisors, LLC 5
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 5
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
apricus wealth, LLC 5
Traphagen Investment Advisors Llc 5
LifeSteps Financial, Inc. 5
American Independence Financial Services LLC 5
Waterstone Capital Management, L.P. 5
Dimension Capital Management Llc 5
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 5
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 5
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 5
Ycg, Llc 5
Adams Wealth Management 5
Norris Perne & French Llp/mi 5
Bks Advisors, Llc 5
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 5
Voya Global Advantage & Premium Opportunity Fund 5
Marshwinds Advisory Co 5
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 5
44 Wealth Management Llc 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
Board of Trustees of The Leland Stanford Junior University 5
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 5
Tru Independence Asset Management 2, Llc 5
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 5
Options Solutions, Llc 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 5
American Independence Funds Trust 5
Ownership Capital B.V. 5
Counsel Portfolio Services Inc. 5
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
Kanawha Capital Management Llc 5
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 5
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 5
Valley Brook Capital Group, Inc. 5
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 5
Cooper/haims Advisors, Llc 5
First Heartland Consultants, Inc. 5
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 5
Northstar Wealth Partners LLC 5
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF 5
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 5
ABN AMRO Bank N.V. 5
Soltis Investment Advisors LLC 5
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 5
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 5
Fieldview Capital Management, LLC 5
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 5
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 5
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 5
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 5
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 5
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 5
Franklin Templeton International Trust 5
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 5
Hutchens Investment Management Inc 5
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 5
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 5
Veritas Asset Management LLP 5
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 5
Silverleafe Capital Partners, LLC 5
Tennessee Valley Asset Management Partners 5
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 5
Bard Financial Services, Inc. 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
Elkhorn Investments, LLC 4
Greenlight Capital Inc 4
Jana Partners Llc 4
Temasek Holdings (Private) Ltd 4
Van Den Berg Management I, Inc 4
Loews Corp 4
12 West Capital Management LP 4
EJF Capital LLC 4
Goldman Capital Management Inc 4
Steadfast Capital Management Lp 4
Deprince Race & Zollo Inc 4
First Wilshire Securities Management Inc 4
Growth Fund Of America 4
Teachers Insurance & Annuity Association Of America 4
Peconic Partners Llc 4
Frontier Capital Management Co Llc 4
Canyon Capital Advisors Llc 4
Daruma Capital Management Llc 4
Bernzott Capital Advisors 4
Private Capital Management, LLC 4
Trigran Investments, Inc. 4
WELLINGTON TRUST Co N A 4
Sentry Investments Corp. 4
Lapides Asset Management, LLC 4
Bessemer Securities Llc 4
Disciplined Growth Investors Inc /mn 4
Polen Capital Management Llc 4
Puzo Michael J 4
Forbes J M & Co Llp 4
Provident Investment Management, Inc. 4
Nottingham Advisors, Inc. 4
Leonard Green & Partners, L.P. 4
Haverford Financial Services, Inc. 4
Diversified Investment Strategies, LLC 4
Capital Directions Investment Advisors, LLC 4
Grace Capital 4
Dean Capital Management 4
Tradition Capital Management Llc 4
Coho Partners, Ltd. 4
Paradice Investment Management LLC 4
Edge Asset Management, Inc 4
Independent Investors Inc 4
Vanguard Windsor Funds 4
Todd Asset Management Llc 4
Baxter Bros Inc 4
West Chester Capital Advisors, Inc 4
Auxier Asset Management 4
Pettyjohn, Wood & White, Inc 4
Cadinha & Co Llc 4
Zevin Asset Management Llc 4
Northwest Bancshares, Inc. 4
Verus Financial Partners, Inc. 4
First National Bank Sioux Falls 4
Bell Bank 4
Beutel, Goodman & Co Ltd. 4
Northstar Asset Management Llc 4
Nichols & Pratt Advisers Llp /ma 4
Jackson Wealth Management, LLC 4
Court Place Advisors, LLC 4
BARING ASSET MANAGEMENT Ltd 4
Northeast Investment Management 4
Proffitt & Goodson Inc 4
Aull & Monroe Investment Management Corp 4
IFC Holdings Incorporated/FL 4
Bank Pictet & Cie (asia) Ltd 4
Corrado Advisors, Llc 4
Sterneck Capital Management, LLC 4
Apollo Management Holdings, L.P. 4
Intrepid Capital Management Inc 4
Alphagen Securities Llc 4
Gould Asset Management Llc /ca/ 4
Knightsbridge Asset Management, Llc 4
Aris Wealth Services, Inc. 4
Bridgecreek Investment Management, LLC 4
Cypress Capital Management Llc 4
Kimelman & Baird, LLC 4
Progressive Investment Management Corp 4
Staley Capital Advisers Inc 4
Mcdaniel Terry & Co 4
TAMRO Capital Partners LLC 4
Napier Park Global Capital (US) LP 4
S. R. Schill & Associates 4
Domani Wealth, LLC 4
Edmond De Rothschild (suisse) S.a. 4
Ninety One SA (PTY) Ltd 4
Truepoint, Inc. 4
Hikari Power Ltd 4
Garrison Bradford & Associates Inc 4
Spf Beheer Bv 4
SeaBridge Investment Advisors LLC 4
Pineno Levin & Ford Asset Management, Inc. 4
Ashfield Capital Partners, LLC 4
Sharkey, Howes & Javer 4
Benedict Financial Advisors Inc 4
Hgk Asset Management Inc 4
Monetta Financial Services Inc 4
Integrated Wealth Counsel, Llc 4
Simply Money Advisors 4
Blue Chip Partners, Inc. 4
Morgens Waterfall Vintiadis & Co Inc 4
First United Bank Trust/ 4
Compass Capital Management, Inc 4
Hokanson Associates, Inc. 4
Scott & Selber, Inc. 4
Baker Ellis Asset Management LLC 4
Nbw Capital Llc 4
Fiduciary Group LLC 4
Badgley Phelps & Bell Inc 4
Birmingham Capital Management Co Inc/al 4
Argyle Capital Management Inc. 4
Wright Investors Service Inc 4
Kempen Capital Management N.v. 4
Botty Investors LLC 4
Hengehold Capital Management Llc 4
Rand Wealth, Llc 4
Diligent Investors, LLC 4
Naples Global Advisors, Llc 4
Fragasso Group Inc. 4
Mercer Capital Advisers, Inc. 4
Susquehanna Trust & Investment Co 4
Valmark Advisers, Inc. 4
Montecito Bank & Trust 4
First National Bank of Hutchinson 4
Community Financial Services Group, LLC 4
Harvey Capital Management Inc 4
Albert D Mason Inc 4
Private Wealth Advisors, Inc. 4
Capital Planning Advisors, LLC 4
Lombardia Capital Partners Llc 4
Douglas C. Lane & Associates, Inc. 4
Osborne Partners Capital Management, Llc 4
Lynch & Associates/in 4
HHG & Company, LLC 4
New England Investment & Retirement Group, Inc. 4
Segment Wealth Management, LLC 4
Palladiem, Llc 4
Bridges Investment Counsel Inc/ 4
Wallington Asset Management, LLC 4
Vicus Capital 4
Founders Capital Management, Llc 4
Martin Currie Ltd 4
Markel Corp 4
Gmt Capital Corp 4
Ivory Investment Management, Llc 4
Maple Capital Management, Inc. 4
Regis Management CO LLC 4
PacWest Financial Management Inc 4
Kamunting Street Capital Management, L.P. 4
Jasper Ridge Partners, L.P. 4
JCIC Asset Management Inc. 4
Blackhill Capital Inc 4
Financial Advantage, Inc. 4
Cordasco Financial Network 4
Glaxis Capital Management, LLC 4
Cambridge Advisors Inc. 4
Kwmg, Llc 4
Salem Capital Management Inc 4
Forte Capital Llc /adv 4
Nadler Financial Group, Inc. 4
Acropolis Investment Management, LLC 4
Jacobs & Co/ca 4
Lincoln Capital LLC 4
Iowa State Bank 4
Grassi Investment Management 4
Van Cleef Asset Management,Inc 4
Bouchey Financial Group Ltd 4
Vontobel Asset Management Inc 4
Burke & Herbert Bank & Trust Co 4
Lawson Kroeker Investment Management Inc/ne 4
Leith Wheeler Investment Counsel Ltd. 4
Cohen Lawrence B 4
Nexus Investment Management ULC 4
Cacti Asset Management Llc 4
Palo Capital, Inc. 4
Scoggin Management Lp 4
Hanlon Investment Management, Inc. 4
Cobalt Capital Management, Inc. 4
Lasry Marc 4
HighTower Trust Services, LTA 4
Adirondack Funds 4
Sterling Global Strategies LLC 4
DSAM Partners (London) Ltd 4
Legacy Capital Partners, Inc. 4
Global Endowment Management, LP 4
Hamilton Point Investment Advisors, LLC 4
Inverness Investment Group, LLC 4
Capital Investment Counsel, Inc 4
Manitou Investment Management Ltd. 4
Covington Investment Advisors Inc. 4
Gibson Capital, LLC 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
Btr Capital Management Inc 4
Efficient Market Advisors, LLC 4
Welch Group, LLC 4
Starfire Investment Advisers, Inc. 4
Fagan Associates, Inc. 4
Mcrae Capital Management Inc 4
iAB Financial Bank 4
Boyd Watterson Asset Management Llc/oh 4
Arvest Bank Trust Division 4
GVO Asset Management Ltd 4
Fenimore Asset Management Inc 4
Brick & Kyle, Associates 4
Loeb Partners Corp 4
Fundsmith LLP 4
Fayerweather Charles 4
Page Arthur B 4
Odey Asset Management Group Ltd 4
Foyston, Gordon, & Payne Inc 4
Fiduciary Services Corp/ga 4
Timber Creek Capital Management LLC 4
InterOcean Capital, LLC 4
Mraz, Amerine & Associates, Inc. 4
Aisling Capital LLC 4
Stone Toro Investment Advisers, LP 4
First Business Financial Services, Inc. 4
Hudson Valley Investment Advisors Inc /adv 4
Valentine Capital Asset Management, Inc. 4
Affinity Wealth Management Llc 4
Salient Capital Advisors, LLC 4
Lcnb Corp 4
Rowland & Co Investment Counsel/adv 4
Matisse Capital 4
Hutchens Investment Management Inc 4
Verde Servicos Internacionais S.A. 4
Armbruster Capital Management, Inc. 4
Stuart Chaussee & Associates, Inc. 4
Brightworth 4
Gruber & Mcbaine Capital Management Llc 4
Peak Asset Management, LLC 4
Bow Street, Llc 4
Qualcomm Inc/de 4
LVZ Advisors, Inc. 4
RK Capital Management, LLC 4
Institute for Wealth Management, LLC. 4
Guardian Capital Advisors Lp 4
Edmond de Rothschild (Europe) 4
Smith & Howard Wealth Management, LLC 4
Lipe & Dalton 4
Hitchwood Capital Management LP 4
Freshford Capital Management, LLC 4
Opera Trading Capital 4
Highland Private Wealth Management 4
Kelly Lawrence W & Associates Inc/ca 4
Financial Strategy Network, LLC 4
Northwestern Mutual Investment Services Llc 4
Hatteras Funds, LLC 4
Duquesne Family Office LLC 4
Hefty Wealth Partners 4
Strategic Investment Management, Llc 4
Rocky Mountain Advisers, Llc 4
Spectrum Advisory Services Inc 4
Chubb Corp 4
Trevor Stewart Burton & Jacobsen Inc 4
Alley Co LLC 4
Kernodle & Katon Asset Management Group, LLC 4
Credit Capital Investments LLC 4
Farmers National Bank 4
Blue Rock Advisors, LLC 4
Cottage Street Advisors LLC 4
P.a.w. Capital Corp 4
Baker Chad R 4
Otter Creek Advisors, LLC 4
Kerrisdale Advisers, LLC 4
Catamount Wealth Management 4
Founders Bank & Trust 4
Valley National Bancorp 4
Siphron Capital Management /ca/ 4
Boussard & Gavaudan Asset Management LP 4
Wilson, Kemp & Associates, Inc. 4
LaSalle Street Capital Management, LLC 4
Viburnum Funds Pty Ltd 4
Marathon Capital Management 4
Nuveen Fund Advisors, LLC 4
Probity Advisors, Inc. 4
Yellowstone Partners, LLC 4
Kopp Family Office, LLC 4
Quad Capital Management Advisors LLC 4
Palisades Investment Partners, LLC 4
Strategic Capital Group LLC 4
Guidant Wealth Advisors 4
O'Brien Wealth Partners LLC 4
Fusion Family Wealth LLC 4
Northwest Wealth Management, Llc 4
Armor Investment Advisors, LLC 4
Interwest Venture Management Co 4
Hunting Hill Global Capital, LLC 4
Fullerton Fund Management Co Ltd 4
Old Mission Capital, Llc 4
RB Capital Management, LLC 4
22nw, Lp 4
Crawford Lake Capital Management, LLC 4
PHH Investments, Ltd. 4
Capital World Growth & Income Fund 4
Security Asset Management 4
Ursa Fund Management, LLC 4
Dunvegan Associates, Inc. 4
Portland Hill Asset Management Ltd 4
Blue Sky Asset Management, LLC 4
Noked Capital LTD 4
Geneva Partners, LLC 4
Summit Financial Group, Inc. 4
Alpine Group Usvi, Llc 4
Mountain Capital Investment Advisors, Inc 4
Beaton Management Co. Inc. 4
Gs Investments, Inc. 4
KCS Wealth Advisory 4
McCollum Christoferson Group LLC 4
Ascension Asset Management LLC 4
Invesco Senior Loan Fund 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
Oppenheimer Limited-term Bond Fund 4
Oppenheimer Capital Income Fund 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 4
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
Allianzgi Convertible & Income 2024 Target Term Fund 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 4
Oppenheimer Corporate Bond Fund 4
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 4
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 4
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 4
Oppenheimer Integrity Funds 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
Nuveen Emerging Markets Debt 2022 Target Term Fund 4
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 4
Gabelli Go Anywhere Trust 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
Stock Portfolio - Stock Portfolio 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 4
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 4
Scout Funds 4
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 4
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 4
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 4
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 4
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Madison Covered Call & Equity Strategy Fund 4
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 4
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 4
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 4
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 4
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 4
Sentinel Variable Products Trust 4
Fdp Series, Inc. 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 4
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 4
Advent Claymore Convertible Securities & Income Fund Ii 4
Advent/claymore Enhanced Growth & Income Fund 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
Tax-managed Global Small-cap Portfolio 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
Wells Fargo Multi-sector Income Fund 4
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 4
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 4
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 4
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 4
Oppenheimer Global Strategic Income Fund 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 4
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 4
Manning & Napier Group, LLC 4
Aries Wealth Management 4
Keeler THomas Management LLC 4
Wealthstreet Investment Advisors, LLC 4
Keystone Financial Group 4
DeDora Capital, Inc. 4
Advanced Asset Management Advisors Inc 4
Jordan Park Group LLC 4
Blackhawk Capital Partners LLC. 4
Crabel Capital Management, LLC 4
Aristotle Atlantic Partners, Llc 4
Divergent Wealth Advisors, Llc 4
Weil Company, Inc. 4
Woodard & Co Asset Management Group Inc /adv 4
First Sabrepoint Capital Management Lp 4
Inlight Wealth Management, LLC 4
Abacus Planning Group, Inc. 4
USAdvisors Wealth Management, LLC 4
Qvr Llc 4
Avondale Wealth Management 4
Pathway Financial Advisors LLC 4
Breiter Capital Management Inc 4
Arnhold LLC 4
Rice Partnership, LLC 4
Braun-Bostich & Associates Inc. 4
Gables Capital Management Inc. 4
Legacy Financial Strategies, LLC 4
Chesapeake Wealth Management 4
Dnca Finance 4
Andesa Financial Management Inc. 4
Taikang Asset Management (Hong Kong) Co Ltd 4
Blackcrane Capital, Llc 4
Ocean Capital Management, LLC 4
Gantzert Investment Co Llc /adv 4
Roman Butler Fullerton & Co 4
1 North Wealth Services Llc 4
Community Capital Management, Inc. 4
Reston Wealth Management Llc 4
Apexium Financial, Lp 4
Sound View Wealth Advisors, Llc 4
Truehand, Inc 4
Mizuho Securities Co. Ltd. 4
Unified Trust Company, N.A. 4
ERTS Wealth Advisors, LLC 4
Fairhaven Wealth Management, LLC 4
Beirne Wealth Consulting Services, LLC 4
Outlook Wealth Advisors, LLC 4
Noked Israel Ltd 4
Diag Capital Management, Lp 4
Bernardo Wealth Planning LLC 4
Knuff & Co LLC 4
O'Brien Greene & Co. Inc 4
Ionic Ventures, LLC 4
Van Leeuwen & Company, LLC 4
Centric Wealth Management 4
Occidental Asset Management, LLC 4
Bmt Investment Advisors 4
Kmg Fiduciary Partners, Llc 4
Sage Rhino Capital Llc 4
Enterprise Bank & Trust Co 4
Patriot Investment Management Inc. 4
Cornerstone Wealth Group, LLC 4
TAP Consulting, LLC 4
Wesleyan Assurance Society 4
Fort Sheridan Advisors Llc 4
Requisite Capital Management, LLC 4
JBJ Investment Partners, LLC 4
Employers Holdings, Inc. 4
Rudd International, Inc. 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Orser Capital Management, Llc 4
Chimera Capital Management LLC 4
HBW Advisory Services LLC 4
Isi Strategy Fund Inc 4
Winning Points Advisors, LLC 4
Xcel Wealth Management, LLC 4
Juniper Investment Company, LLC 4
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 4
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 4
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 4
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 4
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 4
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 4
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 4
Advanced Series Trust - Ast Mfs Global Equity Portfolio 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 4
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 4
PACIFIC SELECT FUND - Growth Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 4
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 4
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 4
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 4
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 4
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 4
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 4
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 4
GGBFX - GuideStone Funds - Global Bond Fund Investor 4
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 4
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 4
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 4
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF 4
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 4
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 4
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 4
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 4
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 4
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 4
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 4
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 4
MML SERIES INVESTMENT FUND - MML Global Fund Class I 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 4
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 4
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 4
MML Series Investment Fund II - MML Asset Momentum Fund Class II 4
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 4
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 4
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 4
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 4
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 4
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 4
PENN SERIES FUNDS INC - Mid Cap Value Fund 4
PENN SERIES FUNDS INC - Large Core Value Fund 4
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 4
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 4
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 4
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 4
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 4
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 4
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 4
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 4
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 4
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 4
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 4
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 4
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 4
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 4
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 4
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 4
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 4
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 4
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 4
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A 4
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 4
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 4
Profunds - Profund Vp Biotechnology 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 4
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 4
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 4
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 4
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 4
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 4
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 4
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 4
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 4
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 4
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 4
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 4
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 4
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 4
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 4
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 4
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 4
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 4
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 4
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 4
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 4
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
GURU - Global X Funds - Global X Guru Index ETF 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 4
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 4
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 4
XT - iSHARES TRUST - iShares Exponential Technologies ETF 4
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 4
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 4
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 4
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 4
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 4
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 4
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 4
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 4
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 4
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 4
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 4
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 4
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 4
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 4
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 4
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 4
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 4
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
Relyea Zuckerberg Hanson LLC 4
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 4
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 4
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 4
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 4
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 4
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 4
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 4
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 4
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 4
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 4
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 4
Birch Capital Management, LLC 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 4
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 4
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 4
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 4
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 4
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 4
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 4
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 4
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 4
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 4
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 4
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 4
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 4
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 4
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 4
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 4
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 4
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 4
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 4
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 4
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 4
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 4
Briaud Financial Planning, Inc 4
PBMares Wealth Management LLC 4
Minot Wealth Management LLC 4
Leelyn Smith, LLC 4
Townsend Asset Management Corp /nc/ /adv 4
Carolina Wealth Advisors, LLC 4
TBH Global Asset Management, LLC 4
Columbia Trust Co 01012016 4
Madison Wealth Management 4
Advanced Research Investment Solutions, Llc 4
HBC Financial Services, PLLC 4
Mattern Wealth Management LLC 4
Bank of Marin 4
Argent Wealth Management LLC 4
Lion Street Advisors, LLC 4
Mattern Capital Management, Llc 4
Teamwork Financial Advisors, LLC 4
CWS Financial Advisors, LLC 4
Aberdeen Wealth Management LLC 4
Ovata Capital Management Ltd 4
Sound Financial Strategies Group, LLC 4
Hillman Capital Management, Inc. 4
Monaco Asset Management SAM 4
Resonant Capital Advisors, LLC 4
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 4
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 4
MADDEN SECURITIES Corp 4
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 4
Tandem Capital Management Corp /adv 4
TFG Advisers LLC 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 4
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 4
Arena Investors LP 4
Natural Investments, Llc 4
Liberty One Investment Management, Llc 4
Sanibel Captiva Investment Advisers, Inc. 4
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
Apella Capital, LLC 4
Wellspring Financial Advisors, LLC 4
Auxano Advisors, LLC 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 4
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 4
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 4
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 4
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 4
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 4
NovaPoint Capital, LLC 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund 4
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 4
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 4
Lowell Blake & Associates Inc. 4
Crawford Fund Management, LLC 4
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 4
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 4
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 4
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 4
Intelligence Driven Advisers, LLC 4
Intrua Financial, LLC 4
Grant Street Asset Management, Inc. 4
Timberline Asset Management LLC 4
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 4
Baltimore-Washington Financial Advisors Inc. 4
Genworth Financial Inc 4
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 4
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 4
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 4
Truadvice, LLC 4
First Western Trust Bank 4
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 4
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 4
Adirondack Retirement Specialists, Inc. 4
Diversified, LLC 4
Mjp Associates Inc /adv 4
Capstone Triton Financial Group, LLC 4
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 4
Morris Retirement Advisors, LLC 4
West Financial Advisors, LLC 4
Peak Financial Advisors Llc 4
Bouvel Investment Partners, LLC 4
Kesler, Norman & Wride, LLC 4
Bordeaux Wealth Advisors LLC 4
Kavar Capital Partners Group, Llc 4
Elk River Wealth Management, LLC 4
ARS Wealth Advisors, LLC 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 4
Andar Capital Management HK Ltd 4
Insight Advisors, LLC/ PA 4
Midwest Wealth Management Inc. 4
Veritas Investment Partners (UK) Ltd. 4
Reby Advisors, LLC 4
Cassia Capital Partners, LLC 4
Financial Network Wealth Management LLC 4
qPULA Trading Management LP 4
Berry Street Capital Management LLP 4
Distillate Capital Partners LLC 4
Sax Wealth Advisors, Llc 4
Vancity Investment Management Ltd 4
Jones Road Capital Management, L.p. 4
Hoese & Co LLP 4
Montanaro Asset Management Ltd 4
Freemont Management S.A. 4
Lazard Freres Gestion S.A.S. 4
Bradley Mark J. 4
Safeguard Investment Advisory Group, LLC 4
Colonial River Wealth Management, LLC 4
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 4
Laird Norton Trust Company, Llc 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
Navis Wealth Advisors, LLC 4
Space Summit Capital LLC 4
Encompass Wealth Advisors, Llc 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
Paradigm, Strategies in Wealth Management, LLC 4
Camden National Corp 4
CSM Advisors, LLC 4
Regency Capital Management Inc.\DE 4
Invst, LLC 4
VCBDX - VALIC Co I - Core Bond Fund 4
VIOPX - VALIC Co I - International Opportunities Fund 4
Cohen & Co Financial Management, LLC 4
17 Capital Partners, Llc 4
Cherry Creek Investment Advisors, Inc. 4
Oaktree Fund Advisors, LLC 4
Border to Coast Pensions Partnership Ltd 4
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 4
Blue Barn Wealth, LLC 4
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 4
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 4
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 4
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 4
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
EMG Holdings, L.P. 4
Badgley Phelps Wealth Managers, LLC 4
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 4
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 4
Paladin Advisory Group, LLC 4
TKG Advisors, LLC 4
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 4
DMG Group, LLC 4
Perfromance Wealth Partners, LLC 4
Wealth Effects Llc 4
Alan B. Lancz & Associates, Inc. 4
Stiles Financial Services Inc 4
Sonen Capital LLC 4
Masso Torrence Wealth Management Inc. 4
Nauset Wealth Management. LLC 4
Invenire Partners, LP 4
Win Advisors, Inc 4
Jmac Enterprises Llc 4
Redmont Wealth Advisors Llc 4
Resolute Capital Asset Partners LLC 4
Seaport Global Advisors, LLC 4
Guardian Wealth Management, Inc. 4
Lifeworks Advisors, LLC 4
Intelligent Financial Strategies 4
Sendero Wealth Management, LLC 4
Mid-American Wealth Advisory Group, Inc. 4
Granite Bay Wealth Management, LLC 4
Autumn Glory Partners, LLC 4
First Community Trust Na 4
Richwood Investment Advisors, LLC 4
Rinkey Investments 4
Rather & Kittrell, Inc. 4
FirstPurpose Wealth LLC 4
Compass Financial Advisors Llc 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Bill Few Associates, Inc. 4
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 4
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 4
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
Smallwood Wealth Investment Management, LLC 4
Walker Asset Management, LLC 4
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 4
Provence Wealth Management Group 4
Mechanics Financial Corp 4
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 4
Astoria Portfolio Advisors LLC. 4
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
Farmer Steven Patrick 4
EdgeRock Capital LLC 4
Tevis Investment Management 4
Ritter Daniher Financial Advisory LLC / DE 4
Global Assets Advisory, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 4
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 4
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 4
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 4
Mesirow Institutional Investment Management, Inc. 4
Drw Securities, L.l.c. 4
Sentinus, LLC 4
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 4
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 4
ASB Consultores, LLC 4
Cyndeo Wealth Partners, LLC 4
Breakwater Capital Group 4
Richard W. Paul & Associates, LLC 4
RIA Advisory Group LLC 4
Delap Wealth Advisory, Llc 4
Thematics Asset Management 4
Longbow Finance SA 4
Financial Freedom, LLC 4
Auto-Owners Insurance Co 4
Phillips Wealth Planners LLC 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
Live Oak Investment Partners 4
LaSalle St. Investment Advisors, LLC 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 4
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 4
Lakewood Asset Management LLC 4
SANE - Series Portfolios Trust - Subversive Mental Health ETF 4
Eaton Financial Holdings Company, LLC 4
Petra Financial Advisors Inc 4
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 4
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF 4
McCarthy Grittinger Financial Group, LLC 4
Legacy Capital Group California, Inc. 4
Consolidated Portfolio Review Corp 4
Ewa, Llc 4
Empower Advisory Group, LLC 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 4
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Guidance Capital, Inc 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 4
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 4
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 4
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 4
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 4
Bedel Financial Consulting Inc 4
KPP Advisory Services LLC 4
Revisor Wealth Management LLC 4
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 4
Allen Mooney & Barnes Investment Advisors LLC 4
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 4
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 4
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 4
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 4
BKM Wealth Management, LLC 4
Dixon Mitchell Investment Counsel Inc. 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Tritonpoint Wealth, Llc 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 4
Capital Management Associates, Inc 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 4
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 4
Naples Money Management LLC 4
Quotient Wealth Partners, LLC 4
Savvy Advisors, Inc. 4
New Century Financial Group, LLC 4
Kiely Wealth Advisory Group, Inc. 4
Winthrop Capital Management, LLC 4
Portfolio Design Labs, LLC 4
Gold Investment Management Ltd. 4
Burkett Financial Services, Llc 4
MN Wealth Advisors, LLC 4
Richardson Capital Management LLC 4
Whalen Wealth Management Inc. 4
Signal Advisors Wealth, LLC 4
Williamson Legacy Group, LLC 4
EnRich Financial Partners LLC 4
LM Advisors LLC 4
Clarity Asset Management, Inc. 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
Vima Llc 4
GLOBALT Investments LLC / GA 4
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 4
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 4
BlackRock ETF Trust II - BlackRock Total Return ETF 4
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 4
Fox Hill Wealth Management 4
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 4
Fiduciary Family Office, Llc 4
Fpc Investment Advisory, Inc. 4
Rockport Wealth LLC 4
Umpqua Bank 4
Kirtland Hills Capital Management, Llc 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Wealthgarden F.s. Llc 4
Fairfield Financial Advisors, LTD 4
Fairscale Capital, LLC 4
Aviso Financial Inc. 4
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 4
Custom Portfolio Group LLC 4
Brown Financial Advisors 4
Paladin Wealth, LLC 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
Alpine Bank Wealth Management 4
Diversified Enterprises, LLC 4
Legacy Investment Solutions, LLC 4
Brophy Wealth Management, LLC 4
Legacy Wealth Managment, LLC/ID 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 4
Copley Financial Group, Inc. 4
Arcadia Investment Advisors Llc 4
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
Wingate Wealth Advisors, Inc. 4
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4
Promus Capital, LLC 4
Generali Investments CEE, investicni spolecnost, a.s. 4
Argentarii, LLC 4
Greykasell Wealth Strategies, Inc. 4
Gwn Securities Inc. 4
VSM Wealth Advisory, LLC 4
denkapparat Operations GmbH 4
Pilgrim Partners Asia Pte Ltd 4
Bernard Wealth Management Corp. 4
Nearwater Capital Markets, Ltd 4
Reyes Financial Architecture, Inc. 4
Minot DeBlois Advisors LLC 4
Novem Group 4
Vega Investment Solutions 4
Parr Mcknight Wealth Management Group, Llc 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 4
Cooper Investors Pty Ltd 4
Curat Global, LLC 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 4
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 4
Anb Bank 4
MJT & Associates Financial Advisory Group, Inc. 4
Integrity Alliance, Llc. 4
Pandora Wealth, Inc. 4
NWF Advisory Services Inc. 4
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Maseco Llp 4
ENDW - EA Series Trust - Cambria Endowment Style ETF 4
Rexford Capital Inc 4
Marex Group plc 4
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 4
Evolution Wealth Management Inc. 4
Eaton Vance Senior Income Trust 3
Signature Wealth Management Partners, LLC 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Horizons Etf Trust I 3
Legg Mason Bw Global Income Opportunities Fund Inc. 3
VACVX - VALIC Co II - Large Cap Value Fund 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 3
Tacita Capital Inc 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
3D/L Capital Management, LLC 3
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A 3
Cambria Investment Management, L.P. 3
Tabor Asset Management, LP 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
PKS Advisory Services, LLC 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
VELA Funds - VELA Small Cap Fund Class I 3
Advanced Series Trust - Ast Mfs Growth Portfolio 3
Creegan & Nassoura Financial Group, LLC 3
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
Belmont Global Advisors, Inc. 3
Allen Holding Inc /ny 3
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 3
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
ACK Asset Management LLC 3
Wimmer Associates 1, Llc 3
Patron Partners Advisors, Llc 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
Firethorn Wealth Partners, Llc 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
Schroder Capital Funds (delaware) 3
Timelo Investment Management Inc. 3
Northern Right Capital Management, L.P. 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 3
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 3
Fic Capital Inc 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
Domini Social Investments Llc 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
Pring Turner Capital Group Inc 3
Oppenheimer Global Multi-asset Income Fund 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
Willis Johnson & Associates, Inc. 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
Oppenheimer Discovery Mid Cap Growth Fund 3
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 3
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 3
Eaton Vance Senior Floating Rate Trust 3
Chesapeake Partners Management Co Inc/md 3
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 3
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 3
Precision Wealth Strategies, LLC 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
Keudell/Morrison Wealth Management 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 3
First Trust High Income Long/short Fund 3
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 3
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 3
Ceera Investments, Llc 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
Navalign, LLC 3
Marshall & Sullivan Inc /wa/ 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
Sone Capital Management, LLC 3
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 3
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 3
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 3
ParenteBeard Wealth Management, LLC 3
Corundum Group, Inc. 3
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 3
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 3
Gries Financial Llc 3
Vontobel Swiss Wealth Advisors AG 3
Union Heritage Capital, LLC 3
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 3
Cardan Capital Partners, LLC 3
Ridgecrest Wealth Partners, Llc 3
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 3
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 3
GGIIX - GuideStone Funds - Global Impact Fund Investor 3
Investor's Fiduciary Advisor Network, LLC 3
Barrington Strategic Wealth Management Group LLC 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
Aston Asset Management, LLC 3
Tradition Asset Management Llc 3
Feis Lawrence Michael 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
Zeke Lp /pa 3
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 3
Jacobsen Capital Management 3
Prentice Wealth Management LLC 3
Elefante Michael B 3
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares 3
Wescott Financial Advisory Group, LLC 3
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 3
SV Health Investors, LLC 3
Adams Hall Wealth Advisors, LLC 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
Y.D. More Investments Ltd 3
Newport Capital Group, LLC 3
Fiduciary Management Associates Llc 3
Torray Llc 3
NZS Capital, LLC 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 3
Springhouse Capital Management, LP 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 3
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 3
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 3
Monarch Capital Management Inc/ 3
Union Bancaire Privee Asset Management LLC 3
National Investment Services Inc /wi 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 3
Advanced Series Trust - Ast International Growth Portfolio 3
Julex Capital Management, Llc 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
Peak Financial Management, Inc. 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 3
Vision Financial Markets Llc 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Wellesley Investment Partners, LLC 3
Price Michael F 3
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Moseley Investment Management Inc 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
Banque de Luxembourg S.A. 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
Tcw Strategic Income Fund Inc 3
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 3
Kleinwort Benson Investors Dublin Ltd 3
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 3
C-J Advisory, Inc. 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
Ptv Sciences Ii L P 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 3
AGH Wealth Advisors, LLC 3
ARS Wealth Advisors Group, LLC 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
PAVmed Inc. 3
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 3
Independent Wealth Network Inc. 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 3
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 3
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 3
Cairn Investment Group, Inc. 3
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 3
Special Opportunities Fund, Inc. 3
Heartwood Wealth Advisors LLC 3
Portola Group Inc /ca 3
KONG - ETF Opportunities Trust - Formidable Fortress ETF 3
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 3
Harvey Investment Co Llc 3
JB Capital LLC 3
Himco Variable Insurance Trust 3
Mendel Money Management 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
KG&L Capital Management,LLC 3
Boltwood Capital Management 3
Argent Trust Company, N.a. 3
Kazazian Asset Management, LLC 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 3
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 3
IMPACTfolio, LLC 3
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 3
Ramsay, Stattman, Vela & Price, Inc. 3
Weatherstone Capital Management 3
Lattice Capital Management, LLC 3
Stance Capital Llc 3
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 3
Anderson Financial Strategies, LLC 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 3
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 3
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
Shelton Wealth Management, Llc 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
Highland Global Allocation Fund 3
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 3
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
Highview Capital Management LLC/DE/ 3
Hummer Financial Advisory Services Inc 3
Alydar Partners Llc 3
Alhambra Investment Partners LLC 3
Hahn Capital Management Llc 3
DGS Capital Management, LLC 3
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
Harvard Management Co Inc 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
Powell Investment Advisors, LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Manikay Partners, LLC 3
Aperture Investors, LLC 3
RGM Capital, LLC 3
West Bancorporation Inc 3
Zazove Convertible Securities Fund Inc 3
Somerville Kurt F 3
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 3
Houlihan Financial Resource Group, Ltd. 3
Gyrus Investment Management Inc. 3
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 3
Anson Capital, Inc. 3
PCJ Investment Counsel Ltd. 3
Kathleen S. Wright Associates Inc. 3
Bellecapital International Ltd. 3
Pathlight Investors Llc 3
DB Fitzpatrick & Co, Inc 3
Versant Venture Management, LLC 3
Wendell David Associates Inc 3
Corbett Road Capital Management, Llc 3
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 3
Corbyn Investment Management Inc/md 3
Realm Partners LLC 3
Liberty Capital Management, Inc. 3
Sweet Financial Partners, LLC 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
Augustine Asset Management Inc 3
Capital Investment Services of America, Inc. 3
Greenspring Associates, LLC 3
Professional Financial Advisors, LLC 3
Mayfair Advisory Group, LLC 3
Stegent Equity Advisors, Inc. 3
Norwood Financial Corp 3
Heritage Investors Management Corp 3
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 3
Silver Lake Advisory, LLC 3
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 3
Campbell Capital Management Inc 3
Northcape Wealth Management, Llc 3
H2o Am Llp 3
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 3
Raub Brock Capital Management LP 3
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 3
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
Mizuho Markets Cayman LP 3
Jabodon Pt Co 3
Signature Financial Management, Inc. 3
Seven Grand Managers, Llc 3
Private Advisors, LLC 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
Harraden Circle Investments, LLC 3
1248 Management, LLC 3
Austin Private Wealth, LLC 3
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 3
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 3
Speece Thorson Capital Group Inc 3
Saxon Interests, Inc. 3
Professional Advisory Services Inc 3
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
Power Corp of Canada 3
Orinda Asset Management LLC 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
Blue Whale Capital LLP 3
Tiemann Investment Advisors, Llc 3
Investment Advisory Group, LLC 3
Kingfisher Capital LLC 3
HC Advisors, LLC 3
Regents Of The University Of California 3
Axiom Advisory, LLC 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
Riverstone Advisors, LLC 3
Trust CO of the Ozarks 3
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 3
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
Sculati Wealth Management, LLC 3
Manhattan West Asset Management, LLC 3
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 3
American Funds Fundamental Investors 3
Demars Financial Group, LLC 3
Covenant Multifamily Offices, LLC 3
Revelation Capital Management, LLC 3
Wolf Group Capital Advisors 3
New World Advisors LLC 3
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 3
NINE MASTS CAPITAL Ltd 3
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 3
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 3
Delta Accumulation, LLC 3
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 3
Capital Wealth Alliance, LLC 3
William Allan, Llc 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
Investment Research & Advisory Group, Inc. 3
Matrix Private Capital Group Llc 3
London & Capital Asset Management Ltd 3
Conquis Financial Llc 3
Ws Management Lllp 3
Madison Avenue Partners, LP 3
Barnes Dennig Private Wealth Management LLC 3
CastleKnight Management LP 3
Mill Capital Management, LLC 3
Berry Group, Llc 3
Accredited Investor Services, Llc 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 3
First Trust Enhanced Equity Income Fund 3
Blackston Financial Advisory Group, LLC 3
Bivin & Associates, Inc. 3
Deuterium Capital Management, LLC 3
Tech Square Trading Lp 3
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 3
Caisse Des Depots Et Consignations 3
Jacobus Wealth Management, Inc. 3
Icapital Wealth Llc 3
Spinnaker Investment Group, LLC 3
Tiger Global Management Llc 3
Parsifal Capital Management, LP 3
Frisch Financial Group, Inc. 3
Fortem Financial Group, Llc 3
Apeiron RIA LLC 3
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 3
Johnson & Johnson Innovation - JJDC, Inc. 3
Kraematon Investment Advisors, Inc 3
Gargoyle Investment Advisor L.L.C. 3
Carroll Investors, Inc 3
South Georgia Capital, Llc 3
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares 3
Pacific Ridge Capital Partners, LLC 3
Braver Wealth Management, LLC 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
Mission Creek Capital Partners, Inc. 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
Blueprint Investment Partners LLC 3
Future Fund LLC 3
Gallagher Fiduciary Advisors, LLC 3
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 3
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 3
Polaris Venture Management Co. V, L.L.C. 3
Miller Investment Management, LP 3
Virtus Global Dividend & Income Fund Inc. 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
South Plains Financial, Inc. 3
Mystic Asset Management, Inc. 3
Regatta Capital Group, Llc 3
Logan Stone Capital, LLC 3
Fidgeon Timothy F 3
Genesee Capital Advisors, LLC 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 3
Financial Advisors, LLC 3
Sigma Capital Management Llc 3
Doheny Asset Management /ca 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
Think Investments LP 3
EagleClaw Capital Managment, LLC 3
Hamel Associates, Inc. 3
Columbia Pacific Advisors, LLC 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
Platinum Management (NY) LLC 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 3
Renaissance Investment Group LLC 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
Kempner Capital Management Inc. 3
Rosenbaum Jay D. 3
Moreno Evelyn V 3
Key Client Fiduciary Advisors, LLC 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
First National Bank of Mount Dora, Trust Investment Services 3
Community Bank & Trust, Waco, Texas 3
Schrum Private Wealth Management LLC 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
Farmers & Merchants Trust Co of Long Beach 3
M. Kraus & Co 3
Essig Stuart 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 3
Banced Corp 3
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 3
Midwest Capital Advisors, LLC 3
Nixon Peabody Trust Co 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
Cue Financial Group, Inc. 3
Prudential Global Short Duration High Yield Fund, Inc. 3
CVAR - ETF Opportunities Trust - Cultivar ETF 3
Smith Affiliated Capital Corp. 3
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 3
Relative Value Partners Group, LLC 3
Wealth Enhancement & Preservation of GA, LLC 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
Public Investment Fund 3
My Legacy Advisors, LLC 3
Profit Investment Management, LLC 3
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 3
Mayport, Llc 3
Spirit Of America Management Corp/ny 3
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 3
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 3
360 Financial, Inc. 3
Fruth Investment Management 3
Nuveen Floating Rate Income Opportunity Fund 3
Nuveen Floating Rate Income Fund 3
Davidson Kempner Partners 3
Tempus Wealth Planning, LLC 3
40 North Management LLC 3
Northside Capital Management, LLC 3
Elm Advisors, Llc 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
Private Portfolio Partners Llc 3
Leeward Investments, LLC - MA 3
Lathrop Investment Management Corp 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
Oakwood Capital Management Llc/ca 3
Cahill Wealth Management, LLC 3
RP Investment Advisors LP 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
Sabal Trust CO 3
SS&H Financial Advisors, Inc. 3
Bank Hapoalim Bm 3
DORCHESTER WEALTH MANAGEMENT Co 3
Evanson Asset Management, LLC 3
Torch Wealth Management LLC 3
Green Owl Capital Management, LLC 3
Strategic Advisors LLC 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
Spartan Planning & Wealth Management 3
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 3
Advisory Resource Group 3
VeraBank, N.A. 3
Reynolds Investment Management, Inc. 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
Lind Global Macro Fund LP 3
Spotlight Asset Group, Inc. 3
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 3
MassMutual Access Pine Point Fund 3
Engex Inc 3
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 3
Willner & Heller, Llc 3
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 3
Presidio Capital Management, LLC 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 3
Mengis Capital Management, Inc. 3
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 3
Voya Global Equity Dividend & Premium Opportunity Fund 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
TOWER TRUST Co 3
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 3
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 3
New Harbor Financial Group, LLC 3
Joule Financial, LLC 3
Windsor Capital Management, LLC 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
Graybill Bartz & Assoc Ltd 3
Quadrant Private Wealth Management, LLC 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
Security National Bank Of Sioux City Iowa /ia/ 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 3
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
Invesco Senior Income Trust 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
Transatlantique Private Wealth Llc 3
GDS Wealth Management 3
SignalPoint Asset Management, LLC 3
Wells Fargo Utilities & High Income Fund 3
St. James Investment Company, LLC 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Midas Management Corp 3
Kingstone Capital Partners Texas, LLC 3
First National Advisers, LLC 3
Summit Wealth & Retirement Planning, Inc. 3
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
CG Asset Management LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
Invesco High Income Trust Ii 3
Sharpepoint Llc 3
Redwood Park Advisors LLC 3
Fca Corp /tx 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
Topline Capital Management, LLC 3
FBR & Co. 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
Rainier Investment Management Mutual Funds 3
Arlington Financial Advisors, LLC 3
Westend Capital Management LLC 3
Crux Wealth Advisors 3
Cushing Asset Management, Lp 3
Hudson Executive Capital LP 3
Atherton Lane Advisers, Llc 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 3
Analyst IMS Investment Management Services Ltd. 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 3
Ballew Advisors, Inc 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
Souders Financial Advisors 3
Axim Planning & Wealth 3
Kovitz Investment Group, LLC 3
Tang Capital Management Llc 3
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
Essential Planning, LLC. 3
Causeway Capital Management Llc 3
Hurlow Wealth Management Group, Inc. 3
Davis Capital Management 3
Cooperatieve Rabobank U.A. 3
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 3
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 3
Sunbeam Capital Management, LLC 3
Wunderlich Capital Managemnt 3
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 3
Vermillion Wealth Management, Inc. 3
Aurdan Capital Management, LLC 3
Lucas Capital Management 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
Capital One Financial Corp 3
Unison Advisors LLC 3
Paul John Balson 3
VR Adviser, LLC 3
DST Capital LLC 3
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 3
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 3
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 3
MTCGX - M FUND INC - M Large Cap Growth Fund 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
MBEQX - M FUND INC - M International Equity Fund 3
Align Wealth Management, LLC 3
Wambolt & Associates, LLC 3
Vista Private Wealth Partners. LLC 3
Long Focus Capital Management, Llc 3
Gallacher Capital Management LLC 3
Family Capital Trust Co 3
Jlb & Associates Inc 3
Western Financial Corp/CA 3
Sompo Japan Nipponkoa Asset Management Co.,ltd. 3
Cito Capital Group, LLC 3
Schear Investment Advisers, LLC 3
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 3
Hoxton Planning & Management, LLC 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
Argentiere Capital Ag 3
Newport Trust Co 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
First National Bank & Trust Co Of Newtown 3
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund 3
Chapin Davis, Inc. 3
Sage Capital Management, LLC 3
Lau Associates Llc 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 3
Roanoke Asset Management Corp/ Ny 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF 3
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 3
Edmp, Inc. 3
Forza Wealth Management, LLC 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
Pinnacle Family Advisors, LLC 3
Barry Investment Advisors, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 3
CPA Asset Management LLC 3
QV Investors Inc. 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 3
Millington Financial Advisors, LLC 3
Aspen Investment Management Inc 3
Northstar Asset Management Inc 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
Bright Rock Capital Management, Llc 3
XY Capital Ltd 3
Randolph Co Inc 3
Phoenix Investment Adviser LLC 3
Bank Of Stockton 3
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
Koesten, Hirschmann & Crabtree, INC. 3
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 3
MRP Capital Investments, LLC 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 3
Tejara Capital Ltd 3
Viawealth, Llc 3
Delta Financial Group, Inc. 3
Garden State Investment Advisory Services LLC 3
Carr Financial Group Corp 3
Ackerman Capital Advisors, LLC 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
Lederer & Associates Investment Counsel/ca 3
Excalibur Management Corp 3
Cooperatieve Gilde Healthcare IV U.A. 3
Garner Asset Management Corp 3
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 3
Harvest Portfolios Group Inc. 3
Sky Investment Group LLC 3
Mondrian Investment Partners LTD 3
Tiedemann Trust Co 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
Beacon Trust Co 3
Addison Capital Co 3
NFP Retirement, Inc. 3
Sage Capital Advisors,llc 3
Callahan Advisors, LLC 3
Weybosset Research & Management Llc 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Caz Investments Lp 3
Bourne Lent Asset Management Inc 3
Shikiar Asset Management Inc 3
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Hershey Trust Co 3
Miller Howard Investments Inc /ny 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 3
TFB Advisors LLC 3
Northstar Group, Inc. 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
Financial Advisory Group 3
Petros Family Wealth, LLC 3
Gateway Wealth Partners, LLC 3
Silverlake Wealth Management Llc 3
Baskin Financial Services Inc. 3
SOL Capital Management CO 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 3
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 3
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 3
Equity Investment Corp/ga 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
Panoramic Investment Advisors, Llc 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 3
Lebenthal Holdings,LLC 3
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 3
Martin Investment Management, LLC 3
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 3
Westchester Capital Management, Inc. 3
Bar Harbor Trust Services 3
Front Barnett Associates Llc 3
Silicon Hills Wealth Management, LLC 3
Belmont Capital, LLC 3
FolioMetrix LLC 3
Modus Advisors, LLC 3
Whetstone Capital Advisors, LLC 3
Investment Counsel Co Of Nevada 3
Pettee Investors, Inc. 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
Bank OZK 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Brady Family Wealth, Llc 3
Park Edge Advisors, LLC 3
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
Friedberg Investment Management 3
Ntv Asset Management Llc 3
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 3
DIP - ETF Series Solutions - BTD Capital Fund 3
Cadence Bank Na 3
Capital Management Corp /va 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 3
SPX Equities Gestao de Recursos Ltda 3
Context Partners Fund, L.p. 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
Swift Run Capital Management, LLC 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Somerset Group LLC 3
Nilsine Partners, LLC 3
Pinnacle West Asset Management, Inc. 3
Sphera Funds Management Ltd. 3
Taylor, Cottrill LLC 3
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
Valley Forge Asset Management, Llc 3
Tanaka Capital Management Inc 3
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 3
Tweedy, Browne Co LLC 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
Edmond De Rothschild Asset Management (france) 3
Sather Financial Group Inc 3
ARGA Investment Management, LP 3
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 3
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 3
Retirement Planning Group 3
German American Bancorp, Inc. 3
Wealthstar Advisors, Llc 3
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 3
Fundsmith Equity Fund, L.p. 3
Harbour Investment Management Llc 3
Security National Bank Of So Dak 3
Beech Hill Advisors, Inc. 3
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 3
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 3
North Growth Management Ltd. 3
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
Lazari Capital Management, Inc. 3
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 3
Check Capital Management Inc/ca 3
Locust Wood Capital Advisers, Llc 3
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 3
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 3
Novare Capital Management Llc 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
Independence Capital Asset Partners, LLC 3
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
Willis Investment Counsel 3
New Republic Capital, LLC 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
Sprucegrove Investment Management Ltd 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 3
Claris Financial LLC 3
Mogy Joel R Investment Counsel Inc 3
Courage Capital Management Llc 3
Franklin, Parlapiano, Turner & Welch, LLC 3
Schafer Cullen Capital Management Inc 3
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
Zevenbergen Capital Investments Llc 3
First Financial Equity Corporation 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 3
Thomaspartners, Inc. 3
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 3
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
J. L. Bainbridge & Co., Inc. 3
Prosperity Wealth Management, Inc. 3
Aj Wealth Strategies, Llc 3
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
Conservest Capital Advisors, Inc. 3
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 3
Birch Grove Capital LP 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
WFA Asset Management Corp 3
Bristol John W & Co Inc /ny/ 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
Slocum, Gordon & Co LLP 3
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
Iat Reinsurance Co Ltd. 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 3
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 3
GSG Advisors LLC 3
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 3
Peoples Bank/KS 3
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 3
PICTET BANK & TRUST Ltd 3
Nicola Wealth Management Ltd. 3
Loveless Wealth Management LLC 3
Sunflower Bank, Na Wealth Management 3
Curio Wealth, Llc 3
Strategic Advocates LLC 3
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares 3
Lincoln Capital Corp 3
Gamble Jones Investment Counsel 3
Schulhoff & Co Inc 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
Access Financial Services, Inc. 3
Savoie Capital LLC 3
Kampmann Melissa S. 3
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 3
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 3
Investment Partners, Ltd. 3
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
Dfa Investment Trust Co - The Continental Small Company Series 3
Burns Matteson Capital Management, LLC 3
KC Investment Advisors, LLC 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
Loudon Investment Management, LLC 3
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF 3
Vista Investment Management 3
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 3
Wealth High Governance Capital Ltda 3
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 3
SEG Partners Long/Short Equity Fund 3
Mpm Asset Management Llc 3
Sheedy Charles E 3
Peloton Wealth Strategists 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
Boys Arnold & Co Inc 3
Mitchell Capital Management Co 3
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 3
Cultivar Capital, Inc. 3
Waterway Wealth Management, LLC 3
Shepherd Financial Partners LLC 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
Roof Eidam & Maycock/adv 3
Pzena Investment Management Llc 3
Van Berkom & Associates Inc. 3
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 3
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
Custom Index Systems, Llc 3
RELIANCE TRUST Co 3
AUERX - Unified Series Trust - Auer Growth Fund 3
Bear Mountain Capital, Inc. 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
Sentinel Trust Co Lba 3
HTLF Bank 3
Bigger Capital, LLC 3
Significant Wealth Partners LLC 3
Sigma Investment Counselors Inc 3
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 3
First Fiduciary Investment Counsel, Inc. 3
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 3
Fishman Jay A Ltd/mi 3
Nantahala Capital Partners Limited Partnership 3
Stonebrook Private Inc. 3
Steele Capital Management, Inc. 3
SFE Investment Counsel 3
Edgemoor Investment Advisors, Inc. 3
Northroad Capital Management Llc 3
Performa Ltd (US), LLC 3
Everpar Advisors Llc 3
Patrick M Sweeney & Associates, Inc 3
MeadowBrook Investment Advisors LLC 3
Fielder Capital Group LLC 3
Breed's Hill Capital LLC 3
Signature Wealth Management Group 3
Partnership Wealth Management, LLC 3
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 3
London Co Of Virginia 3
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 3
Family Legacy Financial Solutions, LLC 3
FLP Wealth Management, LLC 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
New Amsterdam Partners Llc/ny 3
LeJeune Puetz Investment Counsel LLC 3
Kite Lake Capital Management (uk) Llp 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
Hugh Johnson Advisors LLC 3
Wilkins Investment Counsel Inc 3
Bingham Osborn & Scarborough Llc 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
Credential Securities Inc. 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
Wiser Advisor Group LLC 3
Q3 Asset Management 3
Stelliam Investment Management, Lp 3
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 3
Tourbillon Capital Partners, L.P. 3
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 3
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 3
Maia Wealth LLC 3
Applied Research Investments, Llc 3
Fulcrum Asset Management LLP 3
Lountzis Asset Management, Llc 3
Mason Investment Advisory Services, Inc. 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
1858 Wealth Management, Llc 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
E Six Thirteen, Llc 3
Polymer Capital Management (HK) LTD 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
Ruffer LLP 3
Pinnacle Holdings, LLC 3
Silver Coast Investments LLC 3
First Washington CORP 3
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 3
Northwest Quadrant Wealth Management, LLC 3
Fund Evaluation Group, LLC 3
Inspire Trust Co, N.a. 3
Suncoast Equity Management 3
Stack Financial Management, Inc 3
Marietta Wealth Management, LLC 3
ICICI Prudential Asset Management Co Ltd 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
QSV Equity Investors LLC 3
Snow Capital Management Lp 3
Boston Research & Management Inc 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Spectrum Wealth Counsel, LLC 3
Kuhn & Co Investment Counsel 3
Oracle Alpha Inc. 3
Harvest Capital Management Inc 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
Kdi Capital Partners Llc 3
D.B. Root & Company, LLC 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
Snyder Capital Management L P 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
Stony Point Wealth Management Inc. 3
Napa Wealth Management 3
MSF Capital, LLC 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 3
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF 3
Natixis ETF Trust - Natixis Gateway Quality Income ETF 3
Welch Capital Partners Llc/ny 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
Abel Hall, LLC 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
Tandem Investment Advisors, Inc. 3
GenTrust, LLC 3
Perennial Advisors, LLC 3
GRATRY & Co LLC 3
Biltmore Family Office, LLC 3
WP Advisors, LLC 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 3
Concentric Wealth Management, Llc 3
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 3
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 3
Abbrea Capital, LLC 3
Sarofim Fayez 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
Red Mountain Financial, LLC 3
Cove Private Wealth, LLC 3
Ables, Iannone, Moore & Associates, Inc. 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
Barr E S & Co 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 3
Para Advisors Llc 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
Country Fund Management 3
Ambs Investment Counsel Llc 3
Evelyn Partners Asset Management Ltd 3
Winchester Group Inc. 3
Tiger Management L.l.c. 3
Fore Capital, LLC 3
AA Financial Advisors, LLC 3
Duncan Williams Asset Management, LLC 3
Beach Investment Management, LLC. 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
DLK Investment Management, LLC 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 3
Dynasty Wealth Management, Llc 3
Fieldpoint Private Advisors, Inc 3
Greenwood Gearhart Inc 3
Advanced Investment Partners, LLC 3
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 3
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 3
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 3
HoyleCohen, LLC 3
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 3
Oasis Management Co Ltd. 3
Harbor Advisors LLC 3
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
Guardian Asset Advisors, LLC 3
Capital Advantage, Inc. 3
Seeds Investor Llc 3
49 Wealth Management, Llc 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 3
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 3
Wealth Group, Ltd. 3
Spirepoint Private Client, Llc 3
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 3
VSL - ETF Series Solutions - Volshares Large Cap ETF 3
Asset Planning Services, Ltd. 3
Cvf, Llc 3
Blue Pool Management Ltd. 3
Vista Investment Partners Llc 3
Weaver Capital Management LLC 3
Hourglass Capital, Llc 3
Edgewood Management Llc 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
Glacier Peak Capital LLC 3
American Century Investment Management Inc 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Alexander Labrunerie & Co., Inc. 3
Pathway Financial Advisers, LLC 3
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 3
RGT Wealth Advisors, LLC 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
SRN Advisors, LLC 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 3
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
Meritage Group LP 3
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 3
Drill Craig A 3
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 3
Fiduciary Financial Group, Llc 3
Platinum Investment Management Ltd 3
Fluent Financial, LLC 3
Marxe Austin W & Greenhouse David M 3
Capital Ventures International 3
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 3
Davis Selected Advisers 3
Chris Bulman Inc 3
CXI Advisors 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 3
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 3
Partners Capital Investment Group, Llp 3
Hamilton Capital, LLC 3
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 3
Gemini Master Fund Ltd 3
Unio Capital LLC 3
Northstar Capital Management Llc 3
Traub Capital Management LLC 3
Avoro Capital Advisors LLC 3
Delphi Ventures Viii Lp 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 3
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 3
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 3
Longview Partners (Guernsey) LTD 3
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 3
Fiduciary Management Inc /wi/ 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Heritage Wealth Management, Inc. 3
Triglav Skladi, D.o.o. 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
Cannon Financial Strategists, Inc. 3
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 3
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 3
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
Bull Street Advisors, LLC 3
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 3
Huber Capital Management LLC 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
Ballast, Inc. 3
Pegasus Asset Management, Inc. 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
Pessin Norman H 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Axecap Investments, LLC 3
First Trust High Yield Opportunities 2027 Term Fund 3
Stux Capital Management, LLC 3
Westerkirk Capital Inc. 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 3
Lilley & Co 3
RKSAX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class A 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Arvest Trust Co N A 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
Carnegie Lake Advisors LLC 3
Long Wharf Investors, Inc. 3
Kennebec Savings Bank 3
Hc Financial Advisors, Inc. 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 3
Uncommon Cents Investing LLC 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
Hatteras Alternative Mutual Funds, LLC 3
Taylor Hoffman Wealth Management 3
Berkshire Bank 3
Mindset Wealth Management, Llc 3
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
Asset Allocation & Management Company, LLC 3
Bigelow Investment Advisors, LLC 3
MEMBERS Trust Co 3
SGL Investment Advisors, Inc. 3
Discovery Capital Management, Llc / Ct 3
Goldman Sachs Asset Management, L.p. 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Falcon Edge Capital, LP 3
Coronation Fund Managers Ltd. 3
Ally Bridge Group (NY) LLC 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
Independence Advisors, LLC 3
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 3
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
Nuveen Equity Premium Advantage Fund 3
Arena Capital Advisors, LLC- CA 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
Bankers Trust Co 3
Archipel Asset Management AB 3
Limestone Investment Advisors LP 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
First Pacific Advisors, LP 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
Castle Rock Wealth Management, LLC 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
Ruane, Cunniff & Goldfarb Inc 3
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 3
SMART Wealth LLC 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
Wealth Advisors of Tampa Bay, LLC 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
Codex Capital, L.L.C. 3
Freedom Day Solutions, LLC 3
Westmount Partners, LLC 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
Arbiter Partners Capital Management LLC 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
Kera Capital Partners, Inc. 3
First Citizens Bancorporation Inc 3
Perimeter Capital Partners, LLC 3
KAMES CAPITAL management Ltd 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
Typenex Co-Investment, LLC 3
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 3
Synergy Investment Management, LLC 3
Svb Financial Group 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
Grant/GrossMendelsohn, LLC 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
Longboard Asset Management, LP 3
YANKCOM Partnership 3
Cypress Wealth Services, LLC 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 3
Highmount Capital, LLC 3
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 3
Dreyfus Manager Funds I 3
Kinloch Capital, LLC 3
Capital CS Group, LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 3
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 3
Nia Impact Advisors, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
Blue Capital, Inc. 3
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
Putnam Fund For Growth & Income 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
Brown Miller Wealth Management, LLC 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 3
AHIVX - American Century Investment Trust - High Income Fund Investor Class 3
McLean Asset Management Corp 3
Louisbourg Investments Inc. 3
Delaney Dennis R 3
Elefante Mark B 3
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 3
Impact Capital Partners LLC 3
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 3
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
Dempze Nancy E 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
Sumit Capital, Llc 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 3
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 3
Pacific Global Investment Management Co 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Fusion Investment Group, LLC 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
Global Alpha Capital Management Ltd. 3
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 3
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 3
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 3
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Stableford Capital Ii Llc 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Glovista Investments LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 3
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
Mizuho Bank, Ltd. 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
Semper Trust Co. 3
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 3
DB Wealth Management Group, LLC 3
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 3
AQGNX - AQR Funds - AQR Global Equity Fund Class N 3
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
McQueen, Ball & Associates Inc. 3
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 3
CM Management, LLC 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 3
Casdin Capital, LLC 3
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 3
San Luis Wealth Advisors LLC 3
Walter & Keenan Financial Consulting Co /mi/ /adv 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 3
Financial Avengers, Inc. 3
Berkeley Capital Partners, LLC 3
Sutter Hill Ventures 3
Cypress Point Wealth Management, LLC 3
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
Mandatum Life Insurance Co Ltd 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 3
Kentucky Trust Co 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 3
VLCGX - VALIC Co I - Large Capital Growth Fund 3
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 3
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 3
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 3
PENN SERIES FUNDS INC - Large Growth Stock Fund 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 3
Lokken Investment Group LLC 3
Wd Rutherford Llc 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
Connolly Sarah T. 3
PENN SERIES FUNDS INC - Large Cap Growth Fund 3
VCIGX - VALIC Co I - Dividend Value Fund 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Navigation Wealth Management, Inc. 3
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 3
Mitchell & Pahl Private Wealth, Llc 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
ShoreHaven Wealth Partners, LLC 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
Cornerstone Capital, Inc. 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Montis Financial, LLC 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
Asset Planning,Inc 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
Cerro Pacific Wealth Advisors LLC 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 3
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 3
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 3
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
La Financiere De L'echiquier 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
Oder Investment Management, LLC 3
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 3
Orin Green Financial, LLC 3
bLong Financial, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
Bontempo Ohly Capital Mgmt Llc 3
Burren Capital Advisors Ltd 3
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 3
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 3
Global Strategic Investment Solutions, LLC 3
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 3
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
Wealthedge Investment Advisors, Llc 3
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
Oak Family Advisors, Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
Nine Ten Capital Management LLC 3
Permanens Capital L.P. 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Twin Focus Capital Partners, Llc 3
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
BRASX - Blackrock Allocation Target Shares - Bats Series S 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
Connacht Asset Management LP 3
AIMZ Investment Advisors, LLC 3
Dauntless Investment Group, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
Hall Kathryn A. 3
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
Science & Technology Partners, L.P. 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 3
Curated Wealth Partners LLC 3
ULTRA SERIES FUND - Diversified Income Fund Class I 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
ULTRA SERIES FUND - Large Cap Value Fund Class I 3
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 3
Verdad Advisers, LP 3
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 3
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 3
Aristotle Capital Boston, LLC 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 3
Vivo Capital, LLC 3
Oxler Private Wealth LLC 3
SummerHaven Investment Management, LLC 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 3
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
Wallace Capital Management Inc. 3
Consultiva Wealth Management, Corp. 3
Green Harvest Asset Management LLC 3
MBL Wealth, LLC 3
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
Advyzon Investment Management, LLC 3
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 3
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 3
DHJJ Financial Advisors, Ltd. 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
2Xideas AG 3
Alcosta Capital Management, Inc. 3
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 3
Heron Bay Capital Management 3
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 3
Bmc Fund Inc 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
Lumina Fund Management LLC 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
Wells Fargo Income Opportunities Fund 3
Alpine Series Trust 3